Read Client Reviews of our Sunshine Coast & North Brisbane Accountants, Lawyers & Financial Planners

Excellent Service? Don't take our word for it, here's what our clients say:

Mike & Cynthia say...

Property Investors & Business Owners & Operators

The Investment Accounting and Legal team at ascendia are able to provide accurate and practically useful tax advice and business and investment structuring advice and implementation services.

They are proactive in identifying where we can do things in a better way - in advance of entering into any investment - as a result they assist us to get the best out of our investment(s) and our business at the same time.

Cynthia & Mike M. Property Investors & Business Owners & Operators

Cathy & Rod say...

Management Rights & Hospitality Business

"The Ascendia partners genuinely care about how we are going. They work hard for us. This translates into great service – not busy work or lip service. When you’ve been in business as long as us you can tell the difference.

What we also like of course is the comprehensive service, and we have and continue to use the following:

Value for money residential management right trust account audits as required by the office of fair trading

Due diligence related services

Bank reporting and assistance in obtaining bank

Comparative business analysis

Investment planning

Obtaining Business Finance and re-Finance

Understanding the multiple income streams available to our business

And they make House calls."

Cathy & Rod. Proprietors: Management Rights & Hospitality Business

Robin says...

Consulting Engineers (est.1985)

We initially engaged Ascendia as our tax accountants - and we found that they were very good at this. We do our own book-keeping with MYOB, then hand our MYOB files over to Ascendia for analysis and preparation of tax returns. They are fast, they make the whole process so easy and they are always available when we need accounting advice.

But we have found that Ascendia has far more to offer than simply preparing tax returns.

Their financial planners helped us to structure our superannuation to maximize returns and provide finance for purchase of new office premises.

Their legal department showed us how to clarify our legal relationships with contractors, to remain within the law regarding the provision of personal services.

They also provided invaluable assistance in developing a succession plan for the business.

Ascendia's combination of accountants, financial planners and lawyers creates a synergy that provides great support for a professional business like ours.

In summary, their service has been excellent and far exceeded our expectations.

Robin Russell & Associates Pty Ltd – Consulting Engineers (est.1985)

Jan says...

Investor & Self Funded Retiree

I have used Ascendia Accountants, Lawyers and Investment Mangers for 12 years, and will continue to do so.

I have confidence in the team at ascendia because of their technical competence and full service approach in dealing with my personal matters and Self Managed Super Fund portfolio.

They offer a full service - so they deal with any changes in the super environment by raising it with me - so I can elect to have them include it with their existing service provision.

The combined professional service from Ascendia has missed nothing over the years, and I have elected that it now includes, for instance:

From Ascendia Accountants:

Annual Investment Strategy in keeping with my portfolio asset allocation

Annual Trustee Minutes

Minimum Pension Amounts calculated and notified to me every year as a reminder letter in June

Complete Financial Report including the financial accounts and an Annual Report For Trustees including any matters we need to attend to

From Ascendia Lawyers:

Updated Death Benefit Nominations - or other estates matters - as required from Ascendia Lawyers

Superannuation Deed Updates - as required - from Ascendia Lawyers

From Ascendia:

Ongoing Investment Portfolio Advice and Mangement form the Ascendia Investment team.

Jan S. Self Funded Retiree

Keith says...

Leading Medical Services Provider

I have worked with the principals at Ascendia since they set up the business. I use their:

tax accounting and lodgment service

tax advice services and

investment advice and management services.

The principals I deal with at Ascendia recognize that I am inundated with information in my professional life and so have no capacity nor tolerance for padding or irrelevant information.

Ascendia doesn’t give me extraneous information, they just give me what I need to know to look after my interests.

I have found that:

Their work and support as provided to me is always in a timely fashion

They are personally available when I need them

They fit in with my busy routine.

Ascendia gives me timely, competent and complete advice at the opportune times.

Keith H. Medical Clinic Director: Leading Medical Service Provider

Rob says...

Property Development & Investment Group (est. 1975)

"Ascendia delivers a variety of professional outcomes when needed – for larger business and investment plans...

Our investment and business plan ideally required various professional services delivered in a coordinated and collaborative way. I mean we needed the services of a firm that could practically deliver tax accounting, super accounting, commercial law, property law - even technical bookkeeping outcomes – at the right time and place. We have found that Ascendia does deliver.

Ascendia delivered this through an action plan they documented with me - to ensure my investment plan was implemented - and then they worked with me until it was in place supporting my group at each step of the way."

Rob B., Managing Director, Development Group (est. 1975)

Mark says...

Building Supplies Wholesaler

We are a family business that has been operating for almost 25 years. We have been impressed by how proactive the professional team at Ascendia are. We have found their multi profession approach has been beneficial to our firm.

We have benefited from asset protection advice and implemented arrangements, estates advice and amendments (including to POA’s, EPOA’s, BDN’s, Wills etc.) and of course from regular tax estimate and advisory service to give us the peace of mind to know that we are doing everything we can to manage our tax position appropriately and to the best benefit available to us. Angela, Sherman and Natalie also make house calls!"