Private Investor & Individual Services - CapitalQ

Private Investor & Individual Services

Private Investors & Individuals come see CapitalQ if you …

  • Want to LEGALLY pay less tax
  • Want to ensure every allowable tax deduction is claimed and maximized
  • Sort out existing worries and concerns with your tax situation in relation to your investments
  • Want to sleep comfortably at night knowing if the dreaded ATO knocks on the door, you have got it covered
  • Want to do everything legally and humanly possible to avoid a tap on the shoulder from the ATO
  • Have doubts you will achieve your financial goals
  • Need help getting your personal budget under control
  • Want to get on the property investment ladder but aren’t sure what the next step is
  • Need help securing finance for a property deal
  • Want investing education and knowledge
  • Seek to eliminate financial stress and achieve peace of mind
  • Want to spend less time with investment paperwork, admin and compliance activities
  • Wish to plan for a retirement you can actually enjoy
  • Want the confidence to make better, more astute and more timely investment decisions
  • Seek a lifestyle beyond the rat race

 

Who CapitalQ is right for …

 

Anyone who may not be in business, nor into property investing, but who have ambitions for their future and who want to take a proactive approach to maximise their wealth building, including saving for a retirement that will be the envy of their friends.

Why? Because you share a similar mindset to our Team, and we have the knowledge and experience to assist you to break free from the pack and to achieve your ambitions.

CapitalQ will get you the maximum tax refund, ensure you pay the absolute minimum legal minimum amount of tax, GUARANTEED, and provide you the guidance you seek to start a journey towards building the wealth you need to live the lifestyle you desire and so richly deserve.

 

Anyone who is looking to Build Wealth via Property (including within their superannuation)!

Why? Because despite what you may have heard, property investing has its tricks and traps and if you get it wrong, you can dig yourself into a hole you can’t get out of. You need to know what you really can afford, how you will deal with speed bumps along the way, you need a strategy to achieve your goals and you want to pay the absolute minimum tax legally possible!

CapitalQ are specialists in property investing including within superannuation. No one wants to overcommit so it’s important you get the right advice. Owning property opens up other options but it must be done right, from minimising interest payments to the right tax set-up to maximise returns.

 

More about Private Investor & Individual Services

We are committed to helping small business owners achieve success (and peace of mind). Secure your FREE, No Risk, Initial Consultation today!

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What our customers say

Logo for Michael Gray
Duncan Melbin’s firm first became the business accountants for Exploration Data Services, and my Family, when he was still a Graduate Accountant some 16 years ago. Myself and my late business partner have followed him ever since!

In the early days Duncan was very proactive in regards to fine tuning our business structure and the benefits of getting the structure right early are still flowing today.

Throughout my time working with Duncan he has played a key role in ensuring our tax affairs have always been in order and our tax obligations have always been minimised and well managed.

Duncan has also played a key role in ensuring my Family and I have adequate wealth protection in place and that we have maximised our wealth creation including through a regular superannuation contribution strategy and the use of a self-managed super fund that keeps us engaged, in control and to a large extent free from the perils of the GFC.

More recently we took the opportunity to outsource our entire back office accounting function to CapitalQ including switching our accounting and invoicing to Xero. I now spend barely any time at all on my monthly accounting and Activity Statement lodgements, as CapitalQ have it all in hand. This allows me to focus on running my business better, and frankly to have more time to enjoy the spoils of a life in business.

I work closely with Kapil Bhasin, our Client Manager, and Peter Melbin, our outsourced Bookkeeper, and they are clearly very valuable assets for CapitalQ.

Working with Duncan, Kapil and Peter is very easy, they respond promptly to any queries I have and most importantly I have complete trust in the advice they give me and that my business affairs are being well looked after. I would recommend CapitalQ to any potential client without reservation.

So if you own a small business or are looking to grow your wealth I highly recommend you speak to the CapitalQ Team. They will give you good advice, and ensure you are on track for a sound business and financial future (and outsourcing your back office accounting process to them, and switching to Xero, will be two of the best business decisions you will make).

Michael Gray

Director - Exploration Data Services (Perth)

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