We're excited to let you know about  our latest developments here at CBC Partners,  which represents some great opportunities for you.

At CBC Partners we pride ourselves on being an accounting practice that offers quality taxation and business advice.  In order to provide our clients with holistic financial advice we have formed a relationship with Delta Financial Group.

From 1 July 2016, there are new regulatory changes coming into play that require an additional layer of technical expertise with regards to Superannuation. Where previously we could provide you with advice on Superannuation, Contributions and Pensions, this advice will now need to be provided by a licensed Financial Adviser. 

Mike Sikar Founder and Principal Adviser of Delta Financial Group specialises in providing advice on Superannuation (including SMSFs) and this will be done in tandem with our existing accounting services. Mike is highly experienced in advising clients and we are confident that you will be delighted with his service offering and the outcomes achieved.

Below is an overview of the services that we provide and those that are offered by Delta Financial Group. We hope that by offering both advice and accounting services, we can meet all your needs under the one roof. 
 

What the 2017 super reforms could mean for you

We have attached some additional information HERE outlining the opportunities that are available to you before 30 June 2017 to help you grow your super and retire with more. As legislation and rules continue to change, it's important to regularly review your plans to ensure you stay on track to achieving the retirement lifestyle you want.

We're excited about this new service and strongly recommend that you take advantage of an obligation free chat with Mike before 30 June. 

If you would like to organise a meeting with Mike and your accountant simply contact us or reply to this email and we will be in touch with you soon. 

 
   
Phone: +61 2 8263 1000
Fax: +61 2 9262 291 
Website:   www.cbcpartners.com.au
 
Level 11, 22 Market Street, Sydney NSW 2000
GPO Box 1442, Sydney NSW 2001