King Financial Group Alliance

King Financial Group Alliance Package

Eden Wealth Accountants has entered a joint venture alliance to provide taxation services to clients of King Financial Group.

Both groups have the passion and the expertise to ensure clients achieve the most from their tax planning and investment structures.

We recognise that most clients see their relationship with their financial planner as the primary catalyst for wealth creation and planning.

To this end there is significant benefit for clients wanting to enhance their wealth plan with
a best- practice, user friendly accounting and taxation service that supports this relationship.

Alliance Benefits

Work with Accountants that understand tax for investing and financial planning

Eden's Wealth Accountants have extensive experience with investors that engage the services of financial advisers. Our accountants are trained to have a professional and pro- active instinct in their approach to tax planning. Beyond the usual annual compliance they are always on the look-out for ways to add value in conjunction with your planner.

You are appointed a dedicated Wealth Accountant who is knowledgeable and available

Eden's tax-accounting process is workflow-managed through an integrated and automated system. All processing work is completed by a "specialist back-office tax accounting team", quality checked by a senior accountant, and then packaged for your final approval. This frees up the time of your Wealth Accountant to concentrate on providing value-adding advice and a smooth integrated service.

Your King Planner will be informed and involved in the provision of the service

Our workflow management system produces tailored reports so that you and your King Planner know where your accounting work is at every stage of the process. This internal report tracks the "time in each stage" to provide full transparency and accountability. Where a tax return is going to take longer than anticipated we notify you and, at your request, your planner immediately.

Dedicated Resources in Melbourne and Sydney, with other states to be rolled out

Eden has clients all over Australia and we are able to service clients in all states. Our Wealth Accountants are all contactable via phone, email, fax and Skype and can arrange online or face-to-face meetings with you anywhere in the country.

Cost Effective

One of the most common compliments we receive from clients is the great value for money they receive for the investment they make in using our service. When asked how we deliver this service at a great price, we reply, "It is our dedication and commitment to meeting our client's needs with continual improvement of systems and technology that makes this possible".

Engaging our tax service is easy

Read and accept the Tax Agent Letter of Engagement . Download the appropriate forms from the Tax Checklist table to assist get your paperwork ready. If you need assistance with the checklist in preparing your business and self managed superfund for tax time then contact us immediately for support. Send your completed Checklist and supporting documentation along with your signed letter of engagement to your wealth accountant in the relevant state office.

If you are unsure about any aspect of the service, please contact our team without delay at info@edentax.com.au or 1300 778 858.