In February 2025, Integro Private Wealth formed a strategic partnership with AH Jackson, one of Queensland’s leading accounting firms, which has helped facilitate our ongoing national expansion, particularly along the east coast.
The partnership allows AH Jackson clients to access a comprehensive suite of accounting and advisory services through Integro Private Wealth, with the convenience of having a single point of contact. Our focus on an integrated approach with referral partners also means that existing clients can add these accounting and advisory services into their existing arrangements.
Personal accounting needs
- Tax returns: Receive expert assistance in preparing and filing your tax forms.
- Tax accounting: Get help with various tax issues, including capital gains, fringe benefits, and goods and services.
- Auditing and assurance services: Ensure the accuracy and quality of your financial accounts.
- Forensic accounting: Identify inaccuracies, analyse financial data, trace discrepancies, and prevent financial fraud.
- Superannuation: Maximise your retirement savings with the latest strategies for individual and business superannuation, including self-managed funds.
- Wealth management: Protect assets, plan for retirement, and achieve financial goals with tailored solutions.
- Financial planning: Develop a personalised roadmap for your financial future, assessing income, expenses, and investments.
Business accounting needs
- Year-end accounting: Preparation of annual special-purpose and general-purpose financial statements, compliance with business, local government, and not-for-profit requirements, and assistance with the annual review of business operations.
- Investigative reports and expert opinions for third parties: Detailed financial reports and expert opinions for banks, solicitors, and other third parties.
- Technical accounting services: Assistance with new accounting standards and complex transactions, ensuring improved procedures and controls.
- Share and business valuations: Accurate valuation of business or shares for better clarity and strategic decisions.
- Benchmarking key metrics against competitors and the industry: Compare key business metrics with industry standards to identify areas for improvement.
- Due diligence for business acquisitions: Ensure awareness of all risks and accurate information for potential investments, protecting assets and realising tax benefits.
- Preparation of business cases and feasibility studies: Assess the viability of projects, focusing on technical, financial, and operational aspects.
- Financing and debt advice: Strategic advice on financing options, lender negotiations, and capital versus debt financing.
- Virtual CFO services: Experienced CFO support for maintaining accounting systems, assisting finance teams, preparing financial reports, and providing strategic financial advice.
AH Jackson is based in Brisbane and has more than 5,500 clients which includes a diverse range of individuals, families and privately owned businesses. They all now have access to our industry leading wealth management solutions such as new and emerging opportunities in the private asset space, succession planning and financial modelling.
To explore how our partnership with AH Jackson can enhance your wealth management journey, contact your Integro adviser today. If you are not an existing client, get in touch via email at: [email protected].
