Paul Searle

Paul Searle Email and Phone Number

Property Structuring Advice Professional | SMSF Advice Professional @ Ascendancy Planning
Paul Searle's Location
Gold Coast, Queensland, Australia, Australia
Paul Searle's Contact Details

Paul Searle personal email

n/a
About Paul Searle

I am a financial planner that specialises in fractional ownership of investment property. I am licensed to deal in an exciting new financial product that allows property to be put into a unit trust that is delivered through a retail PDS. This means you can have as many investors as you want, you can advertise the investment and there is no limit on the capital raised.Through the unit trust we are able to obtain finance, with no application required by the unit holders (investors).The unit trust can accept any investors including SMSF’s (we are licensed to provide set up and provide advice to SMSF’s). This structure suits property professionals that have clients that can’t or don’t wish to purchase a single property directly. Also property advisors working in the NDIS SDA sector will find this solution crucial to their operations.The opportunity for the property professional is to speak to their clients that wish to purchase investment property, but can’t (usually due to finance) and combine these funds with other clients and settle on a property. Investors are thinking more about diversification and while most are happy to hold property, they would prefer this to be across a couple of properties.While we don’t sell property and are not licensed to provide advice on property, we can assist your clients with the structuring of their investment (unit trust) and then full financial advice (shares, insurances etc) with accounting and tax services.Call me for a discussion on how we can help you.Paul Searle0412 154 303paul@smsf.group

Paul Searle's Current Company Details
Ascendancy Planning

Ascendancy Planning

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Property Structuring Advice Professional | SMSF Advice Professional
Paul Searle Work Experience Details
  • Ascendancy Planning
    Managing Director
    Ascendancy Planning Nov 2018 - Present
    Surfers Paradise
    Our Financial Planners take care of many Australian families and individuals ensuring the right financial planning advice is provided. Our advice first and foremost is practical and easy to understand – providing peace of mind and confidence – from the start.
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  • Strategic Super
    General Manager
    Strategic Super Jan 2014 - Present
    Gold Coast
    Strategic super is dedicated to help people with their self managed super funds (SMSF). We are specialist SMSF accountants and tax agents. We strive to keep SMSF simple and easy to understand. We love working with our clients and ensuring that their SMSF is complying and they are maximising the benefits of having a SMSF.
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Paul Searle Skills

Smsf Superannuation Tax Business Advisory Estate Planning Investments Accountants Finance Tax Advisory Tax Law Accounting Small Business Trusts Financial Planners Estate Tax Planning Financial Advisory Business Valuation Tax Returns Partnership Taxation Income Tax High Net Worth Individuals Tax Preparation Myob Wealth Tax Accounting Corporate Tax Mutual Funds Strategic Financial Planning Bookkeeping Gst

Frequently Asked Questions about Paul Searle

What company does Paul Searle work for?

Paul Searle works for Ascendancy Planning

What is Paul Searle's role at the current company?

Paul Searle's current role is Property Structuring Advice Professional | SMSF Advice Professional.

What is Paul Searle's email address?

Paul Searle's email address is pa****@****.com.au

What is Paul Searle's direct phone number?

Paul Searle's direct phone number is +6113007*****

What are some of Paul Searle's interests?

Paul Searle has interest in Professional Networking, Information Technology, Investing, Snowboarding, Management Information Systems, Camping.

What skills is Paul Searle known for?

Paul Searle has skills like Smsf, Superannuation, Tax, Business Advisory, Estate Planning, Investments, Accountants, Finance, Tax Advisory, Tax Law, Accounting, Small Business.

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