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      About Uschevron down

      Qualified Accountants and Financial Planners

      • Business accounting and bookkeeping
      • Comprehensive range of financial services
      • Personal taxation returns
      • Since 1983
      • Superannuation and rollover advice
      General Info

      Certified practicing accountants providing a comprehensive range of financial services to personal and business clients.

      Acacia Financial Services Pty Ltd has the resources to service a wide range of accounting and financial planning needs while retaining the ability to provide a high level of personal attention to our clients. We have a loyal client base, many of whom have been with us for over twenty years, including clients now located interstate and overseas.

      The principal of the practice is Geoff Trewarn FCPA who holds a Bachelor of Business degree with a double major in data processing and accounting and a Graduate Diploma in Public Accounting. Geoff is also a certified financial planner and has been providing financial planning services since 1986. His specialty areas are in personal taxation, business services and financial planning.

      Accreditations
      Accreditation badgeBachelor of Business - Geoff TrewarnAccreditation badgeBachelor of Business - John Couroyannis
      Email
      Payment method
      cheque, mastercard, visa, cash
      Established
      1983
      ABN
      49006548830
      Staff
      1-10
      Ownership
      Locally Owned
      Service Notes
      Weekend Appointments Available
      Free Estimates
      Yes
      Other Links
      Categories
      Accountants & Auditors, Accounting Services
      Licenses
      Legal ID: Tax Agent No. 24729126
      Commercial
      Yes
      Keywords
      Accountant, Accounting, Accounting And Financial Planning, Affordable Financial Services, Beneficiaries, Bookkeeping, Business Accounting, Business Accounting And Bookkeeping, Business Services And Financial Planning, Capital Gain, Certified Accountants, Certified Practicing Accountants, Competent Accountant, Comprehensive Range Of Financial Services, Financial Planning, Financial Planning Services, Financial Reports, Financial Services, Financial Services At Competitive Prices, Financial Services To Business Clients, Financial Services To Individual Clients, Income & Capital Gain, Personal Taxation, Personal Taxation And Financial Planning, Personal Taxation Returns, Practicing Accountants, Qualified Accountants, Rollover Advice, Superannuation, Superannuation Advice, Superannuation And Rollover, Superannuation And Rollover Advice, Tax Agent, Tax Returns, Taxable Income, Unexpected Tax Outcome
      FAQschevron down

      Who are the beneficiaries?

      Beneficiaries are the people entitled to get funds or other property under a trust, will, or insurance policy. The important factors to be checked are: Is the proposed beneficiary really a beneficiary? What does the trust deed say? Check out who the excluded beneficiaries are. Has anyone renounced or disclaimed their beneficial interest? Has anyone been removed as a beneficiary? Call us to know more.


      When income or capital gain is distributed to the default beneficiaries?

      If a resolution fails, any income or capital gain is distributed to the default beneficiaries (in the deed) and this will avoid the trustee being assessed on the income or capital against at the top marginal rate.


      What is income?

      Income is money/remuneration received in exchange of goods or services offered. When there are differences between the trust income and taxable income, there may be an unexpected tax outcome. Make sure you can rely on the trust's tax returns and financial reports and that they are being prepared by a competent accountant.