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Financial Planning tasks

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Need solicitors/ lawyer to sign off and review a binding financial agreement. Both parties in agree with terms, just need it reviewed and signed off that advice was sought so we can lodge ourselves to the courts. Template is basic and agreement is from a law depo.com template

Fri Apr 25 2025

about 7 hours ago

Open

I'm seeking tax advice from someone who knows about start-up equity (ESOP) and SAFE notes. I need to understand the financial implications, risks, and potential tax consequences of an employment offer involving a mix of salary, salary sacrifice for SAFE notes and share options. Initially would like you to review the offer letter and SAFE agreement, and have brief conversation with me to advise. Future potential for a review of the formal contract & another conversation, plus help with tax return further down the line, if all goes well. Quite urgent, feel free to send quote.

Fri Apr 25 2025

about 11 hours ago

Open

Need a registered dietician/ nutritionist or other allied health professional who can help create a holistic, evidence based meal plan to follow for a 7 year old who has had a lot of antibiotics over the last 2 years. Trying to get immune system back on track by eating whole foods and minimal/no processed foods.

Wed Apr 23 2025

2 days ago

Open

Need an architect who can draw up commercial kitchen fitout plan for council approval and building permit

Richmond VIC, Australia

Wed Apr 23 2025

2 days ago

Open

I am looking for someone to provide ongoing general admin and basic financial support in my role as founder of two startups and a management consultant, as well as my personal affairs. I have lots of exciting projects on the go - social enterprises, charitable foundations and high-level strategy consulting. If this interests you, tasks would include: Calendar & Diary Management Assist with admin and inbox triage Maintain appropriate filing for tax-ready documentation Expense & Tax Document Management Bill Payments & Financial Admin Other general assistance

Fitzroy VIC 3065, Australia

Wed Apr 23 2025

2 days ago

Open

Need a architectural plan for a commercial kitchen fit out in Victoria

Tue Apr 22 2025

3 days ago

Open

I am a Mortgage broker in Sydney. I'm looking for accountants and financial planners who create a lot of SMSF's and want to be a referral partner [can be anywhere in Australia]. You would go through your SMSF's as a yearly review and ask them to speak to a broker to get a cheaper SMSF rate. I'll pay you a referral fee of 20% of the loan amount for every loan settled [set up by a referral agreement, and paid automatically after settlement]. I pay a referral fee as I won't have any reciprocal referrals back to you, simply a payment. A standard loan is $600k, this will earn you $780 in commissions [roughly]. My Services include: 1. Home Loans & refinancing. 2. Commercial property loans. 3. SMSF property loans. 4. Debt consolidation - ATO debt and other.

Tue Apr 22 2025

3 days ago

Open

I am a Mortgage broker in Sydney. I'm looking for accountants and financial planners who want to be a referral partner [can be anywhere in Australia]. I'll pay you a referral fee of 20% of the loan amount for every loan settled [set up by a referral agreement, and paid automatically after settlement]. I pay a referral fee as I won't have any reciprocal referrals back to you, simply a payment. A standard loan is $600k, this will earn you $780 in commissions [roughly]. My Services include: 1. Home Loans & refinancing. 2. Commercial property loans. 3. SMSF property loans. 4. Debt consolidation - ATO debt and other.

Tue Apr 22 2025

3 days ago

Open

Need my personal and company tax returns prepared. They must be prepared by Monday 28th of April in order to apply for a home loan. Also need financial statements prepared

Tue Apr 22 2025

3 days ago

Open

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Last updated on 25th Apr 2025

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