Leonie Jane Martin
An Investment in a good Accountant is an investment in the success of your business.
Looking for a new accountant who:
• truly understands what you are trying to achieve
• provides regular advice to help your business and family wealth grow
• helps you achieve your goals as well as pay less tax and
• will work in collaboration with you to help you build something awesome?
Give HelloLedger a call if you are ready for a change and for a proactive and innovative approach. As modern online accountants we leverage technology and automation through our own cloud-based tech stack and can help you do the same.
While we can take care of your bread-and-butter tax compliance needs - accounting, bookkeeping, taxation and business advice, as your trusted advisor, through our succession, asset protection and estate planning services we can give you the strategies to preserve your family’s wealth and leave a legacy for generations.
The sudden death, illness or incapacity of a loved one is one of the most disruptive things that can happen to a family or business and can create confusion and risk all that you have built. HelloLedger will help you create your succession plan long before it is needed.
As a business owner, you are likely to be exposed to a number of risks from unexpected events including creditor claims, workplace accidents, lawsuits, insolvency and relationship breakdowns. To shield your personal wealth from these risks, HelloLedger can review your current business and investment structures and recommend the best safeguards and strategies to protect your wealth and assets.
Estate planning is an area often overlooked as you focus on your busy day-to-day life. As your trusted accountant and advisor, with the information we know about your business and investment structures, your tax situation and your family background family, we will provide you with the latest strategies to co-ordinate and implement your comprehensive estate and wealth transfer planning.
Navigating the compliance requirements of managing your own Self-Managed Superannuation Fund may seem like a bit of a headache and require a lot of expertise. With HelloLedger handling the tedious aspects of your SMSF and giving you the leading strategies, you can spend more time building your superannuation balances and getting the best out of your SMSF.
Certified Practising Accountant (CPA)
Registered Tax Agent
Bachelor of Commerce
Graduate Diploma in Financial Planning
SAPEPAA Certified Adviser
SKILLS & EXPERIENCE:
Over 15 years in public practice providing accountancy, taxation and advisory services to small business clients and SMSFs as well as estate planning coordination incorporating deceased estate taxation and advisory services.
"Leonie was professional, patient and thorough with our tax returns and, once completed, Leonie provided a detailed report that was tailored to our circumstances and included suggestions for the future. She has also offered a Zoom meeting to go over the reports. Highly, highly recommend."
Nicole, Goulburn NSW