Testimonials
We thought you might like to read about what some our clients have had to say...
We went to visit Jarrod Rogers today in Diamond Creek and love that it is close to home and Jarrod is friendly, efficient and great at explaining stuff in layman’s terms. We have been to a number of tax agent’s over the years, those from bigger and smaller organizations. I would recommend Jarrod to anyone as the best person we have been to.
Liz – Diamond Creek
July 2009
Dear Aaron,
Recently you attended to the transfer of my business property to my self-managed super fund, and as a result of your advice the transfer was successfully completed. I am naturally delighted with the outcome. You may recall that I had previously sought advice on this matter from two financial planners and an accountant, none of whom were able to suggest a mechanism for such transfer without my incurring significant capital gains tax and stamp duty.
Thankfully, your expert advice and opinion enabled me to take advantage of the various concessions that were available to me under the current (and stringent) Australian Tax Office rules thereby achieving a highly satisfactory conclusion to the matter. I wish to thank you for your thorough, informed and professional approach and look forward to your advice in relation to my super fund in the future.
Kind regards,
Dr Barry Lauritz - Mount Waverley
April 2009