Here are some frequently asked questions about how Eclipse Advisory can help you and your business. We also provide basic information about our services which you might be interested to learn about.


Is Eclipse Advisory licensed and company-regulated?

Certainly, Eclipse Advisory Pty Ltd is regulated by the Australian Securities and Investments Commission (ASIC). We possess an Australian Financial Services (AFS) license that authorises us to offer financial advice and services. ASIC establishes and enforces guidelines and standards to ensure that firms like ours operate ethically and prioritise our clients’ best interests.


What assistance can I expect from Eclipse Advisory regarding business and financial advice?

Eclipse Advisory can provide a wide range of support in the realm of business and financial advice. This includes evaluating your existing financial status, crafting a customised financial strategy, offering investment suggestions aligned with your objectives and risk appetite, furnishing insights on tax planning strategies, aiding with retirement planning, assisting in debt management, and delivering continuous guidance and counsel to help you achieve financial prosperity.


How does Eclipse Advisory differ from other tax and financial planning companies?

Eclipse Advisory stands out in the realm of tax and accounting services due to our personalised and comprehensive approach. With over 35 years of experience, our team takes the time to understand your unique financial situation, crafting customised strategies that align perfectly with your goals while adhering to Australian superannuation and financial advice legislation. We place great importance on ethical practices, ensuring that your best interests are our top priority. What truly sets us apart is our ongoing commitment to your financial well-being, providing continuous support and making adjustments as your financial circumstances evolve. With Eclipse Advisory, you’re not just a client; you’re our focus.


How can Eclipse Advisory help me with my superannuation?

Our expertise in superannuation is all about you. We understand that your retirement goals are unique, and we are here to help you achieve them. We will work closely with you to create a personalised superannuation strategy that aligns perfectly with your aspirations, making sure you’re always in compliance with Australian superannuation laws. Our guidance doesn’t stop there; we’ll help you make intelligent investment choices within your super fund, plan for retirement, and regularly review and adjust your strategy as life unfolds. With Eclipse Advisory, your superannuation is in capable hands, dedicated to securing your financial future.


What is Pre-June Review, and how does it benefit me?

Our Pre-June Review service offers significant benefits to our clients. This service ensures compliance and timely lodgement of tax returns, providing peace of mind and avoiding potential penalties. We organise meetings and discuss how our clients optimize tax planning, helping clients reduce their tax liabilities for the current year while exploring available tax-saving options. It also addresses trust distribution decisions, ensuring clients stay ahead of regulatory changes and avoid potential tax pitfalls. Furthermore, our team assists in projecting tax filings and managing cash flow, helping clients navigate financial challenges effectively.

Our expertise in revenue forecasting, gross profit analysis, business model adjustments, capital expenditure planning, marketing cost estimation, and expense monitoring contributes to informed decision-making and financial success. In summary, our Pre-June Review service empowers our clients, ensuring financial compliance and strategic financial planning that leads to improved financial outcomes.