Welcome to Chan & Naylor Melbourne/ Financially Sorted
Chan & Naylor Melbourne will be rebranding to Financially Sorted shortly. We aim to at all times, maintain the utmost levels of service for our clients and strives to place itself at the forefront of Business Advisory Services within the Accountancy Industry. Our new branding and corporate website is now live. Visit Financially Sorted here
“Helping you get Financially Sorted – to live a fulfilling and engaging life – ready to take on the world”
We believe this mission is a worthy one!
Benefits of Being Financially Sorted…
- Less stress and better health
- More options in life – time & choices
- The freedom to be generous
- More financially stable kids
We love to work with passionate and motivated individuals and business owners who have ambitions objectives for the future. We understand that it’s critical for you to have a team of experts in your corner, to work with you!
Chan & Naylor Accountants was established in 1990. Both founders, Edward Chan & David Naylor have helped Chan & Naylor become one of the country’s leading accountants for property investors, specialising in structuring. Peter Locandro was the CEO & Founder of Financially Sorted who began operations in April 2017. Peter was originally involved in a large partnership for some 20 years but left to commence Financially Sorted. His objective was to help clients become financially sorted in all aspects of their business & financial lives. Peter was then approached to become the managing partner of both businesses and this officially occurred on the 1st July 2019. Chan & Naylor Melbourne incorporating Financially Sorted was officially born on this day.
From Our Blog
Super funds warn members may lose out from new disclosure reforms The Australian Institute...
What Is Property Settlement? Property settlement is a legal process that occurs after the price of...
BMT still finding an average of $8,940 in depreciation deductions Many of Australia’s property...
2020-21 Tax Planning Guides
Strategic Financial Consultations
For Business Owners
Reviewing the financial health of your business annually should be part of the process you undertake each year and the EOFY is the perfect time to conduct a Strategic Financial Consultation (SFC).
At Chan & Naylor we have developed an annual SFC for our SME clients.
The SFC focuses on key areas including:
- Cash Flow Management and Financing options
- Strategic Tax Planning
- Economic packages and Government grants
- Asset Protection
- Tax effective investments
- Negative Gearing
For Property Investors
A Strategic Financial Consultation is a holistic review of your wealth creation goals, taking into account issues around tax, asset protection, estate planning, finance and structures, to assist you in meeting your objectives.
The results and feedback are provided to you, either to confirm that your property finance is in good shape OR that it is not and that we can then make appropriate recommendations as to how they could be improved upon.
Tax Tips for Property Investors in 2020