Specialist Services

Detailed advice on all aspects of tax structuring, compliance accounting & business management; including personal & business taxation, GST, FBT, and legislative amendments. Whatever your individual circumstances, investment portfolio or business cashflow & management requirements, we can help you develop & expand your wealth in a tax effective manner.

Contact Pegasus to discuss Tax planning.

Tailored & comprehensive financial advice on all aspects of family (discretionary) trusts, Unit trusts, Hybrid trusts and alternative business,investment and special purpose structures.

Contact Pegasus to discuss your current Personal Structure and alternatives.

Comprehensive review, market analysis & sourcing of Wholesale funding for home purchases and refinances, business capital and funding requirements and investment capital expansion options. Reviewing existing investments as part of your trading strategy, offering internal leveraging within the stock market through the use of wholesale funding, options and derivatives.

Contact Pegasus to discuss Investment loans, margin lending and investment opportunities.

Wide- ranging expert advice helps you select the most appropriate investment vehicles for your particular financial obejctives. Pegasus provide access to products often only available to professional and institutional investors.

Contact Pegasus to discuss Investment opportunities and your investment goals.

Full suite of advisory services on trading, direct market and cross sector investments including access to superior market research and comprehensive wholesale broking services across a full range of ASX and international exchanges and products.

Contact Pegasus to discuss for trading and stock marketing advice.

Advice focused on your individual/investment & business cash management strategies and requirements. We can help you get more from your income or cash investments and connect you to the most appropriate cash solutions for your needs.

Contact Pegasus to discuss Cash Management solutions.

Expert advice on all aspects of Self-Managed Super Funds (SMSFs). We can help you to assess the benefits of an SMSF and determine whether it is the most appropriate superannuation solution for your needs. Our specialists will provide you with a comprehensive set up and compliance management service and for your self-managed super fund.

Advice focused on ensuring your bequests, intergenerational asset and estate planning objectives are carried out accordance with your wishes, in the most tax efficient manner, and implementation of Family wealth preservation measures.

Contact Pegasus to for advice Estate Planning.

Our international executive service provides specialist advice, planning and transaction services for Australians living and working anywhere overseas. The service provides advice on the most appropriate assets to hold as a non-resident and on managing your Australian finances and holdings while you’re abroad.

Contact Pegasus to discuss our International Advisory Service.

Pegasus news provides private clients with considered opinion of financial news, legislative changes, investment opportunities and market challenges.

To discuss any story or seek further clarifications contact your Pegasus advisor.