Story About Us
Young Financial Group was formed in 2001 by Jack Hellman who saw an opportunity in the market to provide like minded, successful individuals and small – medium businesses owners with specialised and targeted;
Accounting services
Taxation services
Business advisory services
Professional advice
with a more personalised touch and at competitive industry prices.
In the last 15 years, YFG has grown and expanded 100% organically. Driven by word of mouth referrals and strategic partnerships with industry professionals, our excellent track record speaks for itself. We take the time to genuinely understand our client’s needs and are willing to “go the extra step” to ensure those needs are met.
As a client of ours, you can always expect to be dealing with a senior member of our team who will have the knowledge and the resources to provide you with the right advice and in a timely manner.
Since no-one other than an existing client of ours tell you what it is like to be a client of Young Financial Group, see what our clients say about us.
In the community
At Young Financial Group (YFG), we are focused on assisting and supporting charitable and benevolent organisations within the community in their great work for those they assist.
This assistance and support comes in many different forms but here are a few we’d like to share with you
Pro-Bono Services
We provide our Tax and Compliance services as well as our in-house Treasury and Chief Financial Officer (CFO) functions on a Pro-Bono basis to Courage to Care (C2C). This is a very worthy charity which is part of the B’nai B’rith group. It runs a traveling exhibition with an integrated education program that is delivered in New South Wales, Queensland, the Australian Capital Territory, and Western Australia.
The focus being on power of the individual to make a difference, and a poignant reminder that it is our own choices that determine if we remain bystanders, or become ‘upstanders’ who take positive action in the face of discrimination, prejudice and bullying in our everyday lives. Please visit their website to learn more and make a donation. couragetocare.com.au
Charity Initiatives
We encourage our employees to nominate a charitable organisation close to their hearts and then contribute an additional 1% of their gross salary to the nominated cause. This means every day our employees are working at YFG, they are making a difference to the lives of someone less fortunate and/or helping to shape a better future for our community.
Sponsorships
We sponsor local sports clubs. By promoting active and healthy lifestyles, we can help with making a positive impact at various aspects of people’s lives.
Accounting, taxation and advisory services
Individual Taxpayers
Business and Company Tax
Self Managed Super Funds (SMSF) Tax and Compliance
Superannuation Planning and Advice
Mortgage, Financial Planning and Insurance Options
Bookkeeping Services
ASIC Corporate Secretarial and Company Formation Services
Individual Taxpayers
We have extensive experience in preparing Individual Income Tax Returns for a wide variety of clients from a diverse range of professions.
Whatever your occupation or income level may be or if your sole source of income is from investments, we are ready to advise you on the most up to date and tax effective methods planning your tax affairs prior to financial year end.
That ensures that once it comes time to actually prepare your tax return, you are paying only the tax you absolutely, legally have to. Of course, if all you require is for us to simply prepare your tax return, we provide that service too.
Don’t waste time trying to do it yourself, contact us for personalised assessment of your tax affairs and let a professional accurately plan and prepare your tax return for you.
What’s more is that our fees are 100% tax deductible!
Business and Company Tax
Our service offering is comprehensive and diverse. Importantly, it is customised to suit your specific needs as well as being flexible to adjust as your circumstances warrant.
Whilst we are able to assist clients from a broad range of industries, we specialise in clients with Personal Services business. Specifically businesses who sell their time and expertise oppose to a tangible product. We feel that since we sell our time and expertise, we have a better understanding of your needs and can not only advise but also empathise. So whether business is; Legal, Medical, Real Estate, Architecture, Construction, Tradesperson, Recruitment, Management Consulting, Film Production, IT Support, or any other personal service we make it our business to keep you on top of your accounting and taxation obligations.
An overview of some of our business services is shown below. Please note this list is not an all-inclusive and we’re always happy to discuss how we can help you.
- Tax Returns
- Activity Statements (BAS/IAS)
- Capital Gains Tax (CGT)
- Land Tax
- Payroll Tax
- Superannuation Compliance
- Business Start-Ups
- Management Consulting
- Budgeting
- Contract CFO Services
- Company Secretarial
Self Managed Super Funds (SMSF) Tax and Compliance
Are you the type of person who wants to take active control of your future financial options?
Do you yourself (or combined with your family/ friends) have a large superannuation balance?
Are you tired of having someone else managing your superannuation investments and are now prepared to manage these investments?
Well, if you answered yes to all three questions, a SMSF may be the right option for you. Running a SMSF has many rewards including being able to control (within legislative requirements and guidelines) how your retirement savings are invested.
- Ensuring SMSF compliance to SIS Act (1993)
- Family Tax planning
- Future wealth strategies
Do you already have an existing SMSF? Talk to us about how we can work with you to better manage your fund’s taxation and compliance obligations.
Superannuation Planning and Advice
Superannuation is a very complex, constantly changing, yet important part of most people’s future wealth strategies. There are a variety of reasons why many Australians don’t understand or focus on their superannuation. Statistically, those who invest in their superannuation earlier in life and/or take an active role in regularly reviewing it will be rewarded with larger returns at retirement.
We are in a position to provide you with specialist advice in this field. Whether you require:
- Information on how a Self-Managed Super Fund (SMSF) can help you unlock the power in your superannuation and build your overall wealth.
- Annual compliance (Financial Statement and Tax Returns) for your existing SMSF.
- Assistance with consolidating your existing superannuation.
- Using superannuation (in general) as part of your tax planning strategy, or
- Other superannuation advice
We can help you navigate through the complexities and queries in a way that puts you back in control.
Mortgage, Financial Planning and Insurance Options
We have professional relationships with highly experienced, qualified, and independent Mortgage Brokers and Financial Planners.
Ask us for a referral to one of our recommended advisers who will be able to provide you with the services you require and the personal attention you deserve.
We only recommend you to professionals that we would use ourselves!
Bookkeeping Services
Is your time better spent focusing on running your business or finding that elusive work/life balance?
Talk to us to find out how we can tailor a bookkeeping solution for you. It may require only a few hours per week/month, or you may require someone on a more regular basis. Our highly trained bookkeepers will make managing this mundane task of tracking your income/expenses, hassle-free.
What’s more is that they work in conjunction with our accounting staff, so the preparation of you financial accounts will be made much simpler.
ASIC Corporate Secretarial and Company Formation Services
Thinking of forming a company, trust, or superannuation fund? Talk to us first to see if the structure you are considering setting up is appropriate for your needs. Once you feel comfortable that you have been provided all the options and are ready to proceed, our friendly staff can handle all the paperwork for you.
We can guide you through the process from first forming your desired business structure to making that first sale and beyond.
Do you have an existing company and need assistance in lodging documents with ASIC? We are an ASIC registered agent and have specialised software in place to make this process simple and hassle-free.
Please contact us to find out how we can help you or your business manage your accounting and taxation requirements more effectively.
Meet The Team
Jack has been working in public practice accounting for over 15 years. Prior to becoming involved full-time in YFG, he has worked in several mid-tier and second-tier accounting firms as well as in the in-house tax department of a multinational insurance company.
Professionally, his passion lies in being able to see how his taxation expertise makes a difference to his clients in business. By being a ‘partner’ in each of their businesses, Jack gets satisfaction from the successes his clients have achieved.
Outside of the office, Jack spends time with his dog, Cooper, playing tennis and regularly participates in a variety of fitness training activities. He is also an avid sports fan, particularly; Rugby, NFL, and Tennis.
Earl is a Chartered Accountant and has a Bachelor of Business from University of Western Sydney. He has worked in public practice accounting since 2001 where he has built a solid base of knowledge and expertise.
He specialises in tax and compliance matters for small to medium businesses with great attention to detail and an approach that puts clients at ease.
Outside of the office, Earl is a qualified fitness instructor and a Brazilian Jiu Jitsu competitor. He believes that having a healthy body leads to a healthy mind and better results for his clients.