About Us

At Preston Coe & Ring it isn't just about the numbers, it is about you and what you want to achieve in life. We have a saying "Living for today, saving for tomorrow and protecting in between"; that really symbolises what we are about. We help our clients Live Life and guide them through the journey with our skills and expertise as trusted business advisors, accountants and financial planners.

If you are new and considering using Our Services please look at the Our Clients section. Here you will find some useful information and get an understanding of our culture. Like anything we enjoy working with like-minded people with whom we can really help. You will find some great client testimonials by clicking here.

If you have visited before welcome back and I hope you enjoy the visit.

How We Help

Starting Today

The start of the journey

Business & Accounting Tax

  • Xero
  • Tax Planning
  • Tax Returns
  • Financial Statements
  • Asset Protection Review
  • Risk Management

Individual Client information

  • Assets & Liabilities
  • Income and Expenses
  • Initial Goals
  • Estate Planning

Plan For Living Life

What you are aiming for

Budgets
Business Succession
LifePlan
When You're Gone Plan


Strategy Advice (Financial Advice)

  • SMSF
  • Insurance
  • Super
  • Property
  • Shares/Managed Funds/Gearing
  • Debt Reduction
  • Home Loans

Staying On Track

Measure, review, adjust

Business Management Reports
Board Strategy Meetings
Business Annual General Meeting
Business Succession
Asset Protection Review
Update Budgets
Update LifePlan
Review investment Strategy

Live Life

Like you dreamed it!

Holiday Plan
Family Goals
Upgrade House/Cars
Lifestyle Spending
Future Generation Planning

Testimonials

At the age of 35, I am currently in the worst financial position of my adult life. To get Myself into a better position, I knew things had to change.

After being referred to Peter Marmara-Stewart, I called him and asked for his help. He made the trip from Morwell to Frankston to see me. From the moment I met him, I knew he was going to be the one to not only help me escape my current financial position, but also be the one to help me towards my goal of financial freedom.

Peter is the depiction of genuine. It is evident he genuinely cares and wants to help people. Everything he does demonstrates that. I run a small business and compared with other businesses, Peter and his team help; I am small fish, yet Peter has a way of making me feel like I am his only client.

To Peter and the team at Preston Coe & Ring, thank you for helping me believe I can, not only get out of my current financial circumstance, but for also giving me the belief that I can achieve financial freedom.

I’d recommend Peter to anyone, no matter where you are in the world; he will make you feel like you are there with him in the same town.

Nicole Draper.

"Preston Coe & Ring's help with my tax and finances has made it less stressful and given me more free time for the things I enjoy."

Andrey Yuvchenko.

Preston Coe & Ring helps provide me predictability and new ideas to help with my finances, thus giving me security to have a better life.

Manoj Kumar.

“They make things simple & easy to understand; which makes life easy.”

Mark Calway.

“Going on the FASTTrack Business Success Program has had a substantial impact to my business. It got me to where I wanted to go a lot faster than I expected. Whilst I might have been able to learn and do some of these things myself, they would have taken a lot longer, a lot more effort and money to get it to where it is now. Having the weekly accountability created a fire under my seat to make sure I got done what needed to be done before our next weekly session.”

Michael Frazis.

Preston Coe & Ring make it easy to do tax and compliance as well as give good advice on major purchases like a car or business.

Michael Ibragimov.

Preston Coe & Ring make tax easier by making sure it is right and help reduce our tax where possible. This gives me more time do things I would rather be doing

Ron Ritson. Ritson Building Designs

Preston Coe & Ring have helped put us on the right road to tomorrow in doing this we have been able to achieve some personal goals much sooner than we thought possible.

Steve James.

View All Testimonials

Blog

Dec 05

Summer 2016 Newsletter

Posted by Peter Marmara-Stewart at Monday, December 05, 2016

As always the festive season seems to creep on us with more speed with every passing year!

I trust you and yours have enjoyed a successful and prosperous 2016 and are looking forward, as we are, to the opportunities 2017 will bring.

With the calendar year drawing to a close, this edition of our newsletter should provide some enlightening holiday reading. Highlights include an update on the Superannuation reforms, ATO warning on high deductions, personal income tax relief, Director’s personal liability for unpaid company tax, Cross-border GST, Claiming mobile, internet, and home phone expenses, a tax determination on gifts provided to clients, organising your business day for maximum results, an interest rate update, and just in time for the festive season, as well as a last minute gift guide for the busy small business owner in your life.

Superannuation Reforms Passed - On 23 November 2016, some of the most far-reaching superannuation reforms of the past decade were passed by both Houses of Parliament. (See more...)

ATO Warns High Deductions are Easier to Detect than Ever - The ATO’s ability to identify and investigate work expense claims that differ from the ‘norm’ is improving each year at a rapid rate due to enhancements in technology and the use of data. (See more...)

Personal Income Tax Relief - Legislation was passed on 12 October 2016 which increases the middle tax bracket threshold from $80,000 to $87,000, retrospectively from 1 July 2016. (See more...)

Director’s Personal Liability for Unpaid Company Tax - If you are a director or are about to become a director of a company, you should make immediate inquiries to ascertain if there are any unpaid and unreported Pay As You Go (PAYG) withholding or Superannuation Guarantee Charge (SGC) amounts. (See more...)

Claiming Mobile Phone, Internet and Home Phone Expenses - The Australian Taxation Office has recently issued a fact sheet entitled “Claiming mobile phone, internet and home phone expenses”, which now generally requires many taxpayers making such claims to keep a 4-week diary. (See more...)

Heading for the Silly Season – Deductability of Client Gifts - Tax Determination 2016/14, effectively replaces ATO ID 2004/427 (now withdrawn), and confirms that a taxpayer carrying on business is generally entitled to a deduction for an outgoing incurred on a gift made to a former or current client, if the gift is characterised as being made for the purpose of producing future assessable income. (See more...)

GST Extended to Cross-Border Digital and Other Imported Services - In the 2015–16 Budget, the government announced that the application of the GST will be extended to cross-border supplies of digital products and other services imported by Australian consumers. (See more...)

Organising Your Business Day for Maximum Results - Running a home business has so many working parts. (See more...)

How do You Rate Your Interest
- There is considerable uncertainty in the market place as to where interest rates may be heading. (See more...)

Santa’s List - 10 Books Every Small Business Owner Should Read
- Other than time, have you been wondering what fabulous gifts you can give yourself or a fellow small business owner? (See more...)

If you have any questions relating to any of the articles in our newsletter, please give us a call, we are here to help.

Wishing you and your family all the best for the festive season!

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