AGEIS
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AGEIS is a multi-discipline advisory firm at Level 12, 167 Macquarie Street, Sydney. Co-founded by directors Stephen Jankelowitz and David Lechem, it leads with specialist accounting, tax and audit advice for individuals and businesses, with self-managed super, family office and tax law work alongside.
Services from AGEIS
Tax
Business services
Super and SMSF
Accounting work covers individuals, small and large companies, trusts, partnerships and superannuation funds, with compliance and advisory work in each. Tax work includes planning, income tax returns and tax compliance, along with corporate and ASIC compliance and philanthropy advice. The legal side is focused on tax. The family office arm handles investment management, administration and strategic planning for families. The firm puts personal relationships first, and its directors take time to get to know clients.
Tips for visiting AGEIS
- ✓Call (02) 8123 1000 or email advisors@ageis.com.au to describe your situation before you book, since the work spans accounting, tax, legal and family office.
- ✓Ask for a fee quote in writing before you engage.
- ✓Ask for the registration details of the person doing your tax work.
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FAQ about AGEIS
Does AGEIS do income tax returns?
Yes, it lists income tax returns and tax compliance among its tax services.
Does AGEIS look after SMSFs?
Yes, self managed superannuation funds are one of its listed services.
Does AGEIS have a chartered accountant on staff?
Yes, Robert Moylan, Director of Accounting and Tax, is a Chartered Accountant.
Does AGEIS hold a financial services licence?
Yes, it holds AFS Licence no. 489251.
Does AGEIS work with small businesses?
Yes, its accounting services cover small and large companies, trusts and partnerships.