Our Mission Statement
"Working together to define and meet your financial goals"
About Us
THE STEGMAN TEAM
Ray Mangion— Accountant & Financial Adviser (Authorised Representative No. 289508)
Ray has operated in the financial sector since 1991, initially as a registered tax agent and tax accountant and in 2004 he added authorised representative and financial adviser to his repertoire. Ray upholds the high standards of compliance and ethics and is committed to being part of the journey with his clients.
Laurie Hughes— Business Manager
Laurie has worked alongside Ray since 2002. As the practise manager Laurie has experience in all aspects of financial services administration, taxation and accounting.
Jessy Kitchener— Administration Assistant
Jessy has been with the firm since 2007. Jessy’s role is administration, specialising in client management and support.
Jade Butler— Senior Accountant
Jade became part of the Stegman Team in 2014 bringing with her over 20 years of business experience. Jade specialises in small business accounting and looks after all aspects of taxation and accounting.
Fanol Bekiri — Accountant
Fanol started at Stegman & Associates in 2015 whilst studying his Accounting degree. He joined us as a Graduate in 2016. Fanol specialises in personal, business and Self-Managed Superannuation Fund accounting.
We offer quality accounting and taxation services at competitive rates.
Accounting
Taxation Services
- Individual taxation returns
- Business taxation returns for Companies, Trusts & Partnerships
- Self-Managed Superannuation Fund taxation returns
- Tax Planning and general tax advice
- Fringe Benefits Tax
- Capital Gains calculations
- Income Tax Withholding Variation applications
Financial Accounting
- Financial Statements
- Management Reporting
- Budgeting and Forecasting
- Cash flow projections
- Financial analysis
GST & Business Services
- GST/BAS preparation
- TFN / ABN / GST Registrations
- Business startup, consulting, planning and structure establishment
- Business accounting and bookkeeping
- Preparation & lodgment of Activity Statements
- Advisory services
- STP reporting & other employer requirements, i.e. Workcover
- Contractor reports
- Accounting and payroll solutions & training
- Other ATO obligations
Corporate Secretarial
- Company searches and information retrieval
- Maintenance of company registers
- Preparation and lodgment of ASIC annual returns
Develop strategies to help you manage your financial affairs and meet your life goals.
Financial Planning
Quality advice for all stages of life.
Stegman & Associates can assist you in all aspects of financial planning to best suit your goals and needs, including:
- Pre-Retirement and Retirement planning
- Redundancy Planning
- Wealth creation
- Asset protection
- Investment Advice
- Superannuation planning and strategies
- Self-Managed Superannuation Fund establishment and administration
- Personal Insurance
- Property investments
- Centrelink and aged care assistance
You will also have access to other specialists including Mortgage brokers, Vendors & Purchases Advocates, Lawyers for wills, probate and Conveyancing.
Raymond Charles Mangion Authorised Representative No. 289508
Morbak Investments Pty Ltd trading as Stegman & Associates Financial Services ABN 13 082 947 091 is a Corporate Authorised Representative No 1246150 InterPrac Financial Planning Pty Ltd AFSL 246638
Level 8, 525 Flinders Street, Melbourne VIC 3000
Keep up to date and educated with your finances.
Organise your finances to suit your lifestyle goals.
Client Resources
Get in touch with us. We're here to help you.
Contact Us
Contact Details
- Phone:
(03) 9746 9774 - Email:
enquiry@morbak.com.au - Address:
45 Unitt Street, Melton VIC 3337
