"Ajen is an accountant who is down to earth and genuinely interested in their clients prospering."

"As a trusted advisor you guided our business back on course when the outlook was far from positive and we look forward to your continued assistance into the future"

"His attitude towards his work and my portfolio has been exemplary. He always finds time for me at short notice and is a benefit to all."

"Ajen always has a high standard of professional manner. He continued to give me good advice and is a reliable person, helpful in sorting out problems and finding solutions easily."

"Ajendra has made himself available sometimes even after normal business hours, to assist us with any questions we have, even when sometimes they may have seemed silly or simple, he has answered in full and easy to understand terminology, at no point has he ever made me feel silly for asking."

"He is always accessible to speak with and even calls me to ask if I need help with anything."

"Ajendra's willingness to dedicate "caring time" to his clients sets him apart from others."

"I am confident to refer friends and family to his team because I know they are in the most capable hands. Ajendra’s honest, caring and upbeat nature has been an absolute godsend and I am so thankful that our paths crossed"

"Ajendra’s speaks with you in a language that you can understand and comprehend easily which assists in equity and partnership with your tax agent."

"We find you have a personal approach to your accounting practice, which makes everyone feel like number 1. This is a rare and special trait, and leaves us knowing we are in good hands."

"He is very astute, and at the same time down to earth and really interested in his clients prospering. For people like us who are new to small business this is an absolute god sent."

"He shows a genuine interest and I never feel rushed. He has created a warm and friendly environement."

Exploring compassionate early release of super

Even though superannuation is designed for retirement, there are limited circumstance where you can access super early on compassionate grounds.

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The ATO oversees applications for the compassionate release of superannuation. Specific situations that may qualify include:

preventing foreclosure or forced sale of your home;
medical treatment for you or your dependants;
medical transport for you or your dependants;
modifying your home or vehicle to accommodate special needs arising from severe disability;
palliative care for terminal illness; and
death, funeral or burial expenses for your dependants.

Generally, applications need to be for unpaid expenses and must be a single lump sum, not exceeding what’s reasonably required.

Before applying to the ATO, it’s crucial to contact your super fund. The fund can confirm if it will be able to release funds and advise on withholding obligations, fees and explain potential impacts on your insurance.

Remember, accessing your super early should be a last resort. It’s your future financial security at stake. However, when faced with genuine hardship, it’s reassuring to know that this option exists to help through difficult times.

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