Dornbusch Partners is a Toowoomba owned and operated financial services firm providing professional share portfolio services, financial planning, superannuation and corporate advice. Let us assist you with your private wealth accumulation and wealth management.

Partners, John Dornbusch and Andrew Wielandt lead a highly specialised team of professionals with over 70 years collective experience and knowledge.

Our value statement "Committed to You - Our best Investment" reflects our commitment to recognising and enhancing your individual financial needs and personal aspirations.

Dornbusch Partners specialise in the following areas;

• Full Share Advice (buying and selling of shares and portfolio advice)
• Financial Planning (wealth accumulation, retirement and self managed superannuation planning)
• Corporate Advisory Services (private equity, mergers and acquisitions)

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FINANCIAL PLANNING ARTICLE

Since writing our last Newsletter we have been working with many clients, their Accountants and Solicitors to establish wills and DIY pension fund deeds which ensure smooth transmission of their wealth to their beneficiaries. Most clients wish to ensure asset protection for their estate with less tax liability. We now realize that the key issue for these documents is that they offer flexibility for the Executor/s to choose the use of a Testamentary Trust structure if required by the circumstances of the individual beneficiary.

All the client can do is to ensure their documents are in order and that is why the collaborative approach between the three professional services is imperative. Dornbusch Partners now advise on assets that are suited to clients investment goals and on the death of the client they will assist Executor/s in deciding which assets are suitable to pass on to beneficiaries in specie and those which would be better sold. Accountants and Solicitors advise on the taxation and legal issues respectively.

When undertaking the estate planning process, be sure to discuss with your advisor any additional fees which may be payable, including costs relating to provision of minutes, potential change of trustee and potentially brokerage.

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DORNBUSCH PARTNERS IN THE COMMUNITY

SHAKESPEARE IN THE PARK
Dornbusch Partners recently signed a 3 year Silver sponsorship with USQ to be associated with Shakespeare in the Park. This year's show was Romeo and Juliet and we held a client function at Queens Park on Friday 29 February. A great night was had by all, including watching the performances by the USQ School of Arts students. The show is soon to be toured to Hervey Bay and also Springfield in Brisbane.

PEAK TO PARK
On Sunday 2 March, the DP team undertook the Peak to Park fitness morning which involved either a 4km walk or a 10km around the streets of Toowoomba, starting at Picnic Point and finishing at Lake Annand.

CABARET
As one of the major business partners with the Empire Theatre, we are pleased to inform you of their major presentation for the year "Cabaret" - presented by Heritage Building Society to be held April 17, 18, 19 and 20 April. Included with the postal copy of this newsletter is a flyer for Cabaret. We would actively encourage you to read the flyer and support the Empire. We look forward to seeing you there

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ATEC Update

ATEC Freight Terminals Pty Ltd has received Developmental Approval for it's nearly 200ha of land at Charlton as an inter-modal freight terminal with associated warehousing and industrial development. This approval was granted at the last meeting of the Jondaryan Shire Council and can not be rescinded by the expanded Toowoomba Regional Council post the election of 15th March. The Charlton site is fast being recognised as a very strategically located greenfield land bank that is the gateway and administrative and transport hub of the Surat Energy Resources Province.

Click here to read more.