We provide the following services;
- Self-Managed Superannuation
- Business and Taxation Services
- Estate and Succession Planning
- Business Structuring
- Statutory Compliance
- Regular Client Seminars and Newsletters
- Financial Planning
We provide a large range of superannuation services including:
- Establishment of Self-Managed Superannuation Funds
- Management of Self-Managed Superannuation Funds
- Accounting and taxation requirements applying to the management of superannuation funds
- Review and updating trust deeds
- Audit of funds
- Transition to retirement advice
- Full access to share purchasing via financial planning division
- Full access to all investments research
- Estate planning
Business and Taxation Services
Our business services division provides clients with a high level of technical expertise. In addition to the preparation of year-end financial statements and tax returns services provided by many accountants, we also offer clients the following additional services:
- Regular meetings to discuss/advise on management issues.
- Preparation of interim reviews with KPI and trend analysis.
- Preparation of a business cash flow statement. This report is particularly useful for clients to review where their money is being spent, to provide to the bank for support finance applications, and to form the basis of a working budget for the future in the business.
Estate and Succession Planning
In conjunction with our expert professional network, we are able to offer comprehensive succession planning advice. These services include estate planning, risk protection plan, income protection and life insurance and buy/sell arrangements.
It is imperative that businesses operate through an appropriate business structure such as a company or trust. We will navigate you through the taxation minefield to ensure that your business obtains the maximum tax benefits whilst at the same time your personal assets are secure.
Our services cover a range of administrative and compliance tasks including:
- Company Incorporations
- The establishment of Trusts
- Business name registrations and renewals
- Preparation of Annual Company Statement and Directors Solvency Resolution
- Preparation and lodgement of ASIC Returns and Statutory Minutes in relation to notifiable events – eg changes of Directors, Shareholdings, Company Addresses, etc
- Company Deregistrations
- Online search and electronic lodgement facilities
- Maintenance of statutory registers and other formal documentation such as Trust Deeds
- Provision of Registered Office facilities
Regular Client Seminars and Newsletters
We present regular client seminars and newsletters to help keep our client abreast of the latest and greatest in tax law changes. Internally we have professional tax trainers provide our staff with a monthly tax update; these sessions provide us with the latest in law to pass on to our clients.
Our innovative financial planning team offers a range of services to help you achieve your financial goals.
Please see our Financial Planning section of the website.
