Services

Accounting

Accounting is the language of business. We are here to help you prepare, interpret and understand exactly how your business is doing. Whether you require Management Reports, Annual Reports, Shareholder or Partner Reports, we will provide you with the Financial Reports necessary to give you a clear snapshot of your financial position and performance.

If you are starting a new business or want to upgrade the structure of you existing business, we can assist you to create the ideal vehicle to suit your needs. We plan and recommend suitable tailored business structures, making use of Corporations and Trusts where appropriate. The benefits of Asset Protection, Flexibility and Tax Efficiency are crucial to any structure and we will guide you through the pros and cons of each possible structure to ensure you get the vehicle that best suits your needs.

Tax

Tax Planning is about ensuring your financial situation is as tax efficient as possible. We are committed to ensuring you fully comply with your tax obligations whilst also getting you the best tax result possible. Whilst we aim to minimise tax controversy, we will negotiate with the Australian Taxation Office on your behalf and advocate persuasively for your situation if the need arises.

We assist with preparation of Tax Returns for all business types including Companies, Trusts, Partnerships, Self-Managed-Super-Funds and Individuals.

If you are a Business Migrant, our education, tax advice and information will help you succeed in Australia.

Financial Coaching

Just like a professional athlete, you can have a team to coach and train you towards your business success. We will meet regularly with you to prepare Strategic Business Plans, Budgets and Cash Flows. You will not only receive targeted recommendations but a team that is willing to assist you implement the changes you need to make to take your business to the next level.

Superannuation

If you are planning on having a comfortable retirement then superannuation will be an important part of your plan. Whether you are looking for Retirement Planning or Lifestyle Planning we can assist you create strategies that align with your vision, are tax efficient, and are tailored to your situation.

If you are looking to take control of your superannuation, you may benefit from a Self-Managed Super Fund (SMSF). We provide advice and assistance with the Establishment, Strategy, Management and Audit of Self-Managed Super Funds.

Wealth Transfer

You will need a succession plan to ensure the transfer of your assets to your intended beneficiaries in a manner that both Protects Inheritances and is Tax Efficient. A typical will, even if professionally prepared, is unlikely to achieve these objectives, particularly if you have a complex financial situation. We work with Estate Planning Solicitors to ensure your succession plan is designed to transfer your wealth in a financially secure way.

Wealth Management

We can assist with creation, implementation and management of Financial Plans and Investment Strategies intended to create wealth throughout your life and into your retirement. We do not offer get-rich-quick schemes but assist you to create, implement and manage your financial future.

Wealth Protection & Risk Insurance

Managing risk and protecting your financial situation is very wise and prudent. For families with debt or dependent children, it can be life-saving.

We use financial tools such as Life Insurance, Income Protection, Total and Permanent Disability and Trauma Insurance. We recommend and implement Tailored and Tax Efficient packages that mitigate risk so that you can have peace of mind and protection when you need it most.

Business Insurances

We can assist with Strategies for Succession and Protection of your business, including Buy/Sell Insurance. We can recommend and implement insurances to manage the financial impacts on a business if a ‘Key Person’ dies prematurely or becomes disabled. We aim to deliver a Tax Efficient product that best suits the goals and requirements of your particular business.

Business Finance

Taking on debt is often an unnerving yet necessary part of doing business. Good debt can provide you the capital needed to trade and grow. We will analyse your situation to recommend appropriate types of debt and negotiate with Banks and Financial Institutions to achieve the best results possible.