Services


Taxation
  • Preparation of personal, company, trust and partnership tax returns and advice on payment of tax
  • GST/FBT/Payroll Tax/Land Tax obligations
  • Advice on and implementation of tax effective trust structures for asset protection and tax minimisation
Self Managed Superannuation
  • Fund establishment
  • Pensions
  • Borrowing to acquire property
Bookkeeping / Accounting
  • Preparation of your annual accounts
  • Periodic management accounts for tax
Business Start-up
  • Decide on the most suitable structure for your business - sole trader, partnership, or limited company
  • Prepare a business plan, cashflow projections, budgets, and trading forecasts
  • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
  • Establish a good working relationship with your bank
  • Set up a recording system for your internal use and for complying with statutory requirements
Strategic Planning
  • Define the characteristics of your business in three to five years
  • Identify your competitors
  • Define your objectives and financial goals
  • Put in place an effective implementation plan to achieve your goals