Services
Taxation
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Preparation of personal, company, trust and partnership tax returns and advice on payment of tax
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GST/FBT/Payroll Tax/Land Tax obligations
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Advice on and implementation of tax effective trust structures for asset protection and tax minimisation
Self Managed Superannuation
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Fund establishment
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Pensions
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Borrowing to acquire property
Bookkeeping / Accounting
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Preparation of your annual accounts
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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