CarltonCarltonGreensborough Mon - Fri 08:30-17:00 (03) 8566 7600 Mon - Fri 08:30-17:00 (03) 9435 4066

Self-Managed
Super Funds.

We specialise in strategic advice on superannuation, together with establishment, compliance and administration of an SMSF. We help our clients take control of their retirement strategy, whether they are still working, or have already retired.

Business
& Tax.

We are experienced practitioners, who offer specialist and proactive advice to SMEs and their owners on business management, asset protection and the complex issues of taxation, together with all aspects of compliance. We seek to be your trusted adviser.

Financial
Services.

Our experienced team can facilitate financial advice, wealth management services, personal risk and borrowing arrangements to meet your specific needs and objectives. We have a separate legal entity for this, which has the appropriate financial licence.

Services We Provide

Covered in these areas

Accounting & Compliance

We work with clients and their bookkeepers to provide good quality financial information, accommodating off-the-shelf accounting packages. We help you to process your business transactions in a cost-effective way. From your records, we prepare your financial statements in high quality format that will satisfy shareholders, bankers, prospective investors, or potential buyers. We assist you in complying with the major regulators like ASIC, the ATO and SRO.

Business Management

We work as trusted advisers with most of our clients who see that our role can extend well beyond compliance work. We provide assistance with budgeting, cash flows and with documented business plans. We work with your bankers and other finance providers. We have substantial experience in assisting the owners/managers of SMEs in dealing with a range of issues that arise frequently in your business. A strong relationship with our clients is essential to us working together effectively. Ask us how we can help you.

Asset Protection

We consider your objectives with both your business and your investments, to determine the right structures for your particular circumstances. We can advise you on setting up companies, trusts and joint ventures, as appropriate. There are many risks in running a business and we can assist in protecting your assets, working with your lawyers on shareholder agreements and buy/sell agreements, as well considering personal risk insurance where appropriate.

SME Buying & Selling

We encourage business owners to manage their businesses as if they were preparing to sell. This includes having appropriately documented systems and processes, the right structures and personnel and the right technology. We assist our clients in taking a business to market, in preparing an Information Memorandum and to have an understanding of valuation parameters. We also play a significant role in reviewing the taxation outcomes including application of the small business Capital Gains Tax issues. Our advice will be specific to your circumstances.

Retirement Planning

In retirement, an SMSF can be conducted with a zero (and many cases negative) tax rate. You can determine the regularity of pension drawdowns (they can be weekly, monthly, quarterly, yearly, or whatever you choose) and you can change the arrangements very quickly if you wish. The flexibility with pensions is very attractive, compared to the slow moving bureaucracies often encountered in institutional funds. We can provide specific advice to suit you.

Income Tax

We are specialists in income tax issues for SMEs and individuals and have considerable experience and expertise in some of the complex taxation issues that arise. We can assist you in dealing with the ATO in areas ranging from preparation and lodgement of returns, to the management of complex audits. We provide advice on compliance with taxation law and regulations and work with clients to minimise risks and costs in taxation matters. Ask us how we can help you.

The Paul Money

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Clients’ Testimonials

  • Paul Money has been an integral part of our company’s growth since 1999 and has assisted the company since that time to achieve our high level of success. We have worked closely with Paul over the past 15 years and always found his advice, financial scrutiny and customer service to be second to none. We are very comfortable with the working relationship and ease with which Paul is able to communicate with us and his availability when needed.

    Ray Butt
    General Manager TechSafe Australia
  • From the day to day running of the business to the retirement phase, Paul has guided my families’ financial interest in a clear, concise and professional manner. His trustworthy values and genuine concerns have been invaluable over the years. I believe longevity indicates strength, so a 40 year association is testament to a quality relationship.

    Paul possesses numerous skills but his dealings as a mediator with a complicated exit from Sportsco, to the most recent 10 year retirement plan he formulated, are proof of his extreme competence.

    Kerry Foley

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