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.
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.
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.
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.
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.
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.
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.
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.
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.
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