Business, Financial and Management Advisory

We can assist you with setting, reviewing and compiling your budgets, either for your own internal management purposes or for presentation to your Bank, financier or shareholders;

We can assist you in getting your business ready for sale;
Providing written valuations of your business;
Buying or expanding by acquisition;
With mergers or takeovers;
Prospectus preparation;
Projections reviews and initial public offer documents;

Incorporation and Registered Office

We can assist you with the incorporation of a company and the setting up a trust and/or superannuation fund.
We can also act as you’re A.S.I.C. agent and/or your registered office.

Superannuation

We can assist you with Self Managed Superannuation Funds; we can assist with the setting up of any compliance issues; with accounting for transactions with our specialised software; taxation; organising an independent audit.

Accounting

We can assist your business in preparing professional looking accounting reports for yourself, your Bank, your shareholders,
A.S.I.C. and others.
This may involve:

Taking your MYOB/Quicken data file, transferring to our compatible software and preparing Annual Reports;

Assist you with processing transactions into your MYOB
or Quicken data files;

Assist with the set-up of your MYOB/Quicken ledgers;

Provide initial training on processing transactions
into your data file;

Assist and advise on the processing of individual transactions.


Auditing

Statutory audits of entities suchas travel agents, Real Estate agents, charities,public companies, superannuation funds etc..

Taxation

As registered Tax Agents, we prepare and lodge:

Income Tax Returns for individuals, partnerships, trusts,
companies, joint ventures and superannuation funds;

Business Activity Statements for all registered businesses;

Assist in negotiation payment arrangements for outstanding tax;

We also consult and advise on business structures, capital gains tax issues on disposal of businesses or investments; Income tax withholding variation applications, corporate re-constructions and succession planning.
It is our experience that it is cheaper to ask for advice before
entering into a transaction than after.

 

 

 

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