OUR SERVICES

NEW BUSINESS

Starting a new business can be daunting. There are many things to consider. We provide you with advice and help you set up the right structure for your circumstances that will get you the best blend of asset protection, tax minimization and ease of operation.

We will be by your side through the process and will give you access to like-minded professionals that we work with who can assist you with business insurance, personal insurance, legal services etc.

EXISTING BUSINESS

For new clients, we perform a review of your current structure, in particular focusing on your levels of asset protection and how efficiently your obligations to the ATO are being minimised.

We will also review your affairs to ensure that you don’t have any lurking tax issues that you are unaware of. Clients who have established a best practice structure with us will have their circumstances reviewed each year to ensure that everything is working in perfect order.

Our clients see us as an integral part of the management of their business and financial affairs.

TAX EFFECTIVE INVESTMENT

Structures are important to help protect your hard-earned assets both now and in the future. Blended with the potential for fantastic tax minimization, structures can enable you to grow your assets whether with assistance from wonderful financial planners (that you get access to from working with us) or whether you want to control the investment yourself.

SMSF, SUPERANNUATION STRATEGY AND BORROWING IN SUPER

Preparing for retirement is something that most people don’t spend enough time on. Taking advantage of the superannuation rules and pension guidelines can help maximise your cash position for retirement.

We have a wealth of experience in this area and look forward to helping you reach a comfortable and prosperous retirement.

BUSINESS VALUATIONS

When it comes to the purchase or sale of a business it is imperative to make sure you buy or sell at the right price. Our business valuation methodology allows us to look into all the financial and non-financial aspects of a business to work out a fair selling price.

ADVICE, STRATEGY AND PLANNING

It’s not just the start and the end that is important, it is the consistent monitoring as your business grows that is important as well.

We offer services such as Virtual CFO, getting your business sale ready, quarterly financial/business meetings and recruitment services.