How can we help you today?

I would like advice on:

Tax Planning • Set up Company or trust or Self managed Super Fund
• Change current structure to more tax advantaged structure
• Transfer assets into Self Managed Super Fund
• Negative Gearing
• Turn private debt into tax deductible debt
• Finance Buying assets
• Salary Packaging
• Projected income Tax or Capital Gains Tax or GST liability
• lump sums on retirement and superannuation payouts
• Deceased Estates
• Other General tax advice

Business Structures • Set up Company or trust or Self managed Super Fund
• Change current structure to more tax advantaged structure
• Recommend best structure for contractor/ manufacturer/ wholesaler/ import-export/retailer
• Recommend best structure for health professional/legal professional etc
• Property development
• Starting a business
• Buying a business
• Finance

Intergenerational Wealth Transfer Planning • Set up Company or trust or Self managed Super Fund
• Change current structure to more tax advantaged structure
• Transfer assets into Self Managed Super Fund

Asset Protection • Set up Company or trust or Self managed Super Fund
• Transfer assets into Self Managed Super Fund
• Segregating assets
• Finance

Financial Planning • Wealth Creation
• Superanuation
• Retirement Planning
• Wealth Protection

Business Development • Set up Company or trust or Self managed Super Fund
• Starting a business
• Buying a business
• Taking on partners
• Preparing business for maximum sale price
• Finance
• Bookkeeping & best practise business accounting software
• Performance analysis
• Benchmarking to competition
• Employ, subcontract or outsource?

Superannuation • Set up Self managed Super Fund
• Trustee legislative obligations
• Transferring business assets into Self Managed Super Fund
• Borrowing to buy assets in Self Managed Super Fund
• Prepare annual financial statements & member statements
• Audit Self Managed Super Funds

GST, Income Tax, BAS & Corporate Compliance • Bookkeeping and best practise accounting software
• Starting a business
• Buying a business
• Applying for an ABN
• Registering for GST
• Register as an Employer
• Employer ongoing obligations
• Prepare & lodge BAS
• Prepare & lodge annual contractor statements
• Prepare & lodge tax returns
• Prepare financial statements
• Audit Self Managed Super Funds
• ASIC forms & notifications for Pty Ltd Companies

ATO Compliant SBR Bookkeeping • Xero
• MYOB
• Quicken/Quickbooks

Questions / Comments