|
Tax Returns, Financial Statements & Statutory Services
COMPANIES
- Year-end financial statements & income tax returns
- ASIC compliance
- FBT
- Division 7 (shareholder) loans
- Shareholder Offset loans
- Workers compensation
- Payroll tax
- BAS review including GST & PAYG
- Long service & Annual leave
- Redundancy
- Capital gains & the small business concessions
- Asset Protection
TRUSTS (Discretionary, Fixed & Unit Trusts)
- Year-end financial statements & tax returns
- FBT
- Family trust elections
- Interposed Entity Elections
- Workers compensation
- Payroll tax
- BAS review including PAYG & GST
- Long service & Annual leave
- Redundancy
- Capital gains & the small business concessions
- Asset register
SELF MANAGED SUPER FUNDS
- Year-end tax return
- Year-end financial statements including member's statement.
- Advice regarding contribution & tax limits
- We arrange for an "external audit" to remove likely ATO flag for ATO audit.
ESTABLISHMENT OF BUSINESS STRATERGIES
- Companies
- Trusts (discretionary, unit or fixed)
- Partnerships
- Self managed super funds
We will give you a booklet on the various structures listing advantages and disadvantages of each from which you can clarify at a following meeting.
We will sit down with you and discuss your situation and requirements to agree on the best structure for you.
MANAGEMENT INTERIM REVIEWS
This service is essential to any business where we act as a CEO (Chief Executive Officer) and meet with you monthly, quarterly or half yearly to advise on the leading KPI's and strategy of your business. These are usually strutured meetings encompassing amongst other issues such as cashflows, targets & prominant financial ratios.
Apart from analyzing actual KPI's including:
- GP %
- Improve % to sales
- Number of transactions
- ROI
This will give us direction for future strategy, we will also ask general questions to assist in this process such as;
Q. How is business?
Q. How is your cash flow going?
Q. What are the biggest problems in your business right now?
Q. What is keeping you awake at night?
Q. What is your exit strategy?
Q. If you could wave a magic wand what would you change right NOW!
We may even ask you what do you want from us right now and what is our $ budget $ and time frame to do this.
SOFTWARE
We are proficient in MYOB, QuickBooks, Sage, Sybiz, Syspro and various others.
OTHER SERVICES WE INDEPENDENTLY ASSIST WITH
- Loans
- Lease, HP, Chatel Mortgage
- Book keeping
-
Solicitor
-
Financial planner
Also, if you are after a reliable trades person, business or professional please enquire with us and we will be delighted to put you in touch with one of our clients. We have a number of clients that are willing for us to advertise their service when enquired. |