Financial Accounts Income Tax Return Preparation Handling all matters with the Australian Taxation Office on your behalf. Ensure that every possible deduction is claimed to achieve the minimum amount of tax payable. You have peace of mind in knowing that your return has been carefully and professionally prepared. |  |
 | Tax Planning Our taxation planning service will review your existing position and determine the most efficient structure for your activities so as to minimise your taxation expense utilising all appropriate options available under the current Income Tax Legislation. Income Tax Legislation is complicated so planning before entering into transactions is essential to ensure that you do not pay any more Income Tax than is legally required. |
Computerised Accounting Systems We can assist with upgrading your accounting systems including program selection, implementation and training. Our firm is a professional partner for both MYOB and Quicken, and an authorised software reseller for both. All staff are proficient in the installation and use of these programs and many others. |  |
 | Superannuation and Retirement Advice and Compliance Our firm specialises in advising on the establishment and running of Self-Managed Superannuation Funds and Allocated Pension Plans. We have extensive experience in all statutory requirements pertaining to superannuation funds including preparing and auditing annual financial accounts, preparation and lodgement of income tax and regulatory returns, and assisting the Trustees in their duty to comply with all relevant legislation. |
Financial Planning Our firm does not provide specific investment advice or financial planning services. However, through our prior experiences and dealings, we have a very select list of financial planners that we are pleased to recommend to our clients. They have demonstrated the academic training, experience, knowledge and ethics to be suitably qualified to advise our clients. |  |
 | Cash Flow budgeting and Forecasting and Business Plans Business Valuations A business valuation provides an estimate of how much your business is worth from an objective third party who has experience, training, and expertise in valuing businesses. A business is typically worth more than the sum of its physical assets. The excess over the value of physical assets is commonly referred to as goodwill. Estimating the value of goodwill requires an in-depth analysis and specialised knowledge. Extensive information about the company, the industry in which it operates, the economic condition within its market area, its competitors, and its customer base must be gathered and analysed. Many different methods and approaches must be considered and selectively applied using the judgement of an objective, experienced professional. Just plugging figures from financial statements and tax returns into a spreadsheet or formula, or using "rules of thumb" is simply not enough to perform a competent business valuation -- one that will hold up in court or under audit. |
When is a Valuation Needed? A business valuation may be useful or required in many situations. For example -- preparing estate plans, determining property settlements in divorce proceedings, buying or selling a business, preparing buy/sell agreements, settling partner or shareholder disputes, and formulating estate and gifting plans. |  |
