| Our Services
We provide the following services
to help Our Clients build and keep their wealth and to give them peace
of mind on financial matters and compliance with tax and corporate legislation:
Financial Services (Investment)
and Superannuation (see Wealth Creation Through Investment):
-
Financial planning and wealth creation
strategies
-
Investment placing and monitoring
-
Superannuation advice, set up and maintenance
Business Services (see
Financial Freedom for Business Owners):
-
Strategic planning - facilitation of
workshop
-
Identifying and monitoring business
value drivers
-
Acting as coach to assist management
to implement strategies
-
Preparation or review of budgets
Taxation Planning and Advice - CONTROL YOUR BIGGEST EXPENSE- TAX! :
-
Tax planning and structuring
-
Annual review
-
Capital gains tax
-
Fringe benefits tax
-
Payroll tax
-
Goods and Services Tax
-
Tax audits, disputes and objections
Corporate Advisory:
-
Business valuations
-
Advice on mergers, acquisitions and
disposals
Taxation, Compliance and Accounting:
-
Annual accounts preparation
-
Tax return preparation and lodgement
(income tax, fringe benefits tax) and act as tax agent
-
BAS and IAS preparation and/or review
and lodgement
-
Preparation and/or review of periodic
management accounts
-
Monitoring of Key Performance Indicators
-
Company secretarial
Audits:
-
Annual statutory audits required by
Corporations Law
-
Special audits, eg magazine circulation,
limited audits for overseas holding companies
|
