Traditional services
Accounting and Taxation
- Preparation of business tax returns and financial statements for individuals, partnerships, trusts, companies and self managed superannuation funds.
- As tax agents we are able to act on our clients' behalf in dealing with the Australian Tax Office (ATO), and we offer help and advice with such related issues as Business Activity Statements and GST.
- As well as providing tax preparation services, our friendly, highly-trained staff are always on hand to advise you on any tax-related matter - such as GST, PAYG and negative gearing - or indeed any questions you may have regarding your personal or business accounts.
- We also provide tax planning services to help legally minimise, defer and plan your tax payments. We are skilled in advising across a wide variety of situations that may arise regularly or as one-off transactions, be that for business tax, sale of shares or property, business acquisitions or disposals, or selecting the best tax structure.
Estate Planning and Succession Planning
- Clients, at all stages of life, need to not only make sure that their tax affairs are in order but also that their estate plans and succession plans are in place.
- You need to be sure that your assets or your business or both are passed to the people you want them to go to with the maximum asset protection and minimum tax and stamp duty cost.
- By being our clients most trusted advisor, we are able to understand who they want to leave which assets to, minimise the taxation implications and project manage the professionals to get their wills, enduring powers of attorney and estate plans in order with the minimum of angst.
Superannuation and SMSF Services
- As we hold our own Limited Australian Financial Services License, we are able to independently advise you on the best superannuation structures and strategies to minimise taxation and increase your wealth.
- This has become particularly relevant with the multitude of recent changes to superannuation laws. We were able to review the changes, analyse the laws' relevance to our clients and get their affairs in order long before the legislation's start date.
- We are also able to assist our clients in identifying when it is beneficial to set up a fund and the most tax effective contribution strategies including using debt to acquire assets and acquiring assets from related parties.
Business Consulting Services
- Whether you're just starting a business and need help with a business registration, or you're an established organisation wanting to increase profits by implementing effective financial plans and systems, we can offer advice in these areas.
- We can help you with running or starting a business by transforming your planning, strategic decision-making, reporting and control procedures, resulting in improved commercial working methods and increased profitability.
- We can also assist you in buying a new business to make sure you pay a fair price or selling an existing business to make sure you get the maximum value.
Private Office Services
We are able to provide clients with a unique and personalised range of services relevant to high net worth individuals and family groups. Our strong heritage, values and long term close relationship with clients affords us highly trusted roles. Many clients have diverse financial interests and structures designed to optimise tax or family succession goals and these arrangements extend into old age.
- Mailbox / electronic mailbox service
- Sorting client mail / filing / investment administration
- Bill paying / transaction processing /bookkeeping
- Attending meetings with brokers, lawyers, financial planners
- Trustee / Executor / Power of Attorney
- Estate & succession planning
- Family group tax planning, structuring
- Facilitation in family financial issues between family members
- Governance of family entities
Visit
Level 13
270 Adelaide Street
BRISBANE QLD 4000