At a Glance
If you can’t measure it you can’t manage it!
Having your financial affairs in order is a key factor in managing your financial arrangements.
For most of us, tax is our biggest expense. We work closely with you to ensure that your arrangements are managed in the most tax-efficient way possible. Our Accountants assist with the design of effective ownership-structures for assets and enterprises. They work closely with our Financial Advisers by focusing on the taxation implications of key decisions for our clients.
We provide professional taxation and accounting services to our clients. We provide expert advice on:
- Annual income taxation compliance
- Business structuring including new entity registration
- Financial reporting
- GST management including BAS preparation
- Capital Gains Tax management
- State Tax management including Land Tax
- The preparation and lodgment of Income Tax Returns, Fringe benefits Tax returns, and GST returns
Timely taxation management combined with efficient, effective reporting makes the management of your financial arrangements a more effective and less stressful process. As a result, you will always be well informed regarding precise taxation consequences in the development of your wealth creation strategy.
Corporate structuring, involving the design of appropriate structures for the ownership of assets can provide maximum tax efficiency and asset protection. These ownership structures are developed though the combined efforts of your Financial Adviser, our Accounting Division, and external legal advice.
We specialise in taxation and accounting services. We can help you to manage and resolve these important issues.
Key Service Offerings
Tax Advice & Tax Planning
Your arrangements are managed within a framework that is designed to provide maximum tax efficiency. Our team provides leading-edge taxation advice enabling you to manage your affairs.
Asset Protection Strategies
This is an increasingly important part of the tax planning and financial mangement process. Use of limited liablity companies and a clear understanding of the implications of a subsiduary relationship and the attendant responsibilities will enable you to fully understand the potential vulnerabilities. Our senior staff are very knowledgeable on this key aspect of your arrangements and can advise on various strategies to ensure protection.
General Security Arrangements ('GSA') for proprietors loans
These were historically called fixed and floating charges and should be used by you to secure any loans that you make to a company that you are an owner or shareholder of. This is often overlooked by principals of private companies and the result is your loan remains unsecured.
CGT advice for sale of businesses
Australia has had a comprehensive Capital Gains Tax (CGT) regime since 20 September 1985. It is extremely important to obtain advice on any tax implications before you dispose of shares or units in a company or trust or a property before the sale event occurs to ensure maximum tax efficiency.