We will review and report to you regarding the appropriateness of your existing business structures from a legal, taxation and family perspective together with alternatives that may be more effective.

We will review and organize your affairs so that, as far as legally and commercially viable, your tax is minimised. Our taxation planning and strategies are relevant to complex arrangements through to the most ordinary transactions, ensuring that you are organized as tax effectively as possible.

We will help you develop a high-impact business plan for your new or existing business, working closely with you to ensure your plan accurately reflects the nature of your business and clarifies your vision and direction.

Through a comprehensive process we will appraise the full potential of your business, determining how best to maximize outcomes to achieve your goals and dreams. We will explicitly link your objectives to the actions and resources required to achieve them.

We will undertake an analysis of the forms of financing used by your business to determine whether they are cost efficient, tax effective and appropriate to the needs of your business; together with a review of your capital structure, taking into account financing, income tax and capital gains tax implications.

We will prepare independent, unbiased and confidential business and professional practice valuations for a variety of reasons, including: estate planning, other tax related needs, disputes, matrimonial settlements, litigation-related needs, mergers, acquisitions, disposals, as well as a variety of other business valuation needs.

One of the best indicators of achieving your financial goals is the real improvement in net worth. We will prepare an annual assessment of the consolidated net worth of all assets owned / controlled by you to measure this improvement.

Fundamental to good business are good business systems. We will conduct an appraisal of existing systems and report to you on their effectiveness, short comings and ways to achieve improvement.

Our appraisal will ensure that your accounting systems are appropriate for your business circumstances, efficient, compliant and capture all transactions and information necessary for timely reports to meet your regulatory requirements and to assist your decision-making processes.

Our appraisal will ensure that your software applications are appropriate for your business circumstances, up to date, efficient, easy to use, and that they assist you with your business information requirements to achieve a competitive advantage.

Following established methodologies we will assist you to take a proactive stance against the many risks that can be disruptive to your business. We will develop a fluid plan serving to minimise disruptions and financial loss from even minor events, ensuring the uninterrupted provision of operations and services.

To allow you to work on your business rather than be bogged down in the grind of your business, we will provide comprehensive administrative and processing services in the following areas:

• supplier purchase invoices, payments and creditors’ ledger maintenance
• customer sales invoices, receipts and debtors’ ledger maintenance
• payroll and related employee records
• business surveys and statistical returns

Salary Packaging can offer greater flexibility of an employee's remuneration to match their individual lifestyle and lifecycle choices. We will help you to provide your employees with legitimate options to maximise their take-home pay through the restructuring of salaries, allowing employees to receive part of their remuneration in the form of benefits rather than receiving it all in salary. We will assist with the preparation of agreements and accurate reporting and records.

We will assist you with the extraction of the correct information to assist with declarations and determinations of level of cover for:

• workers’ compensation insurance,
• consequential loss insurance,

together with assistance with claims arising.

As required by law, we will attend to:

• the review and lodgment of the ASIC annual statement
• the preparation of statutory financial reports
• the preparation of directors / trustee minutes / resolutions
• the maintenance of officer / member records / notices
• the provision of registered office services
• the maintenance of a register of charges

Often overlooked is the need to ensure that key documents that govern your business structures are appropriate to you current circumstances, that they do not create adverse tax or estate planning consequences and that they reflect recent changes to relevant laws. We will undertake a review of these key documents and provide advice of necessary or desirable changes or assurances of their appropriateness. For example:

• company constitution
• trust deed
• partnership agreement
• shareholder / partner exit agreement

The establishment and maintenance of a register of all valuable assets is desirable for income tax, capital gains tax, business succession planning and estate planning purposes. We will develop a register recording all information required for each of these purposes.

We will establish a plan to ensure your business' continuation and help to maximize the return for the founders of the business after a change in leadership. The existence of a succession plan emphasizes your commitment to your business's long-term growth and creates confidence with customers, lenders, employees and key suppliers.