Tax Planning

Tax planning involves strategies including the manipulation of the period in which you report taxable income or allowable deductions, lowering your marginal tax rate, and allocating income tax effectively between individuals.

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Tax Structures

The use of various tax structures can assist with asset protection, income distribution, taxation advantages and ownership flexibility. Tax structures include companies, family trusts and self managed superannuation funds.

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Asset Protection

Asset protection is an imperative and extremely effective strategy for self-employed people and small business owners. We provide strategies and can advise on and establish structures to keep your assets safe from creditors.

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Business Acquisition and Sales

Whether you want to buy a business or sell one, we can provide advice that covers all your bases and can help you to make an informed decision. Business acquisition and sales is a specialised area and we have the know-how.

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Management Consulting

Your business is our business and we want you to thrive. Our management consulting specialists can assess the health of your business and identify key areas to improve.

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Business Succession Planning

All good business plans should keep the end in mind. We can provide you with sound business succession planning strategies to ensure your business can continue without issue.

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Business Valuations

Business valuations are needed for a variety of reasons – you intend to sell, admittance of a minority partner, family law purposes. Whatever the reason we can provide advice on how to evaluate your business’ worth.

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Debt / Finance Structuring

We can help you manage your business and personal debt, as well as providing advice on finance structures to achieve your financial goals. All our advice is given to achieve the most cost and tax effective outcome.

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Tax Compliance

We offer a full suite of tax compliance services, including: tax returns, business activity statements, fringe benefits tax, capital gains tax, GST, land tax, payroll tax, and more.

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Business Exit Strategies

You may not be planning to sell your business now, but a solid exit strategy should ensure you get the best price for it in the future – or alternatively pass it on tax efficiently to your heirs or successors. Business exit strategies are a specialised area and we have the know-how.

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Budgeting and Cash Flows

We can assist you to assess your income and expense position to develop an effective budget, identify any issues, and increase the effectiveness of your personal and business cashflow.

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Family Business Advice

Our family business advice is designed specifically for you, as we know every family business is different. We can provide advice to create a harmonious balance between work and family.

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Business Plan and Development

Business plans are imperative for all businesses regardless of the size. We help you to develop a business plan suitable for you to achieve your maximum output.

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Self Managed Super Funds

Self managed superannuation funds (SMSF) are a specialised and growing area. Our services include everything from establishment, to investment strategies and to benefit payments.

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Self Managed Super Fund Audits

Every self managed superannuation fund needs an annual audit completed. We have ASIC approved SMSF auditors who can provide you with this professional and specialised service to ensure the ongoing compliance of your SMSF.

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