Advisory

How we help businesses

We do advisory in a special way. Our senior accountants are embedded in your business. A directinvolvement by a professional who is working in your best interest to support your vision for your business.

How we do it (businesses)

  • We use a split-task approach, identified through our service offering and areas you identify as needing attention
  • We provide Financial performing analysis
  • We provide consulting through the business life cycle. We help you at any stage (start, gro, maturity, and succession)

How we do it for individuals and companies

Taxation Consulting: We provide advice on complex taxation issues. We are part of accounting networks that provide access to resources so as to give the best advice. Matters we consult include:

  • Change of business structure
  • How up-front tax breaks for investors work – Government’s innovation plan
  • Property buyers withholding some of the purchase proceeds from a sale of property
  • GST on the purchase of property
  • How to treat a division 7A loan from your business
  • Tax effective way of financing children in higher education
  • And much more….

Taxation Planning: We provide advice on

  • Income distribution to spouse, children, and other family members
  • Maximum deductions
  • Asset purchases
  • Advice on salary sacrifice into superannuation
  • ‘Out of pocket’ contributions into superannuation
  • And much more…

Our approach to Taxation consulting and planning

Taxation is one of the areas of our expertise. We know how important it is for you to have the appropriate tax advice. We answer your questions in a timely manner with a sensible response.

For new clients our approach starts with an initial meeting free of charge, preferably face to face, to build rapport, trust, and a good starting point for collaboration. This is an opportunity to discuss and review your structure and answer any questions you may have. If a face-to-face meeting is not feasible, we can alternatively organise a phone conversation or an online meeting.

If you are an existing client, you will receive regular monitoring. For medium to large businesses, monitoring includes a monthly visit from one of our Senior Accountants. For smaller businesses visits can be every 4 months. All businesses and individuals receive a strategy review at the End of the Financial Year. Following the review, we suggest modification and we implement new tax planning initiatives if need be.

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