Services

Business Advisory

Every business evolves over time.  Economic conditions vary.  The business needs change.  Small business owners rarely have others with whom they can discuss general business issues.  Jim has many years experience in providing such services to small business clients.

Other specific services include:

• Budgeting, both profit and loss and cash flow
• Business planning
• Purchase and sale of businesses
• Business succession

Financial Statements

The firm prepares financial statements, monthly, quarterly, half yearly and annually.  These are compiled either on the client’s own computer or ours.  They can be compared with budgets and reports provided on the results.

Taxation

Taxation is a significant cost for both businesses and investors.  Our objective is to ensure the minimum amount of tax is paid, using only legally accepted techniques from the income tax legislation.  We do this through:

• Business structuring – selecting an operating structure which is acceptable to the client and ensuring the most flexibility to take advantage of all aspects of the tax legislation;
• Tax planning – regular reviews of activities to deal with any possible tax issues before transactions take place;
• Tax returns – preparation and lodgement of periodic BASs and annual tax return

Superannuation

Superannuation is the government supported structure for Australians’ retirement savings.  We provide a full range of superannuation services:

• Advice on setting up self-managed funds;
• On-going administration services;
• Annual financial statements and regulatory returns;
• Pensions