ADVISORY
GENERAL ADVISORY SERVICES (STRUCTURE, TAX, FINANCIAL, HEALTH CHECK, COMPLIANCE, OTHER)
To assist you as advisors and consultants in business and taxation strategic planning
- Prepayments/accruals
- New Structure Advice
- Tax advice
- Email and telephone support in relation to matters raised
- Financial and key KPIs advice
- Accounting software advice
- Bookkeeping advice
- Follow-up meetings
- Includes up to 4 hours of consultation, research and implementation.
- Additional time billed at $150+GST per hour
TAX PLANNING (STRUCTURE, TAX MINIMISATION)
- Annual tax planning
- Review of expenses and depreciation schedule
- Acquisition of business equipment strategy advice
- Integration of SMSF / Super strategies
- Entity formation
- Draft distribution statements
- Integration of Property/Finance strategies
- Includes up to 8 hours of consultation, research and implementation.
- Additional time billed at $150+GST per hour
#Liability limited by a scheme approved under Professional Standard Legislation
BUDGETING & CASH FLOW FORECASTING SERVICES
Detailed 12 month Forecast and Budget broken down month by month
- Profit and Loss budget forecast for the period
- Balance sheet forecast for the period
- Client meeting to discuss improvements in budget & cash flow included
- Review of sales, expenditure and financial short term and long term goals
- Cashflow forecast for the period
"Planning is bringing the future into the present
so you can do something about it now"
- Alan Lakein
#Liability limited by a scheme approved under Professional Standard Legislation