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