Services
What I do
Business Services
- The use of companies and trusts to achieve asset protection.
- Estate and retirement plans.
- Business succession.
- Business plans.
- Business mentoring.
- Financial reporting including profit and loss, and balance sheet.
- Management reporting including ratio analysis.
- Financial bundles to obtain funding.
Taxation Services
- Tax minimisation strategies.
- Tax management.
- Property/land development.
- Rental property negative gearing.
- Share portfolio.
- Capital gains tax (CGT).
- Goods and services tax (GST).
- Fringe benefits tax (FBT).
- Sale of business strategies and planning.
- Trust tax returns.
- Company tax returns.
- Individual tax returns.
- Self-managed super fund tax returns.
Compliance Services
- ASIC annual review statements.
- Directors’ meetings and minutes.
- Company register management.
- Trust deed reviews.
- Payroll tax.
- Land tax.
- Business activity statements.
Bookkeeping
- Electronic cloud accounting.
- Single touch payroll (STP).
CFO Services
- Management accounting.
- Financial ratios and key performance indicators (KPIs).
- What ‘if’ scenarios.
- Gross profit and net profit margins and ratios.
- Balance sheet health checks.
- Business performance.
- Income budgets.
- Variance reports.
- Wealth creation ideas including investment strategies.