A successful and growing business is one of the most important paths to financial freedom.

We take an active interest in our clients' businesses and provide solutions and strategies to:

  • Improve profitability;
  • Minimise tax; and
  • Create and preserve wealth

How we help our business clients:

1. Grow your business and increase your profits

  • Ideas to grow your business and generate more profits
  • Strategic planning to keep your business ahead of the field
  • Advice on tax effective ways to purchase cars and equipment

2.Tax services

  • Legal tax Minimisation Planning
  • Preparation of Taxation Returns for Sole Traders, Partnerships, Trusts, Companies and Self Managed Superannuation Funds
  • Advice on the most suitable business structure for your situation
  • Advice on negative gearing of property, shares, and other investments

3. Finance cars or equipment through business leasing

  • Tax effectively purchase or hire cars and equipment
  • Salary packaging for maximum benefit

4. Business loans to grow your business

  • To expand, acquire or gain working capital
  • Restructure your existing borrowings.

5. Business Management

  • Preparation of monthly accounts, Business Activity Statements (BAS), all necessary taxation and employment registrations
  • Advising on and setting up your record keeping systems
  • Assisting you to meet your compliance requirements

6. Accounts and Company Secretarial work

  • Assistance with budgeting and cash flow planning
  • Advice on accounting computer software packages
  • Provide regular reporting and financial accounts
  • Minutes and share issue
  • Company registers – we can be your registered office

7. We offer advice when starting up, buying or selling a business including

  • Business valuation service and Due Diligence
  • How you should structure your new business and which systems to use
  • Financial analysis of business to be purchased
  • Budgeting and cash flow planning
  • Planning for business growth, sale or succession
  • How to minimise capital gains tax on the sale of your business

8. We offer succession planning services

  • Questions about succession planning every business should ask itself.
  • Buy/Sell agreements
  • Adequate insurance to cover key employees
  • Looking at alternatives when a partner dies
  • When to sell your business
  • Helping you to help yourself