We aim to assist you to financial retirement so you have the choice to pursue interests close to your heart. Our services include:

Mentoring for business growth and improved profitability and cash flow:

• Are you starting or have you started a new business?
• Do you know your responsibilities?
• Do you have or need an ABN (Australian Business Number)?
• Are you registered for GST (Goods & Services Tax)?
• Have you set up your “Books of Account (set of books)”
• Do you employ staff and pay wages requiring PAYG statements and PAYG Summary Returns?

Business structures for asset protection. Do you plan to trade as:

• A sole trader?
• A partnership?
• A Company?
• Do you know which structure is best for you to protect your assets, limit your liabilities and improve your tax position?
• Do you need a Trust and a Company to minimize the risk of the work you are already carrying out?

Strategies for tax minimization:

• Are you in a position to share your profit with a spouse or business partner?
• Do you have flexibility in the timing of your purchases or sales?

Exit strategies and succession planning:

• Have you decided how you want to leave your business?
• Do you have someone groomed to take it over?
• Do you want to sell it when you no longer wish to run or own it yourself?

Planning income streams and asset holding for retirement and Legacy planning:

• Do you have a will?
• Do you have assets to leave?
• How do you want them distributed?
• Do you know what assets you have and how the pension system works?
• Do you know how to structure them to maximise access to government income and benefit schemes?

Financing for rental properties, share portfolios and plant & equipment:

• Do you have a good relationship with your banker?
• Can you access finance for working capital or asset purchases as and when needed?
• Do you know which finance method is best or least expensive for your needs?

Self-Managed Superannuation Funds:

• Annual Returns
• Annual Audit