BUSINESS SERVICES

Because profits keep you in business and staffing needs and systems for newly formed or established companies change from time to time, we suggest you consider using our services.

The following check list will determine the areas where we can assist.

ACCOUNTING & TAXATION

• Monthly/Annual Financial Records & Budgetary Comparisons
• Annual Taxation Return
• GST, FBT, PAYE Statements
• Pricing, valuation, and assistance with the purchase of a retail business
• Staff Training with MYOB accounting program

BOOKS & PUBLICATIONS

• Book, "A Profile of Associations"
• Financial Advisory Matters i.e. Company Structures, Taxation, Family Trusts, Buying & Selling a Business, Leases
• Preparing for Retirement

FINANCIAL PLANNING

• Establish limited liability companies, partnerships, trading or family trusts
• Tax shields and shelters, tax smart investments
• Employment Related Issues, i.e. redundancy, individual employment contracts versus employing outside contractors etc

FAMILY TRUST ADMINISTRATION

• Arranging trust deeds, annual gifting and trustee meetings
• Preparing financial accounts and annual tax returns
• Assistance in recommending expert legal trust advisory services
• Finalising common trust issues and filing all accounts