BUSINESS PLANNING

OVERVIEW

Taxation Planning

We proactively review your financial performance from year to year and on an ongoing basis, to provide you with taxation planning advice.  Tax planning is a significant contributor to wealth creation.

Business Planning

Business people generally tend to be heavily dependent on their business to provide cash flow requirements for both current lifestyle and future retirement income streams.  It is essential therefore that the business is profitable to maximise both.  We can help you improve business profitablity and plan cash flows, to maximise wealth creation opportunities.

Finance Assessment and Review

Are you working for money, or is money working for you?
We review your financial arrangements to make sure that what you have is right for your circumstances.

Superannuation in General

Superannuation plays a significant role in both tax planning and wealth creation, thanks to recent legislative changes.  It is now possible to divert tax dollars into superannuation assets through a number of useful strategies.  We will run through these with you to maximise the benefits.  Superannuation not only provides excellent tax saving opportunities along the way, but also provides tax effective streams on and approaching retirement.

Self Managed Superannuation Fund (SMSF)

SMSF’s give you the opportunity to play a role employing the strategies referred to above.  We help you with superannuation fund compliance and administrative issues including tax, audit, financial reporting, keeping your fund up to date with ongoing legislative changes and  investment strategy reviews.  In addition, we will go through the usual tax planning and accounting processes, and regularly monitor the fund so that your retirement objectives are met.

Other Services

Our Business Planning clients enjoy unlimited advice on ad-hoc matters as part of the package.  Note too, that phone calls and other incidental contact are included and will not result in additional charges to you.  In fact we encourage regular contact and review.

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