We take an holistic ‘whole of business’ perspective and work with you on strategic planning, financial management and increased efficiencies to grow business success and profits. We take great pride in the long term relationships we build with our clients.

Your choice of business structure is important for a number of reasons:

• it affects your legal liability
• it has implications for tax planning and tax minimisation
• it is an important part of your long term financial planning and personal wealth creation strategy
• it has important implications for business succession and estate planning
• it has important implications for asset protection

We advise on and work with you to develop the most effective business structure for:

• companies
• trusts
• sole traders
• sub-contractors
• partnerships
• self managed superannuation funds

• strategic business planning
• cash flow management
• growth strategies
• pathways to increased profit

• preparation of financial statements
• tax returns
• all required lodgements
• statutory reporting obligations
• compliance issues

Let us manage the detail. For one annual fee we will look after your yearly compliance and lodgement and lodge any changes in your company details with ASIC.

Periodic review of your business strategy keeps you on track and responsive to any changes that could affect your business. The biggest cause of small business failure is due to owners not keeping up with changes going on around them. They then get by-passed by existing or new competitors. We check the health of your business plan and provide ongoing consultancy so that your business stays adaptive and innovative.

Many small to medium businesses are closely linked with superannuation, personal financial planning goals and wealth creation strategies. Accountancy Services Wealth Planning specialises in aligning your appropriate corporate structure and your tax planning in a long term, future focussed personal wealth creation strategy to create financial freedom and security in retirement.

You won’t always want or be able to work in your business. At some stage most business owners choose to retire, sell or hand over management of their enterprise. This can have important implications for your financial planning, and personal wealth creation strategies. We forward think succession planning for the future of your enterprise, and integrate it with your personal wealth creation strategy, making sure this transition reflects your wishes and minimises your personal and capital gains tax obligations.