Specialist Services
Trusts
A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:
- Preparing and executing the vital documentation required for trust formation
- Attending to the special requirements involved in reporting for trusts
- Completing the trust administration:
- Minute-keeping service
- Annual accounts
- Taxation
- Asset management
- Investment monitoring
- Income distribution
Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!
Self Managed Superannuation
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual. The team at are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
- Setting up self-managed superannuation funds
- Completing information for the Insurance and Superannuation Commissions
- Facilitating Superannuation audits
- Advice on compliance matters
- Advice on taxation benefits
- Advice on employer obligations
ASIC Services
Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law.
At we can relieve this burden for you. Our services include:
- General advice on company law
- Company formations
- Filing annual returns on your behalf
- Preparing all documentation related to minutes and resolutions
- Maintaining statutory books
- Assistance with changes of directors, shareholders, addresses, and office details
- Share transfers
- Registered office facility
Please contact us for further information on how we can help you get back to running your business.
Estate Tax Management
As unpleasant as the task is, estate management is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
The executor of a will are required to perform a number of duties. At we are experienced in estate tax management and can provide expertise and advice in:
- Meeting to discuss objectives for your estate
- Documentation involved in estate planning
- Paying taxes and debts
- Estate distribution
Succession Planning
To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.
Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!