We will discuss and analyse the following matters with you:
- What is the most appropriate structure for your business?
- What is the most appropriate structure to maximise your wealth whilst working in the most tax effective structure?
- What is the difference between operating out of a company versus a Trust?
We can look at the pros and cons of each structure to ensure you are comfortable with the decision.
We offer accounting and tax services to administer all annual reporting requirements for your self-managed super fund. This includes preparation of:
- Financial Statements
- Member Statements
- Investment Reports
- Trustee Resolutions and Minutes
- Annual Return
- Independent Audit – facilitated via an external auditor
Our referral partner is BETA Capital who dedicated to developing tailored strategies that support and protect the financial well being of their clients.
BETA Capital’s point of difference is the mutual trust, loyalty and respect they share with their private clients. This is achieved through the delivery of exceptional service, together with the highest level of expertise. In addition, they are known for their uncomplicated and unbiased financial advice.
Our referral network includes highly trained professionals who are looking forward to working closely with you to find the best possible deal on the market.