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Specialist Services



Company Secretary

Keep good company

Company legislation and compliance with the Companies Act 1933 can take up a lot of valuable time. Let us take care of the detail, our services and expertise include:

  • General advice on company law
  • Formation of company & limited partnership 
  • Filing annual returns on your behalf
  • Preparation of all documentation related to minutes and resolutions
  • Maintenance of statutory books
  • Assistance with changes of directors, shareholders, addresses and office details
  • Bonus issues
  • Share transfers 
  • Provision of registered office facilities
  • Amalgamations



Estate Planning

Get a Plan

Nothing is certain but death and taxes and the mention of either is unpleasant for many. But estate planning and estate administration is essential and we can help you by:

  • Meeting to discuss objectives for your estate 
  • Ensuring you have the relevant estate planning documentation
  • Ensuring your assets are protected
  • Ensuring you have the best gifting and tax plan
  • Advising on estate distribution
  • Reviewing wills to ensure estate planning objectives are met
  • Reviewing life insurance and key person insurance



Information Technology

Upskill with IT

We encourage smart business practices and embrace computerised systems and technology that helps our business and yours operate smarter.

Whether you are thinking about buying new computer hardware or software, or looking at upgrading your business systems, our team is willing and able to assist you.

We can:

  • Install and configure software to suit your purposes
  • Recommend processes to make your computer system more secure
  • Suggest accounting software applications suitable for your business
  • Provide training on a range of software applications 
  • Offer advice on electronic banking
  • Provide on-demand IT consultancy & support



Farm & Horticulture Accounting

Walk and talk grass roots business with us

We understand the business of farming and horticulture, and pride ourselves on providing up-to-date primary production advice.

Our services include:

  • Preparation of farm budgets and cash flows
  • Accounting support for farm sales and purchases
  • Advice on farm ownership structures
  • Preparation of financial statements
  • Guidance on tax planning
  • Guidance and advice on seasonal planning
  • Advice on succession planning
  • Preparation of an annual regional farm survey
  • Preparation of business plans
  • Tax advice on the Forestry & Emission Trading Scheme 



Rental Property

Get rental wise

Leave the management of your rental portfolio to us. We have experience and expertise relating to residential and commercial property. Our services include:

  • Advice on purchasing a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance on structuring to get the best tax outcomes 
  • Advice on ownership structure 



Retirement Planning

Think about tomorrow, today

Achieving a comfortable retirement requires forward planning which we can help you with. We can help by advising you on how much income will be needed; how much you'll need to save; your government entitlement, and on other retirement-related issues.



Buying & Selling a Business

Buy and sell with confidence 

The buying and selling of a business can be an exciting yet stressful exercise. We can support you through the process by:

  • Compiling the relevant information for Due Diligence
  • Preparing comparative financial information 
  • Establishing a realistic sale price
  • Negotiating with potential purchasers
  • Helping you plan for life after the sale



Succession Planning

Keep it in the family

A well-designed succession plan will help future-proof your business for the next generation. It can be a challenging task but with the right attitude and professional support succession planning can be an opportunity to plan and create a dynamic and multi-generational business.



Review of Financial Statements

Tick the right boxes

We have qualified professionals to review the financial statements of not-for-profit organisations to ensure they meet the requirements of foundation documents and government legislation.



Human Resources

Value your staff

Your most valuable business asset is your staff. We have HR services and skills to maximise the potential of your business team.

 



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