Many individuals and families will have to deal with a variety of advisors - accountants, attorneys, financial planners, investment managers, insurance professionals, bankers and so forth. Although separately, the advisors have their expertise and would act in the best interests of their clients, the complexity of family affairs may cause divergent agendas and unnecessary conflict between the advisors. A coordinated approach is what we are aiming to deliver so that we will not lose sight of the broader family visions and goals. Much of our work with families focus on strategies that will sustain harmonious relationships among family members including providing a platform for good governance, communication and conflict resolution.
Click on the service quadrant for further details of each area of service. |
Accounting and Financial Reporting - Preparation of Financial Statements
- Preparation of Periodic Management Accounts
 - Bookkeeping
Taxation - Preparation and lodgement of Income Tax Returns
- Preparation and lodgement of quarterly or annual Business Activity Statements
- Preparation and lodgement of Fringe Benefits Tax returns
- Compliance requirements associated with any other indirect taxes
- Registration for ABN and GST
Corporate secretarial - Incorporation of companies
- Preparation and lodgement of Australian Securities and Investments Commission (ASIC) Annual Returns
- Preparation of relevant resolutions of company directors and members
- Maintenance of Registered offices
- Maintenance of Statutory Company registers
- Attending to all other ASIC requirements.
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- Assistance in writing business plans
- Operational efficiency and control review
- Performance management reports development and review
- Cash flow reporting and review
- Budgeting process development and review
- Participation at management level meetings
- Assistance with selection of appropriate financial personnel
- Succession planning and managing succession
- Asset protection strategies
- Effective business and/or investment structures
- Consolidated investment administration and reporting
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- Evaluation and formulation of a best-fit Retirement Plan
- Evaluation and formulation of a best-fit Estate Plan
- Assistance in instructing solicitors on the drawing of a Will
- Coordination with Investment Managers / Brokers / Financial Institution to provide all the necessary reports and investment advice
- Coordination with Insurance Brokers
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- Banking and bill paying administration
- Consolidated cash balances reports
- Trust administration
- Recording on investment transactions
- Mail services for all financial correspondence
- Family vault for keeping important documents
- Maintenance of Property Register
- Maintenance of Insurance Policies Register
- Bookkeeping
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