Specialties

Small Business Advice

	Review of trading results
	Preparation of Cash Flow and Profit & Loss projections
	Recommendations on remedial action required to improve profitability
	Comparison of trading results with industry averages
	Ratio analysis
	Sensitivity analysis
	Assistance with funding applications including representations to financiers

Property Development / Building & Construction

	Advice on structuring developments
	Attending to all establishment documentation
	Syndications
	Complex taxation issues

Management Rights

	Evaluation of business
	Accounting and taxation advice
	Advice on the most appropriate business structure
	Auditing of trust accounts
	Currently acting for over 20 clients operating management rights

Superannuation, arranging for all of the following:

	Preparation of documentation for establishing a self managed fund
	Full administration of self managed funds
	Full audit of self managed funds
	Preparation of financial statements
	Preparation of income tax returns
	Investment advisory service (through Professional Investment Services Pty Ltd)
	Asset allocation reviews
	Currently acting for over 140 self-managed funds

Taxation Returns (Electronic Preparation and Lodgement)

	Individuals
	Partnerships
	Trusts
	Companies
	Superannuation Funds