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Successful
and growing business is one of the most important paths to
financial freedom.
Our main focus is to provide
our business clients with a "road map" of where they
are today to where they want to be tomorrow.
We take an active interest in
our clients’ businesses and provide solutions and strategies
to:
- Improve profitability;
- Minimise tax; and
- Create and preserve wealth.
Read our Business
Services.
How we
help our business clients:
- We ensure you are using the
right tax structure to minimise your tax and offer maximum
protection for your assets.
- With legislation becoming more
complex and constantly changing, we provide your business
with up-to-date information. This is paramount because
a greater number of responsibilities are being placed on
small businesses.
- We help you generate wealth
by assisting you to develop proven systems so you
are working "on" the business - not "in" the business.
- We help you save and invest
your wealth to ensure your future peace of mind by working
with you to develop a tax-effective retirement strategy.
- Wealth needs to be protected
so we provide solutions to look after your loved
ones.
- Other services we provide to
help you work on your business includes leasing, business
loans, home loans and risk insurance.
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Business
Services
Grow
your business and increase your profits
Tax
services
Bookkeeping
services
Business
management services
Accounting
services
Starting
up, buying or selling a business
Company
secretarial work
Auditing
services
Succession
planning
Proactive
support for "Do-it-Yourself Accounts"
We
can help you grow your business and increase your profits.
We offer:
- Ideas to grow your business and generate
more profits
- Strategic planning to keep your business
ahead of the field
- Advice on tax effective ways to purchase
cars and equipment including competitive lease and hire purchase quotes
Our
tax services include:
- Legal tax minimisation planning
- Preparation of taxation returns for partnerships,
trusts, companies, and superannuation funds
- Advice on the most suitable business structure
for your situation
- Advice on negative gearing of property,
shares, and other investments
- Salary Packaging
Questions
about tax every business should ask itself.
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We provide Bookkeeping services
- Record cashbook transactions and reconcile
your bank account regularly
- Catch up service to get your records up-to-date
quickly
We
save you time and stress with our business management services.
- Preparation of monthly accounts
- Preparation and lodgement of Business
Activity Statements (BAS)
- Preparation and lodgement of all necessary
taxation and employment registrations
- Advising on and setting up your record
keeping systems
- Ensuring all your compliance obligations
are up to date for the:
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- State Revenue Office
- Australian Securities Commission
- Australian Taxation Office
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We
can provide accounting services for your business.
We offer:
- Assistance with budgeting and cash flow
planning
- Advice on accounting computer software
packages
- Provide regular reporting and financial
accounts
- Preparation of business and marketing
plans
- Preparation of finance applications and
review financing arrangements
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We
offer advice when starting up, buying or selling a business:
Starting up
a business
- Advice on how you should structure your
business sole trader, partnership, company, inside a trust
- Advice on systems what software
to use.
Buying a business
- Preparation of finance applications
- Financial analysis of the business to
be purchased
- Assistance with budgeting and cash flow
planning
- Advice on financing the business and sourcing
finance
- Matters to consider when purchasing a
business
Selling a business
- The best way to present your business
for sale
- Advice on how to minimise capital gains
tax on your sale proceeds
- How to invest your sale proceeds tax effectively
to secure your financial future
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Company
secretarial work
- Minutes, share issue and company officer
appointments
- Maintaining company registers
- We can be your registered office
We
provide auditing services to:
- DIY Superannuation Funds
- Real Estate Agents (Auctioneers and Agents
Act)
We
offer Succession Planning services:
- Buy/Sell agreements
- Adequate insurance to cover key employees
- Looking at alternatives when a partner
dies.
Questions
about succession planning every business should ask itself.
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Proactive
support for "Do-It-Yourself Accounts"
Some clients prefer to do their preliminary
accounts. In this case we can:
- Advise which accounting software best
suits your needs
- Train you to use your accounting software
- Provide ongoing advice & training
for you & your team for your accounting data
- Review your monthly accounts to ensure
they comply with tax legislation
Steel Walsh and Murphy Chartered Accountants
and Calare Financial Services are uniquely positioned to provide you
with total financial care.
We have many satisfied clients who have used
our services. Read our client
testimonials.
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