Your Business. It is likely to be one of your most valuable assets. In fact, you probably have your life invested in it!?
Our expertise is in assisting you to build a solid foundation for your business, aimed at maximising the value of your investment.
Some important questions to ask yourself:
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Do you have a business plan in place?
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Is cashflow an issue for you?
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Do you know how to manage debt in the most tax effective manner?
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Have you considered a plan in case something happens to you and you are forced to leave the business?
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Are you taking advantage of super opportunities to save tax effectively for retirement?
These questions are just a sample of what we'll cover as we work with you and your accountant to create a solid plan for your finances, so that you can concentrate on taking care of your business.
How we can help
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Succession planning
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Risk protection
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Partnership agreements
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Buy-Sell agreements
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Key Person protection
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Superannuation planning & Self Managed Superannuation Funds (SMSF)
Articles that may interest you:
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Making sense of super reforms - What it means for you
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Mindfulness 101: reduce your financial stress
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Striving for balance with work and life
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When death doesn't have to do us part - Exploring SMSF flexibility
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SMSFs: the five essential facts
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Income protection matters at every age
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Baby boomers need to get their house in order
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2016/17 Budget summary - Target practice