Have you considered?
- A staff member wants a new car, do I pay them a car allowance or just provide them with the vehicle?
- How much tax will I pay on the sale of my business?
- I am looking at opening a branch offshore, how do I structure it to minimise the tax implications?
- If I employ more staff will I have to pay Payroll Tax?
- I want to bring a new partner into the business, are there any tax consequences?
- Can I get any cash back for the money I’ve spent on Research and Development this year?
- I want to wind up my company and don’t know if I have to pay anymore tax.
- Can I claim a tax deduction for our staff Christmas party?
- Prepare annual financial statements
- General tax advice
- Capital gains tax advice
- Preparation & lodgement of annual tax returns
- Management of BAS & IAS obligations
- Management of Fringe Benefits Tax obligations
- ASIC & corporate secretarial services
- Tax planning advice
- International tax advice
Fixed Price Tax & Accounting Packages
Our fixed price accounting packages will make your life (and cashflow) easier. Our services are designed to help you succeed no matter what stage of the business lifecycle you are in… from start-up to high-growth or being your part-time financial controller, we have a structured package to suit your needs.
$300 - $500
per month (pricing indication)
For those businesses who are on the rise or just starting out.
$500 - $1,500
per month (pricing indication)
For businesses looking for structured high-level business discussions and performance improvement.
per month (pricing indication)
We effectively sit on your board as a part-time financial controller and strategic advisor. This is our top-level service for those businesses who want to be challenged and held accountable.
How do we quote your package?
We rely on a number of key business indicators including turnover, number of employees, the complexity and amount of entities you have, to how often you would like us to structure our advisory meetings (i.e. monthly, quarterly, bi-annually or annually).
Want to do some of the above services in-house (i.e. BAS)? No problem - just let us know & we will tailor a package to suit your business and cashflow.
What's included in your package?
Access to CHG Integrated Advice Board (IAB)
Our advice team has mid-tier experience with a personalised touch across a number financial specialities.
We deliver this via our Integrated Advice Board (IAB) which meets in-house weekly to ensure our clients have the best possible advice for their circumstances.
Our IAB consists of expert advisors in:
- Personal wealth creation
- Business advisory and improvement
- Estate planning
- Corporate finance
We also regularly invite other speciality advisors (such as lawyers) to sit in the IAB to ensure we achieve the best possible result for clients
Your business or profession is the life-blood or cash-cow of your personal and family goals, so we ensure all facets of your financial life are rigorously tested and seriously challenged by experts from all advice centres. It is unique to the market and the results are simply outstanding.
Xero Accounting Software
You will receive access to Xero as part of your package. Xero is an online accounting system designed for business owners to work with their accountants, business partners and staff, in real time.
We are a Gold Champion Partner which ensures you will have access to a team that has extensive knowledge of Xero and an array of add-ons. This will ensure your business will be as streamlined and efficient as possible.
From more information visit https://www.xero.com/au/
Structured Business Advisory Meetings (monthly, quarterly or bi-annually)
We will meet at a “helicopter” business level to discuss the performance of your business. No interruptions - just a structured time set aside to work on the business as opposed to in it.
During these meetings of approximately one hour, we will run through the profitability of your business, any positive or negative trends that appear and possible areas for improvement.
We also focus on benchmarking your business against similar sized businesses, set budgets and key-performance indicators, plus look at improving the efficiency of your business process through technology.
We will also review your individual and business needs using a pre-set agenda to ensure that your asset protection, estate planning and wealth creation needs are met.
Acting CFO or Non-Executive Board Member Service
This is our top-level service and we have challenged many high net wealth businesses on how they think about their business.
As a fast-growing business alike, we know what works and will become part of your strategic team effectively sitting on your board as part-time financial controller. This service promises to seriously challenge your business and move it to the next level.
This suits those business owners who want proactive business and wealth advice, financial and KPI monitoring, high contact, management consulting and business coaching.
We start with a strategic plan and develop a deep understanding of your personal and business goals.
We regularly monitor your business and report to you on the performance, plus provide you with advice and suggestions to make the right business decisions.
We also work closely with you to ensure you are on track and kept accountable to your goals and actions we have developed.
Unlimited Phone and Email Access
We want you to stay in touch with us. You can ring or e-mail us any time for advice with the knowledge it will not cost you any extra.
Getting timely advice is important, and by having direct access to the team, it enables you to make informed and educated business decisions in real time.
As an added bonus to our clients, we work tirelessly with (& act on behalf) a network of services providers such as lawyers, real estate agents, conveyancers, IT experts, social media & marketing guru’s and tradesmen. We have trodden the path and scrutinised them, so you can have the peace of mind knowing we only refer people who act for and understand their business and have rigorously tested them ourselves.
Annual Financial Statements
We will prepare your annual financial statements and provide you with a simple, clear report at completion. We ensure you are complaint with the red-tape businesses are accustomed to through our team our experts.
This is all completed in your live Xero file so you always have the latest financials on hand for any bank funding or business decisions.
Our team scrutinise every possible deduction to ensure your tax is minimised each year.
We will then prepare the tax returns on behalf of the business, plus the individual returns for you and your family members.
We use the latest technology to make this process as efficient and pain-free as possible.
Business Activity Statements
We will prepare and lodge your business activity statements along with any instalment activity statements that are required.
As part of lodgement process, we reconcile your balance sheet accounts to ensure your financial records are up-to-date so you can make timely decisions about your business.
Trust Resolutions + Dividend Statements + Company Loan (Div 7A) Requirements
We draft the required documents to ensure your business is complaint with the complex rules of running a corporate or trust structure.
From trust resolutions to dividend statements and ensuring you are compliant with the Division 7A minefield when you borrow funds from your company.
Act as your Registered Office and Annual ASIC Company Review
We will act as your registered office plus prepare and lodge your annual company review along with any changes throughout the year (ASIC fees not included).
This service is extremely important as intended legal or ATO action is generally sent to the registered office of the company. If these notices are overlooked the consequences can be disastrous. Our team are ready to act immediately if any untimely issues arise.
Annual Tax Planning Review
Our team prides itself on being up-to-date with the latest strategies and tax planning opportunities so you always get the best advice.
When you have an appropriate tax strategy in place, it should ideally be actioned throughout the year. However, as an additional measure in the final quarter of the year, we will review your progress and discuss further tax planning options to help you legally save tax.
Speak with an expert advisor.
Our discovery meeting is without cost or obligation - we treat this as an opportunity to learn as much about you as possible and confirm if we're a fit for one-another