OUR SERVICES

ACCOUNTING AND TAXATION 

At Perry Egan Partners, we have the experience and the expertise to assist you in the following areas of accounting and taxation:

  • Preparation of Financial Statements for all types of entities.

  • Preparation of income tax returns for sole traders, companies, partnerships, trusts and self-managed super funds.

  • Advice and compliance on Income Tax, Capital Gains Tax, Fringe Benefits Tax and GST.

  • Preparation of Business Activity Statements. 

  • Incorporation of companies. 

  • Set up of family discretionary trusts, unit trusts and hybrid trusts. 

  • Assistance with ATO audits and disputes.

  • Private Tax Rulings with ATO.

  • Advice on land tax and payroll tax. 

  • Preparing cash flow projections for finance and internal management.

  • Assistance with Finance Applications with Banks, advice on loan structures and sourcing of finance.

  • Advice on business acquisitions and sale.

  • Advice and set up of accounting software packages.

  • Bookkeeping services.

  • Analysis of your business Key Performance Indicators (KPI) with ATO benchmarks.

  • Maintenance of ASIC records and Business Registrations.

SMSF AUDIT AND COMPLIANCE

We are specialists when it comes Self Managed Super Funds. We prepare and lodge over 180 Super Funds each year. A Self Managed Superannuation Fund is a tax effective wealth creation vehicle that gives the members control over their assets. Our team specialise in the provision of Self Managed Superannuation advice and strategies, and can assist with:
 

  • The establishment of your SMSF.

  • The establishment of bare/custodian trust to enable borrowings in the super fund to buy property.

  • Preparation of your annual accounts & tax returns.

  • SMSF Audits.

  • Pension Strategy advice, to achieve a 0% tax rate within your fund.

  • Portfolio Management.

FINANCIAL PLANNING 

We can offer the following financial planning services:
 

  • Self-managed super funds (SMSF) advice.

  • Advice on how to purchase Property through your SMSF.

  • Assessment and advice on life insurance, income protection insurance, trauma and TPD.

  • Investment advice in direct properties and shares.

  • Financial health check.

  • Financial strategies to achieve your retirement goals.

  • Financial education and coaching.

  • Customised financial plans and solutions.

  • Wealth creation and wealth management.

  • Investing to minimise tax.

BUSINESS STRUCTURE ADVICE

There are many different types of business structures that may be appropriate.

The common types of structures include the following:

Sole Trader, Partnership, Company, Unit Trust or a Discretionary Trust.
Each of these entities has a different tax regime. In addition there are different rules that are applied to different professions in determining the appropriate structure. Careful consideration must also be given to potential downturn in business activity.

At all times we strive to use existing laws to protect your personal assets.

INVESTMENT MANAGEMENT

Succession Planning: 

One of the most important aspects of running a successful business is having a plan that allows you to step away from it seamlessly, when the time is right. We will work with you to develop a succession strategy that delivers the results that you want with minimal impact on the business or your lifestyle.

 

Remuneration Strategies:
Many businesses owners don’t fully appreciate the importance of a well-structured remuneration package. In order to attract and retain the best people it is imperative that you have a superior remuneration package to that of the competition. Our advisers will work with you to develop and implement the right package for your business.

 

Due Diligence:
Whether you are buying a business or merging with another business, our advisers can cast an expert eye over that business’s structure and financial details. A detailed due diligence process will give you peace of mind that you have covered all bases and you are well informed before proceeding to settlement.