Strategic planning

Increase your business efficiency and profitability by maintaining a clear view of the bigger picture.

• Business structuring
• Staff utilisation
• Budgeting
• Cash flow management.

Tax advice

Our expertise in taxation strategies can help you effectively reduce your liability and increase your income.

• Preparation of your income tax return
• Preparing activity statements
• GST/FBT obligations 
• Creating tax effective trust structures
• Managing any ATO audits or disputes.

Business start-ups

Laying foundations that will help your business grow and flourish.

• Choosing the most suitable structure
• Preparing a business plan, cash flow projections, budgets, and trading forecasts
• Assessing your finance requirements and helping with your applications
• Establishing a good working relationship with your bank
• Registering an Australian Business Number with the ATO
• Completing registration procedures with the Australian Securities and Investments Commission
• Dealing with company secretarial issues
• Setting up a recording system for internal use and statutory requirements.

Superannuation

Create your own self-managed super fund and comply with employer obligations. Our advice is completely independent of investment products.

• Establishing self-managed super funds
• Completing information for the Insurance and Superannuation Commissions
• Superannuation audits
• Advice on compliance matters
• Advice on taxation benefits
• Advice on employer obligations.

Finance

A customer focussed finance broking firm offering varying solutions from both bank and non-bank channels across various segments in the financial landscape.

Go to Bluepenny