The strength of our practice is in providing commercial, hands-on service to our clients and engaging our exceptional network of professional contacts to provide a complete solution.
We pride ourselves on our versatility, efficiency, technical ability, responsiveness and professionalism. Some of the key areas in which we provide outstanding service to our clients include:
The rules and regulations governing the operation of SMSF's are strict and complex, whilst the tax consequences for getting it wrong can be disastrous.
Whether you are in saving for your retirement in accumulation phase, drawing on your retirement savings in pension phase or a combination of the two, we can provide professional assistance, advice and compliance support to assist you in meeting your regulatory obligations.
Bedford CA has access to leading superannuation lawyers who can assist with the preparation of documentation for the establishment of your fund and specialist advice where necessary.
In addition to this, if you are seeking financial advice we can introduce you to our network of preferred financial advisers to review your position and assist you with configuring a portfolio of investments tailored to achieving your retirement goals.
Our team can provide expert assistance and advice for your entry or exit from any business.
Establishment of an appropriate structure for your personal circumstances is vital from a Capital Gains Tax and Asset Protection standpoint and our team are able to guide you through the various options available to you.
When it comes time to sell your business, we can assist you with valuation, negotiation with interested parties, preparation of business sale reports and ongoing business support throughout the process.
In addition to this, through our network of leading commercial lawyers we can arrange for the preparation of sale contracts and other documentation to formalise any sale negotiations.
Our dedicated team are focused on adding value to your business and not just meeting your compliance obligations.
We work alongside our clients and can assist with representing their interests with bankers through attending meetings and the preparation of required information, including integrated 3 way budgets and forecasts.
We have extensive experience to assist with estate and succession planning, structuring, business valuations and all other accounting and taxation services.
Whilst our clients are generally comfortable with meeting their month to month GST reporting obligations, our team is often called upon as a sounding board for a range of queries ranging from the simple to the more complex.
With a range of clients spanning many different industries, we can provide clarity and comfort in assisting our clients navigate their way through the various issues they may face.
As advisers to a diverse range of clients we need to understand the various options available to our clients and be able to offer innovative and efficient solutions to suit their particular needs.
Cloud-based solutions such as Xero, MYOB Live Accounts and Dropbox are allowing us to service our clients in a more efficient and timely manner.
In addition, the use of Banklink software is providing us with regular and accurate client bank feeds to cut out the hassle of information exchange and reduce our time reviewing transactions for our business and superannuation clients through the unique efficiency features available.
We also recognise the need to adopt a similar mentality in our own business processes. Our paperless approach is adopted where possible for clients via our integrated document management system and we are continually looking at new solutions to improve our own internal processes and increase efficiencies for our clients.
Payroll Tax, Land Tax, Fringe Benefits Tax, Goods & Services Tax and Fuel Tax Credits are just some of the common indirect taxes our clients come across.
Penalties for incorrect disclosures can be significant and can be avoided through appropriate structuring and advice.
We will ensure your indirect taxation obligations are addressed and assist you with strategies to minimise their impact on your business.