specialised Tax & Accounting Services for management rights
Management rights operators considering expanding and / or re-financing are invited to contact David or Andre for assistance on obtaining bank finance and making use of our proven business purchase / due diligence review process (to assist you to pay the right price for the business).
We are a preferred supplier and an experienced provider of financial reports in the management rights area to major banks.
specialised tax & accounting services for management rights operators
- provision of specialised due diligence sevices to the management rights business purchase process: to ensure you are not paying too much for a business asset and are aware of the commercial issues relating to a particular business
- business set up and structuring advice to enable asset protection and tax effective asset accumulation
- Preparation of comprehensive financial statements for management rights businesses however structured:
- companies,
- partnerships,
- trusts
- advice and structuring of management rights business owners financial affairs to achieve tax effective asset accumulation while in business
- professional and effective valuation reporting
- specialised advice and management of the management rights business divestment process - to ensure all tax relief available is obtained and exiting owners have the benefit of retaining as much of their capital as possible.
- investment advice ro managemetn rights operators where exiting the industry.
In addition Ascendia, previously known as Archer Gowland, is recognised by many banks and specialist managment rights business brokers for the excellent standard of our special purpose reports, including:
- provision of interim financial statements for commercial purposes including applications for bank finance, legal proceedings including property settlement etc.
- provision of financial reports and applications for the purposes of complying with various statutory and regulatory authorities including the Office of Fair Trading.
- specialist management rights audit and assurance servies as required by the Office of Fair Trading.
other relevant services
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Multiple years / late returns and problem solving including negotiation with the Australian Taxation Office of outstanding tax liabilities including settlements, repayment plans and preparation and lodgement of amended returns
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BAS and IAS preparation & lodgement in cooperation with you and / or your bookkeeper
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Annual tax return preparation & lodgement
noosa office - providing specialised service - sunshine coast to cairns
David Barlow has been with the firm since 2007 and brings a strong tax minimisation focus (as well as compliance management) to the practice for the benefit of management rights operators. As an ex-Melbourne CBD practice partner with five years senior partnership experience David previously managed a large client base with a strong focus on:
- tax minimisation
- property development, and
- apartment / building management
David has continued to develop our managment rights focus at the Noosa office [previously know as Archer Gowland (Noosa)] in the resort management area in particular. He and his team currently service management rights clients' comprehensive accounting and tax requirements between the Sunshine Coast and Cairns.
Since he has been with the firm David and his team has also overseen the streamlining of a number of important business processes that benefit our management rights clients with better quality reporting, and that has enabled Ascendia to freeze our professional rates since their last rise in 2006 (when known as Archer Gowland). Areas where David and his team have found efficiencies include:
- management rights / resort manageent related work papers
- procedures and filing methods
- tax planning reporting and workpaper templates
- profit & loss / for sale reporting and workpaper templates (in resort management, insurance broking, real estate egency, speciality retail, service stations, and a variety of other business types)
- business cashflow reporting.
brisbane office - providing specialised service - brisbane to port macquarie
Andre Cox, our Brisbane based tax and accounting partner has been providing strong support to management rights businesses between Brisbane and central New South Wales. He has introduced additional services, in addition to the strong compliance accounting intially derived from our time when we were known as Archer Gowland (Noosa) and subsequently developed by David Barlow and his team at Ascendia Noosa office.
In particular management rights operators have been very pleased with the impact of Andre:
- introducing more regular and effective financial management reporting and business management accounts for our larger clients (monthly and / or quarterly reporting for management purposes)
- ongoign advice to management rights operators based on regular business financial reports – successfully assisting many of his clients through these difficult economic times. Andre has advised businesses on coping through two (and now three) recessions.
Clients wanting to reduce their business risk, improve profitability and cash-flow should talk to Andre or David at this critical time.
This service is available via ascendia accounting pty. ltd. previously known as Archer Gowland (Noosa).