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html
pdf
resources
This area is designed to provide useful information for you. Initially we have posted for you our rough guides to major areas of interest including asset protection and tax effective asset accumulation. Over time we will add more.
ascendia tax calendar
ascendia rough guides
These guides deal with legal issues and are not intended and are no substitute for obtaining professional legal advice. They are intended to provide an overview of the issues to be considered when considering asset protection requirements, asset accumulation, the use of service entities and planning for getting the most out of your business on exit.
We recommend you obtain professional advice in these areas after completing your research and satisfying yourself of the need for service in these areas. At ascendia we work in conjunction with professional legal services when advising and providing management services dealing with these issues.
ascendia rough guide to asset protection
ascendia rough guide to asset accumulation
ascendia rough guide to service entities
ascendia rough guide to why your business is not your super
ascendia research / articles of interest
The HTML documents below provide some links / research into the respective topics. The PDF documents are less substantial and of passing interest on the topics.
business succession references
BRW Article - keeping it in the family.pdf
The Age Article - the ageing small business owner.pdf
BRW MBO Succession Planning Article.pdf
KPMG Survey Succession Planning.pdf
CPA survey - small business owners set to retire.pdf
Monash Study on Succession Planning.pdf
ascendia fact sheets & newsletters - samples
We provide a range of circular emails to our clients when relevant and necessary to assist them to remain up to date. We target these emails depending on the type of client and their needs - so as not to annoy our clients but at the same time to ensure they have important information that they need.