Currently we provide comprehensive service to a number of large project developers - commercial and residential - and are fully skilled and experienced to support and advise in these areas.
Our services are provided, as appropriate, by our multi-profession team - not a 'jack of all trades' as we know how dangerous a little knowledge can be.
Services Ascendia Accountants, Lawyers and Licensed Investment & Financial Advisers currently provide to these types of clients include:
Tax Return Preparation
Business Bookkeeping systems and processes and reporting and review that measures Profit and Cash flow, and Balance Sheet outcomes against budgets on a monthly basis.
BAS and IAS Review
Chief Financial Officer Support (all management, investor and financier reporting)
Tax Advisory and Tax Estimation and Planning Services
Asset Protection Structuring of each development project
Project budgeting and balance sheet establishmentthat allows for shocks to the project without resulting in financial distress > sensitivity analysis of project budgets can be provided.
Cash flow budgeting of the project that accurately estimates all cash elements including GST credits and income tax, over the different stages of the project.
Business Risk Management Services - including review and update of:
Stakeholder or shareholder agreements
Sub contractor agreements (are you meeting ATO and State Government requirements or are you risking a large unexpected tax bill?)
Division 7 a loan agreements - have your loan agreements been prepared properly?
Any other business law matter you may wish to seek advice on - to protect your business.
Superannuation Accounting and Advice - including relating to property inside super.
Business Succession Planning Advice and Implementation - including relating to:
Tax effective transfer of business
Business sale agreements
Vendor finance arrangements
Transfer of lease liabilities
Transfer of business assets
Indemnity for tax or employee liabilities etc. etc.
Establishment of Investment or additional business venture entities - including legal advice pertaining to:
Most appropriate business or investment structure
Establishment of relevant entity as appropriate such as partnership agreement, joint venture arrangement, company and stakeholder agreement, unit or discretionary trust deeds and related agremeents, loan agreements, registration of charges relating to loans, bare trusts, etc. etc.
Investment Portfolio Advice and Management - including:
Investment advice for your or your investment entity detailing specific assets to purchase and in which amounts,
Ongoing portfolio and investment review advice
Ongoing managment service including all administration of assets, reporting of position on a daily basis etc. etc.
Retirement Planning Advice - including personal financial advice regarding:
The amount of capital you requrie to retire
When you can retire
Income you can derive from your capital
Appropriate and recommended investments for your portfolio providing retirement income etc. etc.
Estates Planning Advice and Implementation Services - including relating to:
Assets held in related trusts
Assets owned by you personally.
We're here when you need us.
To request an appointment with an Accounting, Law or Investment Client Service Manager, please fill out the form or Call: 1300 797 858.