Our Tax Advisory and Accounting service group are specialists in identifying opportunities to mitigate the impact of tax on you, your business and your investments to allow you to build your wealth as effectively as possible.
The Managed Tax Advisory and Accounting team have experience and expertise in a wide range of tax types and issues offering their services exclusively to our Total Wealth Management (TWM) private clients and not as a stand alone service offering. This is because we believe in offering you a complete wealth management solution not a piece of the puzzle.
The power of integrating tax and accounting services into your overarching financial advice solution is significant and can allow us to give you the opportunity to successfully manage your tax risk, identify and capture new business opportunities and meet your statutory requirements. And just like our other Managed Wealth Solutions service portfolio offerings it is a crucial cornerstone to any complete and seamless advice offering.
Our tax and accounting specialists provide practical, up to date tax advice across a broad spectrum of issues including:
- Preparation of financial and statutory reports;
- Financial statements - profit & loss and balance sheet reports and supporting notes,
- Income tax returns, business and instalment activity statements,
- Cash flow forecasts and financial projections,
- Management reports and key ratio & margin analysis,
- Provision of advisory services;
- Tax planning and transactional advice,
- Corporate finance including financial due diligence, restructuring, business acquisition and sales, indicative valuations,
- Tax audit and ATO review and correspondence assistance,
- Advice and assistance for internal accountants and bookkeepers, and software support & instructions,
- General business and commercial advice,
- Provision of company secretarial services.
Our Tax Advisory and Accounting services offer you the ability to access a wealth management solution with a unique understanding of your financial needs and lifestyle goals. Contact Brett Schmidt on 3391 5055 or via e-mail at bschmidt@managed.com.au today to discuss Tax Advisory and Accounting as part of your TWM solution.