Advisory

+ Estate Planning

We work together with you, your family and your solicitor to minimise any unnecessary disputes that may arise upon death. We are able to plan for the future to ensure assets are transitioned in a tax effective way and is dealt with within the terms of your will.

+ Capital Gains

A capital gain or capital loss on an asset is the difference between what it cost you and what you receive when you dispose of it. All assets you’ve acquired since tax on capital gains started (on 20 September 1985) are subject to CGT unless specifically excluded. Most personal assets are exempt from CGT, including your home, car, and most personal use assets, such as furniture.

If you are unsure if an asset you own is subject to capital gains or not, please contact one of our team members.

+ Succession Planning

At some point in your life, you will step aside from your business and an important step leading up to this event is succession planning. Stepping aside from your business does not happen overnight and may take years in planning. If you own a farm, this may involve planning with the next generation or if you own a professional business it may involve training and mentoring your successor. Your success and that of the future business may rest on your ability to plan and ensure a smooth transition.

+ Tax Planning and Minimisation

As the financial year comes to a close, we evaluate where our client’s profitability is year to date and provide budgets for the remainder of the year. We work closely with our clients to provide suggestions on ways to minimise the amount of tax they may pay. If you would like to review your business, please do not hesitate to contact one of our offices.

+ Business Valuations

The market price of a business is the price a vendor is willing to accept and the price a purchaser is prepared to pay. We assist our clients in determining an acceptable price to market their business based on a number of calculations. Conversely, we also assist our clients looking to buy a business to determine to reasonableness of the asking price.

+ Business Sales, Acquisitions and Start Ups

Are you looking to buy, sell or start your own business and unsure what the process involves? Come and see us and we will be able to point you in all matters tax related and point you in the right direction for all other steps you need to take. We are readily accessible and pride ourselves in responding promptly to any enquiry.

+ Finance Applications and Submissions

Paisley Robertson has a close working relationship with the team at Rivwest Finance. If you require mortgage finance, a loan to purchase new equipment, pay accounting fees or insurance premium funding, please contact us to discuss your circumstances and we will try our best to assist you in obtaining finance.

+ Budgeting and Forecasting

As accountants we sure do love numbers and all the more when we are able to plan and project these numbers over months or even years. We are able to prepare forecasts over years and budgets to keep you on track. We analyse our actual data vs budgets and meet with our clients to discuss.

+ Risk Management

Any event undertaken comes with an associated risk, our role is to help identify those risks and put plans in place to minimise undesirable outcomes. One area of risk management is the structure chosen to operate your business, some structures offer more protection than others. Once a structure is chosen, it should be continually reviewed to ensure it remains best suited to your needs. Please feel free to contact us to discuss your personal circumstances.

+ Software Selection & Training

The correct software can save you time and money. At Paisley Robertson, our team are trained in a variety of software to allow us to evaluate your circumstances and help you choose the right software. We are able to provide demonstrations, training at your home or business and ongoing support if you have any difficulties.