We provide much more than traditional taxation and accounting services. We get involved in strategic decision making, monitoring and improving business performance.

We know that you place high importance on having advisers who are trustworthy, progressive, reliable, accessible and here to stay
  • Creative and practical solutions that meet your evolving needs
  • A focused team that responds quickly to your needs and can draw upon a wealth of internal skills and knowledge
  • Clients are not shunted every year from one accountant to another
  • We keep it personal
Maximising profit and actively managing cash-flow are essential for all businesses
  • We can regularly monitor the performance of your business
  • Quarterly review of results where we focus on the Key Performance Indicators that most impact your business
  • Preparation of detailed and tailored cash-flow forecasts and budgets
  • Benchmarking results against similar businesses
  • We work with you by being available and responsive
  • We can meet with you on a regular basis, provide agenda items and minutes of meetings to ensure your business heads in the right direction
  • Review of financing arrangements
We understand it is important that you have peace of mind when it comes to managing your tax matters
  • We stay up to date with the latest tax legislative changes and strategies
  • Ensuring tax returns are lodged on time
  • We provide checklists to enable you to compile all the necessary documents
  • We can review Business Activity Statements and where required lodge them on your behalf
  • Communicate with you and plan ahead in order to better manage your income tax and capital gains tax liabilities
  • Continuous review of structures to ensure tax benefits are maximised
  • Scheduling tax obligations in advance to assist with cash-flow management and if required organising payment arrangements with the ATO
  • Ensure compliance with GST, FBT and State based tax obligations
  • We provide an annual report which contains a comprehensive summary of the financial year, tax obligations and matters to be aware of for future years
What are your business and personal goals and how will you achieve them? 
  • Having worked hard growing your business we can help you maximise its value
  • We can develop ownership transfer strategies for the full or partial sale of your business to third parties or to key employees
  • Undertaking business valuations ‘for internal use’
  • Maximising the after-tax cash-flow from your business
  • Ensuring your business structure is able to obtain maximum benefits of dividend imputation and the small business CGT concessions
  • Optimise salary packaging arrangements
  • Exploring opportunities to own your business premises and establish appropriate structures
  • Act as a sounding board
  • Assist with developing staff incentive and ownership programs such as buy/sell arrangements between the owners
  • Assist with business purchases, mergers and acquisitions, undertake due diligence and business structuring
Your assets and the wealth which you have created must be protected
  • We can work with you and your legal advisers to put in place asset protection structures and strategies
  • Planning is important to ensure your assets go where you want them to go
  • Common assets that often need protecting include home, other real estate and share portfolio.  Other assets that may not come to mind include intellectual property, business knowledge and key staff
  • In business it’s important to understand and be able to assess risks such as the loss of key personnel, breakdown in family relationships and general business risks
  • Transferring some risks to an insurer with regard to death and ill health will ensure gaps are closed or minimised where possible
How much do you think you will need for a comfortable retirement?
  • Ensuring the right tax structures are in place to maximise superannuation concessions
  • Assist with the establishment and maintenance of Self Managed Superannuation Funds
  • Prepare strategies to take advantage of concessional and non-concessional superannuation contributions
  • Maximising the small business CGT concessions when it comes time to sell your business
  • Working with your financial advisor to achieve a worry free retirement

Legislative changes took effect from 1 July 2016 which requires that superannuation advice must be provided through an Australian Financial Services Licence.

In order to provide licensed advice to our clients, Accrue has chosen to be authorised through the SMSF Advisers Network Pty Ltd – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd. (NTAA).

The Authorised Representatives are Don Di Placido 1246422 and Mark De Bortoli 1246421

Accrue Pty Ltd is a Corporate Authorised Representative No 1246420

SMSF Advisers Network Pty Ltd ABN 64 155 907 681 Website address: www.smsfadvisersnetwork.com.au

Accrue Pty Limited as SMSF advisers ABN 77 115 092 174

The SMSF Advisers Network licence supports our practice in providing advice on:

  • Establishment of SMSFs
  • Contribution strategies (amounts, types, withdrawal and recontribution)
  • Pension strategies (account based and transition to retirement)
  • Transfer of business real property into superannuation
  • Withdrawals, commutations and death benefit payments
  • Limited Recourse Borrowing Arrangements
  • Provision of an asset class investment strategy (based on an assessment of your risk profile)
  • Winding up of SMSFs

The practitioners at this practice authorised by the SMSF Advisers Network to provide superannuation advice are:

Don Di Placido

Mark De Bortoli

If you have any questions in relation to your superannuation arrangements, please contact Don or Mark.

logo_small

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee, licence number 430062, and is a fully owned subsidiary of the NTAA.

Financial Services Guide

 

 

 

Possibly the most important feature of your retirement plan
  • Assist with the establishment and maintenance of Self Managed Super Funds (SMSF)
  • Plan ahead for strategies concerning the making of non-concessional contributions
  • Implement effective pensions and income streams from existing SMSF
  • Tax advice on the use of Limited Recourse Borrowing Arrangements for SMSF
  • Tax advice on the acquisition of business real property (business premises) and transactions involving SMSF
  • Salary sacrifice arrangement involving superannuation
  • Develop estate planning tax strategies to ensure superannuation benefits are maximised
  • Our live feed technology allows you to have access to your portfolio in real time

Legislative changes took effect from 1 July 2016 which requires that superannuation advice must be provided through an Australian Financial Services Licence.

In order to provide licensed advice to our clients, Accrue has chosen to be authorised through the SMSF Advisers Network Pty Ltd – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd. (NTAA).

Authorised Representative Numbers: Don Di Placido 1246422 and Mark De Bortoli 1246421

Accrue Pty Ltd is a Corporate Authorised Representative No 1246420

SMSF Advisers Network Pty Ltd  (SAN) ABN 64 155 907 681 Website: www.smsfadvisersnetwork.com.au

Accrue Pty Limited ABN for SMSF 77 115 092 174

 

The SMSF Advisers Network licence supports our practice in providing advice on:

  • Establishment of SMSFs
  • Contribution strategies (amounts, types, withdrawal and recontribution)
  • Pension strategies (account based and transition to retirement)
  • Transfer of business real property into superannuation
  • Withdrawals, commutations and death benefit payments
  • Limited Recourse Borrowing Arrangements
  • Provision of an asset class investment strategy (based on an assessment of your risk profile)
  • Winding up of SMSFs

The practitioners at this practice authorised by the SMSF Advisers Network to provide superannuation advice are:

Don Di Placido

Mark De Bortoli

If you have any questions in relation to your superannuation arrangements, please contact Don or Mark.

logo_small

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee, licence number 430062, and is a fully owned subsidiary of the NTAA.

Financial Services Guide