Taxation Business Management Accountancy TAXATION We can help you minimise your tax! Our tax services include: Tax Planning Preparation of Taxation Returns for Individuals, Partnerships, Trusts, Companies, and Superannuation Funds Expert advice on all aspects of income tax including deductibility of expenses, capital gains tax issues, superannuation, fringe benefits tax, Goods & Services Tax, PAYG Tax Obligations and State Taxes (Land Tax & Payroll Tax) Advice on the most suitable business structure for your situation Advice on negative gearing of property, shares, and other investments Property Services Salary Packaging BUSINESS MANAGEMENT We can help you grow your business and increase your profits. We offer: Strategic planning to keep your business ahead of the field Ideas to grow your business and generate more profits Provide regular reporting and financial accounts Benchmarking your Business Assistance with budgeting and cash flow planning Preparation of Finance Applications and a review of financing arrangements Preparation of Business Valuations and Business Plans Life, income protection, and trauma insurance

As a Member of Count Wealth Accountants* we can offer you the following services: Helping you plan a wealthy future! - We offer advice on investments to create & protect wealth - Retirement planning - Regular Investment programs - Buying & Selling Shares - Regular Investment reviews - Superannuation & rollover advice - Annuities & Allocated pensions - Social Security planning - Retrenchment planning - Tax-effective wills & estate planning to find out more! Protecting your most valuable asset * - We can help with Income Protection Insurance - Life (Term) Insurance - Trauma Insurance to find out more! Do you need a loan? * - We can help with Home Loans - Investment Loans to find out more! * Account Invest provides these services as an Authorised Representative of Count Wealth Accountants.

• Completing and lodging all necessary taxation and employment registrations
• Advising on and setting up your record keeping systems
• Ensuring all your compliance obligations are up to date for the:
  

• Testamentary Trusts
• Minimising taxation when distributing your estate
• Review of personal insurances
• Review of your affairs to consider security, control, and inheritance issues

We offer advice when buying or selling a Business:

• Financial analysis of the business to be purchased
• Assistance with budgeting and cash flow planning
• Advice on financing the business and sources of finance
• Matters to consider when purchasing a business
• Preparation of finance applications

• Preparation of financial statements for sale purposes
• The best way to present your business for sale
• Advice on how to invest your sale proceeds to secure your financial future
• How to minimise tax on your sale proceeds

ACCOUNTANCY

• Cash Book recording and reconcilation services using manual books, Quickbooks and MYOB
• Preparation of financial reports, Trading, Profit & Loss Statements, Balance Sheets and Cash Flow Statements
• Preparation of Statutory Accounts
• Preparation of cash flows, Budgets & Projections
• Prospectuses

• Registered Clubs
• Companies
• Trusts
• Partnerships
• Sole Traders
• Joint Ventures
• Land Subdivisions & Property Development
• Special Projects & Ventures
• Superannuation Funds
• Government funded organisations
• Managed Investment Schemes
• Doctors & Medical Specialists
• Engineers & Surveyors
• Dentists
• Solicitors & Barristers
• Real Estate Agents
• Insurance Brokers
• High Wealth Individuals
• Macadamia Plantations
• Service Entities
• Builders & Building Trades

• Fund Establishment
• Advice & Management
• Retirement funding and pension administration
• Investment Strategies
• Fund Documentation & Compliance
• Full accounting & Administration Services

• Public & Private Companies
• Registered Clubs
• Hospitals
• Co Operative Societies
• Private Schools
• Credit Unions
• Incorporated & non incorporated Entities
• Mortgage Trusts
• Managed Investment Schemes & Prospectuses
• Solicitors (Legal Practitioners Act)
• Real Estate Agents (Auctioneers and Agents Act)
• Government Funded Organisations
• Superannuation Funds

• Bureau Service processing of Payrolls, Debtors & Creditors
• Software Appraisals
• Software development, installation & training
• Setup and training for Quickbooks applications
• Setup and training for MYOB applications

Wappetts Chartered Accountants is uniquely positioned to provide a total business advisory and financial planning service.

Contact us to make an appointment for an initial introduction to our financial planning services.*

* Please note, this free consultation does not include tax and accounting services.

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Australia. All rights reserved.

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