Active Business Advisory offers a range of services. Most are listed below, but if the service you require is not listed, just ask, as we’ll most certainly offer it.
Annual Compliance • Tax Planning • Corporate Compliance • Superannuation • Business Advisory • Business & Personal Lending & Financial Planning
Tax and annual compliance is part of the DNA of being in business. Talk to us about preparing:
- income tax returns
- superannuation funds
- BAS and GST returns
- Fringe Benefits Tax
- Capital Gains Tax
- small business concessions.
Looking forward rather than backwards allows businesses to manage cashflows and minimize tax; and offers strategic opportunities for preparing trust distribution minutes. Tax planning can provide a clearer snapshot of year-to-date performance to further drive profitability.
We’ll keep you 100% compliant as we guide you through ASIC’s strict reporting guidelines for companies. Services we offer include:
- electronic lodgement of ASIC forms
- maintaining your ASIC records
- corporate secretarial services
- establishing companies and trusts.
Superannuation is rich with opportunities to maximise tax effectiveness. Our astute and practical advice for SMSF compliance covers:
- preparing financial accounts
- reporting tax
- under a Statement of Advice:
- establishing an SMSF
- establishing a pension
- contribution strategies
- limited recourse borrowings.
Think of us as your non-equity business partner. As your sounding board we’ll offer well considered thoughts on such things as (but not limited to):
- business planning
- business advice
- asset protection
- succession planning
- buying and selling businesses
- preparing budget and cash flow
- quarterly reviews
- human resource and payroll reviews
- securing your assets
- using the PPSA register.
Business & Personal Lending
Finance is not just about the interest rate. It’s also about an appropriate structure and flexibility. Contact us and we will work with the lender to ensure the best outcomes are achieved. We will assist with all finance types including:
- business loans
- equipment finance
- personal loans
- home loans
- limited recourse borrowings (via your SMSF).
Since July 2016, to provide advice on Self-Managed Super Funds, accountants must be authorised with an Australian Financial Services Licensee. Our MD Brent Kirchner, is authorised by Merit Wealth Pty Ltd to provide SMSF advice.
You can talk to Brent about:
- establishing SMSF’s
- contribution strategies
- pension commencement
- limited recourse borrowing arrangements.
We also enjoy strong relationships with other financial advisors who help us with:
- business and personal insurances
- financials investments.
Active Business Advisory (ASIC No. 1260011) ABN 27 721 637 101 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Brent Kirchner (ASIC No. 1260012) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
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