SHB Business are your local Finance Specialists !
SHB Business is a local accounting firm & business advisory agency which offers clients both large & small with expert business advice & financial consultation
Specialist Services
Company Secretary
Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.
At SHB Business & Wealth Advisers we can relieve this burden for you. Our services include:
At SHB Business & Wealth Advisers we can relieve this burden for you. Our services include:
- General advice on company law
- Company formations
- Filing annual returns on your behalf
- Preparing all documentation related to minutes and resolutions
- Maintaining statutory books
- Assistance with changes of directors, shareholders, addresses, and office details
- Bonus issues
- Share transfers
- Registered office facility
Estate Planning
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will are required to perform a number of duties. At SHB Business & Wealth Advisers we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
The areas in estate administration that we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets — Valuations, inventories, and appraisals
- Court approval for a grant of administration
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
Farm Accounting
Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At SHB Business & Wealth Advisers we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, accurate advice.
Our services include:
- Farm budgeting and cash flows
- Farm sales and purchases
- Ownership structures
- Preparation of financial statements
- Taxation
- Seasonal planning
- Succession planning
Information Technology
We live in a computerised age where technology enables us to enhance a wide variety of business processes. Using software and hardware effectively can provide enormous benefit to your business.
Here at SHB Business & Wealth Advisers we have embraced computerised systems, ensuring our experienced, trained professionals can:
Here at SHB Business & Wealth Advisers we have embraced computerised systems, ensuring our experienced, trained professionals can:
- Discuss the best system to further your business
- Install and configure software to suit your purposes
- Recommend processes to make your computer system more secure
- Suggest accounting software applications suitable for your business
- Train clients to be self-sufficient users of a range of software applications
- Offer advice on electronic banking
Whether you are thinking about obtaining new computer hardware or looking at completely changing your business systems, our team is willing and able to assist you.
Rental Property
At SHB Business & Wealth Advisers we have the expertise required to assist you in a variety of areas relating to residential and commercial property.
The services we offer include:
The services we offer include:
- Advice on purchasing a property
- Reviews of lease agreements
- Advice on funding
- Guidance in tax minimisation
- Advice on ownership structure
- Periodic reviews to ensure returns are maximised
The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:
- Revenue returns
- Financial position
- Potential growth
Contact us today for more information on how we can assist you in the business of rental properties!
Selling a Business
Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At SHB Business & Wealth Advisers we take the unwanted burden from you.
The services we provide for preparing to sell a business include:
- Obtaining comparative results
- Establishing a realistic sale price
- Taking the business to the market
- Negotiating with potential purchasers
- Drafting a contract
Our friendly, professional team will help you obtain a maximum return for your business.
Succession Planning
To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.
Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!
Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!
Superannuation
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Services we offer include:
Services we offer include:
- Completing information for the Insurance and Superannuation Commissions
- Advice on taxation benefits
- Advice on employer obligations
Trusts
A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:
- Preparing and executing the vital documentation required for trust formation
- Attending to the special requirements involved in reporting for trusts
- Completing the trust administration:
- Minute-keeping service
- Annual accounts
- Taxation
- Asset management
- Investment monitoring
- Income distribution
Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!
Valuations
Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.
We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
Choose SHB Business & Wealth Advisers for a professional, accurate valuation service!
Get in touch with SHB Business Contact our Accounting team today!
Let us show you how much better TOMORROW can be!
