As registered Auditor we offer Audit services for the following businesses:-
Self Managed Superannuation Funds
Solicitors Trust Accounts
Real Estate Trust Accounts
Registered Training Organisations (RTO)
Quarterly and half yearly reviews
At Stephen Le Couilliard & Associates we work closely with our clients to provide advice when their businesses need it, and not just when they ask for it.
We will help you manage all aspects of managing and growing your business finance from start up to succession. We tailor our advice and support to your unique circumstances, challenges and requirements.
Listed below are the services we offer. This list is by no means exhaustive, and our team of friendly staff is more than happy to talk about any services not listed here that you might require.
Business Start Up
Cash Flow Forecasting
Fringe Benefit Tax
Whether you are starting a new or purchasing one, the evaluation and establishment phases can be periods of great anxiety due to a combination of excitement, uncertainty and financial risk. Our team can help with business planning, choosing a structure that will best suit your needs, ATO registrations, Workcover, Insurance, Payroll Tax, Land Tax and recommending the most appropriate bookkeeping and payroll system.
We provide services for:
1. Going into business
We provide assessment and reviews of businesses to assist you in deciding what the best business fit is for you
We provide the following services:
Decide on the most suitable structure for your business — Sole trader, partnership, or limited company
Prepare a business plan, cash flow projections, budgets, and trading forecasts
Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
Establish a good working relationship with your bank
Register for an Australian Business Number with the ATO
Complete registration procedures with the Australian Securities and Investments Commission
Deal with company secretarial issues
Set up a recording system for your internal use and for complying with statutory requirements
We provide services for:
2. 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 Stephen Le Couilliard & Associates we can relieve this burden for you. Our services include:
General advice on company law
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
Registered office facility
We have resources such as Einsiedels Solicitors who can assist you with your conveyancing needs.
Please contact us for further information on how we can help you get back to running your business.
SMALL BUSINESS ADVICE
Based on our knowledge and expertise that we have acquired over the years, we can help small business owners with:-
Analyse the financial position and performance of the
Prepare budgets of monthly profit, cash flow and financial position
Set up and prepare meaningful monthly management accounts
We believe that a successful business is about having the planning and accounting in place.
Thinking of retiring?
Selling your business?
Please come and see us for key advice in planning for the sale of your business and retirement. These days planning for the future is most important to do ......there is the old adage ‘failing to plan is planning to fail’ is the most important point in retirement.
We have resources such as Einsiedels Solicitors who can advise on Estate and Will planning.
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.
Superannuation law is a delicate area and personalised planning is required for each individual. The team at Stephen Le Couilliard & Associates are superannuation experts who assist you in the setting up of Self-managed super funds and complying with the relevant regulating bodies in preparing the financials, tax returns and Audit.
We provide services for:
Establishing an SMSF
Deciding on the trustee structure
Advice on running SMSF and administrative tasks
Pensions including TRIS (Transition to Retirement Income Stream )
Winding up of SMSF and issues in winding up.
Preparation of necessary minutes, financial statements, Income tax return and lodgement with the Tax office and assistance with Audit
We offer taxation services for the following:
Self Managed Super Fund
Not for profit organisation
If you are an individual you can follow the step below or contact our office
Download the Tax Questionnaire here and print to complete.
Complete Tax Questionnaire
Complete the Tax Questionnaire and send to us for preparation of your income tax return by Fax, Email or Post. We will then prepare your Tax Return based on the information provided and only contact you if there are any queries or further information required.
Sign Your Income Tax Return
Your completed Income Tax Return will then be sent to you by your preferred method ie. post or email. You can then review the return and sign and email or post to our office for lodgement with the Australian Taxation Office.
Receive your Notice of Assessment
Once your return is lodged and processed with the Australian Taxation Office they will then issue you a Notice of Assessment informing you of the amount payable or refund due to you.
We have the expertise to assist clients on the fair value of a business for the purpose of sale or purchase or difficult negotiations.
Particular services that we provide include:
Informal and formal valuations – for potential sale or purchase
Advice on purchase and sale of business
In the event of selling a business we can help with Section 52 ( Statement of vendor of a small business)
Advice on shareholders' and partners' agreements
This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.