Taxation Planning

  • Do you know how much tax you have to pay?
  • Will your terminal tax be terminal for your business?
  • Do you have tax planning strategies?
  • Do you review your tax? (GST/FBT/Entertainment)
  • Are you claiming all the tax deductions that you can?
  • Are your GST returns being calculated correctly?

Trusts, Companies and Partnerships

  • Are you operating under the right structure?
  • Do you know your structure’s advantages/disadvantages?
  • Are there asset protection issues?
  • If you are a Partnership, do you have a Partnership Agreement?
  • If you are a Company, do you have a Shareholders Agreement?
  • Is your Family Trust professionally administed?

Risk Management

  • When was the last time you reviewed your insurances?
  • Do you review your will?
  • Do you have the right amount of personal insurance to meet your needs?
  • Do you have an enduring Power of Attorney?
  • Do you have a Relationship Property Agreement?

Contact us today and we can help you resolve any of these issues.