Our Services |
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At Crosby Dalwood Pty Ltd, we are committed to providing
top quality personal service to all of our clients.
Crosby Dalwood Pty Ltd offer Accounting and Financial
Planning advisory services. Below we have listed the
services that we offer to our clients.
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| Accounting
Services |
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| Tax Services |
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Capital Gains Tax (CGT) |
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Forward Tax Planning |
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Preparation of Taxation Returns and Business
Activity Statements for Individuals, Partnerships,
Trusts, Companies, and Superannuation Funds |
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Expert advice on all aspects of income tax including
deductibility of expenses, capital gains issues,
superannuation, fringe benefits and Pay As You
Go taxation |
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Advice on the most suitable business structure
for your situation |
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Advice on negative gearing of property, shares,
and other investments |
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Salary
Packaging |
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Maximising Depreciation On Your Investment Property |
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| Business Advice |
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Business Insurance: Buy Sell Agreements; Key
Personnel; Business Expense Insurance |
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Assistance with budgeting and cash flow planning |
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Advice on accounting computer software packages |
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Provide regular reporting and financial accounts
to keep score |
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Prepare financial portfolios to help you easily
see how your business is going |
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Preparation of business plans and valuations |
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Ideas to grow your business and generate more
profits |
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Preparation of finance applications and review
financing arrangements |
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Strategic planning to keep your business ahead
of the field |
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Preparation Projections & Forecasts |
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including: |
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Completing and lodging all necessary taxation
and employment registrations |
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Advising on and setting up your record keeping
systems |
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Ensuring all your compliance obligations are
up to date for the |
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State Revenue Office |
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Australian Securities and Investment Commission |
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Workers Compensation |
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Australian Taxation Office |
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| Business Match Buying & Selling |
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Preparation of finance applications |
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Financial analysis of the business to be purchased |
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Assistance with budgeting and cash flow planning |
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Advice on financing the business and sources
of finance |
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Matters to consider when purchasing a business |
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| We have a range of services that give support regarding
the sale of your business including: |
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The best way to present your business for sale |
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Advice on how to invest your sale proceeds to
secure your financial future |
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| Auditing |
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Solicitors (Legal Practitioners Act) |
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Real Estate Agents (Auctioneers and Agents Act) |
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Incorporated Associations |
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Small and Medium Enterprises |
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| Bookkeeping |
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Record cashbook transactions and reconcile the
bank account regularly |
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"Catch up" service to get your records
up to date quickly |
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Advice on Computer Software Packages |
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| Financial
Planning Services |
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| As a Member of Count Wealth Accountants* we can offer
you the following services: |
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| Investment Services |
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Investments that Create & Protect
Wealth |
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Tax Minimisation & Tax Effective Investments |
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Regular Investment Programmes (Savings
Plans) |
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Regular Investment Reviews |
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Fund Placement |
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Buying & Selling Shares |
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| Retirement Planning Services |
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Superannuation & Rollover
Advice |
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DIY Superannuation (Self Managed Super
Funds) |
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Annuities & Allocated Pensions |
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Transition to Retirement Pensions |
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Tax-Effective Wills & Estate Planning |
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Social Security Planning |
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| Wealth Protection Services |
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Life Insurance |
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Total & Permanent Disability Insurance |
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Trauma Insurance |
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Income Protection Insurance |
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Salary Continuance Insurance (within
superannuation) |
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Business Expense Insurance |
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| Debt Management, Home & Investment Loan
Services |
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Debt Management Advice |
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Home & Investment Loans |
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Business Loans |
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Reverse Mortgages |
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Property Depreciator |
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| Employee Financial Management Services |
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Corporate Super Advice |
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Salary
Packaging Service |
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Advice relating to Employees & Employer
Superannuation |
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Redundancy/Retrenchment Planning |
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| Business Services |
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Business Planning Advice |
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Business Loans |
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Equipment Finance & Leasing |
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Succession Planning |
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Business Insurance |
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| *Crosby Dalwood Pty Ltd is able to provide these services
as an Authorised Representative of Count Wealth Accountants. |
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We offer a
FREE Initial, No Obligation Consultation!
Contact us today for a no
obligation and cost free, initial introduction to our
financial planning services. This free introduction will
not include specific financial planning advice or a Statement
of Advice, but will help you decide whether the services
we offer are right for your needs.#
# This free consultation
does not include tax and accounting services.
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