Company Secretary
Company legislation requires businesses to perform several administrative 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 360° Financial Group, 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. 360° Financial Group will help identify areas to address and areas of concern. We can provide you with an external referral partner should you not have a solicitor.
The executor and trustee of a will are required to perform a number of duties. At 360° Financial Group, we will work together with your legal representative to assist at this difficult time.
Protection of Assets
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
Rental Property
At 360° Financial Group, we have the expertise required to assist you in a variety of areas relating to residential and commercial property.
The services we offer include:
- Advice on purchasing a property from a tax cash flow projection position
- Advice on funding, including providing lending services and correct loan setup, maximises tax benefits
- 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
- Rate of return required for growth
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.
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 taxes 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 360° Financial Group has over 20 years of superannuation experience to assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
- Establishing self-managed superannuation funds
- Completing information for the Insurance and Superannuation Commissions
- Superannuation audits
- Advice on compliance matters
- Advice on taxation benefits
- Advice on employer obligations
Contact us on 03 9431 3937 for specialist financial services in Australia.
