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BUSINESS SOLUTIONS
BUSINESS DEVELOPMENT MANAGEMENT

| Compliance

We bet you didn’t start your business for the administration, so let us take some of the compliance burden off your hands. Whether it be the ATO, State Revenue, Corporations Law or Accounting Standards you need to contend with, we will have you covered. You’ll enjoy working with our team who constantly keep you and how you work in mind.

Our accounting services include:

  • Preparation of financial statements
  • Preparation of income tax returns
  • Preparation and lodgement of BAS & IAS
  • Preparation of FBT returns
  • Preparation of Payroll Tax returns
  • Superannuation guarantee charge statements
  • Private ruling applications

Whether it be the ATO, State Revenue, Corporations Law or Accounting Standards you need to contend with, we have you covered. We love working with business owners in all areas of government compliance.

| Tax Planning

Our tax planning estimates and meetings are a great way to find out where you and your business are at or what is coming. At Heaney Business Group our tax planning services are tailored to meet the requirements of each business structure including sole traders, partnerships, companies, trusts and self-managed superannuation funds.

Our tax planning services provide you with:

  • Preparation of annual tax estimates
  • Structure your business affairs for maximum tax efficiency
  • Preparation of tax estimate scenarios (dependant on your situation)
  • Capital gains tax estimations
  • Superannuation contribution scenarios
  • Face to face meeting to present and discuss our findings

Our expertise can help you to legally minimise your tax regardless of what stage your business is at. We aim to integrate business success and personal wealth to help you achieve your individual goals.

| Tax Advice

Do you have a major tax event coming up or want to look at restructuring your business? There are moments during a business lifecycle where the need for written tax advice may arise. Written tax advice ensures you get the right advice in advance.

Our tax advice can set out:

  • Small business CGT Concessions
  • Small business roll overs
  • Options for how you wish to apply the CGT Concessions
  • GST application
  • Stamp duty
  • Tax estimations

When carrying out important business transactions written tax advice can really give you peace of mind. If you are considering restructuring or selling your business contact us first to review your options.

| Selling a Business

The decision to sell your business can be a scary one.  Whether it be getting your financials ready for sale or looking at what small business capital gains tax concessions you may be able to apply we can help.

When assisting with the sale of your business we can:

  • Help prepare a business for sale
  • Prepare financial statements for potential purchaser
  • Liaise with business brokers, solicitors and purchasers
  • Provide estimated capital gains calculations
  • Provide advice around the application of CGT Small Business Concessions

If you are looking at selling your business give us a call to see how we can assist.

| Estate Planning

We all want to make sure our loved ones are protected after we are no longer here. If this is something you are concerned about our Estate Planning services are where to start. An Estate plan ensures your wealth is passed onto your intended beneficiaries while maximising the value of your estate in the most tax-efficient manner.

We have a wide range of referral partners including lawyers and financial planners that work with us to ensure our clients get the right advice the first time.

The team at Heaney Business Group will work with you to:

  • Understand your circumstances and objectives
  • Documenting your current financial position
  • Work with lawyers to record how you want your Estate distributed

An Estate plan is more than just a will and will ensure there is no unwanted stress for your family.

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Business Development
Management

Need someone to help you start understanding what is important in your business? Our BDM services are the way to go.

Clients often say to us, “That as they have grown, they have lost control of what is going on in their business”. Our business advisory services help you take back the front seat to your business. We become your external CFO and work with you hand in hand.

Our Business Development Management program can provide you with:

  • Management review meetings
  • KPI Monitoring
  • Management Accounting
  • Review business performance with benchmarking
  • Reduce and manage exposure to risk
  • Customised strategies to finance and expand
  • Manage cash flow and budgets
  • Debt management

As each business is different, we tailor our packages to suit your needs.

| Why Choose Us?

Smart Tools & Tech

You’ll have access to the best tools and technology to assist us to plan, monitor and accomplish your business goals.

Success Roadmap

Your success doesn’t happen by accident, we plan it with you, then help you make it happen.

No Fee Surprises

Our fees can be agreed and fixed up front before we start work, so there’s no surprises.

Always Accessible

If on an annual package, you will have a minimum of 2 points of contact including a partner and manager. We also won’t charge for phone calls & incidental meetings.

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