Our Services

We aren’t just here to do your tax; we offer a range of different services to help you and your business flourish. We don’t sell financial planning products and we don’t work on commission, so all our planning advice and strategies are based on what is right for you. Accounting & Tax Services

When you use Aintree Group Chartered Accounting services, you won’t need to think about tax compliance and accounting. You won’t even have to remember schedules and requirements. Aintree Group’s business tax accountants will keep on top of your compliance obligations and contact you if and when you need to take action.

Our chartered business tax and accounting specialists can prepare your financial reports (be it annually, six monthly or quarterly) including:

• Your annual income tax return • Your Balance Sheet, Profit & Loss Statement • Business Activity Statements (BAS) and GST • Your Fringe Benefit Tax (FBT) returns • Workers compensation reconciliations (WorkCover,

WorkSafe etc) • Reconciliation of wages and PAYG withholding • Payroll tax and superannuation • Business Analysis and Cash flow Forecasting • ASIC reporting.

Bookkeeping

We offer many customised bookkeeping services, utilising cloud-based software such as Xero.

Day to Day - We will process your accounts from your bank statements, invoices and bills, making sure you’re up to date at all times. We will compare your records with what actually goes through the bank and pick up any issues as they arise.

Payroll Services - We will look after payroll and super to ensure your employees are paid the right amount and on time, to ensure you meet your obligations.

Accounts Payable & Receivable - We will let you know what you have to pay and how much you are owed. We’ll keep track of the people that owe you money and help you to get paid on time.

Regular Reporting - We will generate regular accounting reports, like cash flow and budgets and ensure that your Aintree Group accountant has copies of them, so we can all see how your business is tracking.

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Tax Planning & Consulting

Aintree Group’s specialist tax consultants are passionate about finding ways to help you minimise your tax and maximise your profit. We have a way of seeing opportunities that others can’t, from simple savings through to sophisticated tax planning strategies.

Our tax planning services will forecast your tax to 30 June after which we can show you a clear, straightforward action plan to minimise or even defer your tax.

You will receive jargon-free tax planning advice on effective business tax strategies, including:

• Restructuring your business to be more tax effective • Restructuring your salary packages to be more tax effective • Understanding the impact of tax law changes – and what to do about it • Planning your Fringe Benefit Tax (FBT) • Structuring your superannuation to minimise tax.

Asset Protection Successful business owners take risks. We understand and respect that.

Our asset protection advice will create the best asset ownership structure for your business.

We’re here to protect you with expert asset protection strategies that will build a secure wall between your business and personal assets, protecting them from liability, creditors and other threats to your business.

We’ll give you clear and actionable asset protection strategies that will keep your assets, your business and your future secure – for the long-term.

Business Health Check

Our packages are structured according to your business’ size and needs. Your annual business health check includes a review of:

• Internal bookkeeping/accounting function • Internal controls – separation of duties, risk assessment • Record keeping • Employment agreements • Banking review – security/pricing • Management reporting • Debtor and creditor management • Process efficiency • Insurances • Business owners governance – Shareholders agreements/Buy Sell agreements, Employment

agreements, Owners leave entitlements • Statutory compliance – ATO, State Revenue Office, Workcover • Detailed report including recommendations

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Business Advisory The majority of our business advisory services are conducted through our specific advisory arm, Plant: Grow: Reap. Through Plant: Grow: Reap we’re able to provide business owners and individuals with help beyond just tax. We can help with:

• Strategic Planning • Business Set Up • Banking and Finance Assessments (Pre-Lending) • KPI Management & Benchmarking • Scenario Planning • Business Value Indications • Debtor Management • Marriage Breakdown • Process and Internal Procedure Reviews • Inventory/WIP Management • Board of Advice Meetings • Retirement and Estate Planning • Succession Planning • Financial Planning • Personal Goals Planning • Personal Properties Securities Register (PPSR) Advice • Pricing Matrix • Marketing Management – including website and social media

You pick and choose what you want from us, and we provide it. Life doesn’t always go to plan – so if you need us to jump in with additional help later on, then that can be arranged! There are more details on some of our specific advisory services below. If you have further questions, take a look at get in touch with our office on 03 9851 7999. Business Setup & Planning

We can create a sure-fire strategy to get you through the first stages of your business development. We can advise you on the many aspects of starting a new business, from choosing the right business structure and tax minimisation strategies to the right accounting systems.

We will set up your financial reporting systems, and put all the necessary business structures in place, including:

• Registrations including business name, ACN, ABN, TFN • Incorporating business structures • Training options • Advice on and set up of accounting packages such as XERO, MYOB, QuickBooks and BankLink • Requirements for workers’ compensation insurance (WorkCover, WorkSafe etc) • Payroll and superannuation • Employment contracts.

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Estate Planning

We know you want your family and beneficiaries to get your wealth, not the tax department.

We can show you different ways to maximise your estate by minimising taxes and hidden expenses. Where required, we can refer you to an estate lawyer from our trusted alliance, or liaise with your own lawyer.

Through the entire estate planning process and after you’re gone, we will continue to act as a facilitator between you, your family and your lawyers.

Aintree Group estate planning advice covers the most tax effective and watertight way to deal with:

• Writing a valid and legally binding will • Appointing an executor or trustee • Setting up testamentary trusts • Beneficiaries and family provision • Property ownership • Powers of Attorney • Superannuation nominations.

Succession Planning

Business partnerships can sometimes fall apart, and if things get messy it can result in broken relationships, expensive legal fees, disruption to the business and severely diminished returns.

With our succession planning consultants, you can plan ahead to create a clear, straightforward and legally binding succession plan that you can follow when your business ownership changes in anyway.

We will ensure you have strong agreements in place, be that a partnership agreement, a shareholder agreement or a unit holders’ agreement. We can also refer you to a lawyer from our trusted alliance network, or we can liaise with lawyers you nominate.

We will provide you with expert succession advice and develop succession strategies that will cover such instances as:

• Selling your business to a third party • Passing on your business to a family member • Establishing a buy-sell agreement with your partner • Creating strong shareholder agreements to protect you in deadlocks and mediation.

Retirement Planning

Aintree Group will show you how to capture tax benefits and create a range of retirement planning strategies, including:

• Structuring your retirement investments so they are tax effective • The pros and cons around setting up your super fund, including self managed super funds (SMSF) • Tax planning for your super or pension • The tax benefits of borrowing through your superannuation.

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Outsourced CFO Services There are many benefits of outsourcing your CFO role. Not only are you getting access to highly qualified and experienced accountants, you’ll have the confidence you’re getting accurate accounts to provide you with the information you need to grow your business. You’ll also enjoy efficient and streamlined accounting processes and systems.

Your Outsourced CFO Package includes:

• Business Health Check • KPI assessment – monthly or quarterly • Cash flow, profit and loss, balance sheet forecast • Monthly or quarterly meetings • Business strategy and improvement advice • Actual vs forecast assessment – monthly or quarterly • Cash flow monitoring – debtors and creditors review and advice • Mentoring

Superannuation Services

We offer advice and support with the following superannuation services:

Establishing a new fund

• Trust Deed • Tax File Number and Australian Business Number Application • Minutes, Membership Application forms and Member Advice Notices • Notification of Beneficiaries Form • Trustee Declaration and Consent to Act Forms • GST registration (if applicable)

Ongoing Administration Support

• Establishing and maintaining member records, accounting records, and trustee minutes • Monitoring compliance with investment strategy • Preparing annual financial statements and member statements • Preparing and arranging lodgement of annual tax return • Preparing and lodging business activity statements and instalment activity statements • Providing advice on compliance with the Trust Deed, and the SIS Act and Regulations • Organising an independent audit of the Fund and actuarial certificate (if applicable)

Pension Support

• Pension set-up documents • Member pension request • Pension acceptance • Pension minutes • Pension start calculations • PAYG registration and provision of annual PAYG summary • Annual pension minimum and maximum (where applicable) calculations

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Seminars & Training We host a range of experts throughout the year to present on a topic that we believe is of interest to

our clients and local community.

Keep up to date with our next seminar on our website: aintreegroup.com.au/events.

Looking for an expert for your training session or event?

Shane McKenna is an experienced public speaker, and regularly presents on a variety of topics at

business events and individual company training days.

Shane can present a number of topics, including: • Tax planning • Tax issues • Asset protection • Retirement planning • Succession planning • Estate planning • Accounting software and tools • Business strategies and growth

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If you have any questions about our services, or think we might be able to help you with additional advice, get in touch!

P 03 9851 7999

E info@aintreegroup.com.au W aintreegroup.com.au