Extensive Range of Professional Services

Business Advisory

Our aim is to ensure your business achieves the potential it is capable of. Understanding the 4 key areas of your business which are;

Minimize Taxation  –  Reducing Your Costs

Increase Profits (or Income)   –  Building Your Wealth

We are practiced in acting as a sounding board for management, bringing years of experience in business growth to the relationship. We can identify key performance indicators in your business, through which you will see positive changes occurring with the help of our professional consultants.

We check that your business is as competitive, focused, and profitable as it can be, then offer flexible strategies, designed to address the issues affecting your business.

To understand your business better we have developed a Financial health Check which will allow us to determine the areas of your business that we can provide assistance in straight away.

Bookkeeping

Modern business requires up-to-date, accurate financial information. We can relieve you and your team of theenormous burden of all your bookkeeping and accounting needs, including preparation of your annual accounts and periodic management accounts for tax, business appraisal, and planning purposes.

We provide an accurate and timely service with real time updates and real time transaction processing.

Our team maintain up to date knowledge of changes to tax laws affecting your reporting
processes and our state of the art technology ensures security and peace of mind.

Finance

A.D Barnett & Co Pty Ltd has built relationships with various bankers and finance brokers and can prepare detailed finance submissions for both personal and business finance to ensure you have the best opportunity to receive approval.

As your accountant, we know and understand your financial position and your financial goals. So, who better to arrange your finance. We are able to discuss your needs with lenders and source funds for any purpose, such as a new home or lease on a motor vehicle

Financial Planning

When we work with you, we take into account ‘the whole picture’ and look for ways that we can improve your financialarrangements to help create, protect and grow your wealth. This approach applies to how we work with individuals as well as for businesses.

And with a breadth of expertise spanning all aspects of taxation, accounting, financial planning and more, we are able to offer a ‘one-stop’ solution  for all your financial needs.

Where we have partnered with external providers for specialist services such as personal insurance, mortgage broking, audit and legal services, we have selected a range of providers whose core values and service standards align with our own. We co-ordinate these services on your behalf and explain any recommendations to you in language that is easy to understand. This ensures that you have full information and can be confident about the manner in which your financial situation is arranged.

Our Services include;

• Self Managed Super Funds
• Retirement Planning
• Wealth Creation
• Superannuation
  • Self Managed Super
  • Specialist Advice
  • Tax & Super
•  Taxation
• Asset Protection
• Succession Planning

Financial Health Checks

We provide a unique service that allows us to help identify areas of your business and /or your personal circumstances which allows us to provide advice and solutions to achieve greater success for you.

We have 2 versions we can work with you on;

•  A FREE 7 min Financial Health Check
•  A detailed Financial Health Check that we will discuss with you

1. • Minimize Taxation
   • Reducing Your Cost
   • Increase Profits (or Income)
   • Building Your Wealth

Property Australia

Property investment is one the safest forms of investment and has been for generations.

We do need to tell you that the property market is constantly evolving and the best way to take advantage of the swings and roundabouts is knowledge. We have a team of property industry experts that can help educate,  source the right property in the right location that will help you achieve capital growth and strong yields and provide assistance for finance.

Our Property Investor E-Course will detail all the steps and provide invaluable tips to make your dream a reality and not a nightmare!

Get all the answers to your questions about;

• Reasons for buying your property
• How Much Can You Borrow
• The finance process and more…

With your very own 6 part E-Course

And yes…it’s all for FREE!

Risk Assurance

Protecting your current assets, family members and current lifesytle from something major happening such as injury, trauma, total permanent disability or even death should be a part of of your overall planning.

Our team provides advice on a complete range of Personal Risk products to protect you and your family.

Self Managed Super Funds

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, individuals 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 tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual.

Our team are superannuation experts who can 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

Succession Planning

Whether you are considering buying, selling or merging  with another business, we have the experience and the expertise to help you with the process. We will ensure you achieve the best result possible at either end of the transaction.

The services we provide incorporate every stage of the process – from assisting with the initial review, through to the negotiations of the commercial elements of the transaction and more:-

• Buying a business
• Pre-sale analysis
• Selling a business

By using our service you significantly lessen the chances of purchasing an unsuitable business or not receiving the maximum value if you are selling. Why not use our experience and business acumen to help in what can sometimes be a stressful transaction.

Taxation

Do you want to:

• Reduce your tax?
• Improve your lifestyle now?
• Pay less tax on your income?
• Use tax to increase your wealth?
• Be able to invest more in superannuation?
• Tax effectively diversify your investments?
• Increase your cashflow for new investments?

A D Barnett & Co Pty Ltd will help you achieve your goals. Our Taxation service include:

• Income Tax Advisory
• Salary Packaging
• Payroll Tax
• Capital Gains Tax
• GST
• Managing Tax Risk
• Tax Planning
• Structuring
• Fringe Benefit Tax
• Land Tax
• Stamp Duty
• Business Tax

Tax planning is a means to enjoying more from the income your earn.

• Do you want to cut your tax in half?
• Do you want to eliminate your tax?

Depending on your circumstances, it is possible to make legitimate, legal decisions which significantly impact the tax you pay.

Firstly, you must ensure you are claiming the tax deductions you are already entitles to. Our tax lodgement service can do this for you. The next step in to obtain tax planning advice that suits your circumstances. Decisions which are great for you may not be great for someone else. Our tax planning service can help you make the best decisions. For example, tax planning advice we provide includes:

Urgent Tax Planning:
This year- end tax planning where you need fast, large deductions;

Annual Tax Planning:
This is tax planning where you need tax- effective decisions that reduces your income over the coming year;

Situation- Specific Tax Planning:
You might have just received a large increase in your income, or received an inheritance or even a lottery win, and need to structure your affairs to minimise your ongoing taxation exposure.

Virtual CFO

Our Virtual Chief Financial Officer service can help small to medium business succeed through  freeing up yourself and your team to grow the business rather than get tied down in internal administration.

Our  Virtual CFO service provides your company with a high level of financial management and analysis normally only received if you hire an experienced Chief Financial Officer full time in your business.

The range of Virtual CFO services we deliver includes:

• Financial statement preparation and review
• Budgeting and analysis of your company’s actual performance versus the budget
• Financial analysis & KPI Dashboards
• Cashflow Forecasting
• Profit improvement
• Representation at supplier negotiations
• Representation at customer and contract negotiations 
• Representation regarding Enterprise Bargaining Agreements (EBA’s)
• Representation, review and negotiations with prospective business acqusitions
• Providing a balanced viewppoint at board meetings

Our Virtual CFO service has been designed to ensure you as the business owner can keep your eyes firmly on the horizon, while we focus on the internal control of your business.

When we work with you & your Financial Planner, we take into account ‘the whole picture’ and look for ways that we can improve your financial arrangements to help create, protect and grow your wealth. This approach applies to how we work with individuals as well as for businesses.

And with a breadth of expertise spanning all aspects of taxation, accounting and more, we are able to offer a ‘one-stop’ solution  for all your financial needs.

Where we have partnered with external providers for specialist services such as Financial Planning, personal insurance, mortgage broking, property investment, audit and legal services, we have selected a range of providers whose core values and service standards align with our own.

We co-ordinate these services on your behalf and explain any recommendations to you in language that is easy to understand. This ensures that you have full information and can be confident about the manner in which your financial situation is arranged.