We listen. We advise. We partner.

Accounting

All the stuff you need done to stay compliant

• Financial statement preparation
• Individual and business tax returns
• GST preparation and advice
• Payroll preparation and advice
• Budgeting and cash flow preparation
• Trust advice and financial statements
• Software and IT system recommendations, installations, customisations, training and support.

Tax

It’s an ever-changing horizon concerning tax and other legislation!

Let’s get the structure right so we can help you with

• Income tax preparation, review & planning
• Capital Gains Tax (CGT)
• Fringe Benefits Tax (FBT)
• Negotiations with revenue authorities

Then there’s indirect tax issues and obligations:

• Land tax
• Stamp duty
• Goods and services tax
• Tax audit defence strategies

Any Employment Obligations?

• Payroll tax
• Work cover
• Superannuation guarantee

Advisory

Cash Flow Management

Essential for stress free running of your business

Strategic business planning and advice

Developing goals, milestones and KPIs to measure how you’re tracking.

Acquisitions, Valuations and Due Diligence

Minimise your risk and ensure your decision to buy is a valid one – at least free from surprises. And we’ll get the right structures and procedures in place when it comes to selling your business.

Succession Planning

The earlier you develop your business succession strategy the better – it is never too early, but it can definitely be too late. Our structured approach involves a team of trusted advisers ensuring your plan is integrated with your financial and personal affairs, wealth protection needs and retirement plans.

Virtual CFO

We challenge high net wealth and high-profile clients with how they think about their businesses. We become part of your strategic team and act as your part time financial controller.

Finance

We have a range of options to purchase goods and equipment without dipping into your cash reserves, from fleet financing, business and home loans as well as providing assistance with managing your cash flow through debtor finance.

• Commercial & Personal Finance & Loans
• Debtor Funding & Cashflow Management
• Equipment Finance & Trade Finance
• Motor Vehicle Finance
• Investment Loans
• Debt Consolidation

Structuring

Change is imperative as a business moves through different stages. Our specialist team works with you through these various phases of the business life-cycle.

Reviewing your business structure to ensure it is optimal for your circumstances is an important part of this process with consideration to

• Taxation, both state and federal,
• Liability issues and
• Future business plans.

SMSFs & Wealth Creation

SMSFs are a growth area in Australia with more and more business owners electing to have total control of the investment of their hard-earned retirement dollars. A properly structured and well-managed SMSF is an excellent wealth creation vehicle.

However, these funds are closely monitored by the Taxation Office so it is vitally important that trustees seek professional advice on all aspects of their fund, from creation and compliance, through to a properly documented investment strategy.

MSI Taylor can provide ongoing advice on roll-overs from other funds, transition-to-retirement-pensions, insurance and trust document reviews.

Analysis & Benchmarking

How does your business compare to others?

Business Intelligence is a great option for business owners wanting to focus on building and improving their business. It allows you to take the mystery out of financial data, shows you how to leverage your data resources and assists you in making better business decisions and improve your overall business performance.