• Starting a Business?
    Starting a Business?

    If you have a good idea for a new business venture but don't have expertise in the legal or financial aspects of creating a new business, we can help you.

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  • Strategic Planning
    Strategic Planning

    To have a successful business it is vital to plan ahead. A clearly defined vision makes it easy to achieve your goals. Talk to us about organising a strategic planning session for your business.

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  • Tax Compliance and Planning
    Tax Compliance and Planning

    Taxation can be a major cost to your business. We will work with you to minimise your tax and help you achieve your key objectives.

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  • Due Diligence
    Due Diligence

    Need help to evaluate a prospective business acquisition? A due diligence will give you a good understanding of your investment and increase your chances of success.

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  • Management Consulting and Coaching
    Management Consulting and Coaching

    Our aim is to ensure your business achieves the potential it is capable of. We have the know-how and experience to offer advice that helps you run your business more effectively.

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  • Succession Planning
    Succession Planning

    To ensure the long-term success of your business, it is critical to establish a well-designed succession plan.

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Accounting, Financial Services, Business Coaching, Mentoring, 4U Accountants , QLD, Australia

Trusts

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

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

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Our Location

Unit 12
38 Computer Road, Yatala QLD 4207 Australia
PO Box 1324
Oxenford, QLD 4210

P. (07) 3086 8426

 

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