We specialise in investment strategies and advice, financial planning, home and investment loans, superannuation, retirement planning, business loans and equipment finance, wealth tips and strategies for your financial security
 
  
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Business Solutions

 

 

     

A successful and growing business is one of the most important paths to financial freedom.

We take an active interest in our clients’ businesses and provide solutions and strategies to:

 
4 steps to financial freedom
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Business Questions
Services
Business Services
Improve profitability;
Minimise tax; and
Create and preserve wealth
 
   
How we help our business clients  
Grow your business and increase your profits:  
Ideas to grow your business and generate more profits
Strategic planning to keep your business ahead of the field
Advice on tax effective ways to purchase cars and equipment including competitive lease and hire purchase quotes
 
   
Tax services:  
Legal tax Minimisation Planning
Preparation of Taxation Returns for Partnerships, Trusts, Companies, Business Superannuation, DIY Superannuation and general Superannuation
Advice on the most suitable business structure for your situation
Advice on negative gearing of property, shares, and other investments
 
   
Finance cars or equipment through business leasing:  
Tax effectively purchase or hire cars and equipment
 
 
Business loans to grow your business:
To expand, aquire or gain working capital
Restructure your existing borrowings.
 
Salary Packaging:
How you can become an ‘employer of choice’
 
Business Management:
Preparation of monthly accounts, Business Activity Statements (BAS), all necessary taxation and employment registrations
Advising on and setting up your record keeping systems
Ensuring all your compliance obligations are up to date for the ATO and the State Revenue Office
 
Accounts and Company Secretarial work:
Assistance with budgeting and cash flow planning
Advice on accounting computer software packages
Provide regular reporting and financial accounts
Minutes and share issue
Company registers – we can be your registered office
 
We offer advice when starting up, buying or selling a business including:
How you should structure your new business and which systems to use
Financial analysis of business to be purchased
Budgeting and cash flow planning
How to minimise capital gains tax on your sale proceed
 
We provide auditing services to:
Solicitors (Legal Practitioners Act)
Real Estate Agents (Auctioneers and Agents Act)
Incorporated Associations
Companies
 
We offer succession planning services:
Questions about succession planning every business should ask itself.
Buy/Sell agreements
Adequate insurance to cover key employees
Looking at alternatives when a partner dies.
 
Proactive support for "Do-It-Yourself” accounts
Some clients prefer to do their preliminary accounts. In this case we can:
Advise which accounting software best suits your needs
Train you to use your accounting software
Provide ongoing advice and training for you and your team for your accounting data
Review your monthly accounts to ensure they comply with tax legislation
 
Hern Financial Services is uniquely positioned to provide you with total financial care.
 

We offer a FREE Initial, No Obligation Consultation!
Contact us today for an obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but it will help you decide whether the services offered by us are right for your needs.* We have many satisfied clients who have used our services.

 
*This free consultation does not include tax and accounting services.

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