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PT Partners Financial Planning Pty Ltd
       
 
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PT Partners Financial Planning Pty Ltd
 
 
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BUSINESS ADVISORY SERVICES
Business Purchase, Sale and Restructure
Choice of Trading Structure
Asset Protection
Business Valuation
Strategies Surrounding Complex Transactions
Cash Flow Statements, Forecasts and Budgets
Quarterly Financial Health Reporting
Financial Data to Accompany Finance Applications
Building Services Authority (BSA) Reviews
TAXATION & COMPLIANCE SERVICES
Income Tax Return Preparation
Financial Statements Preparation
Business Activity Statement (BAS) Preparation
Capital Gains Tax Advice
Complex GST Advice
Residency/Non-Residency Income Tax Advice
Tax Planning
Variations to PAYG Income Tax Instalments
Fringe Benefits Tax Return Preparation
Applications for Australian Business Numbers and Tax File Numbers
COMPUTERISED ACCOUNTING SOFTWARE
Advice on Choice of Accounting Software
Assistance with Implementation
Discounted Supply of Software
Assistance with Realignment at Year-End
CORPORATE AFFAIRS
Corporate Secretarial Services including Registered Office Role
Registration and Deregistration of Companies
Establishment of Discretionary and Fixed Unit Trusts
Lodgement of Annual Returns and Other Forms with ASIC
Transfer of Shares and Attendance to Stamp Duty Requirements
AUDIT & INVESTIGATION
Representation in Taxation Disputes and Audits
Audits of Solicitor and Real Estate Trust Accounts
SELF MANAGED SUPERANNUATION & RETIREMENT PLANNING
Establishment of Self Managed Superannuation Funds
Strategies to Maximise Retirement Income
Assistance with Rollovers and Eligible Termination Payments
Preparation of Annual Accounts and Members Statements
Preparation of Fund Income Tax & Regulatory Return
Annual Compliance and SIS Audit
Establishment and Ongoing Administration of Pensions


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
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