• SERVICES

    SERVICES

Services part 1

In today's competitive business environment, you won't tolerate unreasonable delays in the completion of assignments, we understand that.

Therefore, we commit ourselves to providing a prompt professional service to all assignments which are completed without delay. Research is carried out and answers provided promptly.

We also pride ourselves on providing a pro-active service, detecting potential problems before they occur and providing clients with the necessary guidance and advice to eliminate or significantly reduce the likelihood of these problems continuing.

How much will you invest to get thoroughly professional accounting and business services? Although professional fees are almost universally recognised as being ‘expensive’ it does not mean that value for money cannot be obtained.

Services Part 2

Letizia Palmer initiates a policy to provide true value through our services and is committed to ensuring we deliver value for money. Our fees are normally charged out on an extremely competitive hourly basis. However, if required, we can provide a fixed price quotations, to ensure your complete satisfaction.

The most common complaint we hear is that the only thing many of our clients previously received from their accountants were documents to be signed and a bill. If this sounds familiar, then maybe it is time for you to change to Letizia Palmer and receive real information which will lead to a significant improvement in the performance of your business.

Please call us today and we can put you in contact with some of our satisfied clients who can relay their experiences of our personalised service to you. Our comprehensive range of business advisory services is designed to assist businesses at every stage of their growth and development. This can include advice in the areas listed below (click on the links below for more information):

ACCOUNTANCY SERVICE

The provision of a range of accounting and general bookkeeping services, including:
  • Preparation of annual accounts
  • Preparation of management accounts
  • Staff secondments
  • Installation of computerised accounting systems specialising in MYOB

MANAGEMENT INFORMATION AND CONTROL SYSTEMS

Services include:
  • Assisting business to develop appropriate management information systems
  • Design or review of internal control systems.

PERFORMANCE ANALYSIS

A review of a client’s financial performance based on an interpretation of key ratios and trends, both in comparison to prior years and with major competitors.

COMPANY SECRETARIAL SERVICES

Provision of company secretarial services ranging from routine recurring work to specialist advice.

FACILITIES AND SOURCES OF FINANCE

Examination of the amounts and sources of funds currently being used by a business, compared with its current and future funding requirements.

ASSET FUNDING

Advice on alternative methods of funding property, plant and equipment including, for appropriate assets, an analysis between outright purchase, lease, hire purchase and contract hire.

CASHFLOW AND PROFIT PROJECTIONS

Development of, or commentary on, business cashflow and profit projections including the development of appropriate sensitivity analyses.

STRATEGIC PLANNING

The provision of advice regarding the development of appropriate and credible strategic plans, for use either by third parties (eg lending institutions) or internally as a formal tool for strategic development.

INFORMATION TECHNOLOGY (IT) SELECTION

Advice regarding selection, implementation and problem solving relating to PC hardware and software.

SUPERANNUATION SCHEMES

Advice on either the establishment or ongoing running of superannuation schemes, drawing on the skills of specialist tax and superannuation staff.

OWNERSHIP ISSUES

Advice relating to people issues arising in owner-managed businesses including
  • Succession planning
  • Remuneration of outside management
  • Dispute resolution (between shareholders, family members, owner and outside management, etc)
  • Shareholder agreements
Dealing with the tax consequences of transactions is only a small part of how we can help - proactive advice delivered at the right time can do much to mitigate the impact of taxation on businesses. We also recognise that the taxation affairs of businesses, their owners and their dependants are often closely inter-linked.

CORPORATE TAX COMPLIANCE

The preparation and lodgement of the annual tax return with the Australian Taxation Office ("ATO") and agreement of a business’ annual tax computation, including providing businesses with a clear indication of the timing and likely amounts of future tax payments.

BUSINESS TAX PLANNING

The provision of advice designed to minimise exposure to the full range of business taxes, tailored to meet the particular requirements of any given assignment.

EMPLOYMENT TAXES

Provision of advice on all employment taxes including:
  • Review of a business systems and procedures to identify problem areas
  • Advice on whether PAYG applies to contractors
  • Assistance with ATO PAYG investigations
  • Advice on superannuation guarantee charge
  • Conducting mock superannuation guarantee charge audits to ensure compliance
  • Advice on payroll tax and how the grouping provisions can effect your payroll tax rate

CAPITAL GAINS TAX

Advice on capital gains tax including:
  • The best entity in which to hold assets
  • How to defer tax by utilising the rollover provisions
  • How to defer the derivation of a capital gain
  • How to maximise the cost base of assets

FRINGE BENEFITS TAX

Assistance with all fringe benefit tax issues including:
  • Conducting mock fringe benefit tax audits to ensure all benefits have been included
  • Salary packaging advice
  • How to minimise your fringe benefits tax liability

RENUMERATION PLANNING

A complete remuneration planning service including:
  • How to use fringe benefits tax to your advantage
  • The most tax effective benefits to provide employees
  • The intricacies of employee share acquisition schemes and employee share option schemes

TAX OFFICE AUDITS

Assistance with all aspects of Tax Office audits including:
  • Conducting mock audits to ensure your records are in order and to prepare your staff for an actual Tax Office audit
  • Negotiation with Tax Office auditors
  • Preparation of objections and appeals
  • Advice on remission of penalties

 

Not in business?

Letizia Palmer provides a wide range of services to those individuals and entities (eg, trusts) which do not operate a business. We seek to add value to our service by offering proactive and constructive advice - whether this be in the area of tax minimisation, income maximisation or the achievement of other specified goals.

PRIVATE TAX COMPLIANCE

The preparation, submission and agreement of a client’s annual tax return, including provision of a clear indication of the timing and likely amounts of future tax payments.

PRIVATE CLIENT TAX PLANNING

The provision of tailored advice designed to minimise the impact of taxation. Such a service is frequently, although not exclusively, given as part of a wider review of a private client’s overall financial affairs.

SUPERANNUATION ADVICE

Provision of superannuation advice from an assessment of a client’s circumstances including:
  • Assessing levels of contribution
  • Evaluating superannuation options available
  • Arranging appropriate policies, including self-managed schemes.

ESTATE PLANNING

Advice on the organisation of wealth to ensure that aims and objectives are met in the most tax-efficient way. Areas addressed include:
  • Wills
  • Family arrangements
  • Tax structures

TRUSTS

Advice covering both the planning and administration aspects of trusts, including:
  • Acting as trustee
  • Setting up trusts
  • Advice regarding discretionary or accumulation or maintenance of trusts
  • Preparation of trust accounts and tax returns
  • Administration of trusts, including investment advice

Your first consultation is FREE;
contact us or call today for your free initial appointment on 08 9227 6444

CONTACT US

Level 1, 544 Beaufort Street
Mt Lawley, WA, 6050
PO BOX 688
Mt Lawley WA 6929
T: 08 9227 6444
F: 08 9227 6500

WE SERVICE

Perth Metro
North West Australia
South West Australia