Specialist Services

A complete list of our specialist services that will satisfy your business accounting needs and requirements.

Company Secretary

Company legislation requires businesses to perform many administration tasks which take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out and pressured in trying to ensure you are complying with the Corporations Law.

The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Shomar & Associates, we are able to relieve this burden for you. Our services include:

  • General advice on company law.
  • Company formations.
  • Filing of annual returns on your behalf.
  • Preparation of all documentation related to minutes and
  • Maintenance of statutory books.
  • Assistance in changes of directors, shareholders, addresses, and office details.
  • Bonus Issues.
  • Share transfers.
  • Registered Office Facility.
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Rental Properties

We have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.

The services we offer our clients include:

  • Advice on the purchasing of a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

We cannot emphasise enough on the importance of forecasts in making a residential investment. We are able to provide for you:

  • Forecasts of revenue returns
  • Forecasts of financial position
  • Forecasts of potential growth
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Valuations

An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property. Am I getting the best price for the sale of my business? Is the asking price too much?

We are experienced in consulting with business valuations and are able to provide you with simple guidelines and formulae for evaluating the worth of a business.

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Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

We are able to:

  • Prepare and execute the vital documentation involved in Trust formation.
  • Attend to the special requirements involved in reporting for Trusts.
  • Trust administration.
  • Minute keeping service.
  • Annual accounts.
  • Asset management.
  • Investment monitoring.
  • Income distribution.
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Superannuation

Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Superannuation funds.

Superannuation law is a delicate area and personalised planning is required for each individual.

At Shomar & Associates, we are superannuation experts, and can assist in establishing a superannuation fund once supplied with your statement of advice that will effectively allow you to reach your financial retirement goals.

Services we offer include:

  • Establishment of Self-Managed Superannuation Funds
  • Superannuation Audits (through independent affiliated auditors)
  • Advice concerning Compliance Matters
  • Advice concerning Taxation Benefits
  • Advice on Employer obligations
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Planning for Success

Ensuring the long-term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

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