What

At Plus Partners, our key services are:
   Taxation
   Business Advisory
   Consulting
   Outsourcing
   Self-Managed Superannuation Funds (SMSF)

Taxation

Often tax strategies that look good by themselves can be less sensible, even problematic in the context of the whole business.

That's why at Plus Partners we take a balanced and integrated approach. We focus on the total business picture, not just the next taxation return. Our tax consultants help define the right overall tax position, designed to save money in complex tax environments, while at the same time meeting the larger business goals. Since we take a broad overview of a client's business, we can see opportunities that other tax specialists might miss.

We know tax planning is a year-round concern. We're conscious about deadlines and compliance, but our larger goal is tax management; tax issues don't begin and end with tax returns, so we keep monitoring a company's overall obligations. We alert our clients to any changes that may affect them and assist in responding in a timely way.

Our proactive approach to taxation sets us apart. In addition to providing ongoing advice we offer a number of specific tax services.

Business Advisory

Whilst we provide a professional focus through taking care of the usual accounting and tax compliance matters, our real value lies in seeking to assist and advise in business challenges and uncover opportunities. We do this by developing a deep understanding of needs, challenges and ambitions and take a proactive approach in working across all facets of the business. By offering fresh insights and perspectives combined with practical and pragmatic advice we can assist in making critical business decisions with confidence. 

Whether it is working to protect assets, fund business for growth, or develop an exit strategy to maximise return, our advisors devise practical solutions to help achieve pragmatic goals.

Depending on the lifecycle of a business, the first step may be to conduct a review to clarify options and choices. From there our advisors work to map out a plan to achieve desired outcomes for the business.

Consulting

Insightful guidance to drive innovation and productivity.

To thrive in today's shifting business environment, organisations need to tightly align their people, processes and technology with their strategic vision and goals. Once aligned, the relentless focus must be on achieving the vision.

We assist on this path by transforming the way a business is operated in order to drive innovation, increase productivity, reduce costs and improve controls. We listen to understand the unique aspects of a business then, dedicate ourselves to bringing about the sustainable change that can take operations to the next level and, enhance competitive advantage.

In today's competitive marketplace, the pressure to deliver high-quality results quickly and cost effectively is unprecedented.

In addition to our own in-house services we work closely with professional organisations in the following specialised matters:

• Quality Assurance ISO9001 Accreditation
• Legal Services
• Financial Planning
• Mortgage Brokers
• Insurance Brokers
• Information Technology
• Self-Managed Superannuation Fund Audits
• Project Management

Outsourcing

Plus Partners provides solutions for streamlining accounting and bookkeeping procedures, so a business can focus on it's operations whilst knowing that all the accounting and statutory needs are being addressed.

Plus Partners provides the following services to clients:

• Bookkeeping
• Preparation of budgets, management accounts and periodic financial analyses
• Chief Financial Officer / Financial Controller virtual or onsite services
• Provision of temporary or part-time accounting assistance
• Design and implementation of accounting systems
• Preparation of accounting manuals
• Payroll services
• Corporate secretarial services
• Assisting clients with their business entry strategy into the country
• Setting up new legal entities
• Maintaining minutes and other legal documents
• Non-executive directorships
• Preparing and submitting annual returns
• Tender Response Management and Advisory Services

We are also able to negotiate on your behalf with:

• Australian Taxation Office
• Fair Work Ombudsman
• Workers Compensation (non-legal)
• Office State Revenue
• Land Tax Offices
• Financial Institutions
• Any organizations or individuals you may have a business relationship with

Self-Managed Superannuation Funds (SMSF)

All self-managed superfund trustees are required to prepare on a yearly basis:

• Financial statements
• Income tax & regulatory return

The trustee must all ensure the self-managed superfund is audited each year by an approved auditor.

We provide the following SMSF services:

• Prepare of annual financial statements, including operating statement, statement of financial position, notes to financial statements
• Prepare and lodge the fund’s annual return (income tax return), calculate and advise of tax liability or tax refund due
• Audit of the SMSF by an approved auditor
• Prepare member benefits statement, which contains member’s tax components
• Provide you with detailed investments reports, such as investments movement report, and year-end market valuation report
• Facilitate obtaining of an actuarial certificate where required
• Manage communications and correspondence with Australian Taxation Office