THE BEST WAY TO PREDICT. your future IS TO. create it

Transcription

1 THE BEST WAY TO PREDICT your future IS TO create it

2 [n] bon.se.lla [bon sella] (plural bon.se.llas) African (South) colloquialism; to give a gift or reward; (generally of a monetary nature), for good service Bonsella Business Solutions is a dynamic accounting firm proud to have a close working relationship with our clients. Whilst we revel in providing compliance services, we pride ourselves on providing proactive advice, value-adding opportunities and establishing trusted relationships with our clients.

3 Why Bonsella? Professional Proactive Approachable Valuable Ensure that you receive educated advice. Whether it be structuring, profit optimisation or superannuation, we have the up-to-date knowledge that only the Chartered Accountant qualification can bring. Communicating with clients prior to the end of the year to ensure that your taxation position is as effective as it can be and providing reminders of up-coming deadlines and opportunities. Our ability to explain technical taxation and accounting issues in a manner that is easily understandable makes dealing with Bonsella Business Solutions non-intimidating. We enjoy our work and we enjoy a laugh. The value of our service is easily gauged by the complete satisfaction of our clients. We are more than a cost to your business, we are an investment in it. Contactable Such a simple and courteous thing to do! We provide our clients with more than one contact point to ensure that s, phone calls, faxes and meetings are always promptly attended to. We are genuinely interested in your success and welcome frequent communication.

4 Bonsella Services Taxation Services We provide tailored and technical taxation advice to achieve effective solutions for you. We prepare and electronically lodge Income Tax Returns, Business Activity Statements, Fringe Benefits Tax Returns and other compliance returns for individuals, partnerships, companies, trusts and superannuation funds from a broad range of industry sectors including retail, hospitality, the professions, transport, finance and the public sector. Accounting Services We prepare and analyse customised financial reports for your business to enable you to make informed decisions. We assist in educating staff and business owners alike so that no decision is made without adequate consideration to all outcomes. Financial Administration We can assist with the administration of your business by providing the following services: Payroll Bookkeeping and data entry Reporting and graphical representation Percentage and industry analysis Company secretarial tasks (corporate compliance) Business Consulting Buying, selling, starting or just running a business requires adequate analysis and planning. Bonsella Business Solutions specialises in determining business structures that are considerate of asset protection, income tax effectiveness, capital gains tax and succession planning. We prepare due diligence reports and valuations as well as product costing and pricing. We can also provide back office administration support and templates to assist in ensuring efficient operation of your business. Our business analysis and recommendations are based on established benchmarks and proven practices. Wealth Creation We can assist, identify and implement strategies to attain your financial goals. We will proactively strive to achieve your maximum wealth via savings, superannuation, tax planning, investment and borrowing. Where necessary, we will team with experts in all financial fields to ensure your goals are achieved. Self Managed Superannuation Funds We can help keep your retirement objectives on track by ensuring that your self managed superannuation fund (SMSF) is administered in accordance with all current legislative requirements. Bonsella s services include: Establishing trust deeds Advising on structure and membership Preparing annual financial statements and SMSF returns Organising actuarial certification. We also examine your tax effective retirement strategies and are certified to act as an independent SMSF auditor.

5 Updates & Information Bonsella produce regular newsletters with information on legislative changes, hot topics, accounting and taxation issues. This newsletter can be ed to you when it becomes available. We also regularly update our website with recent publications and other relevant information. You can follow us on Twitter, Facebook and LinkedIn for regular updates on tax lodgement due dates and whenever there have been changes to information on our website.

6 Your Benefits Bonsella Business Solutions has grown on the back of our commitment to exceeding our clients expectations. We pride ourselves on providing a face to face pro-active service. We can custom design a service offering to match your personal/business needs so that the end result is not just a tax return. Some of the ways you will benefit from using our services: Understand your business and tax matters better; Make comparisons from one year to the next; See and compare trends in your financial statements and taxation returns; Feel well prepared to make management decisions; Analyse past data to help you plan for the future; See how/where your money has been distributed; Improve your profitability; Value your business for succession or sale; Increase your personal wealth; Improve your lifestyle by planning and preparing wisely.

7 Bonsella Team Bonsella Business Solutions consists of accountants and support staff at various levels. We have a relaxed and very enjoyable working environment. Our professional staff are encouraged to complete the CA program to become admitted as a Chartered Accountant and our administration staff further their education by way of business administration certificates and traineeships. We have weekly staff training sessions and regularly attend conferences and seminars to stay abreast of legislations changes and strategy opportunities. We encourage our staff to keep a good work/life balance. Many of our staff enjoy a range of sporting activities including rugby, cricket, soccer, triathlon, touch football, basketball and general fitness training. Bonsella Business Solutions proudly partakes in various charitable activities such as the Leukemia Foundations Shave for a Cure, Movember, Camp Quality s Verti-cool Challenge, as well as supporting Oxfam and World Vision through our sponsor-child, Kwesi from Ghana. We hold regular team bonding exercises such as annual retreats, rock-climbing, cooking classes, movies, lawn bowling, dinners and we enjoy the social side of life together. We are a healthy and happy team that provides an enjoyable environment for our clients and staff alike.

8 The Strategic Alliance The more involved Bonsella Business Solutions is in your business, the more informed our advice will be. As a strategic alliance, we go beyond the tax return and view your business in an holistic manner. Discussions and review throughout the year may include: January/February It s time for employers to assess their current business status and plan for the year ahead. Bonsella can help you set financial goals, make improvements on last year s achievements and map out your business plan. It s usually a fairly quiet time of the year, so a really good opportunity to take stock and plan for the lead up to the end of financial year. May/June Revise and update your paperwork before the end of the financial year to make sure you don t miss out on any benefits or get caught in any tax traps. The Federal Budget is released. Ask us how it might affect your personal and business situations. Make an appointment to meet with someone at Bonsella to discuss your year end strategies. March/April Employee review time. Make sure you re using the most effective employee payment package to avoid paying extra tax. Use this time to discuss any salary sacrifice arrangements your employees may want to put in place. The Fringe Benefits Tax year ends (31 March) so all FBT odometre readings need to be completed by the end of March.

9 July/August End of Financial Year! Bonsella can help you get the most from your tax return. Now is a good time to assess your budgets are you meeting or exceeding them? For individuals, download the tax checklists cklists from our website to ensure you have all l the right information for Bonsella to prepare e your tax return for the previous year. September/October November/December Time for a yearly review. Write down some key points to discuss with us regarding your business and/ or personal financial goals and then take a break and enjoy the Christmas season! Take time out to give your accounting strategies a spring clean, set up a savings plan, a self managed superannuation fund, or even a trust. Discuss these options with us if you would like to look at what might be suitable for you. Prepare yourself for any possible tax audit by the ATO, especially if your industry has been singled out for inspection this year. Bonsella offer our clients the option to participate in audit insurance. This insurance covers you for professional costs relating to any audit, review or investigation by the ATO or any other Government Agency.

10 Time for a meeting? There will be many times throughout your life and career when you will benefit from the services offered by Bonsella Business Solutions. You should come and see us when: It s tax time You re getting started in the workforce and need a long term financial strategy You want to invest your money but don t know where to start You re earning multiple income streams and need advice on how to organise them efficiently You re dealing with finance, expenses, creditors and debtors and need help reconciling them all You re planning for retirement You re looking to expand your business or investments You wish to buy or sell a business You are considering any significant financial transaction, business or personal.

11 The right accountant is more than an advisor, they are part of your team and become your strategic alliance. Bonsella is your competitive edge and will help you create the future.

12 Unit G10 'Quayside' 50 Eastlake Parade KINGSTON ACT 2604 Ph: Fax: