Services

Set up a company

Company formation services in Australia are mainly for Proprietary Companies.  A Proprietary Limited (Pty Ltd) is the most common form of company in Australia. To order a company, hit the blue Company Order Form button on the right, complete the details, then hit Submit. Call David or Peter if you wish to talk to someone for help. Or (click here) to print out the form then complete it and email or fax it back to us.

Australian shelf companies     shelf companies Australia   shelf company services Australia

 

Company Compliance

On our Fees Schedule is a list of other Compliance Services we offer. Included is a Registered Office Service and attending to your Annual Review with the ASIC. This is used by Australian and also International Clients. Email us or call us for any Compliance Services required and we will contact you with any further information we may require to carry out these services for you

Tax File Number and ABN  We can apply for you. To apply, we would need the TFN for each director. Please email or fax the details to us.

Trusts

Discretionany Trusts are among the most popular types of trusts  in Australia. They are used to operate small businesses where owners do not have a commonality of interests, and to hold investments such as real property and shares.  To order, (click here) to complete the form and email it to us, or (click here) to print it out to complete then email or fax to us.

Unit Trusts are also popular in Australia and are more applicable for owners holding a fixed number of units each and would receive profits or dividends in proportion to the units held. These trusts are used for the same purposes as Discretionary Trusts and also to own shares in an investment company.   To order,  (click here) to complete the form and email it to us, or (click here) to print it out to complete then email or fax to us.

Bare Trust/ Custodian Trust   See below under Self Managed Super Funds.

Amended Trust Deed  You may need to amend, update or make changes such as changing the Trustee for your Trust Deed. Call David to discuss as necessary.  You can also email or fax us with the basic details of what amendments or alterations are required. We will contact you to discuss and advise you what information and documents we require to carry out the work, and our fee for completion.

 

Self Managed Super Funds (SMSF)

A new SMSF is a form of trust fund. Therefore it must have a trust deed which sets out the rules for the operation of the fund. You can have a single member fund. If you have a corporate trustee for a fund single member fund then the member must be the sole director of the trustee company, or one of only two directors either related to the other director or not an employee of the other director. You can also have two individuals as trustees. One trustee must be a member and the other must be either related to to the member or any other person who does not employ them.    Our service includes the investment strategy form and the other forms required to be signed so your fund can be operated immediately.    To order, (click here) to complete the form and email to us, or (click here) to print it out to complete then email or fax to us.

Nomination of Beneficiary form is used for the nomination of a dependent(s) who in the event of death will become the beneficiary of a percentage of the super fund assets. To order, (click here) to complete the form and email to us, or (click here) to print it out to complete then email or fax to us.

Amend an SMSF Trust Deed  You may need to amend a trust deed. The consent of all trustees and/or members is required.  Our service is the amended trust deed and meeting minutes for the amendment. Call David to discuss as necessary. You can also email or fax us with the basic details of what amendments or alterations are required. We will contact you to discuss and advise you what information and documents we require to carry out the work, and our fee for completion.

Establish a Pension For a Super Fund (either TRIS or Account Based)  You may wish to establish a pension for one or more members of your super fund. We prepare the proper documentation required to do this correctly. To order a pension (click here), complete the form and email to us, or (click here) to print it out to complete then email or fax to us.   

 Application for Tax File Number and ABN  We can also apply to the ATO for you. To apply, we need the TFN of each trustee.  Please fax or email these details to us.

Change to SMSF Trustees or Members   Our service includes all the documents needed to update the fund. To complete the work, we need a copy of the initial trust deed and any amendments to the fund. Call David to discuss as necessary. You can also email or fax us with the details of the changes required.

Set up a Bare Trust/Custodian Trust is used for SMSF borrowing as required by banks. We will carry out any amendments required by banks at no extra cost. Be aware that some lawyers for banks charge a high fee to review bare trusts not prepared by them. If this is the case, it may be cheaper to get the bare trust prepared by the lawyer acting for the bank, even at their extortionate cost.  To order, (click here) to complete the form and email it to us, or (click here) to print it out to complete and email or fax to us.

Our Total Service To You

Accounting, SMSF Audits, Tax and Business Services can also be provided by our Chartered Accountant. Become a valued client and receive a complete service, including free 5 minute telephone consultations on your business plans and other matters to ensure you make the right decisions to save money and progress your business.