Investrend

ABOUT US

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At Investrend Accountants, we understand selecting a firm to entrust your accounting, taxation services, business consulting, and mentoring needs is an important decision requiring great care and forethought. Rapid economic changes and increases in competitive pressures magnify the significance of the decision as every business, organisation and individual must make the very most of their valuable resources.

We have a special understanding of the issues businesses face, which makes us an integral part of our clients’ advisory team. Our comprehensive approach includes benchmarking, cashflow forecasting, business-information processing, asset protection, management advice, strategic advice, and structuring for tax minimisation plans.

Our professional advisors have an in depth understanding of what is required to run a successful business with many years collective experience in running and managing businesses or developing emerging business opportunities for our clients.

Our Mission – To assist our Clients’ in achieving their financial goals and objectives, and take away as much stress as possible that is normally associated with it.

Our Vision – To utilise our network of outstanding professionals to deliver a comprehensive and cost effective solution to our clients’ needs. To achieve this vision we will:

Communicate with clients on a regular basis
Provide monthly billing to avoid large accounts
Offer proactive advice
Utilise the expertise of highly trained professionals to offer comprehensive solutions
Clearly explain all available options to help clients’ make an informed decision

Investrend Accountants key focus is to provide advisory services to “SME” private companies, “mid cap” listed companies (outside of ASX 100) and “emerging” listed companies (outside of ASX 200). Our wealth of experience sees us well placed to turn a small or emerging business into a genuine market mover.

Our reputation has been gained by being proactive and providing high-quality strategic advice to our clients on those topics listed below:

Corporate

General Accounting and Bookkeeping Services
Negotiating and Structuring Merger and Acquisition Transactions
Developing and implementing Acquisition and Divestment Strategies
Devising Innovative Capital Raising and Financing Strategies
Capital Restructuring
Corporate Restructuring
Self Managed Superannuation Funds
Developing and implementing Risk Management Solutions
Developing and implementing innovative Taxation & GST Strategies
Developing and implementing Quality Management Solutions

Personal

Developing and implementing innovative Taxation Strategies
Self Managed Superannuation Funds (SMSF)
Succession & Estate Planning

Useful Links

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Software

MYOB
Quicken
Sage Australia
Phoenix Business Systems

News
The Australian
The Age
The Herald Sun
The Sydney Morning Herald
The Financial Review
The Financial Times
Wall Street Journal

Useful Web Sites
Exchange Rate Calculator
Adobe Acrobat Reader

Accounting
CPA Australia

Institute of Chartered Accountants

Finance
Australian Stock Exchange
Sydney Futures Exchange
New Zealand Stock Exchange
The NASDAQ Stock Market
American Stock Exchange
London Stock Exchange

Government
Australian Taxation Office
Australian Government Information
Australian Securities and Investment Commission
Australian Competition & Consumer Commission
NSW Office of State Revenue
Revenue SA
Queensland Office of State Revenue
Territory Revenue Management
ACT Revenue Office
State Revenue Office Tasmania
State Revenue Office of Victoria
State Revenue Department of Western Australia

Newsletter Subscription

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To keep up to date with the latest in Investrend Accounts news,

please subscribe to our Newsletter by filling your details in below.

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Request an Apointment

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At Investrend Accountants we have made it easy to arrange an appointment with us.

Simply enter your details in the boxes below, click on the ’send request now’ button and we’ll reply by email confirming your appointment.

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Taxation Fact Sheets

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1. Activity Statement

2. Australian Business Number

3. Capital Allowances

4. Capital Gains Tax

5. Excise

6. Fringe Benefits Tax

7. Fuel Scheme

8. General Value Shifting

9. Goods & Services Tax

15. Rates & Calculators

16. Simplified Tax System

17. State Taxes

18. Superannuation Guarantee

19. Tax Payer Penalties

20. Wine Equalisation Tax

Valuations

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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?

Choose Investrend Accountants for a professional and accurate valuation service.

Trusts

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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 the vital documentation involved in Trust formation
Attend to the special requirements involved in reporting for Trusts
Trust administration
Minute keeping service
Annual accounts
Taxation
Asset management
Investment monitoring
Income distribution

Contact us today to ensure that your trust is formed and administered as effectively as possible, covering all legal requirements allowing it to fulfill its purpose.

Superannuation

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

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.

Superannuation law is a delicate area and personalised planning is required for each individual. At Investrend Accountants we can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

Services we offer include:

Establishment of Self Managed Superannuation Funds
Completion of Information for the Insurance and Superannuation Commissions
Administration of Superannuation Fund Audits
Advice concerning Compliance Matters
Advice concerning Taxation Benefits
Advice on Employer obligations

Succesion Planning

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In 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, we can address the complex issues of business continuation, taking the stress off your shoulders.

Selling a Business

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Selling a business can be a difficult, often disheartening time. The legal and statutory tasks involved in selling a business can seem particularly arduous.

Here at Investrend Accountants we are able to relieve that stress for you.

The services we provide in relation to organising the selling of a business include:

Obtaining comparative results
Establishing a realistic sale price
Taking the business to the market
Negotiating with potential purchasers

Our friendly and professional advisors are able to assist in such a way that a maximum return for your business can be achieved.