PJA Chartered Accountants - Specialised Services

Specialised Services

Acquisitions & Mergers

There are many scenarios in which you might wish to acquire a business enterprise. Whatever the situation, PJA Accountants is able to take the stress out and maximise the opportunity for you.

Whether you are considering buying a business or merging with another business, we have the experience and the necessary expertise. We ask the right questions, and find the right answers. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated?

The services we provide incorporate every stage of the process - from identifying potential acquisitions, through to the negotiations of the commercial elements of the transaction, through to forecasting the future of the business. Incorporated in this is:

A review of your goals and objectives
Due diligence services
Preparation of financial forecasts
Advice on potential pitfalls and rewards involved in a merger
Assistance with purchase negotiations
Advice on financing
Assistance with preparation of a business plan

Calling on the skills of professionals means you will be far less likely to purchase an unsuitable business. Let PJA Accountants show you how our experience can save you from stress, and provide you with the great opportunity a business acquisition or merger can be.

Charitable Trusts

Charitable trusts are trusts set up to hold money or assets and carry out activities for the benefit of the community.

At PJA Accountants we know the practicalities of charitable trusts. We are able to assist you by:

Preparing the trust deed
Applying to the ATO for an ABN
Organising tax exemptions where applicable

Most importantly, our experience enables us to ensure that your trust is used to effectively reach your charitable goals.

Company Secretary

Company legislation requires businesses to perform many administrative tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out 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 PJA Accountants 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 resolutions
Maintenance of statutory records
Assistance in changes of directors, shareholders, addresses, and office details
Bonus Issues
Share transfers
Registered Office Facility

Please contact us for further information on how we can help you to get back to the task of running your business.

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

We also can refer you to our solicitors who can assist you in preparing your will.

Financial Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

We are able to refer you to a panel of different financial advisory firms with whom we have had a long relationship to assist you in:

portfolio management
wealth creation
risk management
insurance

Financing

A wide range of financing options exist. Due to our professional association with a number of financiers, we can assist in structuring debt to help maximise tax benefits.

We can also work with your existing financiers to achieve your goals.

Insolvency

The key to avoiding insolvency is to seek professional help as soon as the first signs of difficulty appear. The experienced professionals at PJA Accountants are able to assist in identifying problem areas, and suggest solutions to improve the position of the company. Timely and expert advice may be able to save your business from liquidation or receivership.

In the event that liquidation or receivership is necessary, PJA Accountants also has the experience and skills required to assist.

If your business is struggling under financial and operational difficulties, proactive and insightful action is vital for avoidance or minimisation of the ramifications. Contact us today for an appointment and expert advice to aid your situation.

Selling a Business

Selling a business can be a difficult, often disheartening time. In this state the tasks involved in selling a business can seem particularly onerous. Here at PJA 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
Drafting a contract

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

Succession Planning

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 onerous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

Superannuation

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 PJA 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
Advice concerning Compliance Matters
Advice concerning Taxation Benefits
Advice on Employer obligations

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
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 fulfil its purpose.

Chartered Accountants - Number One in Numbers

Contact Details

Postal Address
PO Box 215 Essendon, Vic 3040

Essendon Office
43 Fletcher Street, Essendon, Vic 3040
Phone: 03 9375 4225
Fax: 03 9370 2197

Avoca Office
174 High Street, Avoca, Vic 3467
Phone: 54 653 579
Fax: 54 653 287

Email: info@pjaca.com.au