Presidio Partners provides an extensive range of services to assist clients develop opportunities for growth and improve financial performance.
By assessing each client’s unique needs and expectations, Presidio Partners is able to develop appropriate solutions that help clients attain their individual financial goals.
Whatever professional services are required, Presido Partners can be relied upon to provide the highest professional standards and to always deliver on promises.
Core services include accounting, taxation, business advisory and superannuation.
Presido Partners is able to draw on key personnel with specific technical and industry experience to assist with the special needs of business. Presido Partners understands business growth and focuses on the implementation of strategies that will help clients achieve optimum business profitability.
Presidio Partners has at its disposal a team of dedicated professionals who are focused on delivering quality tax services. Presidio Partners is able to draw on technical and industry expertise to provide tax advice and solutions to large, medium-size and owner-managed businesses.
Professional staff undertake regular training to ensure the highest level of service and information on all aspects of taxation.
Presidio Partners provides comprehensive domestic and international taxation advice in the areas of income tax, capital gains tax, fringe benefits tax, GST, superannuation, payroll-tax and land tax.
An electronic monitoring process system ensures that all income tax returns are prepared in accordance with the latest income tax legislation, and all entitlements to tax benefits and deductions are received. The electronic lodgement system (ELS), introduced by the Australian Taxation Office is used to provide clients with the benefits of faster refunds and prompt client assistance. In addition, Presidio Partners is able to liase directly with various taxation authorities and attend to client objections, appeals, negotiations and audits.
Presidio Super provides a comprehensive range of superannuation and pension services to a large number of small to medium superannuation clients.
These services include:
Preparation of financial statements
Preparation and lodgement of annual income tax return
Facilitation of annual statutory audit
Preparation of activity statements
Preparation of documentation in relation to commencement of pensions
Recalculation of annual pension payments
Preparation & lodgement of PAYG payment summaries
Personal tax planning and compliance
Tax advantages connected with superannuation and retirement
Tax effective structuring
Tax effective family structuring, including business exit strategies and estate planning
Asset protection solutions
The range of work undertaken includes:
Preparation of annual review
Maintenance of statutory records
Share allotments and transfers
Change of officeholders
Company share buy-backs
Registered office facility
Preparation of minutes & resolutions
Typically, these services are utilised by clients who have a small infrastructure and are unable to employ an in-house accountant or administration personnel.
These services enable Presidio Partners to monitor profitability and assess subsequent taxation consequences which leads to more efficient tax planning.
Selecting an appropriate business structure and choosing the right ownership for asset protection, are two vital elements when dealing with the purchase of a business. Likewise, both commercial and taxation issues need to be carefully considered.
One of Presidio Partners’ key strengths is partner accessibility. Partners work closely with clients, in order to gain an understanding of their business and the environment in which the business operates. This understanding enables partners to apply their knowledge and expertise, gained through working across a broad range of industries, to develop strategies that are both relevant and practical.
Business structuring for asset protection and income tax purposes
Succession and estate planning
Due diligence and business valuations
Presidio Partners is able to assist in the implementation of systems that identify, and record GST, including the preparation and electronic lodgement of activity statements.
In addition, Presidio Partners can assist clients with compliance matters and GST audits. Advice is also given on complex and sophisticated transactions. By investing the time in understanding a client’s business, Presidio Partners is able to develop solutions to maximise input tax credits, minimise cash flow impacts and streamline compliance requirements with the Australian Taxation Office.
In the area of audit, Presidio Partners has been successful in negotiating favourable outcomes with the Australian Taxation Office.
Valuation of businesses, shareholdings and intangible assets
Purchase price negotiations
Business plan review
Capital gains tax and small business tax concessions
By designing an audit approach that focuses on key financial areas, Presidio Partners is able to provide clients with constructive ideas for improving internal controls and business systems.
Audit services are continually developing to keep abreast of changes to corporate and superannuation legislation and professional standards that affect the processing and recording of accounting data.
Finally, Presidio Partners’ philosophy ensures that audit staff achieve an in-depth knowledge and understanding of clients’ accounting systems and operations, while carrying out a cost effective and professional audit.
Presidio Partners can assist in administering a voluntary liquidation in order to maximize tax benefits that may be available from the distribution of proceeds on the sale of pre-CGT assets or the distribution of the tax-free component on the sale of active assets within a business structure.
Should the need arise and an involuntary liquidation is necessary, Presidio Partners, through its extensive network can refer clients to a suitably qualified adviser who can assist, in this regard.