Making the right decision at the right time should always be driven by planning and strategy. This approach applies equally to start-up and established businesses. From the outset, appropriate business structuring and effective planning is essential to achieve profitable and successful goals.

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.

The Australian tax environment is highly complex and ever changing. Taxpayers are required to understand and manage their tax obligations without excuse.

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 Partners has established a separate superannuation consulting business, Presidio Super.

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

www.presidiosuper.com.au

Presidio Partners provides comprehensive solutions for personal wealth management for individuals. Advice is offered in the following areas:

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
Salary packaging
Asset protection solutions

Presidio Partners maintains a dedicated team of professionals that deal exclusively with all corporate secretarial matters.

The range of work undertaken includes:

Company formation
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

Presidio Partners maintains extensive in-house computer facilities and is able to provide clients with periodic accounting services to assist in preparing monthly and quarterly activity statements, management accounts, cash flow budget reporting, etc.

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.

Services include:

Business structuring for asset protection and income tax purposes
Succession and estate planning
Business plans
Finance applications
Due diligence and business valuation

Businesses require independent valuations in a variety of circumstances. Whether acquiring or selling a business (to ensure that a business is acquired or sold at the right price), raising finance or evaluating projects for investment purposes, a commercial, independent and credible valuation is the first step towards informed decision making. In this regard, Presidio Partners is experienced in all areas of business valuations.

Services include:

Valuation of businesses, shareholdings and intangible assets

Purchase price negotiations
Business plan review
Capital gains tax and small business tax concessions
Due diligence

Presidio Partners maintains a high level of skill and expertise to provide clients with a full range of professional audit services as required for statutory and management control purposes.

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.

The key to avoiding insolvency is to seek professional help as soon as initial signs of financial stress appear. Presidio Partners has the experience and the expertise to assist in identifying problem areas, and suggest solutions to improve a client’s financial position. Timely and expert advice is critical to saving a business from liquidation or receivership.

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.