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Services

 

 

The following services are provided by Leslie Nagy and Associates:

Accounting

Auditing

Business Structuring

Company Secretarial

Financial_Services

Investment Services

Lending,_Leasing_&_HPs

Management_Services

Taxation Advice

Superannuation_&_Retirement

Other Services

 


Service Description:

Accounting

We prepare financial statements (including past year accounts) whether it be from source work papers, cheque butts, deposit books, bank statements, spreadsheets, handwritten cash book or software such as MYOB, Quicken or others.

Auditing

We conduct statutory company audits, audits pursuant to the co-operative act, trust account audits and special purpose audits pursuant to client instructions (including investigations to detect fraud and forensic accounting).

Business Structuring

We assist with the assessment and creation of companies, trusts, partnerships, registered business names for sole traders and other complex structures.

Company Secretarial

We maintain Company Secretarial files and other structure files.

Financial Services

Based upon critical analysis of financial needs and risk profiling we are able to recommend appropriate financial strategies. These strategies may address issues such as savings, investments, wealth accumulation, superannuation, retirement and other issues.

Investment Services

Includes:

  • Negative gearing (properties, shares and other assets),

  • Business acquisitions & disposals,

  • Business re-structuring,

  • Public companies and managed fund investments,

  • Others.

Lending, Leasing & HP's

  • Home Loans,

  • Commercial, industrial and other property lending,

  • Leases, hire purchases and chattel mortgages.

Management Services

  • We review, analyse and provide advice regarding your business processes,

  • We perform physical and computer systems reviews,

  • We perform detailed business financial analysis, planning and forecasting,

  • We assist with taxation and other audits.

Taxation Advice

  • We prepare past and current year tax returns for all types of entities,

  • We assist with all types of taxation audits,

  • We assist with goods and service tax, capital gains tax, fringe benefit tax, eligible termination pay and redundancy issues,

  • We assist with the evaluation of taxation structures,

  • We assist with state taxes and imposts including: payroll tax, land tax, stamp duty and workers compensation and other indirect taxes.

Superannuation & Retirement

We offer Superannuation and Retirement services:

  • Self managed superfund's,

  • Allocated pensions and annuities strategies,

  • Managed investments, properties, shares and other strategies,

  • Calculations, analysis, and other recommendations.

Other Services

  • Risk insurance: including life, trauma and income protection,

  • Assistance with I.T. issues,

  • Assistance with legal issues,

  • Assistance with human resources issues.

 

If you would like more information about this please contact info at Leslie Nagy & Associates.

 

 

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