Services
Our Key Services
Business Advisory
We don’t just provide advice on what is or isn’t a tax deduction, or what the BAS payable is each quarter. Our team is top heavy in senior business advisors with a lot of experience. This gears us up really well to help businesses with pretty much every problem, or opportunity, a business could ever come across.
3D provides advice and guidance on business matters and common questions such as, what are the key drivers I need to focus on (and monitor) to make my business successful? Should I keep leasing my existing premises or is there a way I could buy my own? Can I use my super to help with that purchase? I want to provide a key employee with performance incentives, or give them some shares in the company, how can I do that? I want to buy a new car, so what is the most tax effective strategy, given my circumstances? Is there any way I can turn my non-deductible home loan into a tax deductible business debt? We can even help explain that age old question of ‘I’ve made a profit, but I don’t have surplus cash, what is happening?’ Which we’re asked by business owners time and time again.
Tax Compliance
This area of compliance is often very boring to business owners, but most still acknowledge that keeping up with their tax obligations and staying off the ATO radar, is important in mitigating risk (and their stress levels). Luckily for us and our clients, we often generate better than expected tax outcomes, saving them lots of money. And that’s not boring!
3D provides tax services and advice to most entities and on most areas, including companies, trusts, partnerships, self managed superannuation funds (SMSF), BAS, land tax, payroll tax, and many others.
3D does not provide services for individual tax returns, unless they are associated with a business or a SMSF. We also do not handle international tax or foreign resident tax returns.
Self Managed Super (SMSF)
We are experts in assisting members to operate their own self managed superannuation funds (SMSF). We are not financial planners and cannot provide financial advice, however, we have been running a respectable size SMSF portfolio for some time and are well equipped to deal with most administration and compliance matters. For example, we regularly assist SMSF trustees in implementing their investment strategy of using their SMSF to buy a property (important to note that we are totally independent and do not spruik or recommend suitable properties). If you are a little more hands off as a SMSF trustee, we can happily dovetail in with your financial planner, or we can provide independent recommendations for a planner from our alliance partner list.
Business Structuring
What is the best structure for your business? How do you get the best operational structure at the same time as the most tax effective structure? 3D have dealt with clients in all stages of the business cycle – new businesses, growing businesses, those taking on new business partners and businesses that are scaling back, or winding down. We can advise on new structures and changes to existing structures for all of these scenarios.
3D can also assist with structures for property and investment purposes, that allow for tax effective and flexible income distribution, as well as minimising land tax where possible. These structures also minimise risk via asset protection. Involving an SMSF in investment structures can also be an excellent tax minimisation and wealth creation strategy.
Legal Co-ordination
We have accumulated a great deal of experience co-ordinating client transactions with solicitors and lawyers at all levels. Whether it is buying or selling a business, completing a property transaction, dealing with insolvency issues or assisting in retirement and estate planning, we will help every step of the way. As your accountant we are an advocate for you and your business.
Other Services, Alliances & Specalists
We provide a variety of other services, either directly or through Alliance Partners & Specialists
We work closely with our partners to ensure we can provide a tailored service to assist you, whatever your situation may be. We can provide services in the following areas either directly or through our partners:
- Business Valuations
- Financial Planning & Insurance
- Specialist Tax Advice
- Business Planning
- Forensic Accounting
- Bookkeepers (MYOB & Xero)
- Finance Brokers
- Government Grants
- Liquidators
- Workers Compensation Solutions