Acquisitions & Mergers
A strategic Acquisition or Merge can rapidly grow your business, with many financial and non-financial aspects, working with a trusted partner to establish if the strategy is right for you. At AT Business Advisors we have the experience and expertise to guide you through, from strategy to successful outcome.
We are here to work with you, from identifying potential acquisitions and negotiating the commercial side of the transaction to forecasting the future of the business. Our services include:
- A review of your goals and objectives
- Due diligence services
- Preparation of financial forecasts
- Advice on the potential pitfalls and rewards involved in a merger
- Assistance with purchase negotiations
- Advice on financing
- Assistance with preparing a business plan
Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be.
We want to ensure this Acquisition or Merger is the best step forward for your business, by drawing on our experience we can help map a path to growth and prosperity.
Charitable Trusts
Setting up a Charitable Trust is often the first step toward creating a platform to fundraise or support a community. Setting them up correctly will ensure your efforts result in the most effective distribution of funds.
There are five main types of charitable trusts in Australia:
- Australian charitable trust
- General charitable trust
- Prescribed charitable trust
- Deductible gift recipient
- Prescribed private fund
Each type of charitable trust brings with it different requirements and benefits. At AT Business Advisors we are able to assist with:
- Preparing the trust deed
- Applying to the ATO for an ABN
- Organising tax exemptions where applicable
Let our experience enable you to create a trust that will effectively support you to reach your charitable goals.
Company Secretarial Services
At AT Business Advisory our highly experienced team can take away the overwhelm of fulfilling the admin tasks that are required within company legislation and ensure you comply with the Corporations Law.
Our services include:
- General advice on company law
- Company formations
- Filing annual returns on your behalf
- Preparing all documentation related to minutes and resolutions
- Maintaining statutory books
- Assistance with changes of directors, shareholders, addresses, and office details
- Bonus issues
- Share transfers
- Registered office facility
Our team are ready to give you back valuable time, and help you avoid costly mistakes.
Estate Planning
Planning your estate is critical, whether it is a personal estate or you run a business, you are putting in place your vision and wishes for what should happen when you are no longer around.
We are here to help you create a plan that is thorough and structured to ensure its effectiveness. We will talk you through the role of executor and trustee of a will and what to be mindful of as you appoint them, as they are required to perform a number of duties.
For business owners we can guide you through the process of providing for business continuity.
The areas in estate administration that we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets – Valuations, inventories, and appraisals
- Court approval for a grant of administration
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
Don’t put off your Estate Planning, at AT Business Advisory we can ensure this process is smooth and gives you confidence that your wishes will be respected.
Farm Accounting
We have a particular interest in working with rural and farming clients. Through our extensive experience we understand the unique business, financial, and taxation issues you face.
We keep abreast of the developments in both the farming and accounting industries, meaning we are uniquely placed to provide up-to-date and accurate advice.
Our services include:
- Farm budgeting and cash flows
- Farm sales and purchases
- Ownership structures
- Preparation of financial statements
- Taxation
- Seasonal planning
- Succession planning
We would welcome the opportunity to partner with you and help you create a more effective system drawing on the AT Business Advisor experience.
Forensic Accounting
When the worst happens, and you face a legal dispute over money, you want accurate and timely advice, as you navigate this often stressful time.
AT Business Advisors are well equipped to quickly get on top of the necessary data and get your ducks in a row. Often with our intervention the dispute can be settled without a court case. However, in the event that a court case is required, we can provide the information and documentation required for your case, and act as an expert witness in court.
All our specialists possess a sound understanding of legal concepts and procedures and have years of relevant experience.
Don’t go it alone, we are here to support and advocate for you.
Human Resources
- Employment Relations:
- Health and Safety:
- Recruitment and Selection:
- Remuneration:
- Performance Management:
- Strategic HR:
- Team Building:
- Change Management:
As a small business ourselves, we know just how hard it can be to stay in top of your personnel, often without the budget for an in-house HR department. With a motto of being dedicated supporting you proactively, we are passionate about providing a cost-effective HR Consulting Service that can bridge the gap for small business owners like you.
We can assist in the following key areas:
- Employment Relations:
– Advice on employment agreements, employment legislation, and employee policies and procedures
- Health and Safety:
– Assistance with implementing systems to ensure compliance with legislation
– Training on health and safety
- Recruitment and Selection:
– Assistance with advertising for employees
– Shortlisting and interviewing
– Reference checking
– Psychometric testing
- Remuneration:
– Support in administering the payroll
– Advice on remuneration levels
– Guidance with incentive and bonus schemes
- Performance Management:
– Assistance in identifying performance measurement criteria
– Training on carrying out performance appraisals
– Guidance for managers in dealing with non-performance problems
- Strategic HR:
– Aligning HR strategies with business objectives to ensure the development of a team drives the improvement of business performance
- Team Building:
– Implementing personality tests to aid resolution of communication problems
– Team building workshops
- Change Management:
– Implementing plans to achieve change in the workplace
– Training managers to guide their team throughout the transition phase
– Counseling, interview coaching, and other outplacement services
Let our team help you handle the complexity of your team, allowing us to more effectively understand your whole business and create strategies to support you from a 360 degree approach.
Information Technology
Taking your business online whether it be your accounting systems, your internal data management or your customer relationship software can be overwhelming. It is hard to understand what system will work best, and how different systems will talk to each other efficiently and effectively.
However, the difference in your day-to-day operations when you do go online, and create better connected systems is so great, that you’ll wonder why you didn’t do it sooner.
We have dramatically reshaped our business model by moving our business systems online and we are well versed in helping other businesses to do the same.
Our experienced and trained professionals can:
- Discuss the best system to further your business
- Install and configure software to suit your purposes
- Recommend processes to make your computer system more secure
- Suggest accounting software applications suitable for your business
- Train clients to be self-sufficient users of a range of software applications
- Offer advice on electronic banking
Whether you are thinking about obtaining new computer hardware or looking at completely changing your business systems, our team is willing and able to assist you.
Rental Property
A rental property can be a prudent investment that has benefits both from a tax planning perspective and also as a long term asset. We have extensive expertise in all areas from buying your first property, through to selling.
Talk to us when you are in the market to buy and our experienced team can help you to make forecasts for revenue returns, net financial position, and potential growth.
Plus at any stage we are here to help with
- Advice on purchasing a property
- Reviews of lease agreements
- Advice on funding
- Guidance in tax planning
- Advice on ownership structure
- Periodic reviews to ensure returns are maximised
Start a conversation with an AT Business Advisor specialist today and start growing your property investment portfolio.
Self-managed Superannuation Funds
More and more individuals are turning to Self-Managed Superannuation Funds (SMSFs) to create a better platform to plan for their retirement. An SMSF gives you complete control of how to invest your super and make it work for you.
SMSFs are established for the sole purpose of providing financial benefits to members in retirement and their beneficiaries on death. They have their own Tax File Number (TFN), Australian Business Number (ABN) and transactional bank account, which allows them to receive contributions and rollovers, make investments and pay out lump sums and pensions. All SMSF investments are made in the name of the fund and are controlled by the trustees. As a trust, an SMSF requires a trustee. There are two trustee structure options:
- Corporate trustee – a company acts as the trustee and each member is a director. This structure allows simpler recording and registering of assets, providing administration efficiencies and flexibility in membership. Company establishment and ongoing fees are applicable with this structure.
- Individual trustee – each member is appointed as a trustee, with a minimum of two trustees required.
There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:
- Obtain a trust deed
- Appoint trustees
- Sign a trustee declaration (NAT 71089)
- Elect to become a regulated fund
- Obtain a tax file number (TFN)
- Obtain an Australian business number (ABN)
At AT Business Advisors we have a particular passion for SMSF and a highly experienced team on hand to help you from creating your SMSF strategy, through to set up and ongoing management.
Selling a Business
People sell businesses for all types of reasons, and when its time for you to move on from your business, know we are on hand to partner with you and create the most positive outcome.
As part of partnering with you to sell your business we can assist with
- Obtaining comparative results
- Establishing a realistic sale price
- Taking the business to the market
- Negotiating with potential purchasers
- Drafting a contract
Let’s work together to obtain the maximum return for your business.
Succession Planning
As part of your business planning, it is critical you have a well-designed succession plan, to ensure the long-term success of your business. Coordinating the transition of your business to your successors, with our years of experience can help make the complex issues of business continuation feel less isolating and overwhelming.
We are here to ensure the business you worked hard to build will thrive without you.
Superannuation
As a business owner it is imperative that you meet the responsibilities to your employees as part of the superannuation guarantee scheme.
We can assist you with
- Completing information for the Insurance and Superannuation Commissions
- Superannuation audits
- Advice on compliance matters
- Advice on taxation benefits
- Advice on employer obligations
- Advice on administering your employee superannuation
- Meeting critical superannuation deadlines
If you have a superannuation question, ask our team today!
Trusts
Our extensive experience with trusts enables us to offer specialist advice on trust formation and ongoing we can ensure all statutory requirements are met. There are many obligations for trustees and our assistance in trust administration can prove invaluable, in ensuring requirements are met with minimal impact.
We can assist with:
- Preparing and executing documentation required for trust formation
- Attending to the reporting requirements
- Completing the trust administration:
- Minute-keeping service
- Annual accounts
- Taxation
- Asset management
- Investment monitoring
- Income distribution
Together we can ensure your trust is formed and administered as effectively as possible, covering all legal requirements and ensuring it can fulfill its purpose.
Valuations
There are many times in business where a valuation may prove useful. When choosing a valuer you want to ensure they are experienced enough to give an accurate view of your business.
We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
For a professional, accurate valuation service get in touch today.
