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Self Managed Super

Self-Managed Superannuation Funds are the fastest growing segment of the Australian super industry and can be a very worthwhile structure for the right individual or family trust.

We offer full SMSF services:

Preparation of annual financial statements
Prepare income tax return
Audit of the SMSF
Prepare member benefits statement
Facilitate investment and insurance reviews
Facilitate obtaining of an actuarial certificate where required
Manage communications and correspondence with the ATO (Australian Tax Office)

Taxation Solutions

The Peters & Partners accounting team have a thorough knowledge of tax and statutory requirements and work closely with other experts on our team to deliver a service tailored to your needs.

Business Structuring

For successful businesses, simple business structures may leave you risk exposed, may not be tax effective nor efficient for succession or sale.

Our Peters & Partners Business Advisory team is able to advise you on this critical business decisions, no matter what stage of growth your business is in.

Business Advisory

CFO Services

The Peters & Partners accounting team can give you as much or as little financial support as you require, with scalable services tailored to the specific needs of your company. From a part-time bookkeeper to an entire financial and company secretarial department, you can have access to skilled finance professionals as, and when, you need them.

This service includes financial reporting, corporate compliance, board of advice, payroll, accounts payable, sales processing, secretarial and others, as required by the nature of your business.

We aim to provide you with reliable information and strategic insights that will enable you to make decisions on running your business.

Succession Planning

Succession planning is a complex process involving many business disciplines. It allows you to be in a position to make an informed choice about your exit and not having that choice imposed on you.

The major issues for business owners is considering their exit options. Those options include retention and extraction of capital and to what level they are extracted from the business. By maximizing the value of your business, you will be in a far better position to choose among the many different exit options.

This will enable you to exit the business when and in the manner you want.

Business Valuation

Peters & Partners helps small business owners understand the ‘business value gap’.

Business value gap analysis is a process of determining your retirement income and assets, business value (current and future) and strategies to improve business profit and wealth.