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Specialist Services



Acquisitions & Mergers

There are several scenarios where you might wish to attain a business enterprise. Whatever the situation, Englehardt Superannuation & Accounting can remove the stress from the process and maximise the opportunity for you.

Whether you are considering buying a business or merging with another business, we have the experience and expertise you require. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions, and find the required answers.

The services we provide cover every stage of the process - From identifying potential acquisitions and negotiating the commercial elements 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. Let Englehardt Superannuation & Accounting show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be!



Englehardt Superannuation & Accounting are proud to be Xero Silver Partners.





What is Xero?

Xero is online accounting software that has been designed for small to medium sized businesses. It makes managing the financial health of your business more transparent, straightforward and fun.

Xero runs in the cloud so its easy to collaborate with us as we're both looking at the same real-time information from your business.
 

Is Xero right for my business?

We can work with you to decide if Xero is right for you. We've helped businesses from a range of industries make the move to Xero and can advise you on the conversion process from your current system.

We are familiar with add-ons available for Xero such as Payroll and Stock Control which can help take your business to the next level.




Six ways Xero can help your business

1. Intelligent Banking

Xero automatically imports all your bank, credit card and Paypal transactions meaning there is no need to manually enter information.

Once the data is in Xero its intuitive bank reconciliation matches your transactions for you so all you need to do is double check and click OK.

 



2. Beautiful Invoicing

Create and send beautiful invoices in Xero. The layout is fully customisable letting you create professional invoices you're proud of.

It's easy to email invoices to your customers who can choose to pay online so you get paid quicker. Xero will even tell you when your invoice has been opened so no more "lost invoice" excuses.

Repeating invoices can be automated, saving you from having to send them out manually each time.

 



3. Control of Your Bills

Xero clearly lets you see what you owe and when it's due. Payments can be planned and scheduled ahead of time so you can stay in control of your cashflow.

Adding a bill to Xero is simple and you can make batch payments of multiple bills via online banking, saving you from having to pay each one individually.

Recurring bills can be set up so the future doesn't hold any surprises for your bank balance.

 



4. One-click Financial Reports

With one-click you can create reports and budgets all using your real-time business data. Reports are interactive and you can drill down into the source transactions.

Xero takes all the hard work out of preparing your GST by automatically calculating your return. There are over 40 reports including profit & loss, balance sheet and many more.

 



5. Work from Anywhere

You can access Xero from anywhere, at anytime - all you need is access to the internet on your PC, Laptop, Mac or tablet. There is nothing to install or update and Xero automatically backs-up everything for you.

Better still you can access Xero through your smartphone. Xero Touch lets you manage your business from your pocket.

 



6. A World of Add-ons

Xero allows software developers from other companies to integrate their products in with Xero. Everything talks to each other saving you time and duplication of effort.

From payroll to stock control to point of sale - there are add-ons for all your needs. New add-ons are created regularly increasing the possibilities for your business.

See the range of add-ons available.

   

Contact us today to find out more about how we can help.



Company Secretary

Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Englehardt Superannuation & Accounting we can relieve this burden for you. 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

Please contact us for further information on how we can help you get back to running your business.



Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

Estate Planning can be complex legal area. We work closely with your solicitor to ensure that they have good understanding of your business structure and desired outcomes from a personal and taxation perspective.

For particularly complex estates, we use the services of Peter Holdsworth, Legacy Lawyers of Melbourne. He works exclusively in the area of estate planning and is a regular traveler to the Border.



Farm Accounting

Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At Englehardt Superannuation & Accounting we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, accurate advice.

Our services include:

  • Farm budgeting and cash flows
  • Ownership structures
  • Preparation of financial statements
  • Taxation
  • Seasonal planning
  • Succession planning



Insolvency

The key to avoiding insolvency is to seek professional help as soon as the first signs of difficulty appear. Timely, expert advice could save your business from liquidation or receivership.

Receivership entails someone being appointed to raise funds within the company to repay a financier. Liquidation becomes necessary when so many of the company assets are sold that it cannot continue its daily business. A liquidator disposes of all the company assets, repays the creditors, and the company ceases to exist.

In the event that liquidation or receivership is necessary, Englehardt Superannuation & Accounting has the required experience and skills to assist. If your business is struggling under financial and operational difficulties, proactive and insightful action is vital to avoid, or at least minimise, the ramifications. Contact us today for an appointment and expert advice to assist with your situation.



Rental Property

At Englehardt Superannuation & Accounting we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Advice on purchasing a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

  • Revenue returns
  • Financial position
  • Potential growth

Contact us today for more information on how we can assist you in the business of rental properties!



Self-managed Superannuation Funds

We firmly believe that Self-Managed Superannuation is the best vehicle to secure your retirement future.  For those wanting to take control of their superannuation with the flexibility to integrate superannuation into long term financial goals for themselves and family, SMSF's are the answer.

SMSF's are the fastest growing sector of the industry.  There are over 460,000 SMSF's in Australia that form an integrated part of many people's long term savings, retirement and family estate plans.

SMSF's also provide great tax saving advantages.  The general tax rate of 15% can be reduced as low as 0% through application of strategic pension options.  Peter is an Accredited SMSF specialist Advisor who provides members and trustees with strategies to take full advantage of these benefits.

At Englehardt Superannuation & Accounting we provide a full and comprehensive SMSF service.  We set up funds, administer funds, assist with investments, insurances and provide pre-retirement and retirement strategies.

Please contact our office for a copy of our SMSF General Information Guide. 



Selling a Business

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At Englehardt Superannuation & Accounting we take the unwanted burden from you.

The services we provide for preparing to sell a business include:

  • Obtaining comparative results where available
  • Establishing a realistic sale price
  • Negotiating with potential purchasers
  • Working with your solicitor for preparation of a contract

Our team will help you obtain a maximum return for your business.



Succession Planning

To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.

Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!



Stock Broking

We have a formal arrangement with Bridges-Albury who provide full stockbroking services.  Our clients can deal directly with Bridges and/or authorise us to act on their behalf.

We prefer to have a local contact rather than deal with strangers based in the capital cities.  Please contact us for more information about Bridges. 



Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:
  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!



Valuations

Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.

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.

Choose Englehardt Superannuation & Accounting for a professional, accurate valuation service!



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