how-we-help

Welcome to Forsythes Business & Financial Advisors

Accounting & Financial Services – How We Help You!

how-we-help
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Welcome to Forsythes Business & Financial Advisors

Accounting & Financial Services – How We Help You!

Forsythes Advisors is a very different kind of accounting firm!

Yes, we do provide traditional tax return and accounting services.  But we don’t look at your business from just that historical perspective.  Instead, we actively work with you to develop your business and improve it as it happens.

We want to work with you to help you achieve these goals:

  • Increased business profit and cashflow
  • Wealth Creation for education, holidays and ultimate retirement
  • Protect your family and your assets
  • Minimised taxation
  • Less pressure and worry

Our Unique Process to Help You!

We have a unique 5-STEP PROCESS that we use with all of our clients to give them peace of mind that their financial affairs have been cared for in the best manner possible.

1. Asset Protection and Business Structures

  • Family Trusts used as asset protection vehicles.
  • Secured Loan Agreements to protect the funds you have loaned into your business.
  • Separation of the “risk” and “asset” areas of your business and personal assets.
  • Estate Planning, including establishing your Wills and Powers of Attorney.

2. Advanced Tax Planning

  • Companies used to “cap” your tax at a maximum 30%.
  • 100% tax deductions for notebook computers, mobile phones / PDA’s, and briefcases (one of each per year).
  • Tax-effective Home Loans and Debt Recycling Plans (reducing your non tax deductible debt while at
  • the same time maximising the interest you can claim on your tax return).

3. Accounting & Compliance Services

  • Financial Statements, Tax Returns, Business Activity Statements (BAS’s).
  • We provide you with simple to use Checklists to put together the information we need to prepare your financial reports.
  • Our plain English letters help to clearly communicate to you your business obligations and taxation responsibilities.

4. Business Profit Improvement

  • Strategies and tools to increase your business profits and cash flow.
  • Specialist, in house, marketing, process improvement and HR advisors.
  • Cash Flow Forecasts and Strategic Plans.
  • Systems and procedures.

Our Unique Process to Help You! (continued)

5. Wealth Creation

As an Authorised Representative of Evermore Money Management AFSL 401712, Forsythes Financial Advisors can provide you with wealth creation advice in the following areas:

How We Help You!

  • Establishment of an Investment Plan
  • Investment into Managed Funds and Shares
  • Superannuation Advice
  • Margin lending
  • Personal Insurances
  • Meeting your Retirement Goals
  • Leases, Home Loans, and Business Loans

Our Team

Our strength is our Team Members. Everyone likes being among happy, enthusiastic people who readily provide advice before you’re even aware you need it. It’s this pinnacle of service provided by the enthusiastic Forsythes Advisors team that our clients feel privileged to receive.

How We Will Work With You

  • Over the past sixty years we’ve been business advisors to large business, small business, individual investors and small tax return clients. We know what works for every type of client, and we can pass this experience on to you, to help you manage and improve your organisation.We would care for your needs in the following manner:
  • A Partner of the firm would be your primary contact and co-ordinator for all services required. Your managing Partner would always be involved with all ‘high level’ meetings and advice.
  • A Client Service Manager (a fully qualified Accountant) would be assigned to undertake the “day to day” work required to service your account. If your managing Partner was ever unavailable, then your Client Service Manager would always be in our office to help you with any immediate need.

Peace of Mind

You will have the peace of mind that your financial needs have been given the highest level of care available. We’re here for the long term – not changing people every year like many other accounting firms.