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WE MAKE YOUR BUSINESS OUR BUSINESS
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To provide solutions for all our clients Business, Taxation and Financial needs. To
this end, Nicholson Partners is committed to undertaking continuous professional
development to keep abreast of all the changes in our profession. We aim to be the
very best in the provision of Taxation, Accounting and Business Services.
We set out to achieve this by;
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Providing tax effective strategies to maximise your wealth
Developing pathways to help Business grow
Minimising tax through careful planning
Through our arrangements with our business partners we can deliver a complete
package/service to help you achieve your financial goals.
Our Business Partners are:
Required Finance
- Finance
- Financial Planners
- Insurance
- Superannuation
- Tax Effective Investments
HLB Mann Judd
- International Tax
- Advanced Taxation Advice
- Insolvency and Liquidation Services
ABOUT US
Nicholson Partners was established in 1992. The Practice has developed a niche in
small to medium sized business with its ability to develop skills in areas including
Business Development, Management Consulting and Tax Planning.
THE TEAM
Anthony Moretta
Santo Mancuso
The Nicholson Partners team consists of 2 partners, 3 professional accountants and 1
support staff.
PHOTO
Anthony Moretta
CPA, BACH BUS (ACC)
Anthony has been a qualified accountant since 1982. After completing 18 months
working as a cost accountant in a manufacturing company, Anthony joined a mid size
public accounting practice where he gained experience working with small to medium
sized entities.
In 1995, Anthony joined forces with Santo Mancuso who had earlier established
Nicholson Partners.
Apart from providing traditional accounting and taxation advice, Anthony’s specialty
areas include:
- Tax Planning and Minimisation
- Management and Business Consulting
- Self Managed Superannuation Funds
PHOTO
Santo Mancuso
CPA, BACH BUS (ACC), B BUS (LG)
Santo has worked in Local Government for 2 years from 1983 to 1984 and completed
a Bachelor of Business in Local Government.
In 1985, Santo changed career paths to spend 2 years in the Life Insurance Industry.
Finally, in 1987 whilst completing his Accounting degree, Santo joined a medium
sized public accounting practice where he met Anthony and in 1992 left to commence
public practice as Nicholson Partners.
Apart from providing traditional accounting and taxation advice, Santo’s specialty
areas include:
- Tax Planning and Minimisation
- Business Development
- Self Managed Superannuation Funds
- Non for Profit Organisations
SERVICES
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Tax Services
Business Advisory/Management
Accounting/Bookkeeping Services
Self Managed Superannuation Funds
Starting up, Buying or Selling a Business
Company Secretarial Services
Financial Services
1. Tax Services
We provide tax advice and compliance for
individuals, partnerships, trusts, companies, self
managed superannuation funds and non for profit
organisations.
We deliver sound and knowledge advice on all
aspects of personal and corporate taxation, asset
protection strategies, salary packaging and estate
planning.
Services Overview
Tax Return Preparation
Tax Planning
GST Planning
Fringe Benefits Tax
Capital Gains Tax
Asset Protection
Estate Planning
We undertake planning and compliance for GST,
Fringe Benefits Tax and Capital Gains Tax.
2. Business Advisory/Management
Our team will help you to monitor your business
performance and understand it’s immediate and on
going viability.
Your business needs the optional structure so that
you are sufficiently protected against unforeseen
circumstances, to provide adequate separation
between your business and your personal assets.
We will assist you to formulate strategies that will
maximise your business potential.
Our team will help you to develop a successful plan
to ensure you reap the benefits of years of hard
work.
Services Overview
Business Structuring
Valuations and Viability
Strategic Planning
Cashflow and Budgeting
Tax Consulting
Compliance Issues
BAS Preparation
Succession Planning
GST & FBT
Salary Packaging
3. Accounting/Bookkeeping
Our Team of Professionals will provide advice on
various commercial computer software packages.
We will be able to advise on appropriate
accounting software to meet your particular
requirements.
We are able to provide onsite training and support
to get you started and if required, supply ongoing
assistance.
Our Team is skilled in the following packages:
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MYOB
Quickbooks
Cashflow Manager
4. Self Managed Superannuation Fund
We can assist with the admnistration of the fund
in meeting its compliance and reporting
outgoings.
We are able to establish the fund and help with
annual audit requirements. When appropriate we
can help with the establishment of pension
commencement.
Services Overview
Fund Establishment
Financial Statements
Compliance Reporting
Tax Preparation
Annual Audits
Fund Administration
Pension Commencement
5. Starting up, Buying, Selling a Business
Starting up a Business
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Advise you on appropriate business structure – sole trader, partnership,
company or trust.
Advice on software systems
Buying a Business
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Preparation of finance applications
Financial analysis of the business to be purchased
Assistance with budgeting and cashflow planning
Advice on financing the business and sourcing finance
Matters to consider when purchasing a business
Selling a Business
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The best way to present your business for sale
Advise on how to minimise capital gains tax on your sale proceed
6. Company Secretarial Work
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Minutes, share issue and company officer appointment
Review and maintenance of company register
7. Financial Services
Through our association with Required Finance we are able to offer access to a wide
range of financial services.
These services include:
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Financial Planning
Property equipment and vehicle finance
Refinancing of existing loans
Commercial Finance
Insurance, i.e. life, income protection
Superannuation
Tax Effective Investments
LINKS
General Business
Required Finance
www.required.com.au
Business Entry Point
http://www.business.gov.au/Business+Entry+Point/
Australian Industrial Relations Commission
http://www.airc.gov.au/
Australian Securities and Investments Commission (ASIC)
www.asic.gov.au
Index of Corporate and Business Names
http://www.search.asic.gov.au/gns001.html
ABN and Business Name Search
http://www.abr.business.gov.au/(2bl1hh45dfzvn5552qplfn55)/main.aspx
State Revenue Office of Victoria
http://www.sro.vic.gov.au/sro/SROWebSite.nsf/index1.htm
Victorian Consumer Affairs
http://www.consumer.vic.gov.au/CA256EB5000644CE/HomePage?ReadForm&1=H
ome~&2=~&3=~
Australian Wages & Conditions
http://www.wagenet.gov.au/
Family Assistance Office
http://www.familyassist.gov.au/
Foreign Exchange Rates
http://www.xe.com/ucc/
Trading Rooms
http://www.tradingroom.com.au/apps/index.ac
Taxation
Australian Taxation Office
http://www.ato.gov.au/
Tax Rates for Individuals
http://www.ato.gov.au/individuals/content.asp?doc=/content/12333.htm&pc=001/002/
046/002/002&mnu=80&mfp=001&st=tp&cy=1
ATO – Tax Rate Calculators for Individuals
http://www.ato.gov.au/individuals/pathway.asp?pc=001/002/046&mfp=001/002&mn
u=80&st=tp#001_002_046
ATO – Tax Rate Calculators for Business
http://www.ato.gov.au/individuals/pathway.asp?pc=001/003/019&mfp=001/002&mn
u=81#001_003_019
Other Links
Australian Government
http://www.australia.gov.au/
CPA Australia
http://www.cpaaustralia.com.au/cps/rde/xchg/cpa/hs.xsl/index.html
Australian Bureau of Statistics
http://www.abs.gov.au/
CONTACT US
You may call us or alternatively send us a message and we would be pleased to call
you when convenient.
Address:
831 High Street
THORNBURY 3071
Postal:
PO Box 2150
Preston BC 3072
Telephone:
(03) 9484 5000
Fax:
(03) 9484 5022
Business Hours:
9.00am to 1.00pm
2.00pm to 5.00pm
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Nicholson Partners
PO Box 2150
PRESTON BC VIC 3072
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BSB: 063-228
Account No: 10098339
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