WE MAKE YOUR BUSINESS OUR BUSINESS HOME 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; 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 1. 2. 3. 4. 5. 6. 7. 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: - 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 Advise you on appropriate business structure – sole trader, partnership, company or trust. Advice on software systems Buying a Business 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 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 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: 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 Contact Us Click Here Payment Details Click Here Contact us form To enable us to reply to your request promptly, please ensure that your contact details are correct. First Name Last Name Email Address Phone Message SEND Payment Details By cheque Mail your cheque to: Nicholson Partners PO Box 2150 PRESTON BC VIC 3072 Direct credit BSB: 063-228 Account No: 10098339 Please ensure you annotate your Invoice Number or your name. This will assist us to identify your payment. Credit Card We accept Visa and MasterCard