MB+M Services

MB+M Services | Financial Planning Services | Trust Deeds

Located in Shepparton, the heart of the Goulburn Valley, MB+M Business Solutions is a four partner Chartered Accounting firm.  MB+M have a wide range of clients that vary in industry and size.

The range of services provided include:

Taxation Planning

  • Advice on the most tax advantageous business structure
  • Planning and estimating future tax liability
  • Assisting with Capital Gains Tax planning
  • Taxation advice on business, real estate and other asset purchases and sales

Business AdviceBusiness Development Advice

  • Determining the value of a business for prospective vendors or purchasers
  • Cash Flow statements
  • Strategies for improving profits and cash flow
  • General advice to people entering business for the first time
  • Assistance with establishing wage, accounting and taxation records, and business controls

Taxation Compliance

  • Preparation of Income Tax Returns, Fringe Benefits Tax Returns, Business and Instalment Activity Statements
  • Assistance with tax audits including provision of supporting documents

GST

  • Review of requirements for GST registration
  • Advice on GST issues
  • Assistance with GST compliance and recordkeeping

Financial Modelling and Analysis

  • Preparation of monthly and quarterly profit and loss reports
  • Suggestions for ways to increase sales and reduce expenses
  • Use of industry statistics as benchmarks for comparison with client businesses
  • Preparation of statutory financial statements and reports

Finance

  • Preparation of finance applications
  • Assisting clients in presentation of proposals to lenders
  • Review of financing alternatives available, including checking the interest, security, payment terms, documentation etc.

Business AdviceAuditing

  • Conducting audits of companies, partnerships, superannuation funds, trusts, schools, clubs etc.
  • Conducting audits of trust accounts for solicitors, travel agents and real estate agents
  • Establishing procedures and internal controls for handling cash, stock, other assets and income and expenses, to protect the business from irregularities

Superannuation

  • Planning and calculating superannuation contributions
  • Assisting with establishing superannuation funds
  • Assisting with fund administration requirements
  • Preparation of financial reports and regulatory returns

Agri-solutions

  • Tax planning and tax concessions for farmers
  • Business planning to increase profitability
  • Risk management and asset protection strategies
  • Accounting & computer support
  • Farm budgets and management reports
  • Finance applications
  • Succession and estate planning

Other Services

  • Assistance with documents and calculations to support clients involved in court litigation or negotiation processes
  • Asset valuations in relation to family law proceedings
  • Assistance with preparation of loss of profits insurance claims
  • Provision of speakers for seminars to staff and clients
  • Our Board Room facilities are available for meetings
  • HR Management Services, including behavioural profiling



Information provided on this website is general in nature and does not constitute financial advice - read more.
Liability limited by a scheme approved under Professional Standards Legislation.
Updated 05-May-2010
Copyright © 2010 MB+M