Accounting & Business Advisory

Accounting

Cassells has the expertise to provide clients with solutions for every bookkeeping and accounting need.

We have highly skilled professionals whose focus is on assisting clients in managing their bookkeeping and accounting needs, including keeping up with legislative change, the preparation of annual accounts, periodic management accounts for tax, business appraisals and planning objectives.

Business Advisory

We provide practical advisory services with the objective of improving business management, internal systems and increased profitability.

Our business advisory services include:

Business Management Advice
Preparation and Analysis of Management Accounts
Cashflow Analysis and Budgeting
Development and Reporting of Key Performance Indicators
Debt Restructuring and Advice
Business Development
Assistance with Loans Applications
Superannuation Strategies
Business Valuations
Sale and Purchases of Businesses

Taxation

Cassells provides an extensive range of taxation services providing clients with effective taxation solutions and specialist tax advice including the legal minimisation of taxation liabilities. We have highly skilled professionals whose focus is on assisting clients in managing their taxation affairs, and keeping up with legislative change. These high quality, and cost effective services include preparation of financial statements and income tax returns for partnerships, trusts, private and public companies, corporate, limited, partnerships, not for profits and self managed superannuation funds.

Cassells are committed to providing practical business advisory solutions with the objective of improving business management, internal systems and increased profitability satisfying the needs of our clients.

Our taxation services include:

Corporate Tax Planning and Advice
Business Structures for Tax
Tax issues for High Net Worth Individuals
Capital Gains Tax
Goods and Services Tax
Fringe Benefits Tax
Advice on Stamp Duty and Land Tax
Tax across International borders, including residence issues
Estate Planning
Trusts – Discretionary, Unit and Hybrid

Corporate Advisory - Structuring and Planning

Cassells offers an exclusive range of corporate advisory services to clients who require expert advice and service value.

These services include:

Merger and Acquisitions – how to add value and grow quickly
Business Investigations for Corporate Restructuring
Assistance with Negotiations
Share Buy-Backs
Share and Business Valuations
Corporate Governance
Forensic Reports

Litigation Support

Working with clients to achieve the right financial outcome, Cassells supports the case with a depth of practical knowledge, expertise and experience.

Cassells provides litigation support services in the following areas:

Litigation and Investigative Services
Profit Analysis
Intellectual Property
Asset Analysis for Family Law
Business Interruption Insurance Claims
Disputes in Respect of Valuations of Shares and Businesses

Strategic Planning

In today’s highly competitive business environment firms must engage in strategic planning, however, unfortunately Strategic Planning for many firms does not take a high priority. At Cassells we can assist firms establish a Strategic Plan that clearly defines their objectives and assesses both the internal and external situation to formulate strategy, guidance in implementation of the strategy, the evaluation progress, and advice on adjustments that are necessary for your firm to stay on track.

Our approach is Strategy into Action.

Strategic planning services are provided in the following areas:

Internal and External Analysis
Strategy Formulation and Prioritisation
Strategy Implementation and Action Development
Evaluation and Control

Capital Raising Readiness

Cassells to new investors provides clients with a diverse selection of specialised services. These include Capital Raising Readiness through issuing shares, borrowing or attracting investors as well as Offer Document Development. Through our experience and association with Australia Financial Services Licencee, Managed Projects Australia Limited (AFSL 224805) we can assist in all aspects of getting that offer to market.

We assist clients, acquiring or divesting, restructuring, embarking on a joint venture or executing initial public offerings to make informed decisions to achieve their strategic goals.

Clients are provided with objective advice about potential value and risk, in addition, giving clients confidence around key questions and the numbers, verifying the exposure by reviewing and validating historical and forecast financial information.

Clients are supported from the initial assessment through to implementation and post-integration advice. Our professionals focus on helping clients improve their growth and profitability.

Self Managed Superannuation

Cassells superannuation specialists help clients negotiate the complexities of superannuation legislation to ensure they are well set up to maximize their future income. Cassells provides a comprehensive self managed superannuation advisory service that is structured towards clients’ financial retirement goals. A self managed superannuation fund is one of the best methods of saving for retirement.

Establishment of Self Managed Superannuation Funds
Completion of Information for the Insurance and Superannuation Commissions
Control of Investment Strategy
Superannuation Audits
Advice concerning Compliance Matters
Advice concerning Taxation Benefits
Controlling costs of Administration

Personal Financial Management

Cassells offer advice on a full range of personal financial planning services to individuals and businesses. Our advisers are all qualified and experienced professionals able to offer expert financial planning advice.

Cassells offers personalised service, tailored to meet the specific objectives, and resources of our clients. Our professional advisors can help you:

Identify your financial needs
Establish your investor risk profile
Access potential investment opportunities
Develop a personalised investment strategy