Specialist Services

Charitable Trusts

Charitable trusts are set up to hold money or assets and carry out activities for the benefit of the community. Five main types of charitable trusts exist in Australia:

• Australian charitable trust
• General charitable trust
• Prescribed charitable trust
• Deductible gift recipient
• Prescribed private fund

Each type of charitable trust brings with it different requirements and benefits. At Page Paterson & Co Pty Ltd we know the practicalities of the charitable trusts and so are able to assist you by.

• Preparing the trust deed
• Applying to the ATO for an ABN
• Organising tax exemptions where applicable

Most importantly, our experience enables us to ensure your trust is used to effectively reach your charitable goals.

Company Secretary

Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Page Paterson & Co Pty Ltd we can relieve this burden for you. Our services include:

• General advice on company law
• Company formations
• Filing annual returns on your behalf
• Preparing all documentation related to minutes and resolutions
• Maintaining statutory books
• Assistance with changes of directors, shareholders, addresses, and office details
• Bonus issues
• Share transfers
• Registered office facility

Please contact us for further information on how we can help you get back to running your business.

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Page Paterson & Co Pty Ltd we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

• Meeting to discuss objectives for your estate
• Apply for Tax File Numbers for the Estate
• Advising of the income tax obligations of the Trustee while the Estate is being administered
• Filing Estate income tax returns with the Australian Taxation Office
• Protecting the assets
• Paying taxes and debts
• Estate distribution

Information Technology

We live in a computerised age where technology enables us to enhance a wide variety of business processes. Using software and hardware effectively can provide enormous benefit to your business.

Here at Page Paterson & Co Pty Ltd we have embraced computerised systems, ensuring our experienced, trained professionals can:

• Discuss the best system to further your business
• Suggest accounting software applications suitable for your business
• Train clients to be self-sufficient users of a range of software applications

Whether you are thinking about obtaining new computer hardware or looking at completely changing your business systems, our team is willing and able to assist you.

Rental Property

At Page Paterson & Co Pty Ltd we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

• Advice on purchasing a property
• Organise quantity surveyor reports on investment properties
• Advice on funding
• Guidance in tax minimisation
• Advice on ownership structure
• Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for.

• Revenue returns
• Financial position
• Potential growth

Contact us today for more information on how we can assist you in the business of rental properties!

Selling a Business

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At Page Paterson & Co Pty Ltd we take the unwanted burden from you.

The services we provide for preparing to sell a business include:



• Obtaining comparative results
• Establishing a realistic sale price
• Review the contract prior to sale and liaise with solicitors various issues

Our friendly, professional team will help you obtain a maximum return for your business.

Succession Planning

To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.

Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!

Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

• Preparing and executing the vital documentation required for trust formation
• Attending to the special requirements involved in reporting for trusts
• Completing the trust administration:
• Minute-keeping service
• Annual accounts
• Taxation
• Asset management
• Investment monitoring
• Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

Valuations

Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.

We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.

Choose Page Paterson & Co Pty Ltd for a professional, accurate valuation service!