accounting

Accounting

The preparation of financial statements and the completion of Income Tax Returns are a vital part of the smooth running of any business and form the foundation for future planning.

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tax compliance

Tax Advisory

Our specialists can help minimise client’s current and future tax liabilities. Planning is the key, being sure that the structure provides the best possible asset protection balancing this against minimising tax.

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Wealth Creation and Financial Advisory

Bell Partners Wealth Creation and Financial Advisory have been advising clients on their wealth creation and plans for over 17 years.  Established as a service to assist Bell Partners clients, we have become known as one of the few leading non institutionally aligned financial advice businesses in Australia.

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Legal

Legal

Bell Partners Legal was established by Peter Frazer and Anthony Bell in 2012 to provide quality professional legal services to clients.

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Financing

The process of finding a loan can be daunting for even the most experienced borrower. Between finding the right lender, compiling your financial information, and completing the documentation, it is a challenging process.

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Digital Strategy and Marketing

Having a clear digital strategy in business is extremely important. Some businesses will need to have a heavy digital presence to remain competitive in their field whilst others have a minimal one but what is clear is that choosing the right digital strategy is paramount to success.

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tax consulting and structuring

Consulting

Many of our clients have progressed with our help from micro start ups to become multi-faceted highly profitable businesses. Other clients have come to us with complex financial problems that need to be demystified and solved.

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Audit and Assurance

Our Audit function provides our clients with an independent objective assurance and consulting service to improve their performance. Audits are performed and opinions are prepared in accordance with the relevant laws/rules governing the entity or in line with agreed upon audit procedures.

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Risk Management

There is a risk to every business decision you make. So instead of relying on gut instinct for an answer, you can feel far more confident by having risk management processes to help guide you.

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private client advisory

Private Client Advisory

We know that as a private client, you will need many different business services over your life time and so it is incredibly important that you choose an accountant, advisor and auditor that can help you grow and provide the full suite of services to support this growth.

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entrepreneurial advisory

Entrepreneurial Advisory

We recognise that entrepreneurs have many great ideas and that they need to work with partners who are as innovative and dynamic as they are and who are able to work at a fast pace.

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Strategy and Planning

It is extremely important that in whatever you are doing, you spend the right amount of time upfront developing a clear strategy of what you want to achieve and then planning carefully how you will achieve it.

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Bookkeeping Services

We understand that it may make sense for our clients to outsource their bookkeeping function for either expertise or cost reasons and so this is a service we are happy to provide.

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Staff recruitment

Staff Recruitment & Performance Management

We can look after all aspects of staff recruitment and managing your staff’s performance, whether involving incentive schemes, initial contracts, share/option plans or the difficult job of redundancy management and exiting non-performers.

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Business Recovery, Restructuring and Insolvency

When business performance is a major problem, we can quickly assess where the business really stands, what immediate and longer term recovery actions should occur and if recovery is not possible, recommend actions that may reduce exposure to non business assets.

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Valuations

There are many reasons why you may need to obtain a valuation for your business. It might be as simple as getting an idea of its worth so you can plan for the future, or specific events such as selling or merging your business with a third party, or perhaps introducing third party shareholders or staff equity schemes.

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CFO Outsourcing / Virtual CFO

Perhaps you have a temporary need for a CFO whilst recruiting or a specific business need demands the skills of a CFO, we have resources with real life CFO experience that can step in and assist.

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succession planning

Succession planning

For family owned business, one of the biggest challenges is properly preparing for and managing the transition from one generation to the next.

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Retirement Planning

Ensuring you have a sound financial plan in place for your retirement will mean that all of your hard work throughout your lifetime will put you in a strong position in your retirement.

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Superannuation and Self-Managed Funds

Superannuation in Australia is a huge industry with many benefits however you need to be aware of all of the rules and legislation that governs the establishment and ongoing management of superannuation funds and SMSFs in order to make it effective for you.

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Estate planning

Estate Planning

It is essential that every person has a clear Estate Plan to direct decisions on their financial position in the event of their passing. It is also essential that careful planning goes into the way this is done to ensure it is tax effective and efficient.

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Family Office Administration and Advice

The establishment of Family Offices allows families to manage their affairs as a collective unit and with this comes the need for careful advice and planning on how to best manage the income and capital that is generated by the family structure.

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research and development

Research and Development (R&D) Tax Incentive

The R & D Tax Incentive is the Australian Government’s principal measure to encourage industry investment in research and development and offers Australian companies up to a 45% refundable tax offset for eligible research & development expenditure.

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Export Market

Export Market Development Grant

Are you an exporter of Australian goods or services? If so, you may be eligible for an Export Market Development Grant. Our specialists can assist you in all aspects of your application.

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philanthropy

Philanthropy

Increasingly individuals and businesses are thinking about how to give back to society and causes dear to them and to assist in this, we provide advice around how best to approach and structure philanthropy.

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