Hall Chadwick QLD has over 40 years of experience in providing advice to businesses in the financial services and investment sector. Our team of professionals combine their years of experience and knowledge with ongoing professional development to ensure we stay at the forefront of the ever-changing financial services environment.
Our primary client base is SME businesses, with our team experienced in providing tailored advice and solutions for the following types of clients:
- Financial Planners
- Term Deposit Brokers
- Corporate Bond Brokers and Consultants
- Finance Brokers – Plant & Equipment, Commercial and Residential
- Stock Brokers
- Fixed Income Specialists
- Multi-Disciplinary Property Services
Taxation
We offer advice in many areas of taxation, by way of example some of these include:
- Detailed specialist knowledge of industry specific issues including capital write off provisions, small business tax concessions, Fringe Benefits Tax, research and development tax concessions, and small business capital gains tax concessions
- Detailed taxation planning process conducted prior to year end to optimise the tax position of a business
Accounting
- Provision of accounting services to all types of structures
- Ability to preparation of statutory accounts, as required by ASIC
- Understanding of financial terminology for investment and finance markets
- Audit of entities with a financial services licence
Due Diligence and Valuation
- Our consulting division has prepared multiple due diligence reports in respect of acquisitions of businesses
- They have also acted as experts in litigation with respect to economic loss statements for investments
Estate and Succession Planning
Due to the firms long association with business clients, we have been involved in the succession planning of a large number of clients as their business and assets are passed from one generation to the next. We have advised a large number of clients on estate planning, including:
- Tax effective methods of transferring wealth from one generation to the next including use of trust structures
- Interaction between estates and superannuation
- A recent successful estate plan involved the reorganisation of a family business worth in excess of $50m, and included multiple families across 3 generations and multiple properties and business structures
Corporate Advisory
- Cash flow modelling and management
- Conducting reviews on how you can increase the value of your business
- Reviewing business performance and searching for ways to enhance business performance
- Minimising financial risk
- Preparing cash flow budgets and 3 way forecast models
- Managing daily cash flow requirements
- For a number of business clients our Directors act in an outsourced CFO role and sit on the board
Superannuation and SMSF
A Self-Managed Super Fund (SMSF) allows you to take control of your own superannuation and manage your investments. Our SMSF specialists combine high quality technical advice with diversity of experience in the SMSF environment. Our SMSF services include:
- Establishing and winding-up SMSFs with the most appropriate structure for you
- Preparation of year-end financial reporting and income tax return
- Attending to the issuing of an annual audit report
- Assistance with rollovers to SMSF
- Contribution strategies
- Pension strategies
- Guidance on the requirement for an investment strategy
- SMSF borrowing trust arrangements
- Considering SMSF as a broader part of your estate planning and succession arrangements
