We take an holistic view of your personal and business objectives and aspirations helping you design the future. Our team’s culture emphasises a relentless pursuit of excellence, with accuracy and professionalism all with a human touch.
How may we help you today?
As a Trustee of a Self Managed Superannuation Fund, your legal responsibilities are vast. Compliance issues pose a huge burden on Trustees and not managed correctly, could potentially risk the Fund’s assets to significant penalties.
We ensure the compliance headaches go away by supporting the fund by providing ongoing administration and reporting, including:
We do not provide Financial Planning services (nor provide advice on asset selections for your Fund). We believe a Tax Advisor’s role here is to “stress test” advice provided by Planners from a taxation perspective giving you confidence that you have the very best advice from both the product seller and the tax advisor.
We have relationships with many service professionals and would be happy to introduce you to any of our financial planner panel members should you need advice of this nature.
Our services represent a cost effective way to ensure your bookkeeping is outsourced to real accountants who get it right first time – every time.
Strategic Business Advice is all about understanding your growth potential and in particular the key drivers of your business to enable future growth. In particular:
From years of experience advising SME’s and professionals (as well as personal experience growing our own practice!!), we take the time to understand the activities in your business that can be changed now to grow and improve your business in the future.
Our banking experience is substantial. We help you sort through the maze of what is banking in Australia, and importantly, become your “private advisor” when negotiating with financial providers – both current and future bankers. You can rest assured, we are your independent advisors... not brokers tied to banks and the commissions they pay.
Our Banking & Finance services assist clients through:
We make the compliance and directors’ responsibilities go away by:
In order to provide an all encompassing financial, legal and wealth creation offering to our clients, NCS has a network of relationships with some of the most highly skilled and acknowledged professionals in their field.
These networks are in areas where we are either not qualified to advise, or choose not to advise to ensure we maintain credibility and professionalism in providing services to our clients.
We constantly refer clients to our panel (at least 2 or 3 in each area most suited to our client) of leading professionals in their field involving:
Additionally, at NCS we too are in the business of growing our practice, so we are well placed (by experience!) to refer clients to other businesses which we have dealt with and are happy to recommend in fields such as:
We also encourage our clients to network amongst each other in order that they can deal with trusted product and service providers, as well as improve their ability to do business outside their usual networks.
To facilitate this, and provide some value add to our clients, we are pleased to showcase on our web site, any of our clients who are happy to have this sort of exposure for their business.
We wish to emphasise, referrals of clients of NCS to our professional partners are not subject to financial commissions or other "rewards" for the referred business. We use these networks because we know and trust the provider and are assured they will do the very best work for our client. In most cases, our professional relationship has been in place for many years.
Additionally, and most importantly to us, we can then act independently on behalf of our client knowing that any potential areas of conflict are being separately and professionally dealt with for the overall benefit of the client.
Succession planning is not only the concern of business owners looking to sell their business, it applies to businesses with key personnel crucial to the ongoing viability of that business.
Accordingly, each business needs a plan to cover off the risk of loss of key employees as well as the future sale of the business internally or to external markets.
We assist decision making around numerous issues, in particular:
With over 30 years’ experience in assisting large and small business growth, we are well placed to act as a trusted mentor (or “sounding board”) to company directors and executives.
This is of particular importance to family businesses where crucial decisions are required notwithstanding potential conflict within the family group.
Our independence allows us to cut through the complexities involved in running family businesses.