At Tony Tilenni & Associates we are committed to providing the highest level of services, which will add value to the total range of clients from businesses to private individuals.
Our services include:
- Taxation
- Compliance
- Planning and advice
- Business accounting
- Business documentation
- Company formation
- Goods and Services Tax (GST) Services
- Starting up, buying or selling a business
- Succession Planning
- Pro-active support for ‘do it yourself’accounts
- Financial planning including superannuation *
- Free client financial health checks
- Our wealth advice centre *
- Property Services *
Taxation
Looking after our clients tax affairs is fundamental to the overall service we provide.
We offer:
- Tax Minimisation planning;
- Preparation of Taxation Returns for individuals, partnerships, trusts, companies and superannuation funds;
- Expert advice on all aspects of income tax, capital gains including deductibility of expenses, capital gains issues, superannuation and fringe benefits;
- Advice on the most suitable business structure for your situation;
- Advice on negative gearing of property, shares and other investments; and
- Salary packaging.
Working out your tax return should be stress-free. Tony Tilenni & Associates can help you minimise your tax. Before you come in and see us at tax-time, download our tax return checklist
to ensure you bring everything we need to complete it quickly and easily for you ! The checklist will also guide you through the tax documentation process.
Business Documentation
We can help you in many business documentation matters including:
- Advising on and setting up your record keeping systems;
- Completing and lodging all necessary taxation and employment registrations;
- Ensuring all your compliance obligations are up to date for the :
- Australian Taxation Office
- Australian Securities and Investment Commission
- State Revenue Office
- Insurance and Superannuation Commission
Business Accounting
Accountancy services are the centre of our practice. We prepare accounts for a wide range of clients including sole proprietors, partnerships, companies, trusts and self-managed super funds.
Each set of accounts is viewed as an opportunity to discuss with clients the recent performance and prospects for their business, so we can give constructive advice in all aspects of taxation and business development.
We offer:
- Strategic business planning to keep your business ahead of the field;
- Ideas to grow your business and generate more profits;
- Preparation of financial portfolios to help you easily see how your business is going;
- Assistance with business plans and valuations;
- Assistance with budgeting and cash flow planning;
- Regular reporting and financial accounts;
- Advice on accounting computer software packages;
- Protection for both you and your business through life, income protection, and trauma insurance;
- Preparation of financial applications and review of financing arrangements; and
- Assistance with establishment and administration of ' Do it yourself' Superannuation funds.
Company Formation
We provide company formation and secretarial services including:
- Setting up a Company structure and advice;
- Preparation and filing of annual returns;
- Maintenance of statutory registers;
- Registered office facility;
- Company searches;
- Comprehensive ASIC form completion and lodgement; and
- Minutes, share issues and company officer appointments.
Good & Services Tax Services
We offer bookkeeping and GST services:
- Advice regarding GST implications;
- Australian Business Number and GST applications;
- GST system design;
- Advice on GST compliance matters;
- Preparation and lodgement of Business Activity Statement;
- Assistance with Tax office enquiries and audits; and
- Software packages to enable efficient record keeping.
We offer advice when starting up, buying or selling a business:
Starting up a business:
- Advice on how you should structure your business – sole trader, partnership, company, trust;
- Advice on systems – what software to use.
Buying a business:
- Taxation and general matters to consider when purchasing a business;
- Financial analysis of the business to be purchased;
- Advice on financing the business and sources of finance;
- Assistance with budgeting and cash flow planning; and
- Preparation of finance applications.
- The best way to present your business for sale;
- Advice on how to invest your sale proceeds to secure your financial future;
- How to minimise tax on your sale proceeds.
We offer succession planning services:
- Advice on Buy/Sell agreements;
- Adequate insurance to cover key employees; and
- Looking at alternatives when a partner dies.
Some clients prefer to do their preliminary accounts. In this case we can:
- Advice on which accounting software best suits your needs;
- Train you to use your accounting software;
- Provide ongoing advice & training for you and your team for your accounting needs;
- Review your monthly accounts to ensure they comply with tax legislation.
Financial Planning
"He who is not courageous enough to take risks will accomplish nothing in life" – Muhammed Ali
Tony Tilenni & Associates is well qualified to make a wealth of difference to your financial plan and future.
After an in-depth assessment of your current financial situation, your future goals and objectives and your attitude towards risk, you will be provided with the necessary strategic options for achieving your financial goals.
We will prepare a financial plan tailored to meet your specific goals, within your preferred time-frame and acceptance to risk. The plan will address factors that may affect your investment decisions, such as growing and safeguarding your income, assets and family whilst providing the necessary flexibility to allow for changes in your circumstances.
We encourage you when considering the plan and recommendations to revisit and consolidate your personal priorities. From experience of working with a diverse range of clients, Tony Tilenni & Associates have identified that ultimately the priorities guiding decision – making for wealth creation are:
- Family
- Health
- Lifestyle
Implementing a plan is only the first step to achieving your financial success. It is important to periodically review your progress to ensure that the plan remains on track in delivering your stated goals and objectives, especially over time when circumstantial changes in your life may affect your goals. Proactively reviewing and advising on changes to your financial plan is an integral part of our service to you. We call this Total Financial Care.
With our Financial Planning Services we offer:
- Investment advice
- Wealth Creation using gearing and savings plans
- Retirement Planning
- Superannuation
- Pensions/Allocated pensions
- Succession planning
- Personal and Business insurance
- Margin loans
- Vehicle & equipment leasing & hire purchase
- On-Line Stock-Broking services
- For our online clients
My Net Wealth provides you with the opportunity to view your consolidated net wealth position and investment portfolio online. This will help you make smarter investment decisions because you can see the big picture on your portfolio 24 hours, 7 days a week. We will also have regular face-to-face meetings to review the progress of your financial plans.
World of Wealth is also available to clients who are yet to establish their own wealth portfolio. This service can provide all online clients with access to detailed research and advice on of various aspects of investing.
Contact us today for an obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but it will help you decide whether the services by Tony Tilenni and Associates, are right for your needs. Please note, this free consultation does not include tax and accounting services.
"Success is a journey, not a destination" - Unknown
Free Client Financial Health ChecksFor your opportunity for a free health check click here. Our Wealth Advice Centre
If you would like to see our wealth advice centre click here.
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*Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.
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