Succession Planning
Securing the future of your business requires careful consideration of succession planning. At Waugh Miller Macqueen, we offer comprehensive succession planning services designed to facilitate smooth transitions and preserve your business legacy.
Our experienced team understands the nuances of passing the torch, whether to family members or a chosen successor. We work closely with you to develop tailored strategies that align with your goals and values, ensuring a seamless transfer of leadership.
From identifying potential successors to structuring ownership transitions, our succession planning services encompass legal, financial, and operational aspects. We help you navigate complexities and minimize disruptions, ensuring your business continues to thrive for generations to come.
Waugh Miller Macqueen values the importance of a well-orchestrated succession plan. Our expertise enables you to navigate this significant milestone with confidence, ensuring that your business’s legacy remains intact while embracing new leadership. Let us guide you through the intricacies of succession planning, securing your business’s future and safeguarding your hard-earned achievements.
- Preparation of Financial Statements & Tax Returns
- Tax Estimates, Advice & Planning
- Preparation of Business Activity Statements
- Structure Advice
- Primary Production Averaging Analysis
- Cashflow Management and Transaction Advice
- Liaising with Consultants, Banks, Brokers, Lawyers, etc
- Preparation of Financial Statements & Tax Returns
- Tax Estimates, Advice & Planning
- Preparation of Business Activity Statements and Taxable Payment Annual Report
- Structure Advice
- Cashflow Management and Transaction Advice
- Liaising with Consultants, Banks, Brokers, Lawyers, etc
- Structure Advice and Long Term Planning
- Land and Asset Transfers
- Analysis and Advice of Tax Consequences
- Cashflow Management and Transaction Advice
- Estate Planning and Instructions for Estate Lawyers.
- Processing of STP Compliant Payroll and Superannuation
- Annual Payroll Finalisation
- Payroll and Remuneration Advice
- Processing and Reconciliation of Financial Data.
- Full suite of ASIC Agent services
- Completion of Annual Compliance Review and Statements
- Preparation and Lodgement of ASIC Forms where applicable
- Preparation of Financial Statements & Annual Return
- Liaison with SMSF Auditor
- Compliance with ATO Regulation
- Processing of fund transactions and reporting of fund performance
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