We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We’ve also developed our traditional auditing and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results.

Listed below are the services we offer. This list is by no means exhaustive, and our team of friendly staff are more than happy to talk about any services not listed here that you might require.

Tax and Audit

At Infinity Financial we offer a full range of taxation services. Our taxation consulting division is nationally recognised and we offer advice based on proven knowledge and experience. Our proactive approach ensures we deliver consistent service and build solid relationships that stand the test of time.

Taxation can be a major cost to your business. We will work with you to minimise your tax and help you achieve your key objectives. We provide a complete service of assistance and advice in each of these areas:

  • Preparing activity statements and advice on tax payments
  • GST/FBT obligations
  • Advice on, and implementation of, tax effective trust structures for asset protection and tax minimisation
  • Managing any ATO audits or disputes

The GST system is a complex and confusing one. Consequently Infinity Financial ensures our team remains up to date with any changes, enabling us to offer you accurate advice.

Every transaction now has an associated GST issue. We are experienced in these issues and can offer expert advice on the GST implications for your business. The GST-related services we offer include, but are not limited to:

  • Advice on registering for GST
  • Filing and adjusting GST returns
  • ATO audit assistance

At Infinity Financial we view audits not as an overhead or necessary evil, but as a great opportunity to review your business.

We provide an extensive range of Audit and Assurance services to suit your needs. With over 20 years experience, you can be assured that we will meet all of your requirements. Some of the functions we perform are listed as the following:

  • Self Managed Superannuation Fund (SMSF) Audits
  • Private Company Audits
  • Forensic Accounting or Investigation
  • Aboriginal Corporation Audits
  • Trust Account Audit (Real Estate) Audits
  • Not-for-Profit Organisation Audits and Private Ancillary Fund Audits
  • Non-listed Public Company Audits
  • Australian Financial Services Licence Audits
  • ASIC Compliance Advice
  • Independence Accounting Reports
  • Internal Control Reporting
  • Management Information Systems Reporting
  • Due Diligence Reports

Business Services

Have you ever wondered how your business performs compared to your competitors? What is their average bottom line? Are you spending enough on advertising? Are you paying too much rent? Are your staff costs too high? Surviving in today’s business climate requires you to spend more time working on your business than in it. We can provide you with accurate, timely, informative benchmarking reports that enable you to:

  • See how your business compares to your competitors
  • Understand more about how the rest of your industry works
  • Analyse the key performance indicators in your industry

Equipped with this information, we’ll work with you to develop action strategies that improve your bottom line.

Modern business requires up-to-date, accurate financial information. We can relieve you and your staff of the enormous burden of all your bookkeeping and accounting needs, including preparation of your annual accounts and periodic management accounts for tax, business appraisal, and planning purposes.

We will discuss your requirements with you and provide information relevant to your particular situation, as well as constructive advice, on a regular basis.

A good budget is a necessity in a good business plan. It is one of the best business tools you can have, enabling you to set financial targets and measure your performance.

In addition to goal-setting value, budgets will often improve your chances of acquiring funding. Financiers often require budgets as a prerequisite for funding approval.

The techniques we utilise to form financial projections enable you to consider future scenarios and provide you with goals to strive for in your business. There are many types of budgets. We can help you design the right budget for your requirements.

Let us show you how a budget can provide feedback that helps you prepare for the future of your business!

If you have a good idea for a new business venture but don’t have expertise in the legal or financial aspects of creating a new business, we can help you:

  • Decide on the most suitable structure for your business — Sole trader, partnership, or limited company
  • Prepare a business plan, cash flow projections, budgets, and trading forecasts
  • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
  • Establish a good working relationship with your bank
  • Register for an Australian Business Number with the ATO
  • Complete registration procedures with the Australian Securities and Investments Commission
  • Deal with company secretarial issues
  • Set up a recording system for your internal use and for complying with statutory requirements

Let us help you turn your business idea into a reality!

Are you holding too much inventory? Is this the right time to expand your business? Are you going to have enough cash to pay all your expenses every month? Surviving in today’s business climate requires you to spend more time working on your business than in it.

We can provide you with accurate, timely, informative cash flow forecasting reports that enable you to:

  • Realise and understand when cash is available
  • Plan and prepare for expansion, stock control, and taxes
  • Analyse and anticipate key expenses

Equipped with this information, we’ll work with you to develop action strategies that improve your bottom line.

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don’t take unnecessary risks with your future! Allow the professionals at Infinity Financial to guide you towards achieving your financial goals.

A wide range of financing options exist each with their pros and cons. At Infinity Financial we know the financial market and have the experience to assist you in securing the best financing option for your personal and business goals. Our experience in the market means we can also structure debt upon acquisition to maximise tax advantages.

Let our experienced team explore the best financing options with you to get your business closer to its goals!

Our aim is to ensure your business achieves the potential it is capable of. We have the know-how and experience to offer advice that helps you run your business more effectively.

We are practiced in acting as a sounding board for management, bringing years of experience in business growth to the relationship. We can identify key performance indicators in your business, through which you will see positive changes occurring with the help of our professional consultants.

We check that your business is as competitive, focused, and profitable as it can be, then offer flexible strategies, designed to address the issues affecting your business.

Let us give your business a health check! Take the practical advice we can provide to ensure the ongoing success of your venture.

Here at Infinity Financial we understand that day-to-day office duties are not everyone’s cup of tea and are happy to help out with some or all of the following services:

  • Processing wages
  • Paying creditors and processing payments
  • Collecting and banking debts
  • Various secretarial tasks

Administering your payroll can be time-consuming and divert you from your core business activities. Added to this, payroll and employment legislation are growing increasingly complex.

We can relieve you of this burden by providing a comprehensive, confidential payroll service that includes:

  • Customised payslips
  • Administration of PAYG, statutory sick pay, and annual leave
  • ATO filing
  • Summaries and analyses of staff costs
  • Administration of incentive schemes, bonuses, and termination payments

Even if you only have a few employees, you will save by engaging us to administer your payroll.

The experts at Infinity Financial offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At Infinity Financial we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

Contact us today for specialist assistance with investments!

A multitude of risks exist in today’s business environment. At Infinity Financial we pride ourselves in our proven ability to accurately assess risk and protect you from vulnerabilities inherent in your enterprise. An effective risk management strategy improves the performance of your business, enables you to complete goals, and protects the value of your business.

Our risk assessment includes:

  • Assembling relevant information about your business and market
  • Identifying the major risks facing your organisation
  • Developing a risk strategy
  • Implementing the risk management procedures

A decent accounting system will help you keep track of your cash flow and make completing GST returns easy. Choosing the right system for your business can be difficult as there are over sixty different accounting packages available in Australia. At Infinity Financial we invest considerable resources in ongoing staff training to ensure we can recommend the best accounting software solution for your business.

Let us help you make the right choice of accounting software!

The pressures of daily business can often mean strategic planning takes a back seat, but to have a successful business it is vital to plan ahead. We’ll help you develop a strategic plan that examines where you want your business to be in the next 3-5 years and exactly how you and your team can achieve these aims and objectives.

Your strategic plan will:

  • Define the characteristics of your company in three to five years
  • Identify your competitors
  • Define your objectives and financial goals
  • Include an effective implementation strategy to achieve your goals

Specialist Services

There are several scenarios where you might wish to attain a business enterprise. Whatever the situation, Infinity Financial can remove the stress from the process and maximise the opportunity for you.

Whether you are considering buying a business or merging with another business, we have the experience and expertise you require. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions, and find the required answers.

The services we provide cover every stage of the process — From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:

  • A review of your goals and objectives
  • Due diligence services
  • Preparation of financial forecasts
  • Advice on the potential pitfalls and rewards involved in a merger
  • Assistance with purchase negotiations
  • Advice on financing
  • Assistance with preparing a business plan

Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let Infinity Financial show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be!

Charitable trusts are set up to hold money or assets and carry out activities for the benefit of the community. Five main types of charitable trusts exist in Australia:

  • Australian charitable trust
  • General charitable trust
  • Prescribed charitable trust
  • Deductible gift recipient
  • Prescribed private fund

Each type of charitable trust brings with it different requirements and benefits. At Infinity Financial we know the practicalities of the charitable trusts and so are able to assist you by:

  • Preparing the trust deed
  • Applying to the ATO for an ABN
  • Organising tax exemptions where applicable

Most importantly, our experience enables us to ensure your trust is used to effectively reach your charitable goals.

Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Infinity Financial we can relieve this burden for you. Our services include:

  • General advice on company law
  • Company formations
  • Filing annual returns on your behalf
  • Preparing all documentation related to minutes and resolutions
  • Maintaining statutory books
  • Assistance with changes of directors, shareholders, addresses, and office details
  • Bonus issues
  • Share transfers
  • Registered office facility

Please contact us for further information on how we can help you get back to running your business.

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Infinity Financial we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets — Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At Infinity Financial we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, accurate advice.

Our services include:

  • Farm budgeting and cash flows
  • Farm sales and purchases
  • Ownership structures
  • Preparation of financial statements
  • Taxation
  • Seasonal planning
  • Succession planning

Forensic accounting is the use of accounting techniques to assess the financial implications of legal disputes. In a dispute over money it is imperative to obtain accurate, timely advice.

At Infinity Financial we offer assistance in legal disputes to swiftly make those headaches over money disappear. Often with our intervention the dispute can be settled without a court case. However, in the event that a court case is required, we can provide the information and documentation required for your case, and act as an expert witness in court.

All our specialists possess a sound understanding of legal concepts and procedures and have years of relevant experience. They are ready and able to guide you through the treacherous territory of the legal industry!

Your most valuable asset is your staff. In recognition of this, and in line with our aim to help you make the most of your business, we provide an HR consulting service. By providing you with the best HR team, we guide you into getting the best out of your team.

We can assist in the following key areas:

  • Employment Relations:
    • Advice on employment agreements, employment legislation, and employee policies and procedures
  • Health and Safety:
    • Assistance with implementing systems to ensure compliance with legislation
    • Training on health and safety
  • Recruitment and Selection:
    • Assistance with advertising for employees
    • Shortlisting and interviewing
    • Reference checking
    • Psychometric testing
  • Remuneration:
    • Support in administering the payroll
    • Advice on remuneration levels
    • Guidance with incentive and bonus schemes
  • Performance Management:
    • Assistance in identifying performance measurement criteria
    • Training on carrying out performance appraisals
    • Guidance for managers in dealing with non-performance problems
  • Strategic HR:
    • Aligning HR strategies with business objectives to ensure the development of a team drives the improvement of business performance
  • Team Building:
    • Implementing personality tests to aid resolution of communication problems
    • Team building workshops
  • Change Management:
    • Implementing plans to achieve change in the workplace
    • Training managers to guide their team throughout the transition phase
    • Counselling, interview coaching, and other outplacement services

We live in a computerised age where technology enables us to enhance a wide variety of business processes. Using software and hardware effectively can provide enormous benefit to your business.

Here at Infinity Financial we have embraced computerised systems, ensuring our experienced, trained professionals can:

  • Discuss the best system to further your business
  • Install and configure software to suit your purposes
  • Recommend processes to make your computer system more secure
  • Suggest accounting software applications suitable for your business
  • Train clients to be self-sufficient users of a range of software applications
  • Offer advice on electronic banking

Whether you are thinking about obtaining new computer hardware or looking at completely changing your business systems, our team is willing and able to assist you.

The key to avoiding insolvency is to seek professional help as soon as the first signs of difficulty appear. The experienced professionals at Infinity Financial can assist in identifying problem areas and suggest solutions to improve the position of the company. Timely, expert advice could save your business from liquidation or receivership.

Receivership entails someone being appointed to raise funds within the company to repay a financier. Liquidation becomes necessary when so many of the company assets are sold that it cannot continue its daily business. A liquidator disposes of all the company assets, repays the creditors, and the company ceases to exist.

In the event that liquidation or receivership is necessary, Infinity Financial has the required experience and skills to assist. If your business is struggling under financial and operational difficulties, proactive and insightful action is vital to avoid, or at least minimise, the ramifications. Contact us today for an appointment and expert advice to assist with your situation.

Infinity Financial is knowledgeable on the industry-specific orchard regulations and has the accounting expertise to provide you with the basis for an efficiently-run business.

We not only assist with completing the accounting requirements for your orchard, but provide expert advice to ensure your business increases profits and makes fully-informed financial decisions.

At Infinity Financial we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Advice on purchasing a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

  • Revenue returns
  • Financial position
  • Potential growth

Contact us today for more information on how we can assist you in the business of rental properties!

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At Infinity Financial we take the unwanted burden from you.

The services we provide for preparing to sell a business include:

  • Obtaining comparative results
  • Establishing a realistic sale price
  • Taking the business to the market
  • Negotiating with potential purchasers
  • Drafting a contract

Our friendly, professional team will help you obtain a maximum return for your business.

To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.

Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at Infinity Financial are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

  • Establishing self-managed superannuation funds
  • Completing information for the Insurance and Superannuation Commissions
  • Superannuation audits
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.

We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.

Choose Infinity Financial for a professional, accurate valuation service!

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