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Safe, experienced hands for your business, yourself and your family.
Empowering you is our mission; we utilise our strengths so you can focus on yours.
Everything we do is to help our clients make informed decisions. Our wealth of knowledge, our adaptability and our thirst for learning are key attributes of the Patison team across our illustrious 70 year history.
Business owners face a new challenge every day – as advisors, it’s our job to help you navigate them. Whether it be operational, cash flow based or technological, we analyse the problem and potential risks involved and assist you in reaching a solution.
The never ending changes to the Australian tax laws and regulations make managing tax and compliance a particularly time consuming activity in any business – and often means outsourcing this service is a no brainer.
Bookkeeping sets the tone of how accurate the financials and tax returns will be and gives greater insight to the business owners. Having accurate numbers leads to being able to analyse the business in multiple ways, enabling decisions based on precise reporting.
Taking control of your superannuation can be an important step in your wealth creation strategy. With an important decision comes the need for specialised help – think of tax concessions, flexibility and generational planning.
Succession planning is about us understanding what your longer term financial goals are so that we can help you reach them; providing greater control over your assets and ensuring wealth transfer happens in the way you intend it to.
Mortgage broking and financial planning are two essential facets to your wealth creation and management. These services go hand in hand with ours and the benefit of working with our partners means you have a team surrounding you that are cohesive and completely across your current situation and future goals.
Having been in business for so long means that our wealth of knowledge and thirst for continued learning is an invaluable asset to your own business. Excellence in our areas of expertise is something we are absolutely committed to.
It’s not just about the numbers or the here and now – we approach each client with a view to support them and their financial goals well into the future. Collaboration with both our clients and internally with each other is key to our supportive and empowering environment.
Our long term relationships – often spanning generations – are a testament to how closely we work with our clients. Internally, we are a tight-knit team with an impressive retention rate. We truly care for our team, our clients and our community.
Division 7A of the Income Tax Assessment Act is a critical aspect of Australian tax law, targeting private companies that provide financial benefits to shareholders or their associates. If these transactions are not properly managed, they can be deemed unfranked dividends, leading to unexpected tax liabilities.
Professional development is integral to most, if not all, workplaces and many of our clients have programs in place that mean team members can access additional training courses throughout the year. It means upskilling the workforce which can only mean good things for the economy! The ATO is rewarding such leadership with a new Skills and Training Boost. Read on to learn what it is, and if you’re eligible.
Whilst working from home for the self-employed has been commonplace for years, the number of employees working from home has boomed over the last couple of years for a reason we’re all well aware of: covid. For many, this change will remain permanent – whether it’s for the full five days, or on a part time basis with flexible working arrangements now a mainstay of Australian employment.
Cryptocurrency has fast become a popular investment and payment method in Australia however all too often the decision to purchase doesn’t come hand in hand with the necessary tax knowledge. Here’s everything you need to know about cryptocurrency.
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