Company Secretary
Specialist Services
Estate Planning
Information Technology
Rental Property
Succession Planning
Superannuation
Self-managed Superannuation Funds
Trusts
Company Secretary
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 YC Partners Pty Ltd we can relieve this burden for you. Our services include:
- 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.
Estate Planning
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 YC Partners Pty Ltd 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
Information Technology
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 YC Partners Pty Ltd 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.
Rental Property
At YC Partners Pty Ltd 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
- 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!
Succession Planning
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!
Superannuation
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 YC Partners Pty Ltd are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goal.
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
Self-managed Superannuation Funds
There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:
- Obtain a trust deed
- Appoint trustees
- Sign a trustee declaration (NAT 71089)
- Elect to become a regulated fund
- Obtain a tax file number (TFN)
- Obtain an Australian business number (ABN)
At YC Partners Pty Ltd we provide the professional advice you need to set up your own fund and greatly simplify the process for you.
Trusts
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!