Plant & Associates Pty Ltd

ntant and Registered Tax Agent, Sharon has dealt with all types of businesses, across a vast range of industries including: Building & Construction, Franchises, Property Development, Investors, Medical, Police, Child Care Centres, Wholesale, Retail and Manufacturing. About Plant and Associates

Plant and Associates are a QLD based accounting firm offering accounting, tax and business advice to individuals, business and self-managed superannuation fund (SMSF) clients. Dealing with tax compliance, business growth and tax minimisation, Plant and Associates provide peace of mind and take all the stress out of dealing with the ATO. Established in 2008, Plant and Associates have a strong focus on educating their clients, providing one point of call to access everything they need to make informed decisions about their wealth creation, asset protection, financial needs and goals. Services include:
Taxation and Accounting
• Individual
• Partnerships
• Companies
• Trusts
• Self Managed Super Funds
• GST advice
• BAS preparation
• Book-keeping services
Wealth Creation/Tax Minimisation
• Negative Gearing
• Tax advice on Property Investments
• DIY Super
• Buying/Selling Businesses
• Asset Protection
• Structures
• Cash flow forecast and Budgeting
• Investment Strategies
ASIC Compliance
• Company Statements
• Changes to Company Details

Point of Difference

Fixed Pricing
Plant and Associates offer fixed fee “menu style pricing” so that clients know exactly what they are up for, no nasty surprises. As there is no hourly fee, clients also get to contact Plant and Associates with small general queries at no charge. No time limits on when work is completed

Business clients are not forced to wait until March to have their work looked at. At Plant and Associates the work is completed when clients send it in. They also have a very strong focus on business clients being up to date with tax compliance by November so they can review the previous year trading, assess the current period trading and work out solutions to improve the current year before the year is up. Expert information and efficient service

Up with the ever changing law, the team at Plant and Associates ensures clients are operating under the best structure to suit their needs and looking for ways to save their clients tax. They also operate as a paperless office with the technology to allow them to work efficiently, from anywhere, servicing clients anywhere. Proven Value

Plant and Associates have a proven track record of saving their clients considerable amounts of money. A client with multiple franchises all held in various different entities came to Plant and Associates frustrated with his previous accountant as they were still waiting for the tax returns from two years prior. As the previous accountants were working on tax compliance from so far back they were not offering tax planning. This client's first year returns with Plant and Associates were not
only completed in July when he brought in his work, he was also given valuable tax planning assistance that stopped him from having to pay FBT and Payroll tax, in addition he saved over $60,000 in taxes across the group of entities.

2. A Sole Trader earning over $200,000 was converted over to a company structure reducing his tax rate from 38.5 % to 30% saving him over $15,000.

3. Another client, approaching retirement was about to purchase the commercial premises his business traded in. Plant and Associates set him up with a SMSF, assisted with the purchase of the commercial premises in the SMSF and then a few years later avoided Capital Gains Tax (CGT) when the business was sold through a strategy involving superannuation contributions. Then when the client started a pension, the property was sold within the SMSF with no CGT. Why Choose Plant and Associates

Many business owners go into business because they are good at something, though often they neglect to budget, prepare cashflows, look after debtor collection or simply to prepare the books. They get further and further behind and by the time they look for assistance, they are usually already in a very bad financial situation. Plant and Associates ensures businesses never get to that stage. Allowing you to focus on what you do best, Plant and Associates provides you with accurate, up-to-the-moment financial advice and information so you can make well informed decisions about your business and its future. Going one step further the team at Plant and Associates, provide a one-on-one consultation to ensure clients who still wish to handle their financials and not fully outsource, know how to read financials and prepare cashflows and budgets to ensure they are fully informed and equipped to manage their business effectively. Who Sharon Is Looking For

Sharon is looking for small to medium enterprises who have self-managed superannuation, need assistance with tax compliance or want to be able to contact an Accountant to ask basic questions without the fear of an horrendous bill. Special Offer

Sharon is offering a free hour consultation as an opportunity to ask accountant based questions and see how they can assist you. The consultation can also be used to review your structure, business plan, budgets and cashflows and provide advice on how to minimise your tax. People Sharon Would Like to Connect With

Sharon is looking to connect with bookkeepers who need an account to run queries by or whose clients are not being looked after by an accountant. She is also looking for financial advisors and planners, insurance providers, bankers and other business owners and individuals who need an accountant who will answer queries and look after them. Contacts in Sharon’s Network
• Lawyers
• Financial Advisors
• Insurance Brokers
• Bookkeepers
• Business Coaches
• Bankers
• Mortgage and Finance Brokers
• Insolvency Experts