Private Advisory Services
Need business advisory regarding tax and accounting for your small business? Speak to a Cordner Advisory small business accountants today. Contact us here.
Our business is dedicated to help protecting and growing your assets. Cordner Advisory prides itself on delivering the very best asset protection, taxation, SMSF, estate planning and succession solutions
We are focussed on securing and growing assets. When is the appropriate time to start the planning process?
The answer is simple – now!
Before you have a structuring problem. Before you have a tax problem. Before you have a retirement affordability problem. Before you have a health problem. Before...
Structuring is a key element for wealth creation, tax planning and asset protection. Cordner Advisory help you grow and protect your wealth by structuring your affairs in a practical and tailored manner.
Switching assets from one structure to another can be onerous and costly, therefore ensuring the asset in the right structure at the outset is of critical importance. This includes your family home and other personal assets, your business assets, intellectual property, investment assets, your business itself and so on. Self-Managed Superannuation Funds are an important vehicle to grow your wealth in a tax effective way - strategy and compliance of SMSFs is vital to the overall of success of your SMSF and we work closely with you to achieve the best outcomes for your SMSF. In order to minimise your tax we recommend structures that you can put in place that are the most tax effective for your individual tailored circumstances, why pay more tax than what is legislated?
Trusted small business accountants on the Gold Coast: Your partners for taxation, asset protection, SMSF, estate planning, and succession solutions
At Cordner Advisory, we are not just small business accountants; we are your partners in securing and enhancing your wealth. Our commitment is to protect and grow your assets through comprehensive and tailored asset protection, taxation, Self-Managed Superannuation Funds (SMSFs), estate planning, and succession solutions. We understand that the journey of wealth management and protection begins now, not later.
Timing is everything in financial planning. By engaging with Cordner Advisory, means you're not just getting small business accountants; you're accessing a team proficient in private advisory services. We preemptively address potential structuring, tax, retirement, and health-related financial challenges. Our proactive approach ensures that you are always one step ahead in your wealth management journey.
Need business advisory regarding tax and accounting for your small business? Speak to a Cordner Advisory small business accountants today. Contact us here.
-
Structuring is not just a service; it's a necessity for effective wealth creation, tax planning, and asset protection. Switching assets from one structure to another can be onerous and costly, therefore ensuring the asset in the right structure at the outset is of critical importance.
As your small business accountanting firm, Cordner Advisory tailors structuring solutions to fit your unique needs, ensuring that your wealth grows and remains protected. Whether it's your family home, business assets, intellectual property, or investments, we ensure they are in the right structure from the outset to avoid future financial burdens.
-
SMSFs are a formidable tool in wealth growth and tax efficiency. At Cordner Advisory, we excel in SMSF strategy and compliance, working closely with you to optimise your fund's performance. Our expertise in private advisory services plays a pivotal role in achieving successful outcomes for your SMSF.
-
Why pay more tax than necessary? Our tax structuring advice is tailored to your individual circumstances, ensuring that you benefit from the most tax-effective solutions. We don't just comply with legislation; we leverage it to your advantage.
-
At Cordner Advisory, we specialise in comprehensive estate planning, ensuring your legacy is managed and protected. As experienced small business accountants, we tailor strategies to safeguard your assets and minimise tax implications. Collaborate with us to secure your estate and provide peace of mind for your future.
-
Choose Cordner Advisory, the small business accounting firm that goes beyond accounting. We focus on securing and growing your assets. Start your journey towards effective wealth management and protection today. Contact us to find out how we can help you achieve your financial goals.
What we offer
When engaging with Cordner Advisory's Private Advisory Services, where we are not just small business accountants, you can expect a multifaceted approach to securing and growing your wealth. We offer comprehensive succession and estate planning to ensure your assets are seamlessly transferred to your chosen beneficiaries. Our process involves a thorough review of all your financial structures, including business, investments, superannuation, insurances, and legal documents like Wills and Powers of Attorney. We prioritise integrated and independent solutions, achieved through close collaboration with your network of trusted advisors, including bankers, financial planners, lawyers, and brokers, via our Family Office Services.
Our services extend to meticulous compliance and taxation management, ensuring that all your obligations with the ATO and ASIC are met with precision. We also provide extensive financial reporting support, encompassing budgets, cash flow analyses, and profit and loss reports. Administrative support services are a key part of our offering, including mail service, bill approval, payments, and managing important correspondence. Furthermore, we understand the importance of insurance, smart investment decisions, and the effective use of SMSFs as essential elements in wealth security and growth. With Cordner Advisory's Private Advisory Services, you gain a partner committed to the holistic management and enhancement of your financial well-being.
Who heads up this service
-
Jason Cordner
-
Jarrad Young
Private Advisory Services FAQs
-
A trust is a legal entity where a trustee manages assets for beneficiaries. Compared to companies, trusts offer better asset protection and flexible income distribution, potentially leading to favorable tax outcomes. Cordner Advisory, based in Broadbeach, Gold Coast, can guide you in choosing the right setup based on your business needs and compliance requirements.
Book your complimentary consultation with our small business accountants today.
-
The decision to establish a trust should come when the benefits of asset protection and potential tax advantages outweigh the costs of setup and management. It's individual to each business scenario. Cordner Advisory in Broadbeach, Gold Coast, can provide expert guidance to help you assess the right time to set up a trust for your small business based on your business's financial landscape.
Book your complimentary consultation with our small business accountants today -
If you've lost your trust deed, options include searching for a copy of the original with help from your solicitor or accountant, finding an equivalent version from financial institutions involved, having a solicitor prepare a deed of confirmation, or applying to court to reconstruct the deed or administer the trust as per state legislation.
Book your complimentary consultation with our small business accountants today.
-
Absolutely, Cordner Advisory offers tailored CFO services to meet the specific financial management needs of your business. Our experienced team in Broadbeach, Gold Coast, provides insightful financial guidance, budgeting, forecasting, and strategic financial planning. Whether you are a small business or a growing enterprise, our CFO services are designed to steer your business towards financial stability and growth. By partnering with Cordner Advisory, you gain access to expert financial oversight that can propel your business to new heights while ensuring compliance with financial regulations.
Book your complimentary consultation with our small business accountants today.
Other Cordner Advisory Services
Related News
