As a business owner, your personal wealth fundamentally depends on your business success. Your business and your personal life are tied up in all sorts of ways. For example:
To live the lifestyle you want, your business needs to be making sustainable profits while not consuming every minute of your time. To enjoy a prosperous retirement, you need to have a plan in place either to hand over day-to-day management of the business, or to prepare it for sale.
You need to ensure your personal assets are quarantined from business risks.You need to plan around the possibility that you may suddenly become unable to run the business.
For all these reasons and more, it's important to have your personal and business finances managed under one roof. All too often, business owners find themselves dealing with a personal financial planner, a business accountant, and perhaps a business coach or consultant - none of whom talk to each other, so they offer conflicting advice.
Accountants Plus is different. To begin with, we know the business world Garry Angus has over 20 years of senior management experience in some of the Australia's ASX leading companies. Just as importantly, we have the resources to provide you with all the services you need. Accountants Plus provides a complete accounting, taxation and business strategy service..
If you also become a client of AP Private Wealth, we'll also develop a personal investment strategy that's seamlessly integrated with your business plans. You'll have access to a dedicated personal team consisting of an accountant, an investment adviser and an administrator. Your team will make it their business to know you and your business back to front. Business is an adventure - we've been there ourselves, and we want to take the journey with you.
Many of our small and medium business clients choose to create self-managed superannuation funds (SMSF). This gives them greater control over their retirement savings, and the opportunity to undertake unique tax-effective strategies such as purchasing their business premises through their SMSF, then effectively paying rent to themselves. To create and administer a SMSF effectively, you need a specialist. Accountants Plus have accredited SMSF Specialist status, and because our client base consists of business owners and other successful professionals, we have deep experience in successfully setting up and administering high-performing self-managed funds.