Specialist Services

Over the decades we have developed specialist skills in certain areas.

specialist skills

Please select one of the services from the list below or contact Handley Accounting Services Adelaide and Port Adelaide to find out how we can help you.

Charitable Trusts

Charitable trusts are set up to hold money or assets and carry out activities for the benefit of the community. Five main types of charitable trusts exist in Australia:

Each type of charitable trust brings with it different requirements and benefits. At Handley Accounting Services we know the practicalities of the charitable trusts and so are able to assist you by:

Most importantly, our experience enables us to ensure your trust is used to effectively reach your charitable goals.

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 Handley Accounting Services 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 Handley Accounting Services 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 Handley Accounting Services 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
Reviews of lease agreements
Advice on funding
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:

Selling a Business

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At Handley Accounting Serviceswe take the unwanted burden from you.
The services we provide for preparing to sell a business include:

Our friendly, professional team will help you obtain a maximum return for your business.

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 usfor 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 Handley Accounting Services are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
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

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:

Completing the trust administration:

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!

Valuations

Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.
We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
Choose Handley Accounting Services for a professional, accurate valuation service!

Specialist Services