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Putting it all together

Whatever stage you are at in your business cycle you need to:

• Develop a SMART business plan
• Implement the plan
• Regularly monitor your performance against the goals in the plan
• Review and adjust your plan when appropriate

Remember, you do not need to do all of this on your own. We will be pleased to help at any stage. To develop a SMART plan it is a good idea to start by writing down exactly what your business does, or will do, and then specifying what it is that makes (or will make) your business a success.

Does it have unique features, added value, or a geographical monopoly? Why do, or should, customers choose your business? What would happen if these advantages were lost?

There can be many features that make your business unique, and your plan should reflect how each of these ‘Unique Selling Propositions’ (USPs) will contribute to your business success. With these in mind, draw up a list of business goals and compare it with the list of personal financial objectives you drew up earlier to make sure there are no conflicts.

Once you have a list of specific business goals that harmonise with your personal goals, ask yourself the following questions:

• What must I do to achieve these goals?
• What investment of time, money, and other resources is required to achieve each goal?
• How long will it take to achieve each goal?

our Services


In the constantly changing business environment, you can rely on our business services team to be expert, up-to-date and ready at hand to assist you with your business matters. Whether your concerns are taxation, accounting, business planning, cashflow and budgeting, or business valuation, rest assured that our staff are available to advise you.


There is no such thing as a ‘one size fits all’ audit. We use the latest technology to provide individual assessments, producing comprehensive reports in which your stakeholders can have the utmost confidence. We are also happy to offer due diligence systems reviews and financial consulting advice.


Communication and effective administration are essential elements of a successful organisation. Regardless of the size of your business, we are ready to support you with a team of highly qualified secretarial and support staff.


We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation including payroll tax and GST, our team will identify the best solutions for you.

self managed
super funds

The way your superannuation is managed now will have a significant impact on the choices you have in retirement. Self-managed super funds are perfect for those looking for greater control of their savings and are one of the best ways to ensure that you will have sufficient funds for retirement.


In addition to our normal services, we have developed specialist knowledge and expertise in the following sectors:

Christian organisations

Audit of incorporated associations.