Specialist Services

SERVICES

    Acquisitions & Mergers


    There are several scenarios where you might wish to attain a business enterprise. Whatever the situation, Logan Woods can remove the stress from the process and maximise the opportunity for you.


    Whether you are considering buying a business or merging with another business, we have the experience and expertise you require. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions, and find the required answers.


    The services we provide cover every stage of the process - From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:


    • A review of your goals and objectives
    • Due diligence services
    • Preparation of financial forecasts
    • Advice on the potential pitfalls and rewards involved in a merger
    • Assistance with purchase negotiations
    • Advice on financing
    • Assistance with preparing a business plan


    Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let  show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be!

    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 Logan Woods 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

    Farm Accounting


    Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At Logan Woods we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, accurate advice.


    Our services include:


    • Farm budgeting and cash flows
    • Farm sales and purchases
    • Ownership structures
    • Preparation of financial statements
    • Taxation
    • Seasonal planning
    • Succession planning

    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 Logan Woods 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 Logan Woods 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:


    • Revenue returns
    • Financial position
    • Potential growth


    Contact us today for more information on how we can assist you in the business of rental properties!

    Self-managed Superannuation Funds


    There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

    • Obtain a trust deed
    • Appoint trustees
    • Sign a trustee declaration (NAT 71089)
    • Elect to become a regulated fund
    • Obtain a tax file number (TFN)
    • Obtain an Australian business number (ABN)

    At Logan Woods we can assist in streamlining the process for you. 

    Selling a Business


    Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At Logan Woods we take the unwanted burden from you.


    The services we provide for preparing to sell a business include:


    • Obtaining comparative results
    • Establishing a realistic sale price
    • Taking the business to the market
    • Negotiating with potential purchasers
    • Drafting a contract


    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 us for 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 complex area, the team at Logan Woods are superannuation experts who can assist in establishing a superannuation fund that may 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:


    • Preparing and executing the vital documentation required for trust formation
    • Attending to the special requirements involved in reporting for trusts
    • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution


    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!

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