Specialist Services

OUR SERVICES

    Acquisitions & Mergers


    There are many scenarios in which you might wish to attain a business enterprise. Whatever the situation, Dickfos Dunn are able to take the stress out and maximise the opportunity for you.


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


    The services we provide incorporate every stage of the process - from identifying potential acquisitions, through to the negotiations of the commercial elements of the transaction, through to forecasting the future of the business. Incorporated in this is:


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

    

    Calling on the skills of professionals means you will be far less likely to purchase an unsuitable business. Let Dickfos Dunn show you how our experience can save you from stress, and provide you with the great opportunity a business acquisition or merger can be.

    Business start-up


    Let us help you turn your business idea into a reality.


    If you have a good idea for a new business venture but don't have expertise in the legal or financial aspects of creating a new business, we can help you:

    

    • Decide on the most suitable structure for your business
    • Prepare a business plan, cashflow projections, budgets, and trading forecasts
    • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
    • Establish a good working relationship with your bank
    • Register with the ATO for Australian Business Number, Tax File Number, GST, PAYG and other applicable registrations
    • Complete registration procedures with Australian Securities and Investments Commission
    • Deal with company secretarial issues
    • Set up a recording system for your internal use and for complying with statutory requirements

    Company Secretary


    Company legislation requires businesses to perform many administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you are complying with the Corporations Law.


    The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.


    At Dickfos Dunn we are able to relieve this burden for you. Our services include:


    • Company Deregistrations
    • Company formations
    • Filing of annual returns on your behalf
    • Preparation of all documentation related to minutes and resolutions
    • Maintenance of statutory books
    • Assistance in changes of directors, shareholders, addresses, and office details
    • Bonus Issues
    • Share transfers
    • Registered Office Facility

    

    Please contact us for further information on how we can help you to get back to the task of running your business.

    Estate Planning


    As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.


    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 is required to perform a number of duties. At Dickfos Dunn we are experienced in estate planning, and can guarantee the succession plan for your assets will be held to.


    The areas involved in estate administration we are able to assist in include:

    

    • Meeting to discuss objectives for your estate
    • Confirming assets - valuations, inventories, appraisals
    • Documentation involved in estate planning
    • Protecting the assets
    • Paying taxes and debts
    • Estate distribution
    • Effective taxation planning to minimise tax beneficiaries

    Forensic Accounting


    Forensic Accounting is the use of accountancy techniques to assess the financial implications of legal disputes. In a dispute over money it is imperative to be given accurate and timely advice.


    At Dickfos Dunn we offer assistance in legal disputes, to swiftly make those headaches over money disappear. Often with our intervention the dispute is able to be settled without a court case. However, in the event a court case is necessary we are able to provide the information and documentation required for your case, and act as an expert witness in court.

    

    Our specialists' all bring with them a sound understanding of legal concepts and procedures based on years of experience. They are ready and able to guide you through the treacherous territory of the legal industry.

    Insolvency


    The key to avoiding insolvency is to seek professional help as soon as the first signs of difficulty appear. The experienced professionals at Dickfos Dunn are able to assist in identifying problem areas, and suggest solutions to improve the position of the company. Timely and expert advice may be able to save your business from liquidation or receivership.


    Receivership entails someone being appointed to raise funds within the company to repay a financer. In the case so many of the company assets are sold it is unable to continue daily business a liquidation is necessary. A liquidator disposes of all the assets of the company and repays creditors. Upon liquidation the company ceases to exist.


    In the event that liquidation or receivership is necessary, Dickfos Dunn also has the experience and skills required to assist.


    If your business is struggling under financial and operational difficulties, proactive and insightful action is vital for avoidance or minimisation of the ramifications. Contact us today for an appointment and expert advice to aid your situation.

    Medical and Health Practitioners


    We at Dickfos Dunn have great and varied experience in helping Medical Practitioners secure their financial success and independence into the future.


    We achieve this by


    a) Tax efficient business and investment structuring
    b) Assisting practice setup
    c) Wealth Protection
    d) Maintaining and reviewing monthly financial records
    e) Preparing Interim results and meeting regularly to forward plan
    f) Maximising the cashflow position by encouraging outside of medicine passive investments
    g) Assisting with finance when required
    h) Maximising Superannuation Outcomes
    i) Specialising in Groups and Shared arrangements


    If you would like an accounting "check up" with your medical and health practice please contact your medical accountants, Dickfos Dunn.

    Rental Property


    At Dickfos Dunn we have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.


    The services we offer our clients include:


    • Advice on the purchasing of a property
    • Advice on funding
    • Guidance in tax minimisation
    • Advice on ownership structure


    The importance of forecasts in making a residential investment cannot be emphasised enough. We are able to provide for you:


    • Forecasts of revenue returns
    • Forecasts of financial position

    

    Contact us today for more information on how we are able to assist you in the business of rental properties.

    Selling a Business


    Selling a business can be a difficult, often disheartening time. In this state the tasks involved in selling a business can seem particularly arduous. Here at Dickfos Dunn we are able to relieve that stress for you.


    The services we provide in relation to organising the selling of a business include:


    • Obtaining comparative results
    • Establishing a realistic sale price
    • Preparation of business for sale
    • Negotiating with potential purchasers
    • Preparation of financial information for sale purposes

    

    Our friendly and professional staff are able to assist in such a way that a maximum return for your business can be achieved.

    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 allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.


    Superannuation law is a delicate and ever changing area and personalised planning is required for each individual. At Dickfos Dunn we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.


    Services we offer include:

    

    • Assist in the establishment of Self Managed Superannuation Funds
    • Superannuation Audits
    • Advice concerning Compliance Matters
    • Advice concerning Taxation Benefits
    • Advice on Employer obligations

    Trusts


    A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

    We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

    We are able to:


    • Assist in the preparation and execution of documentation involved in Trust formation
    • Attend to the special requirements involved in reporting for Trusts
    • Trust administration
    • Annual accounts
    • Taxation
    • Income distribution


    Contact us today to ensure that your trust is formed and administered as effectively as possible, covering all legal requirements allowing it to fulfill its purpose.

    Valuations


    An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property. Am I getting the best price for the sale of my business? Is the asking price too much?


    We are trained and experienced in business valuations and are able to provide you with simple guidelines and formulae for evaluating the worth of a business. We are also able to appear in court and in arbitration as expert witnesses in relation to business valuations.

    

    Choose Dickfos Dunn for a professional and accurate valuation service.

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