Benson partners have a diverse group of clients, and as such, have experience across a variety of industries, business sizes and the specific requirements associated with each company. We provide well founded and reliable systems to aid our clients with every facet of their daily accounting and statutory compliance obligations. Our extensive working awareness of our clients’ business, combined with our specialised consulting expertise in all areas of taxation and business operations, means that we are able to provide our clients with relevant, accurate advice.
Starting a new business can be stressful. Benson Partners strive to make this process as simple as possible by sharing our experience and knowledge with you. We are able to assist with, and advise on legal requirements, tax office requirements, registrations, banking and due diligence. Our staff can offer business owners and managers insights into their business issues and provide assurances while guiding you through the process from start to finish.
The impact of correct structuring of a business on business value, tax efficiency, asset protection and achievability of the business’ goals can be significant. With considerable experience and success in this field, Benson Partners can provide structuring advice and implementation plans for startup or established businesses, or change of ownership, which is compatible with the goals and direction of the business.
To determine and provide the appropriate business structure or restructure for a client, Benson Partners generally uses the following process:
- Obtain an understanding of the current situation
- Determine needs and objectives
- Discuss options and their pros and cons
- Provide a recommendation
- Provide a costed implementation plan
- Perform tasks necessary to execute the plan
Succession planning is an important yet often overlooked element in any business. Successful business owners focus on the ultimate sale or succession of the business from its commencement and throughout its operation by implementing and monitoring a tailored succession plan. Benson Partners can help you review and/or establish and implement a succession plan with the aim of ultimately increasing the value of your business.
Benson Partners uses a systematic, standardised and consistent approach to provide a full range of accounting and taxation services. We specialise in tax planning consultation, forecasting, budgets, accounting compliance including the preparation of financial statements and taxation compliance including the preparation of all types of tax returns. Our focus on efficient communication to ensure clients are informed, commitment to turn around time estimates and a friendly atmosphere provides for a timely, efficient and enjoyable experience which meets the needs of our clients.
Superannuation Administration & Planning
Superannuation is one of Benson Partners’ key industry specialisations. We have extensive experience in the superannuation industry, working with trustees, members and employers.
We are capable of providing a range of services for self managed funds including:
- Investment advice
Integral to all funds, compliance involves the preparation and lodgement of financial statements, tax returns and member contribution statements as well as various documents required to comply with superannuation legislation.
We are also able to administer funds by organising to receive duplicates of investment and bank account statements. This also lends itself to efficient and timely end of year compliance with reduced involvement and time required of fund owners.
We have partnered with Merit Wealth to provide you with the most up to date and accurate superannuation advice. This relationship ensures that our staff receive ongoing training to ensure that the information we give you is up to date and accurate.
Talk to us about:
- Establishing a self-managed superannuation fund
- Pensions including Transition to Retirement Pensions
- Compliance & Taxation Advice
- Superannuation estate planning advice
Phone: 1300 785 611
Fax: 02 8916 4261
Merit Wealth Pty Ltd
GPO Box 4463, Sydney NSW 2001
Level 2, 115 Pitt St Sydney NSW 2000
Benson Partners Pty Ltd (ASIC No. 1241388) ABN 86 113 257 186 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361. Jennifer Ward (ASIC No. 1241387) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361. Peter Benson (ASIC No. 1271156) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
We provide a range of services, focusing on self sufficiency and software integration.
Our information technology expertise enables us to provide simple and up to date advice about computer technology and information services like Reckon, Xero and MYOB. We have knowledge in a range of accounting, stock and management systems and we can provide assistance that can include but is in no way limited to the following: installation, training and troubleshooting as well as superannuation guarantee compliance, bookkeeping solutions, record keeping, GST and PAYG advice, BAS preparation and lodgement, and Business Portal installation and training. Despite the fast changing environment of the computer industry we can provide our clients with up-to-the minute advice and the support of our progressive firm.
We believe in adding value to our services by connecting with you to provide tailored, personalised advice and understanding of your wealth objectives. We can advise you about:
- Meeting your short term financial goals
- Creating wealth for your future lifestyle
- Protecting your assets and income from unforeseen circumstances
- Planning for retirement
- Income streams during retirement
- Financial Planning for your business
- Managing employee superannuation