2. Financially Assisting your
Clients

3. What to look for in a Business Tax Return
On The Profit & Loss Statement
Interest – Overdrafts/Term Loans/Commercial Bills
Lease Payments – Leases & Chattel Mortgages expiring
Rent Payments – Loan to purchase freehold
Rental Income Received - Investment property loan
Superannuation Payments - Self Employed Deduction
Storage Shed Fees – Loan to purchase shed
Merchant Fees – is it competitive rate
Bank Fees & Charges – are they paying to much
High Motor Vehicle Repairs – Upgrade vehicle – Chattel Mortgage
Workcover – Large premiums can be spread over 12 payments

4. What to look for in a
Business Tax Return
On a balance Sheet
Depreciation Asset Ownership
Large Stock on Hand Trade Debtors
Commercial Premises Bonds Vendor Finance
Related Companies Loans Directors Loans
Overdrafts Credit Cards
Loans Chattel Mortgages

5. What to look for in a
Individual Tax Return
Rental Income
Dividend
Trust Distribution
Depreciation on investments
Related Companies
Credit Cards
Loans
Chattel Mortgages

6. Franchise Owners
Could be looking to expand
Purchase another franchise
Restructure current loans
Asset Equipment Finance
New business fit out

7. SMSF Customers
Most SMSF clients are business owners.
A lot of these business owners are paying rent.
Do they have enough funds to purchase their business
premises through their super fund and take advantage of
the tax benefits?

8. Property Investors
Seminars
OZ Invest - 10 year rent back guarantee
Rental Property Investar – Research Tool
Home Search – Research Tool
Residex – CMA
PIA Reports

9. Expand business without
borrowing huge amounts of
money
Restructure current debt
Having right credit cards with a low rate, no fee
Merchant facilities, if package together

10. Simple PAYG
Purchase an investment property
Equity in home for share investment
Interest in advance loans
Global limit, Line of Credit
Family Equity Loans