Services

 

 

We Strive to create wealth for our clients and their families in 3 simple ways

Create, build & Protect

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We get in the circle with you and provide a holistic 360 degree service,

delivered by our in-house specialists or external specialists partners

 

 

EQUUS

Accounting & Tax

Accounting:
We can prepare special purpose financial statements for clients of all sizes, from all industries.

Income Tax Returns for Businesses, Individuals and Investors:
We ensure you obtain every deduction you’re entitled to and your affairs are effectively structured.

We also provide advice on GST, Capital Gains Tax, FBT, Land tax, Payroll tax and the R & D Tax Incentive.

Activity Statements (BAS and IAS):
We can prepare or review Activity Statements that you have completed.

Statutory Reporting & Corporate Secretarial:
We can handle all your corporate secretarial requirements, including liaison with the ASIC and preparation of company resolutions and minutes.

Packages:
We offer service packs for small businesses ranging from basic compliance work through to our compliance + consulting-based services.
EQUUS

Bookkeeping

We can handle all your bookkeeping requirements, including paperless accounts payable and regular reporting for any sized business with payroll for up to 100 employees. We have fixed price monthly packages which can be tailored to suit your size and needs.
EQUUS

Business Advisory & Coaching

We partner with business owners to:
- Improve cash flow;
- Increase profitability; and
- Grow the business.

By identifying what your goals and aspirations are, we develop clear future targets and then get in the trenches with you to implement our key action plan. We're all about accountability. Keeping business owners on track to succeed is our key objective.

We work with you by providing:
- Structuring advice and implementation of business structures;
- Business Performance Reviews;
- Coaching & Mentoring;
- Forecasting, Budgeting and Benchmarking analysis;
- KPI Development and Goal Setting;
- Strategic Planning including development, implementation and ongoing monitoring;
- Business Valuations; and
- Buy, Sell, Merge and Divest due diligence.
EQUUS

Xero & Cloud Integration

Want to experience the advantage of moving your operations to the cloud?

We can integrate Xero and complementary add-on software into your business, and work with you to ensure your business operation systems are in the cloud, running optimally and automated to allow you to do what you do best.

Contact us for a free system review consultation.
EQUUS

Self managed super funds (SMSF)

We can assist with the following SMSF services:

- Establishment of SMSFs;
- Borrowing in Superannuation to acquire Property and other investments;
- Investment Strategy review and implementation;
- Rollovers from existing superannuation funds;
- Management and Administration of your fund;
- Preparation of Annual Financial Reports and associated obligations;
- Advice on compliance and taxation matters; and
- SMSF annual Audits;
EQUUS

Capital & debt raising

Do you want to launch or grow your business? If you require funding, we can assist with:

- Capital raising advice;
- Structure and compliance advice;
- Advice on becoming Investment ready;
- Preparation of your Information memorandum (IM); and
- Potential seed capital funding and private equity support services.
EQUUS

Home loans & business finance

We can help you find, compare and structure your debt arrangements to increase tax effectiveness and accelerate debt repayments.

We can assist with:

Property Finance:
- Home Loans
- Construction Loans
- Refinancing
- SMSF Loans
- Commercial Property Finance
- Self Employed Borrowers

Business & Equipment Finance:
- Business Loans
- Car Leasing, Chattel Mortgage, and Commercial Hire Purchase
EQUUS

Property advisory

Having the optimum structure in place before you sign a contract is paramount when buying or selling real estate. We can advise on using the most appropriate structure, obtaining maximum tax benefits, and minimising tax implications when purchasing, subdividing, developing or selling residential and commercial property.
EQUUS

Insurance

You understand you need personal cover to help protect you and your family, but just don’t know where to start.

Equus Partners Wealth Management* will help you understand what cover you need to protect what and who is important to you.

We can arrange the following personal insurances for you:

- Life;
- Income Protection;
- Disability; and
- Trauma.



*Equus Partners Wealth Management and Chris Nairn are Corporate Authorised Representatives of Capstone Financial Planning AFSL/ACN 223135, Australian Financial Services Licensee, Level 14, 461 Bourke Street Melbourne Victoria 3000
EQUUS

Investment management

Cutting through the noise and helping you make smart decisions about your investments in one of the services we offer our clients at Equus Partners Wealth Management*.

We research, construct, implement and review your investment portfolio, whether it consist of Shares, Property, Cash or Term Deposits, Hybrids, International investments or Foreign Pensions.

Our financial advisers are supported by one of the strongest research teams in Australia and around the world - Morgan Stanley Wealth Management. In conjunction with MSWM, we ensure your portfolio is well managed and strategically planned by selecting the most appropriate investments for your portfolio, and choosing when to act.



*Equus Partners Wealth Management and Chris Nairn are Corporate Authorised Representatives of Capstone Financial Planning AFSL/ACN 223135, Australian Financial Services Licensee, Level 14, 461 Bourke Street Melbourne Victoria 3000
EQUUS

Personal CFO & Coaching

Imagine you had someone who knew you so well, understood exactly what financial outcomes you wanted to achieve and could bring in all the experts to help you achieve these outcomes.

At Equus Partners Wealth Management* we call this our Chief Financial Officer (CFO) service and is one of the many services we offer to our clients to help them achieve financial freedom.



*Equus Partners Wealth Management and Chris Nairn are Corporate Authorised Representatives of Capstone Financial Planning AFSL/ACN 223135, Australian Financial Services Licensee, Level 14, 461 Bourke Street Melbourne Victoria 3000
EQUUS

Wealth management

Successful people demand a professional and personalised service. Equus Partners Wealth Management* creates strategies that enable our clients to achieve success through wealth to ensure they achieve the life they want coupled with financial freedom.

Tailored precisely to your personal circumstances, our services include:

- Personal strategic financial advice
- Wealth creation
- Superannuation (including Self Managed Super)
- Investment Portfolio construction and management
- Retirement planning
- Personal stock broking and managed fund selection
- Asset Management
- Estate planning
- Personal risk insurance brokerage
- Business Risk Insurance (Key Person, Buy/Sell)
- Home Loans
- Mailing house function

Our advisers are supported by associate advisers and dedicated client services coordinators to ensure you always have someone available to assist you.



*Equus Partners Wealth Management and Chris Nairn are Corporate Authorised Representatives of Capstone Financial Planning AFSL/ACN 223135, Australian Financial Services Licensee, Level 14, 461 Bourke Street Melbourne Victoria 3000