• BUSINESS
  • PERSONAL WEALTH

WE HELP YOU PLAN AND GROW A SUCCESSFUL BUSINESS

Cloud Accounting Sydney

Cloud Accounting Sydney, Outsourced CFO and Taxation We want your business to succeed and for you to retire comfortably. You’ve worked hard to achieve your goals, so it’s only fair that you reap the rewards sooner – rather than later. Ivy Growth Partners provides you with high quality accounting services to help you achieve your financial goals. We specialise in the three key areas of accounting management: Cloud Accounting, Outsourced CFO and Taxation.

Ivy Growth Partners offers you  a choice of three fixed – price packages tailored to the specific needs your business. Starting from just $429.00 per month, our business packages will ensure you receive honest, reliable and consistent support throughout the financial year – with no hidden fees or charges to surprise you.

At Ivy Growth Partners, we help you:

  • Maximise the growth potential, scalability and sustainability of your business
  • Set financial targets and measure the performance of your business
  • Analyse your cash flow projections and financial forecasts
  • Set up the most effective tax structure and lower your tax liabilities
  • Prepare financial reports and submit your income tax return
  • Receive ongoing advice and support
could_icon

Cloud Accounting

Cloud accounting software is software that’s hosted on a secure remote server, otherwise known as the “cloud.”

In the cloud, you perform various accounting tasks just like you would with regular accounting software. However, since your data is securely stored on the cloud, you don’t have to worry about installing accounting software on every computer you use.

Ivy Growth Partners can help you set up and implement a cloud accounting system that’s right for you.  you’ll become familiar with the platform and learn how to perform various accounting tasks. In these hands-on training sessions, you’ll learn crucial skills in account management, and gain the confidence to manage your finances as the business grows.

To improve the efficiency of your accounting system, we automate various accounting processes to save you time on tasks like sending invoices, paying bills, PAYG summaries, and much more.

Ongoing cloud accounting subscription fees are included in all our Business Packages. All you need to do is pay the setup and training fee.

outsource_icon

Outsourced CFO

Business performance reviews are a great way stay focused on your financial goals and avoid nasty surprises at the end of the financial year. Our outsourced CFO services can help your business grow by providing a clearer picture of your financial situation. On a monthly or quarterly basis, you’ll have a one-hour Skype or face-to-face meeting with your CFO. In these meetings, you’ll receive advice and support in the following areas:

  • Business planning
  • Developing achievable KPIs
  • Cash flow projections and financial forecasts
  • Tax structures and lowering your tax liabilities
  • Business structures
  • General business practices and account management

We’re committed to providing ongoing advice and support. Call or email us any time during business hours. You’ll receive a quick response regarding any questions or issues you may be experiencing – we’re here to help you.

tax_icon

Taxation

Our comprehensive taxation services will keep you compliant with your obligations to the Australian Taxation Office (ATO). We provide ongoing administrative support to make sure your tax returns and financial statements are submitted on time, every time.

  • Prepare and lodge annual reports and tax returns.
  • Prepare and lodge BAS statements for Goods and Services Tax (GST), PAYG withholding, FBT instalment & PAYG income tax.
  • Review accounting data, prepare and lodge PAYG summaries with lodgement of statement.
  • Advice for preparing Income Tax, Fringe Benefits Tax, Goods and Services Tax, Payroll Tax, Land Tax, Superannuation and Capital Gains Tax.

Do you need help with choosing a tax structure? Whether you’re a sole trader, company, partnership or trust – we can set up a tax structure that’s right for you. Plus, we provide tax structuring for businesses who have grown beyond the limitations of their existing tax structure.

Putting You in Control of Your Superannuation

With over 20 years of experience as SMSF specialists, Ivy Growth Partners have a deep understanding of the statutory requirements and can accurately guide you in relation to your reporting and compliance obligations and make sure you stay within the rules.

Setting up and managing an SMSF can be complex and time-consuming, but it doesn’t have to be a chore. Our SMSF experts can take you through a detailed assessment process to determine whether an SMSF is suitable for you. After considering all the options and deciding to go ahead we can help ensure that your SMSF is set up quickly and efficiently.

Many Australians enjoy the flexibility, control, and freedom of choice an SMSF provides for them.

There are a number of benefits to having an SMSF. As the trustee, you can choose how to invest and manage your super savings.

SMSFs can offer a range of benefits including:

Adding Value with Direct Property (Commercial and Residential)

Collectibles such as artwork

Physical gold and other commodities

The ability to pool your super with up to three other members

Effective Tax Management

Estate Planning

By making investment decisions that align with your personal retirement goals, you can ensure success by monitoring the performance of your assets, adapting to changing conditions, and revising the investment plan when necessary.

When considering property within SMSF we will advise on the most effective tax structure to use and work closely with all parties to make sure your property purchase is successful. This includes working with your lender when a borrowing facility is required.

  • Easy to set up SMSF and trust structure
  • Estate planning
  • Financial assessment and eligibility to invest in certain properties
  • Administrative support throughout the financial year
  • Working closely with all parties during the property transaction
  • Fixed-cost
If you’re starting a property investment portfolio, we can establish a tax structure for your particular needs.

Ivy Growth Partners Pty Ltd (ASIC No. 1260989) ABN 85 622 650 819 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

QIZHI (IVY) LIAN (ASIC NO. 1240915) is a Limited Authorised Representative of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002.

www.meritweath.com.au
Email: info@eastonwealth.com.au | Tel: 1300 785 611

General Advice Warning
This information has been prepared without taking into account your objectives, financial situation, or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation, or needs.

Client Testimonials

Contact Us

FREE Discovery Call

 

Discover the benefits of having a real growth partner on your side. Send your online enquiry and receive a free discovery call at a convenient time for you.