Sartori Freeman has been providing professional accounting, business and taxation advice for more than 90 years. Our clients include many longstanding multi-generational businesses and families that date back to our establishment in 1925.
We pride ourselves in delivering appropriate solutions, together with pragmatic advice, to help you realise your life goals. We have strong working relationships with specialists in many Legal and Taxation Fields that, when required, enhance our client services.
Taxation is an increasingly complex environment with potentially serious legal and financial consequences when neglected or not appropriately met.
Sartori Freeman facilitates the navigation of this environment by applying a detailed working knowledge and a principled understanding of taxation law, and by establishing appropriate structures and planning activities to achieve the clients personal and business objectives.
We can provide both financial and management accounting guidance when you need it.
From the preparation of statutory reporting and non-reporting financial statements to cash flow forecasting and budgeting to assist in profit maximisation, we are a part of our client’s solution.
When entering into a new business activity or investment it is wise to consider the forms of legal structures that are available as an appropriate vehicle for the activity or event.
As a general proposition, one should commence with a structure that is of the long-term priority as changing or switching structures as the business or investment evolves can be problematic.
The explosion of self-managed superannuation funds and the licencing of financial advice has fundamentally changed the client and accountant relationship in this area.
We can work with your licensed financial advisor to provide establishment and accounting compliance services. We can facilitate the independent annual audit and provide taxation advice on the superannuation strategies that are independent of the licensed financial advisor.
We believe in our independence and do not conduct fund audits or provide advice that is restricted to licensed financial advisors. We strongly believe that our client’s best interest are served by our independence from the other regulated functions and any perceived conflicts of interest that could arise.
Estate planning is often overlooked due mainly to the nature of the topic but is one of the more important planning decisions in life.
Knowing your assets will be dealt with in the manner you choose can provide peace of mind and care should be taken to consider the taxation consequences of the planning options being considered. For business owners, a plan for succession of ownership is essential if the family’s financial strength is to best be preserved. For parents, family dynamics can require careful consideration that should include an understanding of the taxation implications your decisions will entail.
We regularly engage with our client’s legal advisors on these matters.
Quality bookkeeping provides timely information and enhances a client’s compliance obligations.
The move to the cloud using retail software accounting systems has fundamentally changed the business narrative with clients entering data in real time to be accessed and reviewed by us in the provision of our services.
Depending on the ability and capacity of our client, our assistance can be tailored to any level from limited to complete service.
We regularly provide clients with incorporation and trust establishment options using specialist suppliers at competitive rates.
Some clients require quite generic structures that are relatively low cost whilst others can require specialised structures that require specialist legal construction
When considering a business acquisition or even the sale of your business, it is commercially prudent to takes steps to validate the information being supplied in support of the transaction. The old adage “Buyer Beware” is true.
As a buyer, you will be exposed to many risks including potential risks inherited from the vendor that could damage the value of the assets being acquired.
As a seller, a review of your business and sales data being provided in support of the sale can enhance your sale by identifying and addressing matters in advance that the potential purchasers due diligence may have addressed.
The value of providing quality verifiable records and data on a sale can greatly enhance a purchaser’s confidence in completing a transaction and their assessment of risk.
Chartered Accountancy Practices are required by both our professional standards as well as by the Code of professional Conduct by Tax Agents to provide our clients with letters of engagement setting out the basis on which we will provide our services, our understanding of a client’s requirements from us, our responsibilities to the client and those of our clients to us, the clients rights and our rights amongst other matters.