Specialist Services
Estate Planning
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
Information Technology
We live in a computerised age where technology enables us to enhance a wide variety of business processes. Using software and hardware effectively can provide enormous benefit to your business.
Here at Turnbull & Associates Limited we have embraced computerised systems, ensuring our experienced, trained professionals can:
- Discuss the best system to further your business
- Install and configure software to suit your purposes
- Recommend processes to make your computer system more secure
- Suggest accounting software applications suitable for your business
- Train clients to be self-sufficient users of a range of software applications
- Offer advice on electronic banking
Whether you are thinking about obtaining new computer hardware or looking at completely changing your business systems, our team is willing and able to assist you.
Rental Property
At Turnbull & Associates Limited we have the expertise required to assist you in a variety of areas relating to residential and commercial property.
The services we offer our include:
- Advice on purchasing a property
- Reviews of lease agreements
- Advice on funding
- Guidance on tax minimisation
- Advice on ownership structure
The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:
- Revenue returns
- Financial position
- Potential growth
Succession Planning
To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.
Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!
Trusts
A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable.
We can assist with:
- Attending to the special requirements involved in reporting for trusts
- Completing the trust administration:
- Minute-keeping service
- Annual accounts
- Taxation
- Asset management
- Income distribution
