Accounting for Investors

Services We Offer

  • Business start-up
  • Business Planning
  • Management reporting
  • Budget & Cashflow forecasting
  • Establishing Key Permorance Indicators KPI's
  • Business Improvement Strategies
  • Accounting system advice & support
  • Business Coaching & mentoring
  • Business Structure Advice
  • Social Media & Marketing workshops
  • Buying & Selling business advice
  • Business Succession Planning

Tax Planning & Structures

In basic terms, tax planning is the process of legally arranging your financial affairs to minimise your exposure to tax, both income tax and capital gains tax on sale of the asset.

Building wealth starts with planning and putting the right ownership and tax structures in place for your investments. The correct tax structure can reduce your tax liability and also potentially help split the income with family members. Legally reducing the amount of tax you pay is a key part of the wealth creation plan.

While structures such as trusts can be used to distribute income to family members and provide asset protection it is a complex area and we need to review your circumstances and objectives before we make a recommendation. This review usually takes into account issues like they types of assets you are purchasing, income splitting opportunities, asset protection, admission of new beneficiaries and discount capital gains tax concessions.

The types of investments now available to investors are very broad and our goal is to help you make an informed buying decision. You can read more about our negative gearing expertise on this site together with our self managed superannuation fund services.

In summary,we offer our investor clients a range of tailored financial, tax, accounting and financial planning solutions including:

  • Preparation of Income Tax Returns for Trusts, Partnerships, Companies & Individuals
  • Advice and Establishment of Alternate Business Structures
  • Registrations including ABN, TFN & GST
  • Software Selection to Track Investments including Rent Manager
  • Preparation of Finance Applications & Bank Submissions
  • Bookkeeping and Payroll Services
  • Tax Planning & Tax Minimization Strategies
  • Industry Benchmarking and KPI Management
  • Personal Financial Planning & Wealth Creation Strategies
  • Risk Insurances
  • Business Succession Planning

Client Testimonials

“I was always busy in my business but my profitability was not a reflection of my time, effort and investment return.  After a business planning session with McHenry Partners, it was evident my systems were inefficient, our team members not productive enough and my time was being bogged down in less important areas of the business.

Over the last two years I committed to monthly consulting meetings with McHenry Partners. These meetings would identify the priorities of actions to work on my business to improve it. As a result, we have made significant improvements with better structures, systems and communication in our organisation and the team culture is now fantastic. I don’t have to worry about business cashflow anymore which gives me great peace of mind.

We now only have quarterly meetings instead of monthly, which keeps my General Manager and myself accountable to continue to improve the business. I would highly recommend McHenry Partners services.”

Richard Hockley
All General Surveying

“I wish I had watched this financial presentation 10 years ago. Property Investment sounds a lot less daunting when you understand how it works. I thought I was a long way off getting an investment property, but I now understand I can use the equity in my home and I can afford the weekly net cost.”


Daniel Storey

Contact Us

Contact us today to discuss how we can help you with your wedding reception centre, conference centre, theatre restaurant or hotel. You can expect practical, down to earth business advice and tax effective solutions. We are ‘business and profit builders’ who enjoy working with ambitious business owners looking to accelerate their business success.

To take the next step we invite you to book a FREE, no obligation, one hour introductory consultation to discuss your business needs. You’ll get practical business, tax, marketing and financial advice that could have a significant impact on your bottom line. To book a time, call us today on 1300 789 844 or complete your details in the box at the top of this page.