Our Services

At Herbert Partners we know that your business is a dynamic organisation which may require a wide variety of accounting related services, as opposed to purely preparing your tax returns. We encourage our clients to see us as a partner in their business, who has as much interest in their business as they do. When financial decicions need to be made, we want to assist you in ensuring you make the best ones.

Some of the services we offer include:

Taxation Services

Taxation is complex with continually changing rules. Herbert Partners offer a broad range of tax services, from preparation and lodgement of returns to representation at the Tax office answering tax audit questions. We advise on the effect of the sale, purchase and exchange of real property and other assets. We negotiate the minefield of legislation involving Income tax, Capital Gains tax, Land tax, Payroll tax and the regulation of Superannuation Funds.

Accounting Services

Herbert Partners provide a wide range of services in the accounting area including assistance with an analysis of Budgets, preparation of Cash Flow Projections, preparation of Management accounts for regular reporting purposes and assistance in interpretation of Australian Securities Commission requirements.

Business Planning

We have staff to assist in the formulation of Business Plans including profitablity and Cash Flow Projections. We can advise on Business valuations, finance proposals and feasibility studies.

Business Services

Herbert Partners will assist in the evaluation of new business opportunities. We know what licenses and registrations you need. We advise clients on the most effective trading structure for tax purposes. We assist in the design and implementation of appropriate accounting systems for statutory and management reporting and we help you set financial objectives and action plans to achieve them.

Audit Services

Both partners in the firm are Registered Company Auditors, who, together with our audit team fulfill the obligations of existing regulations and observe and report on inefficiencies in systems and administrative procedures. We provide independance and impartial input, ensuring compliance with statutory requirements and accounting standards.

Investment Services

Herbert Partners can provide an introduction to our Associated Company, Investment Insurance Specialists Pty Limited. Our planners are appropriately licenced to be able to provide comprehensive advice on personal wealth creation, retirement and estate planning, business succession planning, Superannuation and investment related matters, as well as providing risk insurance services.

Investment Insurance Specialists Pty Limited

Offer up to date information regarding Superannuation planning. They can assist in designing an appropriate Superannuation plan that will enable utilisation of particular tax concessions available in this area including investments in real estate, shares etc. using a Superannuation vehicle. The advisors work together with our accountants to ensure that investments are appropriate for your circumstances and business structure.