Synergy Accountants and Estate Planners
Synergy Accountants and Estate Planners was founded in November 2013 with a vision to bring value to clients lives through ingenuity and quality service. We are achieving this daily by forming strong partnerships with our clients which allow us to get a deeper understanding of their business and personal finance needs.
As a Synergy client you can rest assured that we are thinking about your long-term goals and needs. As such, we will never just tell you what you want to hear. Rather, we will be candid and give you the advice and teach you the strategies you need to achieve your goals.
Synergy Accountant team
Whether it is helping to lodge your income tax return, creating a family trust or providing you with comprehensive business advice, we understand that no two clients are the same. We will work with you to customise advice and methods which are unique to your circumstances.
We pride ourselves on our attention to detail and creative thinking. These attributes have allowed us to set ourselves apart from conventional accountants. We utilise a combination of proven accounting practices with innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results fast.
We measure our success on our clients’ long-term growth and security. To be a part of the Synergy Accountants and Estate Planners success story, please contact us today and experience the difference.
Selling or Exit Strategies
When you decide to part ways with your business, Synergy Accountants and Estate Planners can take the stress out of it. We offer comprehensive advice including succession planning, estate planning, and capital gains tax advice. We can also help you arrange a business valuation and set your sale price.
Whether you’re selling your business or just need your financials comprehensively reviewed, Synergy Accountants and Estate Planners can help. Our fully licensed team offers a full range of auditing services including, specialised SMSF advice, external audits and due diligence engagements. Our auditing services are available to anyone in Queensland including listed and unlisted public companies, private companies, not-for-profits, self-funded retirees and more.
New business Start Ups
Starting a new business is an exciting time. But there are many different facets of your business setup that you may find overwhelming. This is where Synergy Accountants and Estate Planning can help. We can advise you of the best business structure for your company and then help with setup and registration of your business. Once that is done, we will help you complete a detailed business plan as well as strategic planning for growth. Synergy is available for Corporate Governance and mentoring including advising of directors’ responsibilities and due diligence. And, of course, we are always happy to provide you with a business health check.
Tax Planning & Tax Returns
We offer capital gains and income tax advice, as well as instruction on redundancy packages and superannuation. If you are a high-income earner, we can also help with salary sacrifice and investment guidance.