Future Planning – don’t wait until it is too late

At Cross, Sinclair & Novotny, we are experienced in assisting people plan for the future. We offer advice in relation to business set up, business sales and exits, retirement planning and estate matters. People often focus on the “here and now” without giving sufficient thought as to what may happen 10 – 15 years into the future or even upon retirement. Cross, Sinclair and Novotny offers a range of services and advice to assist people plan their tax and maximising their future wealth or retirement benefits.

“Our aim is to guide and help you plan to meet your future wealth goals.”

Paul Novotny, Partner

Choosing the right business structure for your goals is crucial

Business can be carried on in various forms or structures including sole trader, partnership, trust or company. Each structure has advantages and disadvantages in comparison to each other. At Cross, Sinclair & Novotny we advise client on the appropriate structure for their business.

We consider a range of factors including future goals, retirement objectives, children or family as a possible involvement in the business or for tax management strategies and the potential future sale of a business.

Exiting or selling a business requires planning

Business exits can be in the form of a business sale or windup of an entity. A windup is often simple, however a business sale can be complex. Selling a business involve important planning considerations at the early stage of setting up the business. And these considerations need to be monitored throughout the life of a business as factors may change, such as business goals, business performance, personal goals, government policies or taxation rules.

Certain capital gains tax concessions are currently available to trusts and partnerships that are not available to company asset sales. However a company can currently cap its tax rate at 30% whilst other businesses structures can’t.

Don’t miss the opportunity to manage tax effectively and to maximise your wealth or retirement funds. So, speak to one of our trusted advisors now.

Plan for your retirement and beyond

Everyone wants to retire comfortably. At Cross, Sinclair & Novotny we provide a range of advice in relation to your retirement planning. From advice in relation to superannuation, possible Centrelink claims, we can help you plan for a comfortable retirement.

Estate planning involves the consideration of passing on your assets and wealth to your dependents or others. Estate matters often involve taxation implications and at Cross, Sinclair & Novotny we are experienced in dealing with the taxation impacts of deceased estates and estate planning. Don’t pay too much tax or leave your dependents with less than what they are entitled to. Our trusted advisors can assist with planning the transfer of wealth to the next generation.

About Cross Sinclair & Novotny

Cross Sinclair & Novotny provides a complete range of professional accounting and taxation services to all types of businesses, superannuation funds and individuals. With over 30 years’ experience in providing accounting and taxation services, Cross Sinclair & Novotny provides a personalised and professional service together with quality advice. Cross Sinclair & Novotny are based at Hillarys in the northern suburbs of Perth and provide services to surrounding suburbs including, Whitfords, Kallaroo, Sorrento, Padbury, Craigie, Mullaloo, Woodvale, Kingsley, Duncraig, Beldon, Heathridge and Ocean Reef through to Perth.

“In the 15 years as a client the team at Cross, Sinclair & Novotny have always provided us with an efficient, reliable and professional service, I would not hesitate to recommend them.”

Duro MargareticDirector, Luan Holdings Pty Ltd

“For over 20 years as a client Cross, Sinclair & Novotny have always met our lodgement obligations with the ATO whilst providing a professional and friendly service.”

Peter EvansDirector, Evco Eng Pty Ltd

“In working with the team at Cross, Sinclair & Novotny I have always appreciated their professionalism and practical approach to meeting my tax and business obligations. I am a very satisfied client and am happy to recommend their services to anyone.”

Don SmithDirector, Whitehall Securities Pty Ltd

Find out more

Talk to us to find out how we can help.

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