The Synergy Accountants and Estate Planners point of difference is our initiative. We get to know our clients on a deeper level so that we can provide you with advice when you need it, not just when you ask for it. We aim to help with all aspects of your personal and business finance with your specifically tailored advice.
New business Start Ups and Growing businesses
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.
Selling, Auditing Services and Exit Strategies
If for whatever reason you decide to part ways with your business, Synergy Accountants and Estate Planners can take the stress out of it. We officer 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.
Individuals
Even if you don’t need business advice, Synergy Accountants and Estate Planners can help you. 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.
Additional Services
The services listed on this page are not exhaustive. If you are after a service which is not listed, or if you aren’t sure what sort of advice you need, please contact our friendly and experienced team who will be able to help.
Satisfied Client Stories
At Synergy our work speaks for itself. We pride ourselves on delivering an outstanding customer experience to all of our clients big or small.
Don’t just take our word for it, see some of our satisfied clients below.
