Our Services
At MGI we are a firm of Chartered Accountants and Business Advisers who provide a full range of services to a diversified business clientele.
We work with our clients to help them increase the profitability and value of their businesses.
The services we offer include:
- Accounting and Reports
- Taxation
- Audit and Assurance Services
- Corporate Advisory Services
- Financial Planning
- Business Structures
- Business Assessment and Evaluation
- Family Business
- Business Development Specialist
- International Business
Accounting and Reports
Services to ensure you know how your business is performing and to keep it under control
- Preparation of financial and management reports
- Design and development of self-managed accounting systems
- Assistance with training and implementation of clients accounting software.
Taxation
Services to ensure you meet your tax obligations and minimise your tax cost
- Income, corporate and business tax planning, advice and return preparation
- Remuneration packaging
Audit and Assurance Services
Corporate, statutory audit services
- Statutory audits for companies, superannuation funds and trust accounts
- Internal audit – including government
- Investigating accountants’ reports
Corporate Advisory Services
Corporate Finance, company secretarial and valuation services
- Company secretarial services
- Prospectus preparation
- Business and company valuations
Financial Planning
Services to ensure that you meet all of your life goals. These services are delivered via our affiliation with Michael Loiterton who is an authorised representative of Financial Services Partners Pty Ltd (AFSL - 237590):
- A complete understanding of your Life Goals
- Analysis of Financial needs
- Setting Investment objectives
- Risk versus Reward Profiling
- Portfolio construction including Shares and Gearing strategies, if applicable
- Retirement Planning
- Estate Planning
- Superannuation and Rollover advice including Self-Managed Funds
- Corporate Superannuation
- Social Security Advice
- Income Protection and Life and Trauma Cover
- Implementation of strategies
- A structured Review and Service Process
- Superannuation Advice and Planning
- Superannuation Fund Formation
- Superannuation Fund Audit
- Superannuation Fund Reporting
- Investment Advisory
- Fund Management Options
For further information on our Financial Planning Services please refer to the attached document: "The Financial Planning Process"
Business Structures and Company Secretarial
Services to ensure your affairs are in the right structure and kept that way
- Business structure planning and formation – company, trust and other
- Companies and trusts – administration and secretarial
Business Assessment and Evaluation
Specialist Services to ensure you get what you pay for when buying a business and maximise your return when selling
- Business purchase review
- Business sale report
- Business finance advice
- Business succession planning and buy/sell agreements
Superannuation Fund and Investment Planning and Management
Services to assist you in planning the superannuation scheme and Investment structure best suited to you
The following services are provided in conjunction with our associated Financial Services Provider: MGI Financial Services (SA) Pty Ltd.
- Superannuation advice and planning
- Superannuation fund formation
- Superannuation fund audit
- Superannuation fund reporting
- Investment Advisory
- Fund management options
Family Business
Services to ensure that family business constitutions and succession plans take account of taxation, superannuation, capital raising, valuation and estate planning issues as well as family business dynamics
Designed to:
- Prevent/minimise conflict between the interests of the family and the business
- Ensure the goals, values and objectives of the family are reflected in the conduct of the business
- Protect the business and maintain family harmony
Establish rules and principles to deal with:
- Management of the business and decision making
- The holding of equity
- Employment of family in the business
- Management succession
- Equity succession
- Family entitlements from the business
- Dispute resolution
Business Development Specialist
Services specifically designed to maximise the value and profitability of your business
- Business performance review
- Business and strategic planning. A customized program to develop your business based on the targets you want to achieve.
International Business
Services for our clients wherever they may be or wherever they trade We utilise the MGI Association to assist our clients with:
- International taxation advice ensuring that the quantum and timing is properly managed to minimise the impact on your business
- Appropriate and practical tax planning strategies to provide the competitive edge
- Structuring intellectual properly rights and contractual arrangements