We are a traditional accounting firm who focus on preparing financial statements and doing tax returns, but we seek to involve ourselves in our clients business and problems.
We add value to clients through the breadth of our services. The two principals have previously trained with large chartered firms.
We ensure a timely response from a knowledgeable professional who is intimately involved with your business.
We endeavor to always liaise and be proactive with our clients.
Our services are designed to address the issues our clients face. They start with business consulting & advice and cover all business activities from inception stage including:
At James Ball we like to understand your business before proffering taxation advice. To do this we offer our introductory meeting at no charge to you. Our team has specialist knowledge across all taxation areas:
Shareholder loans
Tax losses
Capital Gains Tax including o Assessing small business concessions o Accessing exemptions o 50% general discount
GST including o Going Concern o Property o Compliance
Indirect taxes - stamp duty, land tax & payroll tax
Tax audits, negotiations & settlements
Taxation Advice to Trusts & Partnerships
FBT & Remuneration Planning
Staff and management undertake regular taxation training to keep abreast of the latest changes in taxation law.
Independent Accountant's Reports for disclosure documents
The way we work
Our quality assured independent audit process is flexible, efficient and risk based and our approach is customised to meet your specific business needs.
We provide independent reporting of key business risks and issues and deliver appropriate recommendations to directors and management
Expectations of company directors and others in positions of fiduciary responsibility have risen to unprecedented levels in recent years.
Governments are creating new legislation to prescribe minimum requirements for conduct by Directors and regulators are being given more resources and powers to hold Directors and senior management accountable. We use the latest Corporate Compliance software package to ensure you are up to date with compliance.
When required, our role is to provide an independent and credible financial assessment of the key aspects of each matter and to provide expert reports and testimony in Courts of law.
When we provide expert Court evidence, we ensure that all factors of the case, including those critical to you, are reported upon objectively as required by the Court.
Our principals are committed to maintaining our independence and credibility as we work with you and your legal team to gain a solid understanding of all aspects of your case.
We will provide you with a comprehensive financial analysis of your position, assisting you and your legal team to develop an efficient and effective strategy. The services offered by our principal and support staff include:
Assisting with all financial aspects of commercial and family law disputes
Quantifying economic loss
Valuing companies, businesses, partnerships and other operating or investment entities for family law and commercial purposes
Valuing superannuation holdings in self-managed, accumulation or defined benefit funds for family law purposes
Acting as a referee or arbitrator on financial matters between shareholders or partners
We provide a comprehensive financial planning service to all our clients as we feel it is important to set goals to ensure their financial health. Our specialist arm, Bay Financial Planning, offers specialist skills across the wealth management spectrum, i.e. across the areas of
Investment
Superannuation
Loans & financing
Michael Kenyon of Bay Financial Planning can offer assistance in the following areas:
Wealth creation through quality investment advice.
Assistance setting and achieving your financial goals.
Organising your financial affairs and simplifying the investment process.
Insurance to protect your wealth, income and family.
Estate planning advice to minimise tax for your beneficiaries.
Identifying ways to minimise your tax through investing.
Ongoing advice in relation to investments, tax planning, portfolio monitoring and assistance in meeting retirement and lifestyle objectives.
Investment advice – We provide advice on a comprehensive range of investments. We offer our clients exclusive investment opportunities through our relationships with numerous fund managers, brokers and other investment specialists.
No investment plan remains the same for any period of time because personal circumstances change, the economic situation changes, investment markets move around and legislation is constantly changing (for better or worse). For this reason, it is important to review any investment plan regularly to ensure you have enough spare capital and cash-flow with which to live on and to ensure your investments are meeting expectations.
James E Ball & Co offers sophisticated superannuation strategies that can provide a tax effective outcome, protect and distribute your assets and enhance your investment returns.
Superannuation fund compliance issues & tax
Sondra Clifford is a specialist in the provision of superannuation related compliance issues, including transition to retirement and pensions.
Sondra also provides accounting, audit and administration assistance for your Self-Managed Super Fund
Tune your superannuation for improved returns
Whether through your Self Managed Super Fund or in your personal account managed through the Financial Planning Services, get your money working for you with quality investments and an appropriate asset allocation.
Include superannuation in your estate planning
Did you know superannuation does not form part of your Estate? Make sure you find out how to make sure your dependants are financially secure after your death, see Superannuation & Your Dependents.
Helen Ritchie is our MYOB specialist and bookkeeper with over 20 years experience who works directly for our clients, and bills them directly. Should you have any need for an experienced bookkeeper do not hesitate to contact us and we will put you in touch with Helen.
Taxation
