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Our Services

 
Taxation Advice & Planning

 

Taxes can sometimes be a burden, but their impact both on individuals and businesses can be minimised through careful planning and preparation. With tax laws changing at an unprecedented pace, it's more important than ever to keep yourself up to date with the latest advice.

 

Our objective is to use every legitimate means to minimise the tax you pay at the end of each financial year, through:

  • General tax advisory services for all entities

  • Preparation and lodgement of income tax returns, fringe benefits tax and capital gains tax.

  • Preparation of Financial Statements and Management Reports.

  • Structuring and tax planning.

 

Busineses Support

 

An external and impartial opinion about the performance of a business can be very beneficial. Statham Cheesman can analyse your business, help plan for the future, and set and compare budgets to actual results achieved.

We can help you with:

  • Business evaluations and planning 

  • Operational financial reviews

  • Due diligence services

  • Business valuations

  • Business Acquisitions and Sales

  • QRIDA Application and Reviews

  • Finance Applications

  • Succession planning and related tax planning.

  • Corporate governance advice.

  • Benchmarking Analysis

  • Business finance procurement advice

 

Self Managed Superannuation

 

Self Managed Superannuation Funds can be a great way to maximise your funds in retirement, but the legislative requirements placed on trustees are very strict. Statham Cheesman can advise on issues relating to specific legislative requirements as well as completing all the relevant returns.

 

We assist many clients to establish and manage their Superannuation Funds, meet statutory obligations and help superannuation to be an effective taxation and investment option.

 

Cash Flows & Budget Projections

 

Cash flows are critical to monitor on a monthly basis to ensure all targets are being achieved. It is often much more difficult to correct cash flow problems once they have become apparent in your bank account balance.  The GST regime has now put additional pressures on cash flow.

 

We can work with you to establish and monitor realistic budgets to help you control your cash flow.  Our reports are in formats that are accepted by external financiers and banks.

 

GST Support & Advice

 

Statham Cheesman can research and report on the various intricacies of the GST legislation as well as offer a support role to ensure clients meet their GST and PAYG obligations.

 

We can also help you with systems implementation, technical advice & the preparation and lodgement of BAS, IAS and Annual GST returns.

 
Corporate Secretarial

 

Our Corporate Secretarial services include:-

 

  • The establishment of new Companies and Trusts

  • Company secretarial including maintenance of statutory records and minutes, liaison with ASIC, Registered office services and business name registrations

  • Annual return review and changes if required

  • Liquidation and Deregistration

 

 

Financial Planning

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At Cheesman Applegarth Financial Services also part of Cheesman Applegarth, are committed to supporting you at every stage of your financial journey. Whether you are laying the foundation for your financial future, enjoying life beyond retirement, or anywhere in between, our financial planning services can set you on the right path towards achieving your goals.


We strive to integrate your financial and lifestyle goals into a comprehensive strategy that offers more freedom of choice. Your tailored plan is customised to help you achieve financial success without compromising your lifestyle, allowing you to enjoy all that life has to offer.

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When Should You Seek Advice?
There are key moments in life when financial advice can make a significant difference:

  • Selling a house, business, investment property, or farm

  • Making a Centrelink claim

  • When you are approaching retirement

  • Experiencing a year of high income

  • Suffering an illness or injury

  • When you are looking to invest, borrow or loan money

  • Making insurance claims including life, total and permanent disability (TPD), trauma or income protection

  • Receiving an inheritance

  • When you are already retired and looking to make financial changes

  • When you or a loved one are moving into aged care

  • Thinking about buying an investment property

  • Preparing your estate or succession planning

Remember, we are here to help you navigate these important financial decisions. Reach out to us at Cheesman Applegarth Financial Services and let us create a brighter financial future together.

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For more information go to cheesmanfs.com.au

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