Accounting
Accounting and compliance
A partnership you can trust
Put your business in safe hands by entrusting Moritz Heffes & Associates to take care of your accounting and compliance needs.
We develop long-lasting relationships with companies, partnerships, trusts and sole traders, providing a wide range of accounting services that help you make business decisions with confidence. And, we help you tackle the growing complexity around compliance in a timely and cost-effective manner.
We can also arrange to get your trust or self-managed superannuation fund set up, if required.
By partnering with Moritz Heffes & Associates, you can be assured of exceptional service. We are always only a phone call away, and we truly become an extension of your business.
Cashflow forecasting
We answer all the tough questions
When you are consumed by day-to-day operations, it can be hard to look ahead to see where your business will be in one month, six months or even five years’ time. But a little forward-planning can make all the difference to your long-term success.
Moritz Heffes & Associates helps small businesses grow by providing accurate, timely cashflow forecasting and budgeting services. With our insights, you can make important business decisions with confidence.
We will help you answer questions like:
- Are you holding the right amount of inventory?
- Do you have enough cash in reserve to pay next month’s bills?
- Can you afford to invest in growth right now? Next year?
- Should you be buying that new piece of equipment or do you need a small business loan?
With Moritz Heffes & Associates by your side, know that you are finding the right answers to the important questions, each and every time.
Self-managed superannuation fund
SMSF
Your partner for a secure retirement
Thinking about setting up a self-managed superannuation fund (SMSF)? Or do you have one already, but need a trusted partner to attend to annual tax and compliance requirements? Moritz Heffes & Associates is here to help.
SMSFs are complex beasts. There are many rules and regulations – and they are changing all the time. Moritz Heffes & Associates breaks down the complexity for you, and supports you at every step of the SMSF journey.
We can help you with:
- Formation of an SMSF
- Application to the tax office to ensure your SMSF is compliant
- Preparation of annual financial statements
- Arranging auditing by an independent auditor
- Tax calculation and preparation of tax returns
Our job is to make sure that your SMSF is set up correctly, and remains compliant at all times. We stay up-to-date with changes to compliance rules and regulations, and keep you updated about any changes that could affect your fund – so you don’t need to worry about a thing.
Taxation
Taxation services
We tick things off your tax to-do list
Looking for a trusted partner to help you with income tax, fringe benefits tax or GST? The taxation specialists at Moritz Heffes & Associates help companies, trusts, individuals and partnerships with varying tax needs.
Our tax services are geared towards maximising your returns in an ethical and compliant manner. We have a proud reputation of working with clients into the long-term, helping with:
- Preparation of personal, company and trust income tax returns
- Ensuring tax compliance
- Guidance and management of tax audits
- Advice about fringe benefits tax
- Preparation of BAS statements
The world of taxation is complex and ever-changing. Don’t try to go it alone – entrust Moritz Heffes & Associates to do the hard work for you, so you can focus on what matters to you.
Specialist
Mergers and acquisitions
To buy or merge, that is the question
If you are about to enter the complex world of mergers and acquisitions, don’t go it alone. Moritz Heffes & Associates has experience in helping businesses get great results in this challenging arena.
Whether you are planning to buy a business or merge yours with another, there are complex procedures to follow and tax implications to keep in mind. To get the best outcome, you need to get it right at every step. We can help you with:
- Preparation of a business plan
- Due diligence
- Valuation of the business
- Cashflow and profit forecasting
- Help identifying finance requirements
Our job is to provide you with the right advice and accurate information, so you are in the best position possible to make informed decisions about the future of your business.
Selling a business
Knowing when and how to let go
Is it time to shut up shop? If you’re planning to sell your business, there are many factors to consider – not least of which is how it will affect your personal and financial position. It can be a stressful time.
Moritz Heffes & Associates can advise you on the sale of the business, and help to alleviate some of the stress of this complex process. We can help you with:
- Planning the sale
- Evaluating results from similar sales
- Calculating an appropriate sale price
- How to put your business on the market
- Tax implications of the sale
Selling a business can be time-consuming and complex. Moritz Heffes & Associates can work alongside your solicitor and business broker to provide the support you need to get the best outcome.
Company secretarial services
Freeing you to focus on what really matters
Let us take care of all the routine secretarial work for your company, so you can focus on the big decisions that really matter to your business.
Moritz Heffes & Associates is the trusted secretarial partner for many companies in and around Melbourne. We work in the background to perform all necessary corporate compliance work as stipulated by ASIC, acting in complete confidence for every company that we represent.
Our secretarial services include:
- Acting as the company’s registered office
- Maintaining the company file
- Incorporating companies and establishing trusts
- Filing annual returns on your behalf
- Preparing all documentation related to minutes and resolutions
- Assisting with changes of directors, shareholders, other officers and addresses
- Assisting with share transfers
- De-registering companies
- Providing company search results
- Registering business names
Our service is proactive and highly efficient, giving you complete confidence that your company is fully compliant with the Corporations Act, ASX Listing Rules and any other legislation relevant to your industry or sector.
Estate planning
Your estate is in safe hands
If you have accumulated wealth during the course of your working life and want to secure it for future generations, surviving family members or charities, we can help you get the right outcome.
We will give you the peace of mind that your estate will be dispersed with your wishes in mind, and in the most effective way possible. Our experts in estate planning will show you how to structure your estate plan to minimise tax and maximise the returns for your beneficiaries.
Importantly, Moritz Heffes & Associates will work with you into the long-term. As your personal circumstances can change over time, it is important to regularly review your estate plan and its tax implications to make sure that the estate is structured in the best way possible.
Business valuations
Know what your business is really worth
If you want a clear picture of the true value of your business – particularly if you are planning to sell – you need a business valuation. Moritz Heffes & Associates can do the digging to work out what your business is worth.
Our process captures all the necessary data relating to your business, so you have the evidence you need to demonstrate its worth to potential buyers.
Succession planning
We do the forward-thinking for you
When you have invested a lot of time, energy and effort into building your business, you want to make sure that it is going to survive after you have retired. Succession planning is crucial here.
Moritz Heffes & Associates has the experience in helping business owners develop and implement succession plans. We know exactly what rules and regulations you need to comply with; and we also understand the emotional side of it, particularly if it is a family business.
Our succession planning specialists are sensitive to your current needs and hopes for the future of your business, and will support you at every step
Management consulting
Your trusted partner for business growth
Assessing the performance of all aspects of your business is key to its ongoing success. Moritz Heffes & Associates has broad experience in measuring and monitoring the vital signs so that your business remains healthy into the long term.
We work with businesses of all shapes and sizes, implementing proven management accounting procedures to ensure a steady flow of meaningful financial reports. Our clients rely on these reports to keep their business strategies on track and identify pathways for future growth.
Our management consulting services include:
- Business and strategic planning
- Growth and profit strategies
- Structuring
- Asset protection
- Budgets, forecasts and cashflow projections
- Management reporting
- Financial analysis
- Costing and pricing strategies
- Succession planning
- Practical business advice
Our goal as management consultants is to support and strengthen your own team.