Specialty Consulting Services

A good budget is a necessity and one of the best business tools you can leverage to set financial targets and accurately measure your performance. Financiers often require budgets as a prerequisite for funding approval. The techniques we utilise to form financial projections enable you to envisage future scenarios and goals for your business.

Cashflow forecasting is also a key area to get right. Are you holding too much inventory? Do you have enough cash to pay all your monthly operating expenses? We provide accurate, timely, informative cash flow forecasting reports that allow you to:

• Realise and understand when cash is available
• Plan and prepare for expansion, stock control, and taxes
• Analyse and anticipate key expenses

Equipped with this information, we work with you to develop action strategies that improve your bottom line.

There are a multitude of risks in every business environment. We pride ourselves in our proven ability to accurately assess risk and protect you from vulnerabilities within your enterprise and in your marketplace.

An effective risk management strategy improves your business performance, enables you to reach your goals, and protects the value of your business.

Our risk assessment expertise includes:

• Assembling relevant information about your business and market
• Identifying the major risks facing your organisation
• Developing a risk strategy
• Implementing risk management procedures

Although we all expect to live to a ripe old age, illnesses and accidents can happen at any time and the results can be both financially and emotionally distressing for those you leave behind if you haven’t planned properly.

With a proper estate plan, you can ensure that the right assets go to the right people (or charities) whenever you die. Having a good estate plan also means that money and other assets will go to the beneficiaries you choose and ensure that all taxes will be easier for beneficiaries to manage.

The first step is to have a valid will in place. A will is an important part of any estate plan because it’s the main document that facilitates the distribution of assets and in what manner after you pass away. When someone passes away intestate, it means that your assets may not be distributed in the manner you wish.

By seeking advice from an estate planning professional, you can make sure that you draft a will that reflects your wishes while also limiting the chances of it being deemed invalid.

Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Hazeal Newman & Associates we can relieve this burden for you.

Our services include:

• General advice on company law
• Company formations
• Filing annual returns on your behalf
• Preparing all documentation related to minutes and resolutions
• Maintaining statutory books
• Assistance with changes of directors, shareholders, addresses, and office details
• Bonus issues
• Share transfers
• Registered office facility

Please contact us for further information on how we can help you get back to running your business.

To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience, we can address the complex issues of business continuation, removing the stress from your shoulders.

Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!