We’re here for business – and we love farmers
But we also help individuals with financial complexity and retirees to live their best life. Are you one of our ideal clients?
If you are, then it’s a good chance that you love what you do. Certainly, you’ve got financial needs and important plans for the future.
But somehow there’s a gap between your current reality and where you’d like to go or to be. For example, if you’re a business owner, you’ll know your business inside out but somehow that doesn’t seem enough.
That’s why you’re seeking guidance and advice – to improve your results and to grow your personal wealth.
You will understand that you need to work with a like minded Accountant. Someone you can talk to. An adviser who has the knowledge, skills, and the right attitude to empower you.
We see it as our role to help transform all your hard work into your life’s dream. Our ideal clients usually fall into one of the following groups:
We love farming families. There is nothing more “fair dinkum” then a farming family.
We know you love what you do. …just as we love what we do. It’s a calling. It’s what we were each born to do.
We know that you tough it out during the long and difficult times when the rains just don’t come. We’ve seen over 40 years of farmers going through the cycles of good and bad times. It’s our business to know how to help you. We know the farmer-only tax rules and how to provide the assistance you may need. We’ll get you appointments with the front line people. We’ll be there to help negotiate arrangements with your bank.
If you’re a farmer who feels your accountant doesn’t understand you, give us a call. We’d love to meet and hear your story.
Download our Guide
LCA has developed an extensive success planning document that aims at assisting clients in sorting out just what is right for you.
Handing the farm in particular, over to the next generation and making it fair for the off-farm children is never easy.
With years of experience helping family’s work their way through this maze, we have written a helpful guide to ensure you have thought of everything that may assist or stall that process.
If you’d like to read more, click here to download our farm succession planning document.
Your family might all work together and have done so over many years. You might be a farmer who has two or more generations working on the family farm. Or you may be in retail or trade where multi-generations all work in the business together.
We understand the special needs and situations that arise from having Parents, Children, and grandchildren all involved in a family enterprise. That’s because we’ve been dealing with some families for over 40 years. In many cases that now involves at least 3 generations of the one family and in one case 4 generations.
Clients quickly learn they can trust us to be there during the good times and the bad. It’s because we stay the course with our clients over so many years that we know their needs and go way beyond just the year to year accounting work.
For example, you may be looking to establish the ground rules for succession to allow the senior family members room for retirement. Or perhaps you want to transition the business to the next generation? Over the years, we have helped hundreds of families to reach successful family agreements to allow succession to happen painlessly.
You are keen to start a new business. You have an idea for what your business will look like. You may need some help to get your idea onto a business plan. You have done your market research. You know there is an opportunity for you to grow a business in that market. We can help you make that plan a reality and to help you prepare a 12-month cash flow report to assess the viability of the plan.
Of course, you’ll need a trusted adviser to guide you along the way. For example, we have a standard process we go through to ensure you will use the entity structure that best suits your business. It’s not a one size fits all process by any means. We know from many years of experience that depending on your personal situation, your family situation, and the type of business you are going into just which structure to recommend to you.
We’ll also help you choose the correct accounting software. Again, it’s not a one size fits all and just because your friend uses one particular package doesn’t mean it will suit your needs.
We enjoy setting up new businesses and we know you’re keen to get started. However, it’s important to start out on the right foot.
That’s why we’ve developed two invaluable resource booklets to assist you with setting up and running your small business including choosing the right software to understand how the BAS and tax system works.
If you would like to read more click here.
Booklet 1 – steps to start a small business – all the questions you might have are answered here
Booklet 2 – operating a small business – the good the bad and the ugly of operating your dream small business
You have been in business for a while now and likely feel you are just marking time. You are successful at what you do but you don’t feel you are building your wealth as well as you should be. Chances are that you stagger from crisis to crisis – an unexpected tax bill here, a cashflow squeeze there.
At the back of your mind, there’s a sense that it shouldn’t be this way. Almost certainly, you’re sensing that the business spills over into your personal life and that you don’t have all the answers.
Perhaps you’d appreciate some proactive tax planning advice or knowing what to do in order to protect your hard earned assets? Above all, you’re interested in a better way to do things – less time, more results!
Do you need help? Try this quick assessment!
If this sounds like you, give us a call as we’d love to meet you to discuss your business.
You are a wage earner with some financial complexity in your life or perhaps you have retired. Either way, you have good records and understand keeping things organised is important. You may have an investment property or two and some superannuation investments.
Indeed, you may have a self-managed superannuation fund.
Regardless, you appreciate the need to have a professional adviser on your side. Someone who will help you with your tax and to make sense of the complexity.
If this sounds like you, we have a team member that can assist.