Listed below are the services we offer. This list is by no means exhaustive, and our team of friendly staff are more than happy to talk about any services not listed here that you might require.

Financial and Accounting Services

We can provide a wide range of accounting services for your business – whether it be a small, large, rural or city enterprise. Our aim is to provide accounting and taxation services at a cost you can afford.

Modern business requires up-to-date, accurate financial information. We can relieve you and your staff of the enormous burden of all your bookkeeping and accounting needs, including preparation of your annual accounts and periodic management accounts for tax, business appraisal, and planning purposes.

We will discuss your requirements with you and provide information relevant to your particular situation, as well as constructive advice, on a regular basis.

We can offer you a number of services including:

  • the preparation of financial statements on a monthly/quarterly/annual or “as needs” basis
  • the preparation of taxation returns for individuals through to large corporations
  • advising you on GST processing and the preparation and assistance with the BAS statement
  • advising you on statutory requirements such as fringe benefits tax returns, capital gains schedules etc.
  • asset protection
  • estate planning

Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At RJC Evans & Co we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, accurate advice.

The services we offer include:

  • Farm budgeting and cash flows
  • Farm sales and purchases
  • Ownership structures
  • Preparation of financial statements
  • Taxation
  • Seasonal planning
  • Succession planning

At RJC Evans & Co we have trained bookkeepers on hand should you and your business wish to outsource this necessary yet often unappealing task. Having your bookkeeper and accountant working so closely together often results in not only efficiencies but new ideas and strategies to benefit your business.

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 RJC Evans & Co we can relieve this burden for you. The services we offer 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.

RJC Evans & Co offers auditing services through its resident Registered Company auditor David Murdock.

David performs audits for a variety of clients and while their auditing needs may differ, one thing is certain, they all have their individual requirements met in a cost efficient and cost effective manner.

Audits are performed for companies, legal practitioners, real estate agents, land brokers, trust funds, superannuation funds and not-for profits.

Business audits, internal control assessments, special investigations and business analysis services are also undertaken, on behalf of clients, ranging from small business to large.

We know that relevance and efficiency in the audit process is important to our clients and this is achieved by the obtaining of an understanding of their business and close working relationships between David and the audit team.

Should you have a requirement for an audit or business assessment, whether it be a statutory requirement or for some other business reason, we can assist you.

Forensic accounting is the use of accounting techniques to assess the financial implications of legal disputes. In a dispute over money it is imperative to obtain accurate, timely advice.

At RJC Evans & Co we offer assistance in legal disputes to swiftly make those headaches over money disappear. Often with our intervention the dispute can be settled without a court case. However, in the event that a court case is required, we can provide the information and documentation required for your case, and act as an expert witness in court.

All our specialists possess a sound understanding of legal concepts and procedures and have years of relevant experience. They are ready and able to guide you through the treacherous territory of the legal industry!

Business Advice

Have you ever wondered how your business performs compared to your competitors? What is their average bottom line? Are you spending enough on advertising? Are you paying too much rent? Are your staff costs too high? Surviving in today’s business climate requires you to spend more time working on your business than in it.

We can provide you with accurate, timely, informative benchmarking reports that enable you to:

  • See how your business compares to your competitors
  • Understand more about how the rest of your industry works
  • Analyse the key performance indicators in your industry
  • Equipped with this information, we’ll work with you to develop action strategies that improve your bottom line.

A good budget is a necessity in a good business plan. It is one of the best business tools you can have, enabling you to set financial targets and measure your performance.

In addition to goal-setting value, budgets will often improve your chances of acquiring funding. Financiers often require budgets as a prerequisite for funding approval.

The techniques we utilise to form financial projections enable you to consider future scenarios and provide you with goals to strive for in your business. There are many types of budgets. We can help you design the right budget for your requirements.

Let us show you how a budget can provide feedback that helps you prepare for the future of your business!

Are you holding too much inventory? Is this the right time to expand your business? Are you going to have enough cash to pay all your expenses every month? Surviving in today’s business climate requires you to spend more time working on your business than in it.

We can provide you with accurate, timely, informative cash flow forecasting reports that enable 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’ll work with you to develop action strategies that improve your bottom line.

Our aim is to ensure your business achieves the potential it is capable of. We have the know-how and experience to offer advice that helps you run your business more effectively.

We are practiced in acting as a sounding board for management, bringing years of experience in business growth to the relationship. We can identify key performance indicators in your business, through which you will see positive changes occurring with the help of our professional consultants.

We check that your business is as competitive, focused, and profitable as it can be, then offer flexible strategies, designed to address the issues affecting your business.

Let us give your business a health check! Take the practical advice we can provide to ensure the ongoing success of your venture.

Business planning involves many different facets, and no two clients needs are the same.

At RJC Evans & Co your individual needs are determined by a highly experienced principal of the firm. Together we reach your goals.

We can offer you a number of Business Planning services including:

  • Budgeting and cash flow analysis
  • Taxation planning
  • Assistance with finance proposals, including bank applications, equipment and motor vehicle finance
  • Future personal planning for your business, including advice on Will preparation and the establishment of trusts and companies
  • Advice on the best business structure for your company, partnership or trust

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At RJC Evans & Co we take the unwanted burden from you.
The services we provide for preparing to sell a business include:

  • Obtaining comparative results
  • Establishing a realistic sale price
  • Taking the business to the market
  • Negotiating with potential purchasers
  • Drafting a contract

Our friendly, professional team will help you obtain a maximum return for your business.

A decent accounting system will help you keep track of your cash flow and make completing GST returns easy. Choosing the right system for your business can be difficult as there are over sixty different accounting packages available in Australia.

At RJC Evans & Co we invest considerable resources in ongoing staff training to ensure we can recommend the best accounting software solution for your business.

Let us help you make the right choice of accounting software!

A wide range of financing options exist each with their pros and cons. At RJC Evans & Co we know the financial market and have the experience to assist you in securing the best financing option for your personal and business goals. Our experience in the market means we can also structure debt upon acquisition to maximise tax advantages.

Let our experienced team explore the best financing options with you to get your business closer to its goals!

Taxation Services

Whether it be a small individual tax return, or a complicated structure involving entites, RJC Evans & Co can prepare and lodge your returns at a cost you can afford.

With the help of industry leading computer systems any type of return, including Fringe Benefit Tax Returns, for any type of entity can be lodged accurately and efficiently.

The GST system is a complex and confusing one. Consequently RJC Evans & Co ensures our team remains up to date with any changes, enabling us to offer you accurate advice.
Every transaction now has an associated GST issue. We are experienced in these issues and can offer expert advice on the GST implications for your business. The GST-related services we offer include, but are not limited to:

  • Advice on registering for GST
  • Filing and adjusting GST returns
  • ATO audit assistance

No one likes paying more tax than they have to, and our team of professionals pride themselves on ensuring our clients do not. Whether you be simple individual tax payer, or a large multi-national business, the team at RJC Evans & Co have the expertise to minimise your tax bill.
The tax landscape is constantly changing. Thanks to our training and professional development regime our team is kept abreast of any and all tax saving opportunities available to our wide range of clients. You can look to RJC Evans & Co for advice of any of the following strategies and more.

  • Family Trusts
  • Negative Gearing
  • Salary Sacrificing
  • Small Business CGT Concessions
  • Superannuation
  • Tax Offsets and Rebates
  • Transition to Retirement Pensions

Strategic Planning

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!

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At RJC Evans & Co we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Getting the right advice and structures in place can mean your heard-earned business and personal assets are protected from unforeseen circumstances. With the increase in asset values and litigation, the correct advice has become more important than ever.

The team at RJC Evans & Co have the expertise to ensure you have the appropriate protection in place.

At RJC Evans & Co we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Advice on purchasing a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

  • Revenue returns
  • Financial position
  • Potential growth

Contact us today for more information on how we can assist you in the business of rental properties!

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable.

The services we offer include:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.

We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.

Choose RJC Evans & Co for a professional, accurate valuation service!

Charitable trusts are set up to hold money or assets and carry out activities for the benefit of the community. Five main types of charitable trusts exist in Australia:

  • Australian charitable trust
  • General charitable trust
  • Prescribed charitable trust
  • Deductible gift recipient
  • Prescribed private fund

Each type of charitable trust brings with it different requirements and benefits. At RJC Evans & Co we know the practicalities of the charitable trusts and so are able to assist you by:

  • Preparing the trust deed
  • Applying to the ATO for an ABN
  • Organising tax exemptions where applicable

Most importantly, our experience enables us to ensure your trust is used to effectively reach your charitable goals.

Superannuation Services

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at RJC Evans & Co are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

The services we offer include:

  • Establishing self-managed superannuation funds
  • Completing information for the Insurance and Superannuation Commissions
  • Advice on taxation benefits
  • Advice on employer obligations
  • Advice on contribution and withdrawal strategies
  • Advice on superannuation estate/succession planning
  • Advice on limited recourse borrowing arrangements

Managing and running a Self-Managed Superannuation Fund can be arduous task. Given the significant benefits with Self-Managed Superannuation there are strict regulations that must be abided by. The team at RJC Evans & Co can relieve this burden to ensure the fund complies whilst you concentrate on your retirement goals.

The services we offer include:

  • Preparation and lodgement of Annual Return
  • Preparation of Financial Accounts and Member Statements
  • Annual superannuation audit
  • Monitoring for potential regulatory breaches
  • Assistance with Investment Strategies and Trustee Resolutions
  • Record keeping

RJC Evans & Co Pty Ltd obtains ASIC Limited Australian Financial Services Licence (AFSL) for Self-Managed Superannuation Funds (SMSF).

For over 30 years, we have been providing advice in relation to Self-Managed Superannuation Funds (SMSF) to our clients as part of the suite of services available. Our commitment to help our clients grow their wealth, has been backed up by the extensive additional financial planning study and qualifications the Principals of this firm have obtained along the way.

As a result of our qualifications we now have an ASIC limited Australian Financial Services Licence (AFSL number 482656) in SMSF so that we can comply with the Legislative changes to financial services which come into effect from 1st July 2016.

We are one of the accounting firms in Australia who have been granted this Licence by ASIC which will enable us to continue to provide advice to our clients in SMSF from 1st July 2016.

CLICK HERE for our Financial Services Guide which covers the services provided by our firm under our Australian Financial Services Licence (AFSL 482656).