Both Donna and Murray started their accounting careers working on compliance for predominantly Management Rights clientele. We are proud to have maintained a strong association with the industry and have remained firmly independent as the industry has evolved.

In addition to your annual tax compliance we can offer the following services to Management Rights Participants:

• Preparation of ‘Profit & Loss for Sale’ reports for your Management Rights broker
• Management Rights verification and due diligence reporting
• Structuring advice and set-up for your impending Management Rights purchase
• Liaising with finance specialists to ensure your lending maximises tax efficiency for the transaction
• Advice in relation to appropriate Trust Account software (for both holiday letting and permanent property management) and accounting software as required
• Preparation and lodgement with Office of Fair Trading Audits for your Trust Account
• CGT minimisation using small business concessions