Personalised accountancy and financial advisory services
Accounting
Accounting and Compliance
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
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 Super Funds
SMSF
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
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 Services
Mergers and acquisitions
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
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
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
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
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
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
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.
“With the rapid advances of IT accountants are now able to work closely with our clients focusing on the future plan rather than just reporting on the rear view mirror”
— Melinda Lynch, Principal Accountant
