Sartori Freeman

Sartori Freeman Chartered Accountants, established in 1925, has been a trusted name in providing professional accounting, business, and taxation advice for over 90 years. Our clients include longstanding multi-generational businesses and families that have been with us since our inception. We are committed to delivering appropriate solutions and providing pragmatic advice to help our clients achieve their life goals. We have strong working relationships with specialists in various Legal and Taxation Fields, enabling us to enhance our client services when required.

Taxation

Taxation is an increasingly complex environment with potentially severe legal and financial consequences when neglected or not appropriately met. At Sartori Freeman, we help navigate this environment by applying a detailed working knowledge and a principled understanding of taxation law. We establish appropriate structures and planning activities to achieve our clients' personal and business objectives.

Accounting

Our team can provide both financial and management accounting guidance when you need it. From the preparation of statutory reporting and non-reporting financial statements to cash flow forecasting and budgeting to assist in profit maximisation, we are an essential part of our clients' solutions.

Business Structure

When entering into a new business activity or investment, it is wise to consider the forms of legal structures that are available as an appropriate vehicle for the activity or event. At Sartori Freeman, we help our clients choose the right structure that is of long-term priority. Changing or switching structures as the business or investment evolves can be problematic, which is why we advise our clients to commence with a structure that is of long-term priority.

Superannuation

The explosion of self-managed superannuation funds and the licensing of financial advice has fundamentally changed the client and accountant relationship in this area. We can work with your licensed financial advisor to provide establishment and accounting compliance services. We can facilitate the independent annual audit and provide taxation advice on the superannuation strategies that are independent of the licensed financial advisor. We believe in our independence and do not conduct fund audits or provide advice that is restricted to licensed financial advisors. Our clients' best interests are served by our independence from the other regulated functions and any perceived conflicts of interest that could arise.

Estate Planning

Estate planning is often overlooked due mainly to the nature of the topic, but it is one of the more important planning decisions in life. Knowing that your assets will be dealt with in the manner you choose can provide peace of mind. Care should be taken to consider the taxation consequences of the planning options being considered. For business owners, a plan for succession of ownership is essential if the family's financial strength is to best be preserved. For parents, family dynamics can require careful consideration that should include an understanding of the taxation implications your decisions will entail. We regularly engage with our clients' legal advisors on these matters.

Bookkeeping & Cloud Accounting

Quality bookkeeping provides timely information and enhances a client's compliance obligations. The move to the cloud using retail software accounting systems has fundamentally changed the business narrative with clients entering data in real-time to be accessed and reviewed by us in the provision of our services. Depending on the ability and capacity of our client, our assistance can be tailored to any level from limited to complete service.

Shelf Companies & Trusts

We regularly provide clients with incorporation and trust establishment options using specialist suppliers at competitive rates. Some clients require quite generic structures that are relatively low cost, whilst others can require specialised structures that require specialist legal construction.

Due Diligence

When considering a business acquisition or even the sale of your business, it is commercially prudent to take steps to validate the information being supplied in support of the transaction. As a buyer, you will be exposed to many risks, including potential risks inherited from the vendor that could damage the value of the assets being acquired. As a seller, a review of your business and sales data being provided in support of the sale can enhance your sale by identifying and addressing matters in advance that the potential purchaser's due diligence may have addressed. The value of providing quality verifiable records and data on a sale can greatly enhance a purchaser's confidence in completing a transaction and their assessment of the assets being acquired.