Quarles Business & Financial Strategists - Products

Self-Managed Super Funds & SMSF Packages Who benefits most from your superannuation fund? It should be you, as you steadily accumulate savings for a comfortable retirement. But is it? Can you answer these three Super Questions? Where is your superannuation money actually invested? Who makes the investment decisions? Did you make more in investment earnings last year than you were charged in fees? If you can’t answer these questions but would like to take more control and have better transparency in the way your superannuation is invested, a Self-Managed Super Fund (SMSF) may be for you. Quarles Business & Financial Strategists are experts in helping people like you run their SMSFs. As a totally independent Australian Financial Services Licence Holder and with more than 60 clients already using our SMSF Packages, we can help at every step of the journey: Self Managed Super Fund Packages is an SMSF suitable for me? how do I set up an SMSF? should I roll some or all of my existing super into an SMSF? how much can and should I contribute to my SMSF? when can I start drawing money out of my SMSF, and how much? who will attend to the accounting, taxation and other SMSF administration paperwork? what is a suitable investment strategy at my stage of life? can I invest back into my own business? Superannuation and SMSFs are complex areas – very complex. You need top specialist professional advisors by your side, not slick salesmen. Quarles team of highly qualified CPAs & Chartered Accountants know all about super and SMSFs. READY TO TALK? GIVE US A CALL 08 9371 8844 DROP US A LINE [email protected] VISIT US 907A Beaufort St, Inglewood

Financial Strategies & Financial Planning Perth Make money, minimise your tax, invest for the future, protect your assets, retire in comfort, pass a legacy to your loved ones – it’s a natural process. Quarles Financial Advisors Perth will advise you every step of the way. It’s often said that “failing to plan is like planning to fail”. However most people running a business will admit that whilst they are building their business for the future they rarely get time to sit down and think about aligning their long term personal and business strategies. Quarles Financial Advisors Perth provide the tools and advice to help you identify your goals and develop your strategic options in a logical and easily understood framework. Financial Strategies service helps you think strategically in the following areas: Financial Planning Perth, Estate Planning Estate Planning Planning how to pass a legacy to the next generation and beyond tax-effectively and make sure you benefit your loved ones. Asset Protection Organising appropriate ownership structures and insurance policies. Retirement Planning Processes for creating the most effective SMSF structure and its administration, optimising contributions, planning for benefit payments, investment strategies. Wealth Management Plans for accumulating investments and ensuring your asset mix and appetite for risk is appropriate for your stage of life. Financial Strategies Perth, Retirement Planning Pricing of your Quarles Financial Strategy will be agreed in advance and paid half up front with the balance on completion of your Statement of Advice. Please check out our Financial Services Guide for more information. Quarles Pty Ltd holds a limited Australian Financial Services Licence. We are here to help Give us a call 08 9371 8844 Drop us a line [email protected] Visit us 907A Beaufort St, Inglewood

Tax Accounting Packages & Tax Accountants Perth Tax Accounting Packages not only helps manage your taxes it also is an accounting system that delivers essential ‘real time’ management information whilst turning burdensome ATO & bank reporting into simple automated by-products of an efficient work environment. Tax Accounting Packages helps you get much more from your business accounting system Business accounting has come a LONG way in the last few years. Your accounting system (and your accountant) should do more than just collate information that is months out of date. Tax Accountants Perth A modern business accounting system should: Provide you with accurate & timely information on a real-time basis; Be automated, with electronic bank feeds and in-built processing rules; Be accessible from anywhere in the world at any time; Allow access & collaboration between you, your staff and your financial advisers, all using the same software and database. The Quarles team of CPAs and Chartered Accountants are experts in the latest cloud accounting products. We are Xero Gold Partners and Xero Certified Advisors, and the Quarles practice uses Xero as its client accounting software. We can set you up on Xero accounting software, and with industry-specific add-ons to boost efficiency even further. Unashamedly, all our Tax Accounting Packages are built on converting you to Xero accounting software – unless you’ve already made the switch. A properly configured Xero Accounting system means no more software version conflicts, data file version errors, or multiple processing of the same basic data. Xero accounting software is accurate, efficient easy to use and saves you time and money. 10 Reasons to Choose Xero Accounting Software for Your Business With Xero accounting software, tax reporting becomes a breeze, but that is only the beginning. Taking control of your bookkeeping and accounting allows you to leverage your data to truly manage your business. Quarles can help you make the most of the benefits Xero accounting software delivers through our Business Improvement Programs Tax Accounting Packages allow you to do as much or as little of the accounting process as you choose, at an agreed fixed price paid monthly. The higher-end packages include some Business Improvement Programs – check them out here. We are here to help Give us a call 08 9371 8844 Drop us a line [email protected] Visit us 907A Beaufort St, Inglewood

Business Improvement Programs & Business Advisory Services Perth You are in business to make money and have a great life, but growing a successful business can be tough. Quarles will help you develop strategies to increase revenue, build profit margins and solve cash flow challenges. Increase Business Performance with Q-BIP When you engage in a Quarles Business Improvement Programme a wealth of financial and commercial experience is at your fingertips. Just think how much easier life would be if you had an experienced Chief Financial Officer watching your numbers and working with you to make those tough business decisions easier. Quarles senior business advisors have considerable experience in a wide range of industry categories including Mining Services, Building & Construction, Medical Practices, IT Services, Retail and Pharmacies. Quarles advisors use state-of-the-art software tools to help you think and plan strategically, set goals then monitor progress on a continuous basis. The result? More profit, less stress and a healthy growing business. Quarles Business Improvement Programs are customised to your needs and can include: Revenue Growth Gain new customers & increase sales to existing customers. Systems Improvement Make your business easier to manage and more valuable by embedding efficiencies and competitive advantage. Cash Flow Management Grow smoothly and painlessly using accurate cash flow forecasts and proper capitalisation. Business Tax Minimisation Ensure you have the best trading structure and understand all your options with regard to capital gains concessions when you sell. Exit Strategies Decrease reliance on “key employees” and prepare your business for sale or succession. Profit Improvement Small improvements in revenue and expenses make a huge difference to profit – and improved profit has a multiplier effect on business value. Cloud technology employed by Quarles to produce value added reporting and monitoring for our clients. FUTRLI is a key component of Quarles Business Improvement Program Pricing of your Quarles Business Improvement Program will be agreed in advance and paid monthly. Options include a fixed fee, or a retainer plus success fee, where we share the risk and rewards of success with you. We are here to help Give us a call 08 9371 8844 Drop us a line [email protected] Visit us 907A Beaufort St, Inglewood