YOUR LOCAL ACCOUNTANT

 

Your local one-stop source for all
accounting and financial services needs.



At Your Local Accountant, we have structured our services to provide a single source of assistance to all types of clients. As a one-stop shop, we have centralised all accounting and financial management services under one roof. We have negotiated with key suppliers of a full range of allied services to do with wealth management, investment and lending options.


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WHAT CAN WE DO?

As a one-stop shop, we have centralised all accounting and financial management services under one roof.

For our clients: One-Stop Solution Services

Taxation

Wide ranges of taxation and compliance services are provided from our professional trustworthy Franchisees to give you a peace in mind all year long.

• Individuals income tax return
• Partnership income tax return
• Company and trust income tax return
• Other Entities’ tax return (Not-for-profit, clubs, societies and associations)
• IAS/BAS, FBT, Payroll Tax and PAYG instalment
• Capital Gain Tax
• Tax planning and tax advice

Accounting & Business Services

For clients in business, we can provide you the essential services and advice to help you with daily operation and decision making.

• Accounts Payable and Accounts Receivable
• Bank Reconciliation
• Payroll
• Cashflow forecast and statement
• Financial reports and planning
• Liaising with ATO, Worksafe and State Revenue Office
• Business registrations, New company/Trust Setup
• Accounting System and Chart of Account setup
• Business Planning, Strategy and Acquisition
• Working Capital Funding
• Due Diligence
• Corporate Secretarial Services
• Setting up SMSF and ongoing administration, compliance works

Finance

For the client, shopping around for finance is often the first and most critical aspect of investing in a property, a business asset or financing working capital. Your Local Accountant offices have access to a selection of finance options carefully selected to suit the type of asset and the client’s personal needs

• Residential home Loan
• Residential investment Loan
• Car Loan and Personal Loan
• Commercial Property investment Loan
• Asset & Equipment finance options

Refinancing

Refinancing long term loans, whether for property, business assets or personal borrowings can save clients thousands of dollars. YLA guides clients through their options for better interest rates, consolidating debt, or access to additional finance, via our industry experts in lending solutions.

Investment

Investing is a powerful wealth creation tool. At YLA, we work together with our services provider, to offer you the most suitable portfolio according to your personal situation and expectation.

• Direct shares
• SMA (Separately Managed Accounts)
• Property
• Bonds
• Managed Funds
• Personal Debt Reduction
• Gearing Strategies
• Saving Strategies

Retirement

Many Australians are concerned about their financial well-being in retirement due to that the employer superannuation contributions may not be sufficient to achieve your retirement objectives. At YLA, we engaged with our best financial planner to help you building up your retirement strategy for the future.

• Transition to Retirement
• Allocated Pension
• Life Time Pension
• Annuity
• Age Car
• Age Pension

Insurance

Insurance is an essential part to secure any comprehensive financial strategy.

Personal insurance can protect your personal and financial wellbeing from unforeseen illness, injury, permanent incapacity, traumatic illness or death.
o Term Life (or Death)
o Total and Permanent Disability
o Income Protection
o Trauma (also known as Critical Illness)

Business Insurance (insurance process) can be used to cover lost revenue, repay debt, cover additional expense items or inject required capital into the business. This ensures that the business is supported financially until a replacement is found or other staff are trained to fulfil a particular role.

Business Keyperson Insurance is to cover a key person, such as a director within the business, in the event they either:
o depart the business; or
o are unable to perform their duties due to an insurable event (death, disablement or a specified medical condition

Superannuation

Superannuation is principally a tax-effective mechanism of saving for your retirement. For many of us, it may be the largest asset we own, apart from our homes. We can assist you with:

• Salary Sacrificing
• Spouse Contributions
• Government Super Co-contributions
• Consolidating Super
• Self-employed Deductible Contributions
• Self-employed or Not Working After Tax (non-deductible) Contributions
• Advice on Superannuation concessional caps
• Self-Managed Superannuation Funds (SMSF)

Property Investment

An investment property is often high on people’s agenda for personal wealth creation. With thousands of competing offers in an often hyped-up market, YLA clients will appreciate and value the professional advice from their trusted YLA franchisee via YLA’s specialty investment service provider.

YLA’s service provider has advantage in procuring properties in Australia and converting them into viable development projects. The team is made up of industry professionals with solid experience in the Australian building and property development industry, as well as developing business solutions. Our completed projects have delivered remarkable returns to our investors.

Franchise Opportunity Available

If you are a current provider of financial services with an existing client base,or a qualified accountant who is looking forward to build your own business, then we want to talk to you. We are seeking qualified and enthusiastic people to own and operate our franchise offices in the select high-growth areas in Victoria.

As Your Local Accountant franchisee, you will not only be able to provide a full suite of accounting and taxation administration services, but also refer other financial services to your clients, which provide excellent additional income streams,and enable you to maximise the potential income from every client.

As the Franchisor, we have negotiated with our service providers on your behalf for the value added services, saving you time and leaving you free to focus on customer service. Your clients will benefit directly in their dealings with you – a convenience that saves them time and hassle.

Please feel free to contact us now to discuss how we can help you to build your business with our franchise system.


Our Franchisees
Your Local Accountant Pty Ltd

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