- Do you know how much tax you have to pay?
- Will your terminal tax be terminal for your business?
- Do you have tax planning strategies?
- Do you review your tax? (GST/FBT/Entertainment)
- Are you claiming all the tax deductions that you can?
- Are your GST returns being calculated correctly?
Trusts, Companies and Partnerships
- Are you operating under the right structure?
- Do you know your structure’s advantages/disadvantages?
- Are there asset protection issues?
- If you are a Partnership, do you have a Partnership Agreement?
- If you are a Company, do you have a Shareholders Agreement?
- Is your Family Trust professionally administed?
- When was the last time you reviewed your insurances?
- Do you review your will?
- Do you have the right amount of personal insurance to meet your needs?
- Do you have an enduring Power of Attorney?
- Do you have a Relationship Property Agreement?