Scarlett Financial are trusted by our clients to help them maintain a focus on their goals in difficult and dynamic economic environments. We can assist you to successfully manage difficult and complex circumstances. We have the skills and expertise to provide sound advice on managing your business growth and transition.
RECENT CLIENT BENEFITS
- We recently assisted a client by creating a tailored solution to the complicated tax compliance requirements of a multi-unit property. We assisted them in achieving significant financial savings and profit from the strategic advice we provided on the sale and retention of investment assets. The strategy developed provided our client with a successful benchmark for all future projects.
- Our knowledge in the property and construction industry allowed us to structure a large mixed-use site to achieve optimal results in terms of the following attributes:
- separating appropriate structure for development assets vs long term holds;
- ensuring stamp duty costs were kept to a minimum; and
- managing GST to ensure maximum capital is returned to the investors.
- We restructured a medical specialist practice to achieve the practitioner’s long-term goals, which included:
- accessing tax concessions associated with the sale and allowing one party to bolster their superannuation and provide them with financial freedom in retirement;
- providing a structure that easily allows future partners to be added; and
- providing a complete finance restructure which unencumbered each practitioner’s personal assets.
- One of our clients required assistance structuring finance on a property development. We assisted preparing a suite of documents, including cash flow forecast, corporate structure, forecast profit & loss statements, balance sheets and a business plan. We negotiated a deal with each major bank to achieve the best result for our client.
“The Scarlett Advisory team are extremely professional and always available to assist me. I know I can rely on the team to provide me with relevant and timely advice that is specific to both my business and industry. They constantly go above and beyond their roles to guide me in running my business, through their industry-specialised knowledge within the medical field.
As well as being exceptional at what they do, the team at Scarlett Financial possess a genuine desire to develop and maintain a relationship on a personal level. (Something which shows that the team are not just about charging fees and seeing me once a year to talk about my taxes and obligations to the ATO.) They truly care about me and my business.
I highly recommend the Scarlett Advisory team to anyone wanting to improve their business profitability and desire to achieve a successful work/life balance.”
Dr Dylan Hyam – Maxillofacial Surgeon
At Scarlett Financial we take a vested-interest approach to supporting your business and personal needs. If you are satisfied, and your business is thriving, as a result of our advice, we know our future is also in great shape.
Our personal, process-driven approach has proven successful time and time again. We help you to understand where you have come from and how your business has reached the point that it is at today. In partnership, we map out the future according to your goals and walk with you every step of the way to ensure they are achieved.