Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Messenger Murray Picello Pty Ltd we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets — Valuations, inventories, and appraisals
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Information Technology

We live in a computerised age where technology enables us to enhance a wide variety of business processes. Using software and hardware effectively can provide enormous benefit to your business.

Here at Messenger Murray Picello Pty Ltd we have embraced computerised systems, ensuring our experienced, trained professionals can:

  • Discuss the best system to further your business
  • Install and configure software to suit your purposes
  • Recommend processes to make your computer system more secure
  • Suggest accounting software applications suitable for your business
  • Train clients to be self-sufficient users of a range of software applications
  • Offer advice on electronic banking

Whether you are thinking about obtaining new computer hardware or looking at completely changing your business systems, our team is willing and able to assist you.

Insolvency

The key to avoiding insolvency is to seek professional help as soon as the first signs of difficulty appear. The experienced professionals at Messenger Murray Picello Pty Ltd can assist in identifying problem areas and suggest solutions to improve the position of the company. Timely, expert advice could save your business from liquidation or receivership.

Receivership entails someone being appointed to raise funds within the company to repay a financier. Liquidation becomes necessary when so many of the company assets are sold that it cannot continue its daily business. A liquidator disposes of all the company assets, repays the creditors, and the company ceases to exist.

In the event that liquidation or receivership is necessary, Messenger Murray Picello Pty Ltd has the required experience and skills to assist. If your business is struggling under financial and operational difficulties, proactive and insightful action is vital to avoid, or at least minimise, the ramifications. Contact us today for an appointment and expert advice to assist with your situation.

Rental Property

At Messenger Murray Picello Pty Ltd we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Advice on purchasing a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

  • Revenue returns
  • Financial position
  • Potential growth

Self Managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:
  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At Messenger Murray Picello Pty Ltd we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 

Selling a Business

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At Messenger Murray Picello Pty Ltd we take the unwanted burden from you.

The services we provide for preparing to sell a business include:

  • Obtaining comparative results
  • Establishing a realistic sale price
  • Taking the business to the market
  • Negotiating with potential purchasers
  • Drafting a contract

Our friendly, professional team will help you obtain a maximum return for your business.

Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at Messenger Murray Picello  are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals. Our superannuation software is innovative and world class providing clients with the ability to connect in to their superfunds via an internet link and look at their funds on an updated day to day basis.

We can also provide advice on Borrowing for Self Managed Superannuation Funds for both residential and commercial properties.

Services we offer include:

  • Establishing self-managed superannuation funds 
  • Completing information for the Insurance and Superannuation Commissions 
  • Superannuation audits 
  • Advice on compliance matters 
  • Advice on taxation benefits 
  • Advice on employer obligations

About Messenger Murray Picello

Accounting, Taxation and Business Services

We deliver outside of the box results, different ways to solve challenges and although we walk and talk like accountants, we add that bit extra by creating different, intelligent and workable solutions along with remarkable customer service.

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Level One, 10 Pittwater Rd
Manly NSW 2095

PO Box 870, Manly NSW 1655

02 9977 8077

reception@2mp.com.au

 

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