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1 SYDNEY HONG KONG TOKYO WELCOME PACK W e b s i t e : e m a i l : w w w. k m c a p i t a l. c o m. a u i n f k m c a p i t a l. c o m. a u s y d n e y o f f i c e : 9 4 C h a n d o s S t r e e t h o n g k o n g o f f i c e : S u i t e 9 0 8, 9 th F l o o r, Y e n S h e n g C e n t r e S t L e o n a r d s N S W A u s t r a l i a 6 5 H o i Y u e n R o a d, K w u n T o n g, H o n g K o n g T e l e p h o n e : T e l e p h o n e : Fac s i m i l e : F a c s i m i l e :
2 WELCOME TO OUR COMMUNITY Congratulation on joining our firm! We are so excited to have you as part of our community where we provide coaching, content and services to enable you to achieve your goals and objectives. In doing so, we aim to revolutionise the financial performance of your business. We have the resources and expertise to help you. We value you as our important client and our clients come first. We value and believe strongly: Delete box and insert photo of AR here if required 1. Credibility building trust and relationship with you 2. Reliability maintaining and improving our skills and qualification through continuous education and training to assist you 3. Caring going beyond saving your tax money and seeking opportunities to improve your business 4. Ethical obey and honour legal and ethical practices 5. Open Minded open to new ideas and technologies 6. Giving Back with our time and our money to community We treat your goals and objectives as our own. Once again, thank you for the opportunity to work closely with you and your team.
3 WHO WE ARE We are more than accountants. We are business advisors that provide accounting & tax services, audit assurance, management accounting, business advisory, financial planning, superannuation advice, trusts and estate planning and taxation consulting. We provide services to family business, small to medium business, listed entities, professionals and high net-worth individuals. Our reputation as a professional services firm is grounded in the success and strength of our clients. We focus on creating a long term partnership with you and our determination of helping you to achieve your goals. Our aims are simple: 1. We commit ourselves to help your business GROWTH 2. We ensure you earn PROFIT 3. We improve CASH FLOW of your business 4. We protect your ASSETS 5. We maximise sellable VALUE of your business 6. We are PROACTIVE in helping you "Sunnyside Accountants has now been our accountant for about 8 years, and we can also claim they are our mentor and friend. Their helpful advice and timely action in regards to our queries, concerns and ongoing business dealings, have shown they are dedicated to their profession and to their clients. It is never too much trouble for them to answer questions, and with a clarity of communication that makes it a pleasure to deal with Sunnyside". "Sunnyside Accountants actually listed to our needs and offered an efficient and transparent solution. We have been the recipients of a proactive service that makes us feel like a valued client and not a number. Thanks to the team at Sunnyside, we have been able to get an improved and more efficient service and has made it possible to recommend Sunnyside as an accounting solution that works". "Sunnyside Accountants always provide me a high quality professional accounting and tax services. They always have a quick response as I need the professional advice from them. Also, they provide a fair fixed fee arrangement to their clients. I strongly recommend Sunnyside Accountants to everyone, who wants a peace of mind for the accounting and tax issues". "We have changed accountants few times since we established our business in Australia. Those accountants have charged us expensive professional fee for every meeting down to every telephone conversation. We did not feel those services were value for money. However, Sunnyside Accountants offers flexible fixed fee arrangement which includes all consultation, meetings and compliance works. Since we changed to Sunnyside, we receive speedy response to our queries. We highly recommend Sunnyside Accountants for all business employers."
4 OUR COMMITMENT TO YOU not just for show At Sunnyside Accountants, we believe that everyone desires to receive the best professional services. We are committed to offer you high class personalise services: Professional services at fixed price We provide quality professional services Response to your questions within the same day We are determine to improve your business Our people have solid knowledge, skills and expertise in your industry We focus on long term relationships with you The Sunnyside Accountants point of difference is our Service Level Guarantee. Our clients come first it is how we do business. We want to get to know you and we want to get to know your business. To achieve this partnership with you, we deliver an unmatched and highly valued client experience The Sunnyside Experience. KNOWLEDGE WARMTH EFFICIENCY CERTAINTY THE SUNNYSIDE EXPERIENCE RESPONSIVE INNOVATION CLARITY RELEVANCE
5 OUR SERVICE STANDARDS 1. I lead by example 2. I constantly raise the bar as we lead the Accounting profession 3. Clients will be completely delighted with what I do, and how I do it 4. I always maintain positive relationships 5. I greet and farewell everyone by name with eye contact and with a smile 6. If at fault, I will apologise and make restitution right away 7. I demonstrate a positive can do attitude at all times 8. I focus on solutions to clients objectives 9. I am creative and innovative in my approach to helping our clients succeed 10. I always act with integrity, I respect others and I use empowering conversation 11. I will own any queries or complaints that I receive, and ensure they are addressed within the same business day that I receive them 12. I always live and demonstrate the company value
6 WHAT WE DO As a boutique chartered accountancy firm, Sunnyside Accountants has extensive experience including: Tax and Compliance Services One of our key offerings is our specialist tax advisory and services. Our tax team are leaders in their field. Our experience across a broad range of industries and in-depth working knowledge of taxation law means that we offer clients advice and services that assist to minimise risk and maximise tax advantages. Audit Assurance Services We undertake audit appointments for a cross section of clients, ranging from large listed companies to proprietary companies, trust accounts and statutory compliance audit Management and Business Advisory Services Our professional team have extensive knowledge and experience in conducting financial and operational due diligence in a range of industries. Our approach includes relevant benchmarking, identification of performance improvement opportunities, assistance with maintainable EBITDA and other calculations. Business Consulting and Coaching Services We are able to provide clients with business coaching advice and can assist with a range of operational and strategic planning to improve client s business. Risk Management Services An important part of our life is managing risks. We provide insurance risk assessment and advisory to our clients. We have expertise knowledge in personal life, trauma, income protection insurance and business insurance. Concierge and Networking Services We provide opportunity and venue for clients to network with each other and to create business opportunities for their businesses. Finance Broking Services We have assisted many clients with raising debt or equity to finance any investments, start-up, acquisition or expansion plans. We have excellent working relationships with specialist industry financiers and can facilitate the finance raising process for our clients. Wealth Creation Services We provide a range of financial planning services to our clients who want to create wealth. Our professional team have extensive knowledge and experience in advising on superannuation strategy, salary sacrifice, personal budget, investments review and corporate superannuation plan.
7 MENU OF SERVICES Tax & Tax & Audit Management Business Compliance Compliance Assurance Accounting Advisory Advice - Tax Letter - Statement of Position Audit - Large Companies Analysis - Ratios Business - Appraisal Advice - Tax planning Minute new constitution Audit - Medium size Companies Bookkeeping - Fortnightly Business - Benchmark/KPIs Advice - Wages Minutes - Dividend notice Audit - Real Estate Bookkeeping - Monthly Business - Coaching Agreement - Div 7A Minutes - Statutory Audit - review Bookkeeping - Weekly Business - Debt Management Agreement - Shareholder PAYG - Instalment Variation Audit - Small Companies Bookkeeping - Quarterly Business - Health Check ASIC - annual return Payroll Tax - preparation Audit - SMSF Budget - Cash Flow projection Business - monthly meetings ASIC - Change Company Name Setup - Company Incorporation Audit - Trust account Budget - preparation Business - Needs Analysis ASIC - Changes Setup - SMSF Business - organisational chart ASIC - Company Deregistration Setup - Trust Business - Sale of Business process ATO - Objections SGC - calculation Business - Strategy ATO - payment arrangements Simple Individual ITR Business - Structure ATO - Private ruling TFN/ABN/GST/PAYG - application Business - Succession/Estate planning ATO - PSI advice TFN/ABN/GST/PAYG - cancellation Business - SWOT analysis ATO - PSI ruling preparation Trust - Deed review Business - Valuation Audit - ATO/OSR/FairWork/WorkCover Trust - Name Change EMDG - application Audit - Protection Wage - Calculation EMDG - Audit review BAS - preparation Franchise - advice BAS - review Franchise - application FA - Depreciation Schedules HR - Advice FA & TR - Large HR - Preparation (Employment) FA & TR - sent to 3rd parties HR - Review employment contract FA & TR - Small Lease - Review FA & TR - SMSF Marketing - Positioning FA & TR - Sole Trader Marketing - Pricing plan FBT - Advice Marketing - Product Analysis FBT - Returns Training - Business Land Tax - Advice Visa - Documents preparation Land Tax - Review & Calculation Letter - Accountant (loan purpose) Letter - Accountant (rental purpose)
8 Risk Mortgage Wealth Insurance Concierge Broking Creation Insuranace - Life Business Networking Equity Review Financial Planning Insurance - Business Finance Proposal Financial Review Insurance - Business Expenses Finance Restructuring Investment Advice Insurance - Income Protection Finance Application Investment Implementation Insurance - Trauma Personal Budget Review - Insurance needs Property Purchase Workers Comp - Application Retirement - Advice Salary Sacrifice Superannuation - Corporate Super Superannuation - Personal Super Superannuation - Advice Superannuation - Process
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