Services

PDK Financial strives to offer practical ideas and innovative solutions to improve the functionality and net worth for you and your business.

Our Services Include:

Tax Planning and Compliance

• Income tax
• Capital gains tax
• Fringe benefits tax
• Goods and services tax
• BAS preparation and lodgement

Self Managed Super Fund 

• Setup
• Accounting and Compliance
• Audit
• Investment Strategy

Audit

• Self managed super funds
• Not For Profit Organisations

Business Coaching & Development and Improvement Services

• Business improvement process
• Profit improvement strategies
• Structuring for new businesses
• Bookkeeping and training

Business and Strategic Planning 

• Business purchase and sale reviews
• Business evaluations
• Budgets and cash flow forecasts
• Business plans
• Succession planning

Marketing Support 

• Marketing Plans
• Implementation advice

Corporate Finance

• Business valuations
• Business loans and overdrafts
• Property loans
• Trade finance and factoring advice
• Debt restructuring

Acquisitions and Mergers

• Structuring
• Tax planning

IT Support and Installation

• Consulting on accounting software packages
• Needs analysis
• Design and implementation of packaged accounting software solutions
• Systems documentation

Financial and Retirement Planning 

• Planning Superannuation
• Retirement planning
• Wealth creation
• Insurance

Financial Reporting

• Statutory compliance
• Financial performance measurement and analysis
• Management reporting
• Company secretarial

Estate Planning

• Assisting with wills
• Acting as executor for deceased estates
• Managing estates for beneficiaries
• Structuring estates for tax purposes
• Asset protection

Liquidations

Contact us to make an appointment to find out how we can help you

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