• Our Services

Business Advice

Providing expertise and superior business advice we assist start-ups, SMEs and corporates to implement appropriate and effective business management and growth strategies. We deal with complexity to deliver practical and effective outcomes for our business clients.

Business Advisory

Successful businesses require expertise that is multi-faceted. SWP Advisory provides business advice underpinned by comprehensive accounting services, effective cashflow management and business growth strategies.

Growth Strategies

Goal setting and strategic planning are among the first important steps of an effective growth strategy. Our business advisors work closely with you to implement a disciplined approach to business development. Our role is to inform, advise, recommend and implement an appropriate course of action that will achieve articulated business goals.

Our growth strategy services include:

  • Goal setting and strategic planning
  • Business mentoring
  • Financial statement review (to identify opportunities and potential challenges)
  • Cashflow forecasting
  • Risk management
  • Complex financial, pricing and cost analysis.

Cashflow Strategies

SWP Advisory work with you to implement effective cashflow management systems.

Our cashflow advice includes strategies for:

  • Realistic budgeting
  • Measurement of actual against projected financial performance
  • Accurate sales/revenue forecasting
  • Effective expense management
  • Reliable accounting processes
  • Meaningful financial reporting (that allows informed decision making).

Succession Planning

Exiting your business involves careful planning. This not only allows the next generation business owner to smoothly take the reins should you wish to retire or explore other ventures, but ensures that you maximise business value upon eventual exit.

Succession planning also needs to include strategies for an unexpected or forced exit from business by you or any of your business partners. These circumstances, that may include death, disability or divorce and in some situations fraud, will have serious financial impacts on you, your business partners and your respective families. At SWP Advisory we provide a blend of business advice and financial planning to deliver your business succession goals.

  • Coordination of your business valuation
  • Business structures
  • Asset protection
  • Buy-Sell agreements
  • Personal Risk and Key Man insurance strategies
  • Finance/lending services.

Asset Protection

Appropriate and effective business structures are central to protecting your assets and personal exposure in adverse situations. Asset protection structures also assist with minimising the amount of tax you or your business will be obligated to pay.

We work closely with you to explore as range of important considerations that include:

  • Type of entity: Company or trust – which is more appropriate for our needs
  • Directors: Selecting directors and understanding the obligations
  • Personal Protection: Limiting your personal exposure including business debt
  • Asset ownership: Who should own assets and in whose names should those assets be held
  • Asset protection strategies for Estate Planning.

International Business Advice

Advances in technology and communications has meant that working on a global scale is now common place, however there are important matters that business owners need to consider in order to thrive and prosper in this environment. Our service is two-fold.

Australians doing business overseas:

SWP Advisory understands the impacts of taxation as it applies to Australian residents both in Australia and when operating in foreign jurisdictions.

Offshore clients doing business in Australia:

We advise and assist offshore clients to comply with Australian business standards which includes navigating the Australian tax system which is among the most complex in the world.

Our services include:

  • Business consulting: We combine skills in operations, finance, people management, strategy and technology with our considerable industry experience to enhance the operational performance of our offshore businesses.
  • Strategy & Operations: We assist businesses to realise their potential through the development of a clear vision for the future, formulating appropriate strategies and implementation of systems that deliver outcomes.
  • Technology: Reliable and effective systems underpin efficient business. We advise and assist our clients in the development of appropriate IT architecture.
  • Local Agent Service: We advise our offshore clients on options for a range of matters relating to local distribution chains for import, export, sales and purchasing channels. Our network is extensive and we are able to recommend experts across a diversity of fields.
  • Australian Income Tax Returns for non-residents: Depending upon your circumstances non-residents earning income in Australia or Australian tax residents who has relocated overseas (either temporarily or permanently) may need to lodge an Australian tax return. SWP Advisory can prepare and lodge your Australian tax return taking into consideration options for accessing substituted accounting period concessions or using a nil return form.

© 2017 Spectrum Wealth Partners Pty Ltd. All rights reserved.

All financial planning advisers are Authorised Representatives of Spectrum Wealth Partners Pty Ltd ABN 27 063 536 125 | AFSL 478589.

SWP Capital Group Pty Limited ABN 27 614 413 679 Credit Representative Number 492435 is authorised under Australian Credit License Number 389328.

Your full financial situation will need to be reviewed prior to acceptance of any offer or product. As such, please note that the information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial or credit advice specific to your circumstances.

Services provided by SWP Advisory Pty Ltd ABN 35 608 629 090 include tax and compliance, and business advisory.

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