N° 01
Founders, after a sale
Proceeds, structures and what comes next
Consideredwork, donequietly.
Tax, super and structures for individuals, families and the businesses they own, within one fixed annual fee.
ScrollSix services · one engagement letter
The services
Six wayswe help.
Each one is listed in your engagement letter, word for word, with its fee.
- i.
Personal tax
Returns for you, your partner and adult children, prepared from records we gather through the year.
- Investment property schedules
- Shares, managed funds and crypto
- Capital gains, with cost bases kept
- Foreign income and residency
- ii.
Trusts and companies
Financial statements and returns for the family's entities, kept in step so nothing is decided in isolation.
- Distribution resolutions before 30 June
- Division 7A loan agreements and repayments
- Minutes, registers and ASIC reviews
- Bucket company planning
- iii.
Self-managed super
The fund's accounts and annual return, the independent audit arranged, and its records kept in order.
- Annual accounts and member statements
- SMSF annual return
- Audit arranged with an approved auditor
- Pension and contribution records
- iv.
Business owners
For the family business: the compliance done properly so the owners can think about the business.
- BAS and GST, quarterly or monthly
- Payroll, Single Touch Payroll and Payday Super
- Bookkeeping oversight in Xero or MYOB
- Budgets and lender-ready reports
- v.
Wealth and succession
Structure reviews, the sale of a business and passing wealth between generations, with your lawyer and adviser.
- Structure and asset-protection reviews
- Tax on selling a business or property
- Estate planning, with your lawyer
- Family meetings, chaired and minuted
General advice warning [placeholder]: any advice on this site is general and does not take into account your objectives, financial situation or needs. Before acting on it, consider whether it is appropriate for you and read any relevant Product Disclosure Statement and Financial Services Guide. Wealth and financial product advice is provided only through an appropriately licensed adviser.
- vi.
Philanthropy
Setting up and keeping a private or public ancillary fund, so giving is planned rather than rushed in June.
- Establishing a private ancillary fund
- Annual accounts and the fund's return
- Minimum distribution tracking
- Grant records and reporting
Who we act for
Families weknow well.
Six kinds of client make up most of the firm. Drag, or use the arrows.
N° 02
Medical and legal specialists
Practice entities and personal wealth
N° 03
Families with property
Portfolios held across trusts and the fund
N° 04
Retirees with an SMSF
Pensions, records and the audit
N° 05
Executives with equity
Share schemes and capital gains
N° 06
Families who give
Ancillary funds and planned giving
Alongside your advisers
Four atthe table.
We meet with your other advisers once a year, so the plan is the same in every office.
Your accountant
Tax, structures, compliance and the numbers everyone else relies on.
That's usYour adviser
Investments, insurance and financial product advice, under their own licence.
Yours, or an introductionYour lawyer
Wills, trust deeds, constitutions and the documents that make a plan real.
Yours, or an introductionYour family
A meeting each year, chaired and minuted, so the next generation knows the plan.
When you're ready