Sartori Freeman, Chartered Accountants 57 Victoria Parade, Collingwood, Victoria 3066

Welcome to Sartori Freeman, Chartered Accountants, located in Collingwood on Victoria Parade. With over 90 years of experience, we have been providing professional accounting, business, and taxation advice to our clients. Our extensive client base includes longstanding multi-generational businesses and families that have been with us since our establishment in 1925.

At Sartori Freeman, we take pride in delivering appropriate solutions and pragmatic advice to help you achieve your life goals. We have established strong working relationships with specialists in various legal and taxation fields, allowing us to enhance our client services when necessary.

Navigating the complex and ever-changing taxation environment can have serious legal and financial consequences if neglected or not appropriately met. That's why we apply our detailed working knowledge and principled understanding of taxation law to establish appropriate structures and planning activities that align with our clients' personal and business objectives.

Our services range from preparing statutory reporting and non-reporting financial statements to cash flow forecasting and budgeting, all aimed at assisting in profit maximization. We are dedicated to being a part of our clients' solutions.

When entering into a new business activity or investment, it is crucial to consider the available legal structures that can serve as appropriate vehicles. Starting with a long-term priority structure is recommended since changing or switching structures as the business or investment evolves can be problematic.

The rise of self-managed superannuation funds and the licensing of financial advice has transformed the client and accountant relationship in this area. We can work with your licensed financial advisor to provide establishment and accounting compliance services. Additionally, we can facilitate the independent annual audit and provide taxation advice on superannuation strategies, independent of the licensed financial advisor.

At Sartori Freeman, we value our independence and do not conduct fund audits or provide advice restricted to licensed financial advisors. We believe that our clients' best interests are served by our independence from other regulated functions and any potential conflicts of interest that may arise.

Estate planning is often overlooked, but it is a crucial planning decision in life. Ensuring that your assets are dealt with according to your wishes can provide peace of mind. We also emphasize considering the taxation consequences of the planning options being considered. For business owners, a succession plan is essential to preserve the family's financial strength. For parents, family dynamics and the taxation implications of decisions should be carefully considered. We regularly engage with our clients' legal advisors on these matters.

Quality bookkeeping is essential for timely information and compliance obligations. The move to cloud-based retail software accounting systems has revolutionized the way businesses operate. Clients can now enter data in real-time, which can be accessed and reviewed by us as we provide our services. Depending on our clients' abilities and capacity, we can tailor our assistance to any level, from limited to complete service.

Incorporation and trust establishment options are also part of our services. We work with specialist suppliers to offer competitive rates for clients who require either generic or specialized structures that require specialist legal construction.

When considering a business acquisition or sale, it is crucial to validate the information being provided in support of the transaction. As a buyer, you may be exposed to risks, including those inherited from the vendor, which could impact the value of the assets being acquired. As a seller, reviewing your business and sales data in advance can enhance the sale process by addressing potential issues that may arise during the purchaser's due diligence. Providing quality verifiable records and data greatly enhances a purchaser's confidence and risk assessment.

As a Chartered Accountancy Practice, we adhere to professional standards and the Code of Professional Conduct by Tax Agents. We provide our clients with letters of engagement that outline the basis on which we provide our services, our understanding of the client's requirements, our responsibilities, and the rights and obligations of both parties.

Choose Sartori Freeman, Chartered Accountants, for expert accounting, business, and taxation advice. With our extensive experience and dedication to our clients' success, we are here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you.