Case Studies
Client Success Stories
Who
Empowering a Sole Trader
E-commerce business restructure and tax efficiency
Elevating Accounting for an Import/Export Business
Foreign Trust Beneficiary
Our Solution
Guided a thriving e-commerce entity through a strategic restructure into a family trust with a corporate trustee and the family members and a bucket company as beneficiaries
Proposed a comprehensive fixed-fee accounting package tailored for an import/export enterprise. This encompassed end-of-year reports, diligent bookkeeping, cash flow projections, and quarterly on-site visits for document collection and to resolve any queries on the spot.
We collaborated with a client and an international lawyer to address their family trust matters in New Zealand. We provided detailed tax advice, clarifying the conditions under which a distribution from a foreign trust would be non-taxable.
Result
The client saved hours each quarter in looking for transactions and invoices to prepare their activity statements. Tax Return and TPAR ready at the end of the year.
Their assets were better protected, and their overall tax rate reduced from 34% to 25%.
Addressed and corrected past GST discrepancies, enabling the owner to prioritize business operations over routine bookkeeping. The fixed fee ensured transparency and predictability in costs
The client received a distribution from the trust’s corpus, which was not subject to tax. Consequently, they avoided a potential tax liability of approximately $52,000.
Who
Empowering a Sole Trader
Our Solution
Assisted a sole trader to gain control of his GST compliance and EOFY reporting by: instructing to set up a separate business bank account, set up an online accounting software & automatic bank feeds and having a detailed tax planning meeting.
Result
The client saved hours each quarter in looking for transactions and invoices to prepare their activity statements. Tax Return and TPAR ready at the end of the year.
Who
E-commerce business restructure and tax efficiency
Our Solution
Guided a thriving e-commerce entity through a strategic restructure into a family trust with a corporate trustee and the family members and a bucket company as beneficiaries
Result
Their assets were better protected, and their overall tax rate reduced from 34% to 25%.
Who
Elevating Accounting for an Import/Export Business
Our Solution
Proposed a comprehensive fixed-fee accounting package tailored for an import/export enterprise. This encompassed end-of-year reports, diligent bookkeeping, cash flow projections, and quarterly on-site visits for document collection and to resolve any queries on the spot.
Result
Addressed and corrected past GST discrepancies, enabling the owner to prioritize business operations over routine bookkeeping. The fixed fee ensured transparency and predictability in costs
Who
Foreign Trust Beneficiary
Our Solution
We collaborated with a client and an international lawyer to address their family trust matters in New Zealand. We provided detailed tax advice, clarifying the conditions under which a distribution from a foreign trust would be non-taxable.
Result
The client received a distribution from the trust’s corpus, which was not subject to tax. Consequently, they avoided a potential tax liability of approximately $52,000.
