- Merger & Acquisitions
- Company Secretarial Services
- Estate Planning
- Farm Accounting
- Rental Property Taxation
- Self-Managed Superannuation Funds
- Selling your business
- Succession Planning
- Superannuation
- Trusts
- Valuations
Merger & Acquisitions
There are several scenarios where you might wish to attain a business enterprise. Whatever the situation, ERY Melrose can remove the stress from the process and maximise the opportunity for you.
Whether you are considering buying a business or merging with another business, we have the experience and expertise you require. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions, and find the required answers.
The services we provide cover every stage of the process - From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:
Whether you are considering buying a business or merging with another business, we have the experience and expertise you require. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions, and find the required answers.
The services we provide cover every stage of the process - From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:
- A review of your goals and objectives
- Due diligence services
- Preparation of financial forecasts
- Advice on the potential pitfalls and rewards involved in a merger
- Assistance with purchase negotiations
- Advice on financing
- Assistance with preparing a business plan
Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let ERY Melrose show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be!
Company Secretarial Services
Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.
At ERY Melrose we can relieve this burden for you. Our services include:
At ERY Melrose we can relieve this burden for you. Our services include:
- General advice on company law
- Company formations
- Filing annual returns on your behalf
- Preparing all documentation related to minutes and resolutions
- Maintaining statutory books
- Assistance with changes of directors, shareholders, addresses, and office details
- Bonus issues
- Share transfers
- Registered office facility
Please contact us for further information on how we can help you get back to running your business.
Estate Planning
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will are required to perform a number of duties. At ERY Melrose we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will are required to perform a number of duties. At ERY Melrose we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
- Meeting to discuss objectives for your estate
- Confirming assets - Valuations, inventories, and appraisals
- Court approval for a grant of administration
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
Farm
Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At ERY Melrose we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, accurate advice.
Our services include:
Our services include:
- Farm budgeting and cash flows
- Farm sales and purchases
- Ownership structures
- Preparation of financial statements
- Taxation
- Seasonal planning
- Succession planning
Rental Property Taxation
At ERY Melrose we have the expertise required to assist you in a variety of areas relating to residential and commercial property.
The services we offer include:
The services we offer include:
- Advice on purchasing a property
- Reviews of lease agreements
- Advice on funding
- Guidance in tax minimisation
- Advice on ownership structure
- Periodic reviews to ensure returns are maximised
The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:
- Revenue returns
- Financial position
- Potential growth
Contact us today for more information on how we can assist you in the business of rental properties!
Self-Managed Superannuation Funds
There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:
- Obtain a trust deed
- Appoint trustees
- Sign a trustee declaration (NAT 02 9659 2500)
- Elect to become a regulated fund
- Obtain a tax file number (TFN)
- Obtain an Australian business number (ABN)
At ERY Melrose we provide the professional advice you need to set up your own fund and greatly simplify the process for you.
Selling your business
Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At ERY Melrose we take the unwanted burden from you.
The services we provide for preparing to sell a business include:
The services we provide for preparing to sell a business include:
- Obtaining comparative results
- Establishing a realistic sale price
- Taking the business to the market
- Negotiating with potential purchasers
- Drafting a contract
Our friendly, professional team will help you obtain a maximum return for your business.
Succession Planning
To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.
Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!
Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!
Superannuation
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual. The team at ERY Melrose are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
Superannuation law is a delicate area and personalised planning is required for each individual. The team at ERY Melrose are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
- Establishing self-managed superannuation funds
- Completing information for the Insurance and Superannuation Commissions
- Superannuation audits
- Advice on compliance matters
- Advice on taxation benefits
- Advice on employer obligations
Trusts
A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:
- Preparing and executing the vital documentation required for trust formation
- Attending to the special requirements involved in reporting for trusts
- Completing the trust administration:
-
- Minute-keeping service
- Annual accounts
- Taxation
- Asset management
- Investment monitoring
- Income distribution
Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!
Valuations
Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.
We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
Choose ERY Melrose for a professional, accurate valuation service!
We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
Choose ERY Melrose for a professional, accurate valuation service!
Merger & Acquisitions
Merger & Acquisitions
There are several scenarios where you might wish to attain a business enterprise. Whatever the situation, ERY Melrose can remove the stress from the process and maximise the opportunity for you.
Whether you are considering buying a business or merging with another business, we have the experience and expertise you require. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions, and find the required answers.
The services we provide cover every stage of the process - From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:
Whether you are considering buying a business or merging with another business, we have the experience and expertise you require. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions, and find the required answers.
The services we provide cover every stage of the process - From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:
- A review of your goals and objectives
- Due diligence services
- Preparation of financial forecasts
- Advice on the potential pitfalls and rewards involved in a merger
- Assistance with purchase negotiations
- Advice on financing
- Assistance with preparing a business plan
Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let ERY Melrose show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be!
Company Secretarial Services
Company Secretarial Services
Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.
At ERY Melrose we can relieve this burden for you. Our services include:
At ERY Melrose we can relieve this burden for you. Our services include:
- General advice on company law
- Company formations
- Filing annual returns on your behalf
- Preparing all documentation related to minutes and resolutions
- Maintaining statutory books
- Assistance with changes of directors, shareholders, addresses, and office details
- Bonus issues
- Share transfers
- Registered office facility
Please contact us for further information on how we can help you get back to running your business.
Estate Planning
Estate Planning
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will are required to perform a number of duties. At ERY Melrose we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will are required to perform a number of duties. At ERY Melrose we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
- Meeting to discuss objectives for your estate
- Confirming assets - Valuations, inventories, and appraisals
- Court approval for a grant of administration
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
Farm Accounting
Farm Accounting
Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At ERY Melrose we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, accurate advice.
Our services include:
Our services include:
- Farm budgeting and cash flows
- Farm sales and purchases
- Ownership structures
- Preparation of financial statements
- Taxation
- Seasonal planning
- Succession planning
Rental Property Taxation
Rental Property Taxation
At ERY Melrose we have the expertise required to assist you in a variety of areas relating to residential and commercial property.
The services we offer include:
The services we offer include:
- Advice on purchasing a property
- Reviews of lease agreements
- Advice on funding
- Guidance in tax minimisation
- Advice on ownership structure
- Periodic reviews to ensure returns are maximised
The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:
- Revenue returns
- Financial position
- Potential growth
Contact us today for more information on how we can assist you in the business of rental properties!
Self-Managed Superannuation Funds
Self-Managed Superannuation Funds
There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:
- Obtain a trust deed
- Appoint trustees
- Sign a trustee declaration (NAT 02 9659 2500)
- Elect to become a regulated fund
- Obtain a tax file number (TFN)
- Obtain an Australian business number (ABN)
At ERY Melrose we provide the professional advice you need to set up your own fund and greatly simplify the process for you.
Selling your business
Selling your business
Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At ERY Melrose we take the unwanted burden from you.
The services we provide for preparing to sell a business include:
The services we provide for preparing to sell a business include:
- Obtaining comparative results
- Establishing a realistic sale price
- Taking the business to the market
- Negotiating with potential purchasers
- Drafting a contract
Our friendly, professional team will help you obtain a maximum return for your business.
Succession Planning
Succession Planning
To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.
Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!
Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!
Superannuation
Superannuation
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual. The team at ERY Melrose are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
Superannuation law is a delicate area and personalised planning is required for each individual. The team at ERY Melrose are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
- Establishing self-managed superannuation funds
- Completing information for the Insurance and Superannuation Commissions
- Superannuation audits
- Advice on compliance matters
- Advice on taxation benefits
- Advice on employer obligations
Trusts
Trusts
A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:
- Preparing and executing the vital documentation required for trust formation
- Attending to the special requirements involved in reporting for trusts
- Completing the trust administration:
-
- Minute-keeping service
- Annual accounts
- Taxation
- Asset management
- Investment monitoring
- Income distribution
Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!
Valuations
Valuations
Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.
We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
Choose ERY Melrose for a professional, accurate valuation service!
We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
Choose ERY Melrose for a professional, accurate valuation service!
Specialist Services
Every business reaches points where standard accounting and tax work aren't enough. A partner wants to exit. A family is working out who takes over next. A property is ready for sale, and the capital gains position needs to be structured before settlement. These are the moments where decisions are bigger, the numbers are bigger, and getting the advice wrong costs real money. That's the work our specialist services team handles at ERY Melrose.
On the transactional side, we work across acquisitions and mergers, helping buyers properly assess targets, helping sellers prepare the business for sale, and guiding both sides through the financial aspects of the deal. Selling a business is one of those events most owners only go through once, and the preparation work in the twelve to twenty-four months before a sale usually decides how much the business is actually worth on the day. Whether you're buying, selling, or merging, we sit on your side of the table through the whole process.
.
Succession planning and estate planning run alongside this. For family-owned businesses, succession is rarely just a financial conversation; it's about who's ready, who's involved, how the structure holds up across generations, and how the tax position gets managed cleanly. Estate planning is the same story for personal wealth. We work with you to get the documentation, the structures, and the financial decisions lined up so the transition happens the way you intend, not the way it plays out by default.
Self-managed super funds and general superannuation advice are another part of the specialist work. SMSFs give you control, but they also come with compliance weight, investment rules, and reporting obligations that most trustees didn't sign up for when they set one up. We establish funds, run the compliance side, and advise on contribution strategies, pension phases, and investment structures so the fund actually does what it was set up to do.
The property sits inside this area, too. Rental property, real estate investments, and the tax-saving strategies that run underneath them are specialist territory; different from standard personal tax work. We look at your portfolio as a whole, work through capital gains positions, advise on structures for ownership, and make sure the deductions you're entitled to are actually being claimed. For clients with trust structures, farm accounting needs, or company secretarial obligations, we handle those as specialist engagements as well.
The last piece is valuations. Whether you need a valuation for a shareholder exit, a family court matter, a sale negotiation, or estate purposes, we produce the work to the standard required for the situation. Across all of these services, the point is the same: specialist matters need specialist work, and the outcome depends on the person doing it having done it many times before. If you've got a decision coming up that sits outside your normal accounting, call or book a consultation, and we'll walk you through what the right process looks like for your situation.
Other
Services