Specialist Services

Acquisitions & Mergers

There are several scenarios where you might wish to attain a business enterprise. Whatever the situation, The Perrett Group Gippsland Pty Ltd 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:

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 The Perrett Group Gippsland Pty Ltd show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be!

Company Secretary

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 The Perrett Group Gippsland Pty Ltd 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 The Perrett Group Gippsland Pty Ltd we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

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 involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At The Perrett Group Gippsland Pty Ltd 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:

Farm budgeting and cash flows
Farm sales and purchases
Ownership structures
Preparation of financial statements
Taxation
Seasonal planning
Succession planning

Forensic

Forensic accounting is the use of accounting techniques to assess the financial implications of legal disputes. In a dispute over money it is imperative to obtain accurate, timely advice.

At The Perrett Group Gippsland Pty Ltd we offer assistance in legal disputes to swiftly make those headaches over money disappear. Often with our intervention the dispute can be settled without a court case. However, in the event that a court case is required, we can provide the information and documentation required for your case, and act as an expert witness in court.

All our specialists possess a sound understanding of legal concepts and procedures and have years of relevant experience. They are ready and able to guide you through the treacherous territory of the legal industry!

Information Technology

We live in a computerised age where technology enables us to enhance a wide variety of business processes. Using software and hardware effectively can provide enormous benefit to your business.

Here at The Perrett Group Gippsland Pty Ltd we have embraced computerised systems, ensuring our experienced, trained professionals can:

Discuss the best system to further your business
Install and configure software to suit your purposes
Recommend processes to make your computer system more secure
Suggest accounting software applications suitable for your business
Train clients to be self-sufficient users of a range of software applications
Offer advice on electronic banking

Whether you are thinking about obtaining new computer hardware or looking at completely changing your business systems, our team is willing and able to assist you.

Rental Property

At The Perrett Group Gippsland Pty Ltd we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

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

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 71089)
Elect to become a regulated fund
Obtain a tax file number (TFN)
Obtain an Australian business number (ABN)

At The Perrett Group Gippsland Pty Ltd we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

Selling a Business

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At The Perrett Group Gippsland Pty Ltd we take the unwanted burden from you.

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.

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 The Perrett Group Gippsland Pty Ltd 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 The Perrett Group Gippsland Pty Ltd for a professional, accurate valuation service!

Who are RMBL Investments?

RMBL Investments Limited is the Responsible Entity of the RMBL Mortgage Income Investment Fund (RMBL Fund). The RMBL Fund is a contributory mortgage fund, where Investors in the Fund invest into a specific loan, rather than a pool of loans. Each loan is secured by a registered first mortgage held in RMBL’s name on trust for the Investors in the loan.

The qualified team at RMBL have a depth of knowledge that has allowed the company to operate for over 60 years. The teams’ expertise in mortgage investing has been reflected in it being rated as Very Strong by Foresight Analytics . RMBL has built a reputation for delivering excellent and friendly service.

Who can invest in the RMBL Fund?

The Target Market for the RMBL Fund is described in the Target Market Determination (TMD) for the Fund, available on RMBL’s website.

The Fund is open to both retail and wholesale investors and current investors include professional investors, family trusts, young savers, retirees, superannuation funds, estates caring for dependants, churches and charities-to name a few.

Type of investment:

Investment is into a specific loan, as outlined in a Supplementary Product Disclosure Statement (SPDS) provided to you before your funds are invested into the loan. Your written consent is also required prior to investment.

Interest rates are variable and determined by risk, having regard to a number of different factors, including the size of the loan facility, the Borrower’s attributes and history with RMBL, whether the loan contemplates a development proposal, and the risks involved with the specific loan and/or underlying security property/ies.

Interest is paid monthly and there are no fees for Investors.

How to begin investing with RMBL:

You must first read the Product Disclosure Statement (PDS) for the Fund, which is available on RMBL's website to decide if the Fund is right for your circumstances, needs and objectives.

You then need to complete the Application form, which can be completed online or in paper format. We can provide an Application Form to you when you visit our office as well as obtain copies of your identification documentation, required before you can invest.

After successful application to RMBL, your funds are placed into a Trust Account and RMBL will provide you with a SPDS and Consent Form for each loan offered to you. Once RMBL receives your consent to a loan, it will move your funds from the Trust Account to the loan and you will begin to earn interest at the applicable interest rate from that date.

An initial investment of $10,000.00 (or a lesser amount at the discretion of RMBL) is required and you can split your funds across a number of different loans (for example, if you invest $100,000, you may choose to invest in $25,000 amounts into different loans).

There are no fees or commission payable by Investors. All fees are payable by borrowers. Details of the Fees payable by Borrowers are included in the PDS.

For more information:

To collect your PDS, get information any other enquiries, please contact us via the below information.

Please note that The Perrett Group Gippsland Pty Ltd is unable to provide you with general or personal advice about the Fund and you will need to consider the PDS and TMD before making an investment into the Fund.

The Perrett Group Gippsland Pty Ltd

15 Roughead Street

Leongatha Vic 3953

E: admin@tpgg.com.au

P: 03 5662 4111

RMBL is not authorised by ASIC to provide financial advice and you should consult your Business Advisor, Financial Planner, Accountant or such other expert as you may deem fit to ensure that your investment is in compliance with your needs, and meets with your investment criteria.

ABN 19 004 493 789 AFS License Holder under the Australian Securities and Investment Commission AFS License No. 223246