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OUR SERVICES

Business Services

At Winn Croucher Partners, we have worked closely with many clients as they have grown their businesses from small to large enterprises. Our consulting services are pro-active and anticipate your needs and help you grow your business.

Our business services include:

  • Preparing business plans
  • Advising on the best structure for a business
  • Preparing budgets and cash flow forecasts
  • Valuing a business for sale or purchase
  • Conducting due diligence when buying a business
  • Preparation of financial statements for potential lenders
  • Advice on the financial impacts of contracts, leases and interest rates
  • Structure succession plans and manage estate planning
  • Accounting/bookkeeping systems setup and review
  • Register business names, companies and trusts
  •  Assistance with Meetings of Directors and Shareholders including preparation of minutes of meetings

Taxation Services

Tax is a fundamental aspect of every business, and keeping up to date and meeting compliance requirements in this increasingly complex area requires a partner who understands the legal requirements as well as the needs of your business.

Our aim is to go beyond compliance and to provide a complete service to our clients.

Winn Croucher Partners taxation services include:

  • Preparation and lodgement of tax returns for Individuals, Partnerships, Trusts, Deceased Estates, Companies, Super Funds and Not For Profit Organisations
  • Tax planning, to project income and tax liabilities, meet compliance requirements, and minimise tax obligations
  • Advice on a structure for business and investment
  • Specialised advice on income tax, GST, capital gains, land tax, fringe benefits tax and payroll tax
  • Preparation and presentation of general purpose and special purpose financial reports
  • International tax planning including resident/non-resident tax status advice for people entering or leaving Australia
  • Tax consolidations

Audit Services                                     

Winn Croucher Audit Services provides auditing services to a wide range of organizations including:

  • Privately owned SME’s
  • Travel Compensation Fund (TCF) members
  • AFS licence holders
  • Co-operatives
  • Self managed super funds (SMSF’s)
  • Professional firms
  • Real estate agents

AFS Licence Holders

Winn Croucher Audit Services provides auditing services to a wide range of small to medium size organizations operating within the financial services sector including:

  • Boutique funds management
  • Insurance services
  • Financial planning
  • Investment advice
  • Consultant

Travel Compensation Fund (TCF) members

Winn Croucher Audit Services has significant experience providing auditing services to businesses operating within the tourism and travel sector including wholesale and retail travel agencies, and shop front and internet based businesses.

Trust accounts

We audit trust accounts for several professional organizations including:

  •  Legal firms
  • Accounting practices
  • Real estate agents
  • Travel agencies

Paul Croucher is accredited with the Law Society of NSW as a trust account auditor.

Superannuation Services  
CA SMSF Specialists                                             

Many people think that their home is their most important asset, but whilst it may be their biggest asset, we believe that for most Australians they should consider their superannuation to be their most important.

Some people shy away from superannuation because they either don’t understand it or because they fear that the government will change the rules after they lock their money away. Because they cannot access the money until they retire or reach a certain age they either invest outside of superannuation which costs them significant amounts of unnecessary tax or worse still they don’t invest at all.

With the right team of advisers, nobody should be wary of investing in superannuation.

With Kevin Lai leading our superannuation team as an SMSF Specialist recognised by the Institute of Chartered Accountants in Australia, Winn Croucher Partners will help you determine which type of superannuation fund is right for you. Where appropriate for our clients’ circumstances we assist them to establish self managed super funds (SMSF’s.). We audit and provide accounting, taxation and compliance advice to many self managed superannuation funds with a variety of investment strategies.

We are happy to assist other accounting firms who do not provide auditing services to audit their superannuation funds in their offices.

Refinancing your home loan

We can review your current home loan to ensure you still have the right product for your needs. Don’t assume that just because your loan was once competitive, it still is. Interest rates change and different types of loans are always entering the market. We will:

  • Assess your current interest rate;
  • Assess your repayment level; and
  • Assess your financial situation to determine whether a better deal can be sourced saving your money and helping you pay off your loan faster

We have access to a panel of approved lenders who can offer competitive quotes and products to meet your specific financial needs.

Tips to pay off your home loan faster

  • Select a home loan that meets your needs. While the rate is important, it is more important to have an appropriate level of flexibility and function
  • Pay off as much as you can, as often as you can
  • Avoid loans that penalise you for making extra repayments
  • Avoid ‘honeymoon’ loans that revert to a higher rate after the ‘honeymoon’ period is over
  • Avoid loans with high exit costs
  • Deal with reputable organisations

Fixed or variable interest?

This really depends on your current financial situation. We can help you select the right type of loan, building in the cost of every-day living to determine how much you can afford to repay each month.

There are advantages and disadvantages of choosing fixed and variable interest loans, and they are assessed on a per client basis.

We can help you select either a:  

  • Fixed interest loan
  • Variable interest loan; or a
  • Loan comprising of part-fixed / part-variable interest

Hidden home loan costs

There are many costs associated with taking out a home loan, which don’t relate to the price of the property.

These hidden costs include:

  • Lenders' fees, including loan application and establishment fees
  • Government charges and title fees;

  • Legal expenses; and

  • Inspection costs

Contact your accountant at Winn Croucher Partners on (02) 9959 4855 to discuss how we can help you to obtain a new loan or to refinance an existing loan.

Home & Investment Loan Services      


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