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Upselling

Upselling is more successful when the up sellers know more about the individual customer and understands what the customer values and wants.

5 Keys to Establishing a Profitable Tax Planning Division

5 keys to establishing a profitable tax planning division. Within 12 months, we need to achieve tax planning revenue equivalent to 10% of the practice’s revenue.

Partnership of Discretionary Trusts

A partnership of discretionary trusts is a partnership where each partner is a discretionary trust.

Calculate the True Value of a Customer

By calculating the true value of a customer, or potential customer, it places a value on the total sales and profits generated by the customer over their lifetime with the business. 

Incorporated Limited Partnership

An incorporated limited partnership is an incorporated entity which is separate from the partners, has perpetual succession, and can sue or be sued in its own name.

Operate Your Business from Home

Operating your business from home is an option if you predominantly work at client premises, deal with clients predominantly over the phone & internet, or need a small office.

Establish a Family SMSF

A superannuation trust structure that provides benefits to its members upon retirement. With self managed super funds (SMSFs), members are also the trustees of the fund.

Husband & Wife Tradespeople Partnership

In a typical husband and wife tradepeople partnership, one partner is qualified and produces the partnership income.

PAYG Variations - Negatively Geared Investments

PAYG variations are attractive to taxpayers who have negatively geared investments, and receive large tax refunds when lodging their annual tax returns.

Relocate to Smaller Premises

Reducing space usage and relocating to smaller premises will reduce rent costs (where the new premises have a similar cost per metre as the current premises). 
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