Do you know all the services now available from the network at Sage Business Group?

When we rebranded from McMahon Osborne Group to Sage Business Group back at the end of 2017 we specifically chose “Business” to be in the name rather than “accounting” or “tax” because we felt clients were going to need more than accounting and tax beyond 2020 from their advisors.  Further, this lived directly into our core purpose which is a key plank of our strategic business plan.

We set out then to be a provider of multi-disciplinary professional services through a strong network of like-minded service providers.  Our search was both local and for some specialisations right across the country.

We could have never predicted what 2020 had in store for us with a global pandemic but as it turns out this thought back in 2017 has been accelerated by all that 2020 delivered.

As 2021 presents a series of new challenges for those within our networks and across the community this seems like an appropriate time to outline the comprehensive list of services now available through the Sage Business Group network.  An important distinction here is we are not a “one stop shop” with a lack of specialisation – in fact, for a number of services, we provide the conduit to a specialist whom we have worked with and approved to be part of our network.  This allows our clients to receive best of breed services for their needs with choice, rather than a prescribed formula that forces you to fit into a box, even if it doesn’t really suit.

In House Services

(provided by the team at Sage Business Group)

• Tax Preparation Services for all entities
• Financial Statements for all entities
• Self Managed Superannuation Tax Services
• Business Valuations (for sale or asset division)
• Strategic Business Plans
• Cashflow Management & Budget Preparation
• Business Coaching & Implementation Services
• ASIC Compliance Matters
• Advisory on Business & Investment Structures
• Setup of SMSF Retirement Income Streams
• Cloud Accounting System Setup & Training
• Marketing Plan Preparation
• Marketing Coaching & Implementation Services
• Setup of Companies, Trusts, SMSFs
• Capital Gains Tax Advisory (including concessions for sale of business CGT)
• Tax Planning & Minimisation Strategies

Alliance Partnership Services

(provided in partnership with specialists in each area)

• Wealth Management & Funds Investment
• Mortgage Broking & Lending Services (including Asset Finance)
• Superannuation Strategic Advisory Services
• UK Pension Transfers
• Legal Advisory on Commercial Transactions & Leases
• Personal Property Securities Act Services
• Estate Planning (including Wills & Power of Attorney
• Bookkeeping Services
• Payroll Management & Related Services
• Merger & Acquisition Due Diligence
• Human Resources & Legal & Professional Advisory Services
• Succession Planning (including testamentary trusts)
• Income Protection Insurance
• Specialised Business Performance Consulting & Advisory
• Life & TPD Insurance Services
• General Insurance Services
• Research & Development Tax Offset Grants
• Aus Industry Entrepreneurs Program Grants
• Export Market Development Grants

As you can see from this comprehensive list, both internally and through our network relationships, Sage Business Group truly has the capability to provide services well beyond accounting and tax only.  We are in fact now providing that multi-disciplinary professional services business we aspired to back in 2017.

If you would like to explore any of these services simply connect with our team and we can work together to ensure you are receiving the appropriate suite of services that lives in the core purpose of Sage Business Group being “to create lasting financial security WITH a balanced lifestyle, through education”.  Let's work together to achieve your financial puzzle and make your financial goals complete.