Tatnell DLS Loans and Finance

ABOUT US – TATNELL DLS

Tatnell DLS (TDLS) is a boutique accountancy practice conveniently situated in the heart of Paddington, ‘Brisbane’s inner city’.

Our Mission…

Assisting our clients to become financially independent and secure so they can enjoy their chosen lifestyle now, and on into the future.

We understand small business….

Are you one of the many small to medium business owners in Australia that is currently trying to juggle multiple projects, people demands, new technology and financial burdens?

Chances are that as a business owner you are stressed, time poor and feeling overwhelmed.  That weight upon your shoulders only seems to increase as income tax, GST, superannuation and other bills come due.

Perhaps the hoped for financial rewards are not materialising and the dream of stopping work early is fading to the point where you feel you’ll be working until you’re 90!

In addition, you have the constant time tug-of-war between work, family, friends and taking time out for yourself and wonder if you can ever get the balance right.

Finding someone to talk with that understands can be a challenge; even those close to you may not fully appreciate the daily grind and you may well ask; is it worth it?

We believe the answer is YES! 

How much better would it be if you had someone in your corner who understood all the challenges, was there to talk to when needed and could give you sound advice?  Advice that could put you on the path to success earlier and help reduce the pressure of going it alone.

The solution is not a secret formula, but rather a systematic and strategic growth plan for success.  We do much more than attending to your tax compliance, business structures and SMSF.  We’ll assist you in diagnosing your business’s weaknesses and formulate a system for success.

With a strategic growth plan behind it, your business can prosper and become more profitable, helping you to stop work when you choose and achieving financial independence on your terms.

We understand small business, not only from 30 years of professional industry experience, but from 25 years of personally owning and operating successful and profitable businesses.  Along the way we have assisted 100’s of clients achieve satisfaction in business and reaching in their financial goals.

Contact us today on 07 3368 3939 and see how we can help your business prosper faster.

Why we are different……
We partner with our clients, mentoring and showing them how to build a solid platform to drive them towards financial independence.  This is particularly important for business owners, our specialty.  We provide the tools and advice to improve the profitability and efficiency by engaging 5 key areas that are significant factors in achieving financial independence:

* Tax and business planning.
* Building an investment portfolio inclusive of property, shares and other investments.
* Creating a superannuation ‘nest egg’ including SMSF.
* Asset protection strategies to secure your wealth.
* Estate and business succession planning to leave a legacy for your family.

Award Winning Practice

At the annual GPS Wealth conference TDLS was awarded the ‘2015 Accountancy Practice of the Year’.  GPS founder Greg Holman quoted that our practice was recognised for its “unswerving commitment to clients and forward thinking”.  GPS Wealth is a Specialist Financial Services Dealer Group with offices based in Noosa, Queensland and Sydney, New South Wales (AFSL 254 544 Australian Credit Licence 254 544).  They provide best practice tools and resources to accountants, financial advisers and credit representatives to enable profitable and successful business partnerships to develop.  GPS Wealth provide TDLS with a panel of advisors that can be utilised to assist their clients.

1. Our Services
TDLS has all of your traditional accountancy and tax-related services covered; more importantly though our firm is your ‘one-stop professional hub’.  Via our network of specialist professionals you have access to Risk Insurance, Financial Planning, Share Portfolios, Asset Protection, Estate Planning, Legal Services, Lending, Finance and much more.  Click here to view the full range of our accountancy services.

2. The ‘Preferred Client Program’
Our Preferred Client Program (PCP) is unique to our firm providing member clients with a host of additional services and benefits, including discounted rates on professional fees and access to our specialist professional network.  Click here to discover the unique benefits of the Preferred Client Program.

3. Our Partners & Directors 
Bradley J. Tatnell and David Le Sueur formed Tatnell DLS Pty Ltd in 2001 bringing together their previous independent accounting practices which enjoyed a working relationship back to 1990.  Brad and David have been practising accountants since 1990 and are both registered Tax Agents and ‘Fellow’ members of Institute of Public Accountants (IPA).  Consultation is generally by appointment with client parking conveniently available either at the rear of the building or on street.  Contact us today for an appointment and start enjoying the benefits of being part of TDLS.

4. Staff and Support
The Partners collectively have decades of industry experience and our accountants are highly qualified and experienced to assist with any taxation, accounting or other related matters including Xero Accounting and bookkeeping services.

Tatnell DLS Loans and Finance in Paddington, Brisbane, QLD is in the category of Accountants Specialising in Insurance, GST Registrations, Business Tax Advice.

Additional services by Tatnell DLS Loans and Finance are Superannuation, ATO Tax Auditing, ABN Registrations, Tax Minimisation.

Call the staff at Tatnell DLS Loans and Finance to contact us for further information.

Services

BUSINESS ADVISORY

Before embarking on a new business venture you will need the correct business structure along with an entry and exit strategy; for example:

• The type of business structure; i.e.: sole trader, partnership, trust or company?
• Taxation consequences including income splitting and tax minimisation.
• Obligations on the business owners; eg: director’s and/or trustees duties.
• Risks to personal assets.
• Legal documentation; e.g. shareholders’, unitholders or partnership agreements?
• ABN, GST and/or PAYG registration requirements.
• Statutory obligations such as general insurances, WorkCover, superannuation etc.
• Business succession plan. Plan your exit at the time of business commencement!

BUSINESS MENTORING

Like with most things, to be successful, we need training, nurturing and coaching.  Business is no different.  In realising their dream, many small business owners suddenly find themselves ‘head of all departments’.  Generally most won’t have either the time or skills to do everything on their own.  That’s where we can help.

TDLS not only specialise in small business mentoring we have been running our own businesses for over 25 years.  The combination of professional training and ‘street smarts’ is powerful.

Like an athlete who wants to be elite, you will also need business mentoring if you want a strong business.  The process starts with an ‘audit’, or analysis; from top to bottom identifying any weaknesses or areas needing improvement.  Our mentoring will help you build a business platform (a ‘system for business success’) around your people, processes and products (or services) so it can become profitable with a healthy, vibrant culture.

Our business mentoring program includes ‘one on one’ training along with access to our group ‘Mastermind Training Sessions’.