company secretary

Company Secretary

estate planning

Estate Planning

farm accounting

Farm Accounting

rental properties
Rental Property


selling a business

Selling a Business

succession planning

Succession Planning

trusts & companies

Trusts & Companies




Company Secretary

Company legislation requires businesses to perform several administration tasks that take up a lot of valuable 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 Yield Accounting 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
  • 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 Yield Accounting we are experienced in estate planning and can assist in guiding family members or business associates through the agreed plan if it is required to be implemented.

In association with our broad professional network 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 you operate within. Due to being a firm based in the center of the south west food bowl we have many clients and much experience in each of the horticultural and agricultural sectors At Yield Accounting 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


Rental Property

At Yield Accounting 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

Contact us today for more information on how we can assist you in the business of rental properties!


Selling a Business

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At Yield Accounting 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

Succession planning is a specialist area that is close to heart of the management and staff of Yield Accounting.

As your advisers we cannot stress enough the importance of planning for succession of business and personal assets and we see first hand how a great plan can be beneficial to future generations and how having a “poor plan” or “no plan” can create a disaster.

A great Succession plan will consider many things and foremost it will address the personal wishes of the key People involved. Generally Succession especially around farming, but all enterprises is complex and can bring to the surface a wide range of emotions.

Yield Accounting has the experience and professional network to negotiate and detail a plan to the best possible benefit of all of the involved parties.

A successful plan will be a living document that will adjust with changing circumstances.


The basis of a plan will consider:

1) Personal Issues and Wishes

2) Estate Planning

3) Taxation Issues

4) Banking issues including ensuring adequate security to carry out the proposed plan

5) Landgate considerations for transfers of property.


Many other items are taken into consideration depending on the unique situation.

For some families the first step of successful succession planning can be the most difficult and that is the initial discussion, on many occasions Yield Accounting Staff have been present at these discussions to assist and ensure positive results.

It is critical to establish a well-designed succession plan. With our years of experience we can address the complex issues and remove the stress from your shoulders.

Contact us for more information.


Trusts & Companies

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!



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.

Yield Accounting has within its professional network a number of licensed valuers and business brokers who we can work closely with to assist with your business or property sale.

Yield Accounting is well placed to advise on all of the taxation and cashflow implications of your proposed sale.