Learn About What UPA Has to Offer

Taking due care and understanding the workings of the ATO can ensure that your net outcome is favourable and the risk of an audit minimised.

In addition, by understanding your business or your personal circumstances our Accountants can help you make decisions relating to your business or finances in order for you to receive the best possible result.

UPA is an approved CPA Practice which means you can be confident that you are protected in a number of ways. You are assured that we:

• Hold a Public Practice Certificate;
• Hold Professional Indemnity insurance and are recognised under Professional Standards Legislation (PSL);
• Have appropriate risk management strategies incorporated within the practice and undertake independent and ongoing quality control;
• Engage in continuing professional development; and
• Adhere to the body’s professional values and benefit from its continual improvements to business standards.

Services falling under this header may involve assistance with debtors or creditors, payroll functions or general administration. Bookkeeping services can be completed at your premises or from our office.

Audit Insurance provides a fixed, cost effective solution to guard against these unbudgeted costs. UPA are able to offer this service to our clients in a few easy steps.

To read more detailed information about this policy including what is covered and how you can take up this insurance go to "Tax & Government Audit Protection".

To view the policy document go to "AIB Group Tax Policy".

to organise your affairs in order to reduce the burden of income and capital gains tax. Our other considerations include such items as Stamp Duty, Payroll Tax, Fringe Benefits Tax and GST.

We can strategise with you in relation to your personal or business goals and targets and assist by showing you ways of achieving this. Provision of regular reports, access to latest news and regulations and ongoing support will also help you along the way.

Meeting with a Financial Advisor

By offering active management that does not follow the institutional majority we aim to provide you with long term returns in excess of the market indices. In this department we have a full time stock and fund analyst who is dedicated to getting the best returns possible for your investments.

Loss of income earning ability and the cost of severe sickness have the potential to completely ruin the financial plans of both families and businesses. So too the loss of a breadwinner, homemaker, business partner or key employee through unexpected death or total and permanent disability.

At UPA we can quantify the size of financial loss which you would experience if you were unfortunate enough to experience tragic circumstances of this kind. We can then remove the financial uncertainty of such unpalatable scenarios by creating an appropriate safety net of risk insurance benefits, individually designed for each client.

it may lead to unnecessary taxes being paid and / or assets being lost.

Our Technical Services team assist our clients to sculpt a specific plan that will ensure a favourable outcome for all parties concerned. Our recommendations will detail how best to protect assets which have already been accumulated and those yet to be acquired.

Remember when dealing with the bank, the bank manager, no matter how helpful, is paid by the bank not the client. At UPA we work for the client, putting their interests first.

UPA owned Scan Business Brokers can assist by:

• Showing you opportunities you might never find on your own
• Maintaining positive communications between relevant parties
• Allowing you to carry on with your commitments while acting as an intermediary

Working with its parent company, UPA, Scan can further assist by:

• Structuring the deal in the most tax effective manner
• Ensuring businesses are ‘Sale Ready’
• Having access to a myriad of in-house professionals such as Accountants, Investment Analysts, Finance Managers & Taxation Specialists

This association also means that Scan’s Brokers are always at the forefront of what is going on, not only in the local business community, but the national and international markets.