CORPORATE SUPER FOR YOUR COMPANIES/SUPER FOR YOUR STAFF
Small Business Solutions
If you are a small or medium size enterprise the Blue River Financial Services Pty Ltd team will help you address your business needs through the various stages of your business cycle, providing solutions that meet your specific requirements. We will also work closely with your accountant and solicitor to keep your financial plan aligned with your goals.
Some of the business areas where we can help include:
- Sale of business tax planning: working with you and your accountant on the sale of a business to find the best solution. There are a range of concessions available for small business when it comes to capital gains tax. These concessions may need a considerable amount of forward planning to ensure that you will be eligible when it comes time to sell your business.
- Business succession planning: advice on succession planning to help protect you and your business financially. This includes the setup of buy/sell insurances or other funding solutions to ensure continuity of the business should one business partner die or be incapable of continuing in the business. We have advanced approaches available including working with our referral partners to develop a Business Insurance Trust Agreement.
- Business protection: designing a protection plan for your business in the event of a disruption such as the departure or disability of an owner or key employee.
- Retirement plans and employee benefits: providing tax effective retirement planning for you and your staff including a benefits strategy that fits with your employees’ needs.
For more information on Small Business Solutions, please contact us.
Corporate Superannuation
Blue River Financial Services Pty Ltd aims to provide companies a comprehensive employee benefits program aimed at attracting and retaining quality staff. The investment by your company into financial advice and education for its staff is an investment in its people. When you initiate a corporate superannuation plan for your company and its staff, we look at providing them with a flexible superannuation plan able to meet their long-term retirement objectives and protect their lifestyles now with comprehensive insurance at competitive rates.
For employees our focus will be on personalized service and education to provide them with information about the corporate superannuation plan and the benefits of that plan to their wealth building and personal risk management as well as education to assist them in meeting their financial and lifestyle goals.
For your company, Blue River Financial Services Pty Ltd will work in partnership with you to ensure we provide the necessary resourcing to deliver on the employee promise, to manage their day-to-day inquiries and ensure they receive all the benefits under the corporate superannuation plan. As an expert in Corporate Superannuation, Blue River Financial Services Pty Ltd will:
- Select the right corporate superannuation plan for your staff
- Ensure that the insurance needs of your staff are well met by the plan
- Provide our Corporate Services Division staff to attend to your employees’ personal advice needs
- Come to your work place for ongoing individual consultations with your staff including on-site to remote locations
- Offer financial education seminars to your staff in areas of interest
- Cut down on your administration requirements by providing you with a central clearing house for all your super payments.
Blue River Financial Services Pty Ltd offers separate Schedules of Service to meet the needs of the employer and the employees. While the majority of our services are delivered directly to your employees, our view is that your employee benefits program has a positive impact on your company culture and the potential to add substantial value to company productivity. Our relationship with you, as a corporate client, is designed to assist the company achieve its human resource management objectives and is complimented by the following general and specific areas of support and advice:
- A reference point for senior management.
- A reference point for Human Resources and Payroll.
- Support and feedback for your Policy Committee.
- Provision of company-wide education sessions.
For more information on Corporate Superannuation, please contact us.