Services

As your trusted advisor we can help your SME business thrive. Your business, in the broad sense, is your SME and could also be your family. We put people first and look at the total picture of your business aspirations and life circumstances. 

We know one size does not fit all. Thrive can mean different things to different people. 

• Happy ticking over as is.
• Doing well and want to grow.
• Want to work smarter not harder. 
• A plan to sell.
• Wish to establish a business to support lifestyle choices.

Whilst we all have different desires and aspirations, we have found our SME Clients generally want to achieve three main objectives in their lives:

1. Increase Wealth.

2. Protect Assets.

3. And not pay more than their fair share in tax. 

To achieve these goals Martin Davidson & Associates helps clients establish tax and legal structures.  Good advice and guidance can save you a lot of time and stress. Our expertise and experience extend to five core areas. 

1. Asset Planning and Property Structures- designing tax and legal structures to protect and grow your assets based on circumstances and aspirations. To find out more click here.

2. Trust and Professional Trustee Services - assisting co-Trustees in protecting the assets of the Trust or undertaking a Trust Healthcheck to ensure 'fit for purpose' when the Trusts Act 2019 comes into force in from 31 January 2021.   To find out more click here.

3. Taxation Compliance- accounting and the completion of your financial accounts tax and other compliance returns. To find out more click here.

4. Property Investing in Australia- Property investor advice covering both NZ and Australian tax situations. Our investors pay less tax and make more money in property utilising clever cross-border tax and legal structures. To find out more click here.

5. Expertise as Needed- expert advice to help your business thrive and manage risk and other services covered by the A to Z table below. 

  A to Z of Client Services