Services

As a small trustee company, we serve clients from a wide range of industries. Our clients benefit from our many years of experience in the field of accounting and administration.

Accounting, financial statements and taxes SMEs

  • Receipts management
  • Payment transaction processing
  • Accounting account assignment
  • Accounting management or accounting control
  • Preparation of monthly, quarterly and annual financial statements
  • Personal and individual final meetings
  • Discussion of development opportunities

Personnel administration Payroll accounting

  • Preparation of employment contracts and notices of termination
  • Conclusion of insurances
  • Payroll and wage statements
  • Payment processing
  • Settlements for social insurance, GAV, FAR, etc.
  • Reconciliation with financial accounting
  • Clarification of further questions
  • Mediation between the company and the employee
  • Mutual agreements

Tax consultancy

  • Tax return for private individuals, self-employed persons and SMEs
  • Tax and tax optimization consulting
  • Calculations of real estate revaluations and real estate expenses
  • Correspondence related to tax returns and tax matters

Administration for SMEs and individuals

  • Advice on transformations, spin-offs/demergers or mergers of companies
  • Founding
  • Preparation of liquidity plans
  • Coaching of your employees in the administration area
  • Conducting business correspondence
  • Elaboration and budget plans in the private sector
  • Coordination between the contractors
  • Preparation of meetings and assemblies incl. taking minutes etc.
  • Secretariat for Management and Board of Trustees
  • Management and strategy tasks

Real Estate Trust

We have a wide network of tradesmen, piecework companies to professional specialists and planners. This network has been built in the last decade thanks to our managing director and his activity in the trusteeship for construction companies

  • Purchase transaction
  • Cost determination
  • Conducting business correspondence
  • Preparation of the sales documentation
  • Owner's Representations
  • Preparation of meetings and assemblies incl. taking minutes etc.
  • Offer comparison and calculations in connection with the offers

Company founding

We plan to realize your bright idea. The following points arise to prepare a planning:
‍

  • the market analysis
  • the business plan
  • the Intellectual Property
  • the entry in the Commercial Register
  • Logo design by our partner (webButler GmbH)

If you have questions about other forms such as limited partnerships, general partnerships and associations, you are welcome to make an appointment with us for on-site consultation.

Sole proprietorship

Legal basis

The business form of the sole proprietorship is not specifically regulated in the Code of Obligations

Legal nature

The company owner is the sole owner of the sole proprietorship.

Suitable for

The sole proprietorship is particularly suitable for activities that are strongly related to the person who owns it. Such as: architects, lawyers, trustees, freelancers, etc.

Required capital

No minimum capital is required

Liability

The holder has unlimited liability with his or her personal private assets.

Formation of the company name

The company name must contain the surname of the founder. In addition to the name, additions such as field of activity or fancy names are also possible. (OR 944, OR 945).

Required number of owners or shareholders

1 natural person

Accounting

From sales of CHF 500,000 double-entry bookkeeping

Taxes

Profit to be entered in private tax returns

AHV

The basis for calculation is the profit of the company

Advantages

Withdrawal of pension fund possible / no capital required / inexpensive foundation

Disadvantages

Personal liability / transfer not possible / no ALV withdrawal possible

Limited liability company (GmbH)

Legal basis

Code of Obligations OR 772-827

Legal nature

The limited liability company is a trading company with its own legal personality (legal entity).

Suitable for

The limited liability company is a personal corporation formed by one or more persons or trading companies. It is mainly chosen by SMEs and family businesses.

Required capital.

At least CHF 20’000

Liability

In the case of a limited liability company, only the company's assets are liable (OR 794).

Formation of the company name

Freely selectable; to be observed are (Art. 944 para. 1 CO), (Art. 950 CO) (Art. 951 CO)

Owner or shareholder

Natural or legal persons

Required number of owners or shareholders

At least 1 shareholder and managing director. Shareholders can be

Accounting

A limited liability company is obliged to keep books and accounts in accordance with the rules defined in the Code of Obligations (OR 957 ff.).

Taxes

Taxes of the legal person. Ordinary shares/ tax value to be declared in private tax

AHV

The basis for the calculation is the payroll

Advantages

No personal liability / transfer is possible / low minimum capital

Disadvantages

No anonymity / double taxation / lower acceptance than AG / higher administrative effort than with a sole proprietorship

Stock corporation (AG)

Legal basis

Code of Obligations OR 620 - 763

Legal nature

The AG is a trading company with its own legal personality (legal entity).

Suitable for

As a corporation, the purpose of a stock corporation is generally to operate a business. It is considered a typical form of enterprise for companies with higher capital requirements.

Required capital.

At least CHF 100,000 (partial payment: at least CHF 50,000)

Liability

Only the company's assets are liable for the liabilities of the stock corporation.

Formation of the company name

Freely selectable; to be observed are (Art. 944 para. 1 CO), (Art. 950 CO) (Art. 951 CO)

Owner or shareholder

Legal entities or commercial companies (OR 625).

Required number of owners or shareholders

At least 1 shareholder and managing director. Shareholders can be

Accounting

Companies limited by shares (AG) are obliged to keep books and accounts in accordance with the rules defined in the Code of Obligations (OR 957 ff.).

Taxes

Taxes of the legal person. Shares/ tax value to be declared in private tax

AHV

The basis for the calculation is the payroll

Advantages

No personal liability / Transfer is possible /(Shares) are easily tradable / The creditworthiness of a stock corporation tends to be high / Anonymous ownership is (partly) possible

Disadvantages

High capital requirement / double taxation / double taxation taxes both the income and capital of the AG as well as the income (dividend) and assets of the shareholders / high administrative expenses for minutes, annual reports, bookkeeping, general meeting, tax forms, etc.

Rates

Trustee rate
Tax returns
Accounting

Our prices are agreed individually depending on the complexity and quantity of the order. We will be pleased if you contact us.a first meeting and an offer are free of charge and without obligation for you. For the formation of a company we will issue an offer, which is to be understood as a lump sum. For all other expenses a fair hourly rate will be agreed upon. As a trustee, we are bound by professional secrecy and discretion in all matters is a matter of course for us.Translated with www.DeepL.com/Translator (free version)

Private individuals

BASIC rate 120 CHF married persons
Basic rate 80 CHF students apprentices and pensioners

  • Filling out the tax return for married couples
  • Professional expenses
  • Pensioners with any number of pensions and all social deductions
  • Social deductions
  • Meeting/ consultation of approx. 15 min
  • Deduction for AHV contributions of non-employed persons

Surcharges 10 CHF

  • Several wage statements e.g. additional earnings
  • Any document concerning deduction 2nd/3rd pillar / building savings
  • Any entry in the debtors' register
  • Any account
  • Deduction for supported persons
  • Copies for second canton
  • Any medical expenses not listed by the health insurance company / deduction

By the hour

  • Entry of foreign currency accounts & bonds
  • Foreign shares
  • Donation in the list of securities
  • Carryover in the form. DA- 1 / R - US
  • Conversion in case of move-in move-out or death
  • Tax bill sharing between husband and wife
  • All correspondences regarding tax return
  • Request missing documents
  • Real estate settlement with deduction of effective costs
  • Translations of foreign documents
  • Personal advice
  • Tax optimization

We charge the hourly effort at an hourly rate of CHF 120.00.  This hourly rate is specific to natural persons. For legal entities, self-employed persons and associations, THE hourly rate is agreed individually depending on the complexity and quantity.

All rates are advertised exclusive of VAT.

Depending on the effort and complexity.there is a possibility to agree on monthly lump sum.

Contact

Colmarerstrasse 49

CH-4055 Basel

T +41 (0)61 321 45 84

F +41 (0)61 321 92 59

info@acf-ferati.ch

ACF Ferati Treuhand

Monday - Friday:

Saturday & Sunday:

09:00–12:00 | 14:00–17:30

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