These 3 strategies will help make your busy season less stressful
The first weeks of the year are often a busy time for trust companies. In this blog post, we present three strategies that you can use to alleviate the busy season without having to increase your personnel or work night shifts.
3 points on how smart trust software can now help make your busy season easier
The end of Christmas is synonymous with the beginning of the busy season. In this blog, we will explain how intelligent trust software can provide relief during this busy time of year.
Why a rigid partner structure leads fiduciary companies into a blind alley
The work of trustees is changing. The value of routine activities is steadily decreasing, and trust companies need to develop innovative services to remain competitive in the medium term. How does the change in the industry affect the organisational structure of trust companies? What do managers need to consider in order to promote the ability […]
How your fiduciary company can continue to score with SMEs in the future
How can fiduciary companies prepare for the changes in the industry? What will it take in the future to retain fiduciary clients and attract new ones? In this blog post, you will learn what fiduciary companies can already do today around customer retention.
This is why software breaches harm fiduciary companies
Large expenditure of time, high susceptibility to errors and no automation in the true sense of the word: Nowadays, it is no longer sufficient for trust companies to work only with a document management system (DMS). Many fiduciary companies have therefore linked their DMS to accounting software. In this blog post, you can read about what you need to consider and why you should avoid software or platform breaches.
This is what SMEs must pay attention to when filing their tax returns
How are dividends taxed? Which figures are important for the tax return of an SME? How can entrepreneurs save taxes? In this blog post, you will learn what you need to consider when filing your tax return and which documents are helpful or necessary for your company’s tax return.
Occupational pension provision – what this means for employers and the self-employed
The occupational benefit scheme is intended to enable insured persons to continue their previous lifestyle after leaving employment. How does the second pillar work? Who is subject to the LOB obligation? What are the shares of employees and employers? What occupational benefit options are there for self-employed persons? In this blog post, we look at occupational pension provision from the perspective of employers and sole traders.
These are the most important payroll deductions for your start-up
Do sole proprietors have to pay pension fund contributions? Which social deductions apply to the 13th month? Monthly salary? Are daily sickness benefits subject to withholding tax? Determining and paying social contributions is an important part of payroll accounting. In this blog post, we answer frequently asked questions about social contributions and deductions in payroll accounting.
What do SMEs need to consider when applying for a loan?
A lack of liquidity leads to reminders, debt collection and frequently bankruptcy. By taking out a loan for your business you can avoid liquidity problems. When does it make sense to apply for a loan? What do SMEs need to apply for a loan? What type of loan should it be? In this blog post you will find a summary of what entrepreneurs should know about applying for a loan.
Choosing the right fiduciary company: the key selection criteria
Sooner or later almost every SME has to face the issue of choosing a fiduciary company. Even owners who initially handle their own accounting tasks usually reach a point where this work is “outsourced” in order to increase focus on the core business. Unfortunately, finding a suitable fiduciary company is not easy. Roman Keller of treuhand-suche.ch, our guest author, explains the issues that need to be clarified and the criteria that are essential for the search.