Services

Financial Accounting

We prepare annual statutory and/or periodic financial accounts for your business using the financial data from your internal accounting software system or a package maintained by us.

Taxation

As registered Tax Agents we prepare and lodge Income Tax Returns for all entities including individuals, partnerships, trusts (fixed/unit, discretionary/family, deceased estate, testamentary), companies, and self-managed superannuation funds.

• Preparation and lodgement of Instalment and Business Activity Statements
• Preparation and lodgement of Fringe Benefits Returns
• Preparation and lodgement of ATO Private Rulings
• Consulting on all state and federal taxation matters
• Liaising with the ATO and tax lawyers regarding complex tax matters

Advisory

Our business advisory services are tailored to help you achieve your financial goals.

• Business set up and restructuring
• Finance applications
• Acquisitions and buy-ins
• Budgeting
• Key performance indicator reporting

Self-Managed Superannuation Funds

We provide a full suite of SMSF services including financial statement preparation (segregated and unsegregated), annual return preparation and lodgement, arranging for actuarial reports and audit, pension commencement and commutation, and preparation and lodgement of Transfer Balance Account Reports. We also work with your financial advisor in relation to contributions, pensions, withdrawals, rollovers and estate planning.

Corporate Secretarial

As registered agents for the Australian Securities Investment Commission we look after all of your corporate secretarial functions.

• Receipt and monitoring lodgement of company Annual Return
• Maintaining company registers
• Preparation and lodgement of member and officer changes
• Arranging for incorporation, deregistration and liquidation

Bookkeeping

For small businesses we can assist with maintaining an online accounting system and ensure all your statutory obligations are attended to. For medium and larger businesses, we work with your bookkeeper/accountant to assist in achieving the same.