Services
BUSINESS
We work closely with business owners to grow their business & profit by providing strategic advice & analysis, build efficient & effective accounting and business systems, and robust reporting to ensure timely & accurate reporting in order to analyse performance.
We have a passion for innovation, and embracing efficient ways of running your business. We have experience with many accounting systems, in particular with MYOB, QuickBooks & Xero. There are also now many technology solutions to embrace which can lead to efficiencies, and in turn, a healthier & more profitable business.
Our practice covers a wide range of industries with a particular focus on Medical Professionals, Wholesale Businesses, Service Businesses and Trades. This includes those with international operations, an ever more prevalent occurrence in our modern world.
Consulting
Business Advice, Planning
Regular Advising – (Monthly / Quarterly Reporting and Review)
Advisory Board Services
Accounting System Design (Including Management Costing)
Advice
Taxation Advice
Structure Set up and Advice
Asset Protection
Equipment & Vehicle Finance Structuring
Statutory
Income Tax Return Preparation and Lodgment (All entity types – Sole Trader, Partnership, Company, Trust)
Financial Statement Preparation
BAS Return Preparation and Lodgment
Taxation
Taxation Advice
GST Advice
State Taxes – Payroll Tax, Duties
INVESTORS AND INDIVIDUALS
Our expertise in the tax implications and workings of the various types of investments and investment vehicles mean we can provide valuable advice in this area for “mum & dad” investors.
We work in all situations from the simple, to the complex, and everything in between.
Taxation
Income Tax Return Preparation and Lodgment
Advice
Taxation Advice
Superannuation Advice
Structuring Investments
Asset Protection
SUPERANNUATION
Superannuation is a particular passion for us, most specifically Self Managed Super Funds. We advise you in operations, making the running of a fund simple. We advise strategically in all facets, including establishment, borrowing arrangements, investments, pension phase, as well as many value adding strategies, in partnership with other professionals where opportunities are identified.
Statutory
Annual Fund Return Preparation and Lodgment
Compliance including document preparation (ie. Pensions, rollovers)
Ongoing
Ongoing regular reporting
Advice
Operational Advice
Taxation / Superannuation Advice
AUDIT AND ASSURANCE
Self Managed Superannuation Funds
Not-For-Profit groups
COMPANY SECRETARIAL
ASIC Agent
Preparation and lodgement of documents
Annual statements
OTHER PROFESSIONALS
We have well established working relationships with other professionals offering services that complement our own who we can recommend with confidence when the need arises. We work working closely with them to ensure the best outcome for your situation.
“Failing to plan is planning to fail”
