Accounting Services

We provide a full range of accounting, taxation, business advisory and consulting services to clients across a wide range of industries and business growth phases, as well as to families and individual clients. Our services include:

  • GST
  • Succession Planning
  • Audit
  • Referrals to highly qualified bookkeepers
  • Financial & Management Accounting
  • Taxation Planning & Compliance
  • Business Advisory
  • Corporate & Secretarial Services
  • Self Managed Superannuation

Taxation Planning & Compliance

For the business owner, we specialise in tax planning and consulting together with compliance services, capital gains tax, goods and services tax, fringe benefits tax, and superannuation.

For individuals, we prepare and lodge income tax returns electronically, ensuring all sources of income are disclosed and deductions correctly claimed and maximised. We also advise you on strategies you could employ to help you could minimise taxation.

Our taxation services include:

  • Depreciation schedules & rates
  • Franking accounts
  • Tax structures
  • Payroll tax
  • Private rulings
  • Salary sacrifice
  • Stamp duty
  • Debt restructure
  • Tax planning
  • Preparation & lodgement of tax returns for all structures
  • Amendments to tax returns
  • FBT returns
  • Payment summaries
  • Annual payment summary reconciliation
  • ATO liaison
  • Registration/Deregistration
  • Capital gains tax
  • Shareholder loan agreements
  • Dividend 7A agreements

Business Advisory

Our business advisory service includes advice on:

  • Due diligence
  • Lease v buy
  • Exit strategies
  • Wealth creation
  • Debt restructure
  • Tax structures
  • Financial planning
  • Risk management
  • Asset acquisitions and disposals
  • Business acquisitions
  • Business structures
  • Loan agreements
  • Tax planning
  • Business appraisal
  • Business needs analysis
  • Finance proposals
  • Cash flow preparation

Corporate & Secretarial Services

We provide a full range of corporate and secretarial services, including:

Companies

  • Company name change
  • Company search
  • Copy of certificate of incorporation
  • Constitution
  • Share transfers
  • Changes to officeholders/addresses
  • New company
  • Company registration
  • Company deregistration
  • Company reinstatement
  • ASIC compliance
  • Company review - annual returns
  • Specialise Share Structures

Trusts

  • Trust name change
  • Trust deeds
  • Discretionary trust registrations
  • New trust (including all registrations)
  • Unit trust registrations

Other

  • Registration/De-registration for:

    • TFN
    • ABN
    • GST
    • PAYG
    • FBT
    • Workcover
    • Business names

Self Managed Superannuation

We can assist you in all aspects of establishing and managing your Self Managed Super Fund, including advice and action on:

  • Superannuation compliance
  • Preparation of taxation returns
  • Superannuation guarantee contributions
  • Trust deed updates and amendments
  • Superannuation fund setups including all registrations
  • Audits of superannuation funds
  • Preparation of financial statements
  • Superannuation legal trust deeds

GST

Our GST services include:

  • Registration/Deregistration - GST, ABN, PAYG
  • Business activity statements (BAS)
  • Instalment activity statements (IAS)
  • Annual GST returns and reconciliations