We present monthly, quarterly and annual financial statements depending on your requirements. We listen to our clients and work with them to assist them in achieving their financial goals. We strive to offer impeccable business advice to our clients.

Some of the services we can assist you with as part of our business management consulting process are:

• Business Structure & Succession Planning

• Business Planning, Analysis & Valuations

• Business Acquisitions

• Budgeting & Forecasting

• Growth management strategies 

• Financial Statements & Reporting

• Asset Protection Advice & Planning

We encourage our clients to contact us with any issues so that we can identify and manage risks and opportunities effectively. This assists our clients to make critical business decisions with confidence.

The Taxation legislation is becoming more complex and we ensure our clients receive and understand their options in utilising allowable deductions, rebates, concessions and exemptions. We have experience in a range of taxation issues and provide reliable and extensive advice to our clients in a timely manner.

• Preparation and lodgement of various income tax returns including:

  • Individuals

  • Trusts

  • Partnerships

  • Companies

  • Self-Managed Superannuation Funds (SMSF)

• Income Tax Advice & Planning

• Fringe Benefits Tax Advice

• GST Advice

• Payroll Tax Advice

• Capital Gain Tax Advice

• Rental Property & Negative Gearing Advice

• Business Activity Statements

• Instalment Activity Statements

With the continuous and rapid growth in the number of Self Managed Superannuation Funds, we believe it is imperative to ensure we keep up to date with the legislation and annual requirements for superannuation funds. We work cohesively with your choice of financial planner or can assist in partnering you with a financial planner.

Our Superannuation service includes:

• Financial Reporting - preparation of annual financial statements and member statements to ensure compliance with the SIS legislation

• Preparation and lodgement of income tax return 

• Audit services (via a third party)

• Actuarial services for pension funds, as required (via a third party)

• Administration including preparation of minutes 

• Monitoring and reviewing results 

Our Corporate Secretarial Services include but are not limited to:

• Set up of companies 

• Set up of Trusts 

• Deregistration of companies 

• Change of company name

• Registration of business names 

• Preparation of minutes 

• Maintenance of statutory records 

• Australian Securities & Investment Commission (ASIC) compulsory reporting 

We can provide an efficient, convenient and cost-effective bookkeeping service. Our bookkeeping service provides reporting for taxation and statutory requirements whilst also providing regular information regarding the financial performance of your entity. 

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This includes:

• Processing invoices, receipts, payments, and other financial transactions

• Processing and maintaining your payroll system

• Preparing management statements

• Reconciling accounts and preparing reconciliation reports

• Managing your accounts receivable and accounts payable

• Preparing and lodging your BAS