EXPLORE

Services

Taxation

Don't wait until "Tax time" to see us. Our experience has shown that you can gain real benefits by talking to us throughout the year. Consider services like:

  • Preparation of tax returns for companies, trusts, partnerships, individuals and superannuation funds
  • Advising on the most appropriate taxation structure
  • Tax planning
  • Preparation of Business Activity Statements
  • Advice and assistance with a range of taxes including;
    • Personal Income Tax
    • Corporate Tax
    • Capital Gains Tax
    • Fringe Benefits Tax
    • Goods & Services Tax
    • PAYG Withholding
    • Payroll Tax
  • Salary structuring and salary sacrifice
  • International taxation planning and obligations
  • Assistance with Taxation Department audits, disputes and payment arrangements
  • Evaluation of Tax Effective Investments
  • Application for an ATO Private Ruling

Accounting

Keeping accurate records is critical – and so often sadly neglected. You can get help with these services:

  • Preparation of financial statements on an annual, quarterly or monthly basis
  • Evaluation and implementation of the most appropriate accounting software system
  • Strategic review of your financial position
  • Bookkeeper services referral

Self Managed Superannuation Funds (SMSFs)

We operate under Australian Financial Services License number: 486801

We can advise you on SMSF’s and take you through the entire process from start to finish and also provide you with advice on the following;

  • Set up and structuring
  • Permitted investments within an SMSF
  • Preparation of financial reports and taxation returns using our specialist software
  • Preparation of documentation for regulatory requirements
  • Audit of the SMSF
  • Changes to the SMSF environment
  • Preparation of binding death benefit nomination forms (BDBN)
  • Advice on commencement of pensions and set up documentation

Management

Profitability hinges on proper business structures and planning. You can get professional help with services that include:

 

  • Preparation of a business plan
  • Budgets and targets
  • Reporting of actual performance against forecast
  • Detailed cash flow and profit forecasts
  • Break-even analysis
  • Costing of product and services
  • Market intelligence

Business Services

Good information and professional assistance can take the worry out of your business dealings.

You can get professional advice on:

  • Share and business valuations
  • Buying and selling businesses
  • Establishing a business
  • Export market development grant submissions
  • Research & Development concessions
  • Matrimonial disputes
  • Liaising with solicitors and barristers
  • Liaising with banking and other financial institutions
  • Government bodies

Audit

We provide auditing services for:

 

  • Companies
  • Self Managed Superannuation Funds (SMSF’s)
  • Investment bodies
  • Sporting bodies, clubs and associations
  • Non-profit organisations
  • Investigative audits

Financial services

In difficult times, the right advice can be invaluable. You can get sound advice and practical services like:

 

  • Advising on current position and obligations
  • Negotiating with creditors and lenders
  • Assessing financial statements for problem areas
  • Affiliated liquidator and bankruptcy trustee

Make the best use of your resources by developing a strategy for the future utilising products and services across the following areas:

  • Investment planning
  • Superannuation advice, structuring and implementation
  • Employer termination payment and retirement planning and strategies
  • Tax effective investments and investment funding
  • Business and personal insurance protection
  • Mortgage funding and restructuring advice
  • Novated Leases, Operating Leases, Hire purchase and Chattel Mortgage finance
  • Buy and sell agreements

Corporate Services

Businesses, like people change constantly and regular monitoring and review is essential. We can help meet your needs and those of your business with these services:

  • Preparation and lodgment of Annual Company Statements with ASIC
  • Incorporation of companies, both local and offshore
  • Change of company name and searches
  • Company de-registration
  • Registration of business name
  • Registration of trademarks and brands
  • Advice in relation to company legislation requirements
  • Set up of various Trusts and SMSFs

WHERE WE ARE

Contact

Level 1

250 Bay Street Brighton, Victoria, 3186

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