services

ACCOUNTING

Whether you require financial statements for compliance, finance raising, management or for prior years we are able to efficiently and promptly meet your needs and obligations.

AUDITING

Whether you require an audit of a self managed superfund (SMSF), special purpose audit, statutory compliance audit, trust account audit, or whether you have a need in regards to forensic auditing including fraud detection we can assist with these matters.

We also offer assistance with objections to statutory audits from the Australian Taxation Office (ATO), the Offices of State Revenue (OSR), Work Cover and other regulatory authorities.

BUSINESS STRUCTURING & RESTRUCTURING

Whether you are trading as a sole trader, partnership, trust, company, joint venture or other complex
structure we can offer advice on issues such as asset protection, taxation efficiency or the appropriate structure for your goals and objectives.

If you are considering commencing a business we can offer advice in regards to the due diligence process, the set up of a business, business valuations, business acquisitions, and franchising.

If you are considering ceasing a business we can offer advice in regards to succession planning,
the winding up of businesses, business valuations and the negotiation of business sales.

FINANCE & INVESTMENT SERVICES

Based upon an assessment of your needs we can offer a number of financial solutions in regards to:
1] Whether negative gearing of properties, shares or other assets are suitable for your needs.
2] Whether your superannuation is meeting your needs or whether you need to consider a SMSF.
3] Whether your insurance needs are being met in terms of Life, TPD, income protection or trauma.

LENDING, MORTGAGES & ASSET PURCHASES

We offer advice and solutions in regards to your various lending requirements whether they be residential or commercial mortgage lending or business asset purchases funded by leasing, hirer purchases, chattel mortgages or other forms of lending.

MANAGEMENT SERVICES

SECRETARIAL SERVICES

We offer the following secretarial services:
1] Advice in regards to the obligations of company officers, trustees and other officers,
2] Preparation and lodgment of annual company statements and associated form with the ASIC.
3] The maintenance of various business registers and files,
4] The registered office for your corporations,
5] Various other administrative functions.

STATE TAXES & OTHER IMPOSTS

We offer assistance in regards to the preparation of returns and advice in regards to:
1] Land tax matters, variations and appeals,
2] Payroll tax matters, variations and appeals,
3] Workers Compensation matters, variations and appeal,

TAXATION SERVICES

We offer income tax return preparation and advising services for all manner of individuals, sole traders, partnerships, joint ventures, trusts, beneficiaries, companies, shareholders, superannuation funds and superannuation members.

Other taxation services that we offer include:
1] Prior year income tax return preparation,
2] Registrations of tax file numbers (TFN) and Australian Business Numbers (ABN),
3] Advice in regards to the preparation and variations of PAYG, BAS, IAS, FBT and others.
4] Advice and strategies in regards to goods & services tax (GST),
5] Advice and strategies in regards to capital gains tax (CGT),
6] Advice and strategies in regards to salary sacrificing,
7] Advice and strategies in regards to alternative structures and superannuation,
8] Advice and strategies in regards to tax debts, objections and negotiations with the ATO,
9] Advice and strategies in regards to all manners of tax planning.

REFERRAL PARTNER

In order to complete our service offering we are in regular contact with the following referral partners:
1] Recommended accounting software providers,
2] On site or external bookkeeping service providers,
3] Financial planners,
4] Government grant specialists,
5] Insolvency specialists,
6] IT support and sales of hardware & software,
7] Legal specialists with a variety of expertise,
8] Lending and leasing specialists.