At Platform Advisors we have a highly qualified and experienced team, committed to providing tailored accounting and taxation services to our valued clients. We also offer business advice and strategic consulting to assist our clients navigate their way through an ever changing commercial and legislative environment.

We approach all activities in partnership with our clients and view their challenges through their eyes. Engaging in open and honest communication, we listen without judgement and provide sound advice in a clear and concise manner, while maintaining adherence to ethical and professional standards.

 

We work with our clients and for our clients, anticipating needs and being proactive, not reactive. Our clients are kept informed and updated and we deliver on our commitments, always.

Our key service offerings are in the following areas:

 
Tax & Accounting.

At the core of our service offering of our clients is attending to the taxation and accounting requirements. This includes but not limited to addressing the following: 

  • Preparation of Income Tax Returns and all other statutory taxation requirements for all entity types.

  • Completion of Annual Financial Statements

  • Taxation advice

  • Taxation planning

  • Employment related issues including Superannuation and Workers Compensation

  • Management Accounting

  • Cost Accounting

  • Bookkeeping – Assist with the day to day bookkeeping, payroll, debtor and creditor management

  • Capital Gains Tax (CGT) and Goods and Services Tax (GST)

  • Establishment of internal accounting systems and procedures

  • State Taxes – including Stamp Duty, Land Tax and Payroll Tax;

  • Pay-As-You-Go (PAYG) Withholding;

  • Fringe Benefits Tax (FBT)

  • Specialist Taxes – small business concessions, tax effective exit strategies, structuring advice, R&Dtax concessions;

  • Monthly management accounting – e.g. Monthly bank reconciliations;

  • Budgeting and cash flow projections;

  • Business Activity Statements (BAS);

  • Liaising with external auditors 

  • Accounting software installation and training;

  • Division 7A Loan treatment

  • Application for registration of ABN, TFN, GST and PAYG

 
Business Advisory

We provide a broad range of business advisory services to address the numerous and various issues that impact a business. These include but are not limited to the following:

  • Business Reviews and legal restructuring

  • Review of Business and Legal structures

  • Strategic and business planning and related goal setting

  • Shareholder Agreements

  • Budgeting and Forecasting

  • KPI setting and Benchmarking Tools

  • Mergers, Acquisitions and Sale of Business including Due Diligence and Business Valuations

  • Legal structures for Asset Protection

  • New Business Establishment & Structuring

  • Business Coaching & Mentoring

  • Management Reporting

  • Succession Planning

  • Cash Flow Management

  • Assistance with new systems, policies & manuals.

  • Corporate governance advice for boards

 
Corporate Services.
  • Company Registrations

  • Trust establishment including discretionary trusts, unit trusts and hybrid trusts

  • Business name registrations

  • Company searches

  • Corporate changes including changes to officeholders, shareholders and corporate addresses

  • Trust Deed amendments

  • Dealing with the Australian Securities and Investments Commission (ASIC) on your behalf

 

ASIC COMPLIANCE

We provide an in-house Corporate Secretarial services to facilitate your Company’s compliance with Australian Securities and Investment Commission’s (ASIC) rules and regulations.

Our services include:

  • Incorporation of a company based on an assessment of a suitable business structure , including preparation of required documentation

  • Offering a ‘Registered Office’ facility at our office

  • Maintaining your company’s Corporate Register

  • Checking and forwarding of ASIC Annual Review Notices

  • Preparation of annual and ad hoc minutes of meetings as required

  • Preparation and lodgement of various forms with ASIC as and when required

 

CORPORATE SECRETARIAL

  • Company incorporations and formation of trusts

  • Registered office and Business office facilities

  • Preparation and lodgement of ASIC returns and statutory minutes

  • Business name registrations and renewals

  • Foreign company registrations

  • Deregistrations

  • Online search facilities

  • Maintenance of statutory registers and other formal documentation

  • Conduct Company and Business name searches

  • Company formation advice

  • Incorporation of companies and purchasing shelf companies

  • General advice on corporate affairs matters

 

NFP

  • ACNC Requirements

Superannuation.
  • Establishment of Self-Managed Superannuation Funds

  • Advice and assistance to ensure compliance with Superannuation Industry Legislation and related taxation matters

  • Complete administration of your Superannuation or Pension Fund

  • Preparation of Annual Audited Financial Statements and Income Tax Returns

  • Strategic advice including transition to retirement.

 

Superannuation

  • Administration of Self- Managed Super Funds (SMSF);

  • Retirement planning;

  • Asset protection;

  • Audit of superannuation funds;

  • Employer obligations;

  • Estate planning;

  • Taxation issues;

  • Preparation of financial statements, income tax returns and regulation returns; and

  • Set up of Self- Managed Super Funds.
     

Wealth Creation

  • Asset Protection, Risk Management & Insurances

  • Wealth Creation Strategies

  • Retirement and estate planning

  • Asset allocation

  • Share portfolios

  • Negative gearing strategies

  • Superannuation, Self-Managed Superannuation Funds & Tax Planning

  • Funding your Retirement whilst Maximising Social Security Benefits.

 
 
Preferred Partners.
  • Banking and finance specialists

  • Insurance providers

  • Registered company auditors

  • Marketing specialists

  • Human resource specialists

  • Computer consultants

  • Bookkeeping specialists

  • Insolvency, recovery and administration specialists

  • Succession and Estate Planning, including complex Wills

  • Business Financing

  • Legal

  • Loan Applications & Funding Requirements.

  • Arrangement of Insurance through partners (named)