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.