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)