
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:
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Preparation of Income Tax Returns and all other statutory taxation requirements for all entity types.
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Completion of Annual Financial Statements
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Taxation advice
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Taxation planning
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Employment related issues including Superannuation and Workers Compensation
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Management Accounting
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Cost Accounting
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Bookkeeping – Assist with the day to day bookkeeping, payroll, debtor and creditor management
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Capital Gains Tax (CGT) and Goods and Services Tax (GST)
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Establishment of internal accounting systems and procedures
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State Taxes – including Stamp Duty, Land Tax and Payroll Tax;
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Pay-As-You-Go (PAYG) Withholding;
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Fringe Benefits Tax (FBT)
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Specialist Taxes – small business concessions, tax effective exit strategies, structuring advice, R&Dtax concessions;
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Monthly management accounting – e.g. Monthly bank reconciliations;
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Budgeting and cash flow projections;
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Business Activity Statements (BAS);
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Liaising with external auditors
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Accounting software installation and training;
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Division 7A Loan treatment
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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:
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Business Reviews and legal restructuring
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Review of Business and Legal structures
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Strategic and business planning and related goal setting
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Shareholder Agreements
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Budgeting and Forecasting
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KPI setting and Benchmarking Tools
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Mergers, Acquisitions and Sale of Business including Due Diligence and Business Valuations
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Legal structures for Asset Protection
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New Business Establishment & Structuring
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​Business Coaching & Mentoring
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Management Reporting
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Succession Planning
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Cash Flow Management
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Assistance with new systems, policies & manuals.
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Corporate governance advice for boards

Corporate Services.
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Company Registrations
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Trust establishment including discretionary trusts, unit trusts and hybrid trusts
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Business name registrations
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Company searches
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Corporate changes including changes to officeholders, shareholders and corporate addresses
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Trust Deed amendments
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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:
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Incorporation of a company based on an assessment of a suitable business structure , including preparation of required documentation
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Offering a ‘Registered Office’ facility at our office
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Maintaining your company’s Corporate Register
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Checking and forwarding of ASIC Annual Review Notices
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Preparation of annual and ad hoc minutes of meetings as required
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Preparation and lodgement of various forms with ASIC as and when required
CORPORATE SECRETARIAL
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Company incorporations and formation of trusts
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Registered office and Business office facilities
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Preparation and lodgement of ASIC returns and statutory minutes
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Business name registrations and renewals
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Foreign company registrations
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Deregistrations
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Online search facilities
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Maintenance of statutory registers and other formal documentation
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Conduct Company and Business name searches
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Company formation advice
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Incorporation of companies and purchasing shelf companies
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General advice on corporate affairs matters
NFP
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ACNC Requirements

Superannuation.
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Establishment of Self-Managed Superannuation Funds
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Advice and assistance to ensure compliance with Superannuation Industry Legislation and related taxation matters
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Complete administration of your Superannuation or Pension Fund
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Preparation of Annual Audited Financial Statements and Income Tax Returns
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Strategic advice including transition to retirement.
Superannuation
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Administration of Self- Managed Super Funds (SMSF);
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Retirement planning;
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Asset protection;
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Audit of superannuation funds;
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Employer obligations;
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Estate planning;
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Taxation issues;
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Preparation of financial statements, income tax returns and regulation returns; and
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Set up of Self- Managed Super Funds.
Wealth Creation
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Asset Protection, Risk Management & Insurances
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Wealth Creation Strategies
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Retirement and estate planning
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Asset allocation
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Share portfolios
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Negative gearing strategies
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Superannuation, Self-Managed Superannuation Funds & Tax Planning
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Funding your Retirement whilst Maximising Social Security Benefits.

Preferred Partners.
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Banking and finance specialists
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Insurance providers
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Registered company auditors
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Marketing specialists
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Human resource specialists
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Computer consultants
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Bookkeeping specialists
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Insolvency, recovery and administration specialists
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Succession and Estate Planning, including complex Wills
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Business Financing
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Legal
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Loan Applications & Funding Requirements.
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Arrangement of Insurance through partners (named)