Services

Accountancy and Taxation
- Preparation of Financial Statements.
- Preparation of Income Tax Returns for all entity types (sole traders, partnerships, companies, trusts and self managed super funds).
- Preparation of monthly, quarterly and annual Business Activity Statements and Instalment Activity Statements.
- Tax planning and advice.
- GST advice and planning.
- Capital Gains Tax advice and calculations.
- Preparation of Fringe Benefit Returns and related advice
- Salary Packaging calculations and advice.
- Preparation of Land Tax returns.
Business Management and Planning
- Preparation of budgets and business plans.
- Preparation of Key Performance Indicators (KPI’s) for rural, retail and commercial businesses.
- Preparation of management reports.
- Preparation of business benchmarks and comparing to similar businesses.
- Preparation and analysis of cashflow statements and wealth statements.
- Review of the viability of establishing or purchasing a business.
- Valuation of existing businesses.
- Succession planning for rural, retail and commercial businesses.
- Assistance with finance applications.
- Assistance with finance of asset purchase.
- Assisting with negotiations for purchasing or selling businesses.
- Wealth creation strategies.
- Retirement planning and funding advice.
- Tax minimisation strategies.


Corporate Secretarial
- Purchase and set up of new companies for clients.
- Preparation of company’s annual returns.
- Maintenance of Statutory Records for companies.
- Establish business structures including new company incorporation, discretionary trusts and unit trusts.
- ASIC Compliance including preparation of ASIC annual review documentation and secure storage and managing corporate secretarial register.
Superannuation (Self Managed Superannuation Fund)
- Advice on the establishment of a superannuation fund.
- Purchase of new superannuation funds for clients.
- Arrange auditing of existing superannuation fund’s records.
- Preparation of superannuation funds annual financial statements.
- Preparation of superannuation funds income tax returns.
- Maintenance of statutory records for superannuation funds.
- Establish superannuation structures including SMSF and corporate trustee.
- Arrange annual SMSF audit.


Bookkeeping and
Administration
- Assistance with wage and superannuation calculations.
- Preparation of employees Single Touch Payroll Income Statements (PAYG Withholding Summaries).
- Workers Compensation declarations.
- Preparation of Payroll Tax calculations and returns.
- Provision of all bookkeeping services including payroll.
- Assistance with Single Touch Payroll compliance including lodgement.
Computers and Cloud-Based Accounting Software
- Recommending leading computer software suitable for different business types including Xero and MYOB.
- Setup of cloud-based accounting software for your business.
- Training and support for Xero and MYOB computer programs.
