Chartered Accountants and Business Advisors

Services

Business Management and Consultancy

  • Assistance with the establishment of companies, trusts and partnerships.
  • The provision of efficient and cost effective management accounting and bookkeeping services.
  • Preparation of financial statements and specific business reporting requirements.
  • Maintenance of all secretarial matters and provision of registered office facilities for companies.
  • Preparation of short, medium and long term cash flow budgets and financial forecasts to assist clients in developing and expanding their business.
  • Advice on all aspects of buying and selling businesses, including investigations and due diligence reports and the reorganization of business requiring change and adaption for growth.
  • Assistance with an organised process for business owners, managers and employees who are preparing for retirement or partial or full sale of a business.
  • Estate Management
  • Asset protection and limiting creditor access

Taxation

Income Tax Returns

Preparation and Electronic Lodgement of the complete range of income tax returns.

Taxation Advice

Advice on taxation matters including:

  • The use of structures both for estate and tax effective planning purposes, and corporate and commercial protection
  • Capital Gains Tax
  • Fringe Benefits Tax
  • Goods and Services Tax (GST)
  • The Pay As You Go system (PAYG)
  • Indirect taxes such as Stamp Duty and Payroll Tax
  • Superannuation legislation including the Superannuation Guarantee provisions
  • Taxation incentives and grants
  • International taxation

Client representation in all dealings with the Australian Taxation Office, including:

  • Lodgement of annual income tax returns
  • Taxation audits and objections
  • Taxation Office queries or requests for information
  • Registrations for the various business taxes
  • Tax File Number and Australian Business Number (ABN) applications
  • Interpretation of Taxation Office practice and policy

Corporate Secretarial & ASIC agents

  • Preparing Statutory Minutes and Resolutions
  • Maintaining various statutory registers and shareholder records
  • Statutory financial statement preparation and related ASIC matters; and
  • Attending to all ASIC compliance matters for Clients

Self Managed Superannuation Funds

  • Assistance with the establishment of self managed superannuation funds
  • Preparation of financial statements and income tax returns
  • Fund regulatory compliance
  • Management of benefit payments upon retirement