Our Services

Ultimately, finance and taxation lie at the heart of every business. With many years’ experience and an extensive knowledgebase, our professional accountants can help with everything from getting your BAS/IAS lodgements up to date to preparing documentation for loan support.

We can assist with:

End of year taxation processing, including:

• Generation of comprehensive financial statements
• Generation of tax returns
• Lodgments
• Provision of many options for signing off on documents and communication methods

General tax obligations and setup

• Tax compliance including FBT, GST, CGT and income tax
• Income tax strategies and tax returns
• Preparation of year-end financial statements
• Structure review
• Tax registrations
• Tax planning/advice
• Tax audits
• Annual company returns
• Corporate secretarial duties
• Financial statements, BAS, IAS

Financial institution loan support

• Confirmation letters for financial status
• Generation and provision of documentation for financial loans

If you have any tax headaches, we really can help, so please give us a call.

When transitioning into retirement, superannuation remains one of the most precious tools at our disposal to ensure ongoing financial stability. Perhaps you are interested in setting up a Self-Managed Super Fund (SMSF)? Or, if you already have a fund, you may just need assistance addressing tax compliance and audit requirements? With the regulations constantly changing, it is well worth consulting superannuation experts on these matters.

We can assist with:

• Setting up your Self-Managed Super Fund (SMSF)
• SMSF administration and compliance
• Organise for your fund to be audited
• Prepare your fund’s tax return
• Technical advice on superannuation matters
• Preparation of annual financial statements
• Management of compliance obligations
• Accounting for the purchase and sale of investments, member contributions and pension payments
• Commencing pensions for members
• Ceasing, merging and commuting pensions for members
• Maximising the tax-free incomes from pensions within the fund
• Strategic superannuation advice
• Handle SIS compliance issues and provide advice
• Prepare financial statements, member statements and all other required reports.

We are happy to discuss your situation. Please call us to book an appointment.

Building a solid foundation for your business with the right structure to suit your goals is essential to every successful business. A sound business model will help you to increase your profits, protect your assets, reduce business risks, reduce the taxes you pay, and ultimately, succeed in achieving your long-term goals.

We can assist with:

• Structuring advice
• Exploring purchasing options
• Due diligence
• Benchmarking against best practice

If you are setting up a new business, please get in touch. We have a lot of valuable advice to offer.

Whether it be to set up a business, expand or manage your current business, or transition your business towards retirement or handover, we will guide and assist you in making the most suitable decisions to achieve the best possible outcome.

Are you looking to:

• Start your own business?
• Buy into an existing business?
• Take over an established business?
• Increase the profits in your business?
• Sell your business?
• Transition the business to your children?
• Add a business partner?

If so, we can assist you with this and a lot more, including:

• Cash flow analysis and management
• Strategic planning and support in funding growth
• Business assessment and key financial indicators
• Growth through acquisition
• Avoiding growing too quickly
• Tax planning and structuring strategies
• Asset protection
• Retirement and estate planning
• Managing capital gains tax
• GST advice
• Industry benchmarking
• Financial strategies to drive performance
• Financial business assessments
• Business exit planning
• Preparing a business for sale
• Tax advice
• Structuring a sale
• Succession planning

Is your business structured for maximum performance? If you think there is room for improvement, come and talk to us about proven business models that work. We can advise and support you in implementing the changes necessary to transform your business into a more effective operation.

We can assist with:

• Cash flow management
• Management accounting
• Budgeting, forecasting and reporting
• Corporate governance
• Share transfers
• Changes to directorship
• Improving business processes and internal controls

Let’s discuss ideas on how to improve your business’s performance.

It can be daunting understanding and navigating the endless changes to accounting regulations and software package updates. We understand how frustrating this can be! If you are feeling a little overwhelmed (perhaps with bookkeeping, taxation or software issues) you could probably do with some support.

Here are just some of the things we can assist with:

• Support with your internal bookkeeping (or we can handle it for you)
• Tax queries
• Preparation for a loan request with a bank or financial institution
• Advice about various accounting software packages – Xero, Sage, MYOB, Cashflow Manager
• Setting up your accounting package
• Bookkeeping queries and support
• BAS queries and support
• Coaching
• Data entry

If you need support (whether it is tax related, software related, or something else) please get in touch.