CHARTERED TAX ADVISERS
&
PUBLIC ACCOUNTANTS

PRACTICE AREAS

SERVICES

ACCOUNTING

We provide a full range of business services including preparation of financial reports and income tax returns for different types of entities:

Individuals
Partnerships
Trusts
Companies
SMSF

TAX

Individuals
Partnerships
Trusts
Companies
Capital gains tax
Fringe benefit tax
Payroll Tax

TAX PLANNING

BUSINESS ACTIVITY STATEMENT

We can help review your tax position prior to the end of the financial year and can help you to make informed decisions about your future.

Tax planning allows you to:

Estimate tax liability for the current and next financial year.
Estimate the amounts and timing of tax instalments.
Implement strategies to minimise tax payable while growing your net wealth.
Discuss and review your superannuation, and its role in your tax strategy.
Ensure your business and investment structures are appropriate and tax effective in achieving your goals.

One of our registered BAS agents will review all of your accounts to ensure the following:

Reconciliation of GST on business income and expenses.
Preparation and lodgement of business activity statements.

As registered Tax Accountant Specialists, we can help you to stay on top of all compliance requirements efficiently.

BUSINESS ADVISORY & CONSULTATION

We work with you to determine the key strategies and actions for your business. Our comprehensive business advisory and consultation services include:

Business buy and sell.
Advice on start- up structures.
Review and reconstruction of current structures.
Implementing a detailed quarterly review process – ensuring that you are always on track to achieve your long-term business goals.
Developing a comprehensive strategic plan which will benefit the future direction of your business.
Performing an analysis of your customer profitability.
Preparing forecasts for your profit and cash flow.
Facilitating meetings with directors and key shareholders to discuss business issues. This forms part of the planning process to ensure that there is consensus around the future direction your business is looking to take.

Self- Managed Superannuation Fund

Our services for SMSF include the following:

Establishing a SMSF.
ATO applications for TFN and ABN for your SMSF
Referring you to our recommended financial planners to discuss your investment needs and developing appropriate strategies;
Preparation and lodgement of financial reports and income tax return for your SMSF on a timely manner to ensure the SMSF remains regulated fund.

Liability limited by a scheme approved under Professional Standards Legislation.

OUR VISION

Our aim is to provide you with accurate financial reports and accounting services at competitive prices. We ensure that all reports are conforming with current changes in taxation law, up to date and accessible to our clients.

To continue to provide regular in-house and external trainings to all staff members to ensure they are abreast with the changes in taxation and superannuation law. This highly technical and disciplined education is given to our professional team to empower them to provide quality advice and service to our clients. On-going education and training to both staff and clients is a vital part of our practice.

We provide cutting-edge services in accounting, individual & business taxation and business advisory. Client satisfaction and referrals have led to steady growth of our business over the years.

We take pride in our ability to attract and retain a good client base. Our firm’s service standard ensures you receive:

Respectful and courteous attention to your needs
Up to date quality advice
Sound information extended via a practical approach
Value for money and regular communication to maximise opportunities to save you money and add value