Services

Tax, Accounting and Business Advisory

Our Services

 

Taxation

We provide comprehensive taxation consulting and advice as well as a full suite of compliance services. With five associates each specializing in specific areas of taxation, we are able to provide a comprehensive solution to all taxation matters.


Self Managed Super Funds

Many Australians are turning from industry funds to self managed super funds (SMSFs), which can offer greater flexibility but require more active engagement; everything from making investment decisions to ensuring all the legal, taxation and administrative obligations of the fund are met.

We set up SMSFs, provide annual returns and prepare financial statements, arrange for the annual independent audit of your SMSF and ensure all annual compliance with superannuation and taxation laws.



Accounting

We provide a comprehensive range of traditional financial accountancy services including preparation of financial statements for use by key stakeholders. We provide compliance and reporting on accounting fundamentals, review tax structures and processes, identify potential tax risk exposure and establish accounting controls to mitigate risks. Through the implementation of modern cloud-based accountancy solutions, we are able to provide timely and in-depth financial data to assist in strategic decision making.


Listed and unlisted public companies

We provide a full range of corporate secretarial services for public companies: the preparation and lodgement of all ASIC requirements, including ASIC Company annual statements, solvency requirements, the maintenance of company registers, such as trust and superannuation fund registers, registered office services, share and unit transfers, preparation of company and trust minutes, establishing companies, trusts and superannuation funds, and other services, such as business name registrations and changing company names where required.



Business Strategy

Our associates have a wealth of knowledge and experience in business strategy. We prepare and implement business plans, provide capital budgeting analysis, assist with bank funding submissions, business restructures and succession planning and offer services in management reporting, business valuations and financial modelling.


Estate and Succession planning

We work with you to provide a tailored estate planning strategy, ensuring all assets are successfully transferred in the event of your death. Taxation is an important factor to consider in estate planning and strong governance relating to the taxation aspects of estate administration is needed to mitigate possible risks.