Services

Although we enjoy meeting and catching up with our clients we understand time is precious and not everyone will be able to make an appointment within office hours. With clients from all over Australia, we embrace technology to enable you to receive documents and essential information.We achieve this through the webpage you are now reading, email and phone.

 

As our client, your business is our business and therefore you are our priority!

 

We believe in the fundamentals – up to date records, review and monitoring cash flows, reports and the importance of knowing your current financial position to enable more profitable results. Whether you are an individual tax payer, or a multi-million dollar company we can assist you with your tax/accounting needs.

We Specialise In:

Personal Tax Returns & Business Financial Statements

  • Individual
  • Partnership
  • Trust
  • Company
  • Self-Managed Super Fund

Activity Statements

Whether you have queries regarding Pay As You Go (PAYG) or Goods and Services Tax (GST) or you would rather hand over the full responsibility of reporting to the ATO to us, we are happy to help in any way. As part of lodging your activity statements we review your records ensuring all data is correct and up to date. An analysis of your current financial position is done to provide you with quarterly reports and any advice necessary on how your business is faring. For your March and June activity statement we also ensure that (if you are paying PAYG instalments) these amount/percentages are practical, and if suspected these amounts are too high we will vary them accordingly before lodging your activity statement. We believe your money is better in your pocket than the ATO’s.

Bookkeeping & Technology

At our office we use Reckon Accounting services including Reckon software and Reckon online. We provide our clients with installation and training in the use of your software.

 

Once you are up and running we are just a simple phone call away with any query you may have regarding the input of data, amending data, reconciliations and the building and printing of reports. 

 

Although we do use Reckon Accounting, we do not discriminate and some of our clients do use other bookkeeping programs – if you wish to continue using your current program we will be happy to work alongside you. You are not obliged to change.

Tax Planning, Compliance & Business Advisory

  • Superannuation and SuperStream
  • Capital Gains
  • Property Purchases & Sales
  • Business Purchases & Sales
  • Business Structure Reviews
  • Tax Planning – Personal and Business
  • New Business Planning
  • Rental Property Investments
  • Cashflow Forecasts
  • Profitability Analysis & Cost Drivers

Business and Company Forms and Registrations

  • Applications for an Australian Business Number (ABN)
  • Prepare application forms for new companies through our preferred supplier
  • Ongoing lodgment of ASIC forms such as Annual Company Returns and Changes to Company details
  • Complete Business Name registration applications through ASIC
  • Company Minutes