Services
Everything your business and family finances need, in one office
Whether it is a single tax return or a company with staff, a trust and a self-managed super fund, we handle the whole picture rather than one slice of it.
Individual & Business Tax Returns
Accurate, on-time returns for individuals, sole traders, partnerships, companies and trusts.
- Individual and sole trader income tax returns
- Company, partnership and trust returns
- Rental property and investment schedules
- Capital gains tax calculations
Business Accounting & Compliance
Year-end financial statements, tax compliance and the reporting your lender and the ATO expect.
- Annual financial statements
- Company, trust and partnership tax returns
- Fringe benefits tax and Division 7A reviews
- Livestock, depreciation and asset registers
Bookkeeping, BAS & Payroll
Clean books, BAS and IAS lodged on time, and Single Touch Payroll that just works.
- Xero, MYOB and QuickBooks setup and support
- Bank and credit card reconciliation
- BAS and IAS preparation and lodgement
- GST, PAYG withholding and PAYG instalments
SMSF Administration & Audit
Self-managed super fund accounts, compliance and independent audit by an ASIC-registered SMSF Auditor.
- SMSF establishment and trust deed coordination
- Annual financial statements and member statements
- SMSF annual return preparation and lodgement
- Independent SMSF audit (financial and compliance)
Business Setup & Structuring
Company, trust and partnership setups with the structure that fits your plans and your risk.
- Company, trust and partnership establishment
- ABN, TFN, GST and PAYG registrations
- ASIC company secretarial and annual reviews
- Business name registration
Business Advisory & CFO Support
Budgets, cash flow forecasts and the regular conversation that keeps a business on track.
- Budgets and rolling cash flow forecasts
- Profitability and margin analysis
- Pricing and break-even modelling
- KPI reporting and quarterly review meetings
Tax Planning & Strategy
Pre-June planning that puts you in control of your tax position instead of reacting to it.
- Pre-30 June tax position estimates
- Superannuation contribution strategies
- Trust distribution resolutions
- Capital gains timing and small business CGT concessions
Audit & Assurance
Independent audits and reviews for not-for-profits, associations, trust accounts and SMSFs.
- Not-for-profit and incorporated association audits
- Trust account audits
- SMSF audits
- Special purpose financial report audits
Fees
Fixed fees, agreed before we start
Every engagement is quoted in writing based on the work actually in front of us. Individual returns are a one-off fee; business clients are usually on a monthly arrangement covering bookkeeping, BAS, year-end and the advisory conversations in between.
Not sure which services you need? Send us a short note about your situation and we will come back with a recommendation and a price — at no cost and with no obligation.
Request a quoteLet's talk about your numbers
Book a free 20-minute conversation. We'll tell you honestly whether we can help, what it would involve and what it would cost — before you commit to anything.