We build strong relationships with our clients.  We ensure that we understand their needs, goals, financial affairs and businesses so that we can provide relevant recurring services and, when required, one-off special services.

 

Our clients have involved us in a wide range of industries and types of business over the years, including:

• Business services and consulting – engineering, construction, insurance, IT, logistics, management, occupational health and safety,  security, software and stockbroking,

• Charities

• Education – not for profit

• Hotel and short-term accommodation

• Health – general and specialist practices

• Heath and Ageing – Aged Care operations

• Printing

• Property development

• Property and strata plan management

• Publishing

• Retail

• Travel

We offer the following services:

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Accounting

We prepare special purpose, general purpose and IFRS compliant financial statements. We can also liaise with lenders and stakeholders on your behalf about the reports.

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We provide management accounts that provide meaningful information that will help management properly monitor a business's performance.     

We have expertise in a number of accounting software packages, including MYOB, Xero, AIM and QuickBooks.           

Our services include:

• Set up the accounting software

• Design the chart of accounts and management reports

• Prepare monthly management accounts

• Review monthly management accounts for reliability

• Preparation of Business Activity Statements and GST reconciliation

 

Audit

We can conduct audits on small businesses, not-for-profit organisations and self-managed superannuation funds.

 

Business Advisory and Business Services  
Whether you are starting a new business, planning to buy a business or planning to sell your business, you will require the assistance of an experienced adviser to partner with you to maximise your success. We can help you plan for sale, succession, or expansion of your business.

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We can provide assistance with the acquisition or sale of a business, including managing the due diligence process and assistance with Share Purchase Agreements and Business Sale Agreements.

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Some business services we regularly provide include:

• Name reservation

• Company incorporation

• Shareholders' and partners' agreements

• Payroll processing

• Prepare budgets of monthly/quarterly profit, cash flow and financial position

• Prepare meaningful monthly management accounts

Superannuation
Currently, superannuation provides the most tax effective way of accumulating wealth.  Self-managed superannuation funds (SMSFs) provide more flexibility than managed funds and become cost effective when funds in superannuation exceed roughly $300,000. 

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With this flexibility comes exposure to complex tax and superannuation industry legislation that can have significant adverse consequences if not properly complied with.

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Some of the more complex topical areas of superannuation include:

• When to set up an SMSF including arranging the set-up

• Maximum contributions

• Investment strategies

• Starting and commuting pensions

 

Where permitted to do so we can assist with the above, if not, we can lead you in the right direction. We prepare the annual financial statements and tax returns and prepare the records for audit.

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Tax
Income tax can be complex and confusing.  There are opportunities for minimising tax and there are traps that can result in penalties and worse.

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Our focus is on gaining an in depth understanding of our clients' financial affairs so that we can advise on a tax strategies that take advantage of all worthwhile opportunities for minimising tax that are legally available.  Importantly, we update these plans whenever required by changes in legislation or clients' circumstances and follow through to ensure they are properly implemented.

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Our partners are always available at short notice to advise on the tax implications of important transactions and events.

In addition to tax planning and one-off tax advice as required, most of our team is engaged in ensuring that clients' obligations to lodge income tax and other returns are met and that they comply with the legislation.  We are well aware that nobody likes unpleasant surprises and keep our clients appraised of lodgement dates and likely tax payments.

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Various taxes and areas of tax that we cover for clients as tax agents and tax advisors:

• Income tax – companies, individuals, partnerships, trusts and superannuation funds

• Capital gains tax

• Goods and services tax

• Fringe benefits tax

• Land tax

• Payroll tax