Accounting
Services

Recently there have been increased reporting requirements, industry-specific complexities and a massive increase in the detection of non-compliance. We make sure you claim for what is yours by right, whilst at the same time maintain a professional and diligent approach when dealing with the tax authorities. Whether we prepare your accounts or just act for you in your tax affairs we will always do our best to get the right deal for you. We do our homework in order to provide innovative and flexible solutions to your tax questions, and adapting them as circumstances and legislation change.

Our specialist tax services include..

• Tax planning for businesses of all shapes and sizes

• GST and other indirect taxes

• Capital gains implications – obtaining exemptions and reliefs for both business and investment assets

• Advising on the Australian implications of overseas assets and residence

• Assisting executors with the taxation affairs of deceased estates

• Assistance with tax audits

Thinking about a new project or business venture? We can help you ensure that you avoid GST pitfalls.

We understand that whatever the size of your business there are GST issues requiring guidance. We provide an efficient cost effective GST service and are equipped to answer your queries and provide specialist advice that cuts through the complexity.

Superannuation is one of the most complicated and regulated areas of tax law.  If they are not managed the penalties can be severe.  Some people want hand-on control that comes with a self-managed super fund and we specialise with the annual accounting responsibilities.  We use an external auditor, or alternatively, we can work with your preferred auditor.

Unlike “cut-price” or online superannuation administration companies, we take the time to ensure you understand the benefits and obligations so you don’t get it wrong. We offer a fixed-fee set up process, which includes meetings to discuss the process, preparation of trust deeds and associated membership documents and preparation and lodgment of all tax office registration forms.

A self managed fund offers greater flexibility and control over your retirement savings.  We can help you get were you want to go, focus on meeting you investment goals, and most importantly, enjoy the journey. Contact me if you’d like to discuss the pros and cons.

We understand the pressures of keeping a  business going on a daily basis and the attention it needs.  We can help you make sense of the business environment while assisting you in meeting your goals and developing a close partnership with you.  With our breadth of experience, we can assure that the right person is made available to provide the specific kind of support you require. Throughout this process we ensure that there is a high level of Partner input and support.

Contact us so we can discuss providing you with advice and support on the following areas:

• Strategy planning and organisation

• Advising on effective remuneration and dividend strategies, and assisting in their implementation

• Advising on shareholder, partnership and other ownership agreements

• Designing and implementing efficient estate plans

• Guiding the family through the plan and process of succession

• Helping the next generation develop in the company and supporting them through the challenge of taking over from the founding members

• Planning and structuring for sale or merger

• Developing non-family management in the company

• Assisting with the management of family wealth outside the business

• Assisting with new business “start-ups”

Companies and trusts are the ideal vehicles for running businesses and owning investments. They can have asset protection advantages – If you get sued or get into financial difficulties, the right structure may mean that you won’t lose everything. The right structure may also have tax benefits, potentially saving you money.  We can assist you with establishing the most effective structure for your individual needs, addressing flexibility, succession planning, exit strategies and cash flow management.

We offer fixed priced entity formation services. This involves meetings to discuss the right structure for you, preparation of all relevent documentation (eg trust deeds, company constitutions, shareholders applications and certificates) and preparation and lodgment of all tax office registrations (eg TFN, ABN, GST, PAYGW). We outsource the preparation of some of the documentation to a leading law firm, so you can be assured that everything is up to date and take into account any new asset protection or taxation issues.

Discretionary Trust

$950.00

• Meeting to discuss the set-up of the trust

• Drawing of the trust deeds by leading solicitors

• Provision of 5 copies of the trust deed supplied in a fully-indexed Trust Register

• Inclusion of all necessary internal documentation

• Where appropriate TFN, ABN, GST, PAYGW & FBT Registration

Company

$1450.00

• Meeting to discuss the set-up of the company

• Drawing of the company constitution by leading solicitors

• Provision of 5 copies of the constitution supplied in a fully-indexed Trust Register

• Inclusion of all necessary internal documentation

• Where appropriate TFN, ABN, GST, PAYGW & FBT Registration

SMSF

$1450.00

• Meeting to discuss the set-up of the SMSF

• Drawing of the trust deeds by leading solicitors

• Provision of 5 copies of the trust deed supplied in a fully-indexed Trust Register

• Inclusion of all necessary internal documentation

• Where appropriate TFN, ABN, GST, PAYGW & FBT Registration

In addition to formation services, we can also assist with the ongoing maintenance of your entities. This includes company registered agent services and changes to your company (eg updating addresses, changing shareholders).

Please call if you’d like to discuss new entities further.

Management accounts are a crucial tool that allow company managers to monitor the financial performance of their business and plan future development accordingly.

You need to be able to rely on your accountants to produce accurate and prompt management accounts. We have the experience in doing just that, for a wide range of our clients.