Services
Business Advisory
We provide business owners with a range of expert advice and support. From establishing the right structure (e.g. setting up a company and/or trust), to ongoing financial health checks, to assistance in raising finance to support growth, and considering a business succession plan. We devise solutions tailored to your circumstances.
Tax Advisory
Whether you are a salaried person, small business owner or any other complex entity, having the right tax advice is important for compliance and ensuring you make the most of your financial circumstances.
Financial Reporting
We can provide business owners and stakeholders with accounting and book-keeping services in a reliable and timely manner to support decision making. We can further assist with converting your financial financial data into a form that is useful and easy to understand.
International Taxation
We can advise on various international tax matters to do with both inbound and outbound business and personal investment. Whilst these areas of tax law can be complex, we take the time to understand your structure and objectives, and can advise on potential tax planning opportunities.
Superannuation
We can provide taxation advice on superannuation contributions (concessional or non-concessional), and their interactions with capital gains tax concessions (e.g. Small Business CGT Retirement Concession, Downsizer contributions). We can help on administration of self-managed superannuation funds and management of the annual audit.
Succession and Financial Planning
We can introduce you to trusted lawyers, financial planners, insurance brokers, mortgage brokers and developers to assist in effective succession and financial planning. We can also work closely with your advisors.
Frequently Asked Questions
• Tax returns for individuals including sole traders & contractors
• Tax Returns for Companies/ Partnerships/ Trusts. Deceased Estates
• BAS and STP lodgements
• Small business accounting support
• Investment property, foreign income and CGT calculation
• ATO correspondence
• Advice on tax matters and structuring the business/ investments
• Facilitate estate planning, financial planning, investment planning
• SMSF audit and facilitate its accounting
• ASIC agent services
• Each engagement is unique, and our fees are determined by the level of work involved.
• Fixed Fees Where Possible: After reviewing your most recent tax returns, we can often provide a fixed fee arrangement.
• Fair & Transparent Process: We aim to ensure our pricing reflects the value of the service you receive.
• The fees may increase with the increase in cost in subsequent years
• A review of you tax matters
• Suggesting deductions
• Lodgement of various tax returns
• Future tax planning
• On going support for ATO queries or follow-up
• Personalised services
• Prefer in-person at least initial meeting. We offer face-to-face appointments at selected locations.
• Late or multiple-year returns
• ATO debts and payment plans
• Audit support
• Complex business structures
The sooner you get in touch, the easier it is to fix. We’ll deal with the ATO so you don’t have to.
