Taxation and Compliance

• Preparation and lodgement of Income Tax Returns including:

  • Individual Tax Return (PAYG Employment Income Earners, Sole Trader and Contractor Businesses and Investment Properties, Shares and Managed Funds)

  • Company Tax Return

  • Trust Tax Return (Investment, Trading and Management Services Trust)

  • Partnership Tax Return

  • Self Managed Superannuation Fund (SMSF)

• Preparation of financial reports suitable for lodgement of:

  • Business Tax Returns (Company, Sole Trader, Trust and Partnership)

  • Self Managed Superannuation Fund (SMSF) Tax Returns, Auditing by independent SMSF auditor and related administration 

• BAS and IAS Preparation and Lodgement with the ATO

• ABN, TFN, GST and PAYG Withholding Tax Registration and Cancellation

• Fringe Benefit Tax (FBT) Returns preparation and lodgement

• Capital Gains Tax (CGT) management

• Goods and Services Tax (GST), Fringe Benefit Tax (FBT), Capital Gains Tax (CGT)   advisory

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Tax Planning & Management

We usually work with you from April to June of the financial year to implement strategies for management of your tax obligations to:

• Maximise wealth

• Minimise taxation

• Increase cash flow

• Ensure you align with any new financial edicts after the federal budget is released without getting into risky schemes

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Business Structure Planning and Restructuring

We regularly review and assess your business structure to ensure your business is structured for Growth and Success. We are specialist in this area and we will recommend structures to grow your private wealth and provide asset protection.

 

Business Advisory & Management Accounting

• Preparation of Periodic (Monthly / Quarterly) and Annual Financial & Management Report Package

• Ongoing Business Management Consulting

• Virtual CFO daily basis if required, a highly trained, expert Chief Financial Officer who can assist you with a wide range of business financial services

• Budgeting & Cash flow Forecasting

• Business Valuation Report

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Corporate Secretarial

Our expert team provide company secretarial services. This includes expert advice and practical assistance to companies to manage your ASIC obligations.

Some of the services we can help with include:

 

Company:

• Register a company (company formation) – Pty Ltd, Limited by Guarantee and Public Company

• business name registration

• Incorporation of association registrations

• Change of company details including company name, registered office/business address, officeholders and shareholders and lodgement with ASIC

• De-registrations

• Company and personal searches

• Preparation of Australian Securities and Investments Commission (ASIC) database updates

• Annual ASIC company statements and solvency deceleration.

• Constitutional Upgrade

• Distribution and Dividend (Franked and Unfranked) Statements

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Trust & Self Managed Super Fund:

• Establishment of all types of Trust

• Establishment of Self Managed Super Fund (SMSF)

• Stamping Trust Deed

• Change and update of trust deed

• Change of Trust Name

• Deceleration of Trust

• Change of Trustee and Appointer

• Trust Resolutions

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Bookkeeping Services

• Monthly, Quarterly and Annual BAS and IAS Preparation and Lodgement with the ATO

• Small Business Super Clearing House Registration

• Cloud Based Accounting Software Setup and Training including Xero, MYOB and Quick Book Online

• Fringe Benefit Tax (FBT) Reports preparation and lodgement and advisory

• Payroll and PAYG Payment Summary (Group Certificates) Preparation and lodgement

• Taxable Payments Annual Reports Preparation and Lodgement

• Payroll Tax Registration and Annual Reconciliation with State Revenue Office

• WorkCover Registration and lodgement of Periodic and Annual reports

• Sales and Purchases data entries and records keeping, KPI, Bonus reports for management reporting purposes

• Inventory

• Fixed Asset Register

• Accounts Receivable and Reconciliation with customers

• Accounts Payable and Reconciliation with Suppliers

 

Cloud Based Systems for Small Business bookkeeping Training & Set Up

• Xero

• Quick Book Online

• Myob

• Reckon

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