Services

Individuals
• Tax effective planning
• Compliance with Australian Taxation Law
• Preparation & Lodgement of Income Taxation Returns 

Companies
• Tax effective planning
• Compliance with Australian Taxation Law
• Preparation & Lodgement of Company Taxation Returns

Goods & Services Tax
• Compliance with GST Act
• BAS assistance, preparation & Lodgement
• Registration for GST, PAYG Withholding, FBT

Trusts
• Tax effective planning
• Compliance with Australian Taxation Law
• Preparation & Lodgement of Income Taxation Returns

Staff Recruitment
Assistance with all aspects of staff recruitment including:
• advertising
• interviews
• short list selection
• appointments
• contracts

Basic Bookkeeping Services
• MYOB data entry of source documentation
• Accounts Receivable
• Accounts Payable
• Writing of cheques and making payments
• Invoicing
• Bank, petty cash and credit card reconciliations
• Payroll
• Appropriate account categorisations to maximize tax benefits
• Preparation of BAS & other relevant legislative obligations

• Accurate & timely financial reporting such as Profit and Loss statements and Balance Sheet as per your requirements
• Any related administrative tasks required such as filing and answering phones
• Liaison with the ATO, your clients, your staff/contractors & suppliers compliance

Maintenance of Statutory Records
• Compliance with all ASIC statutory requirements on a timely basis

Partnerships
• Tax effective planning
• Preparation & Lodgement of Partnership Taxation Returns
• Compliance with Australian Taxation Law 

Business Planning
• Business start up advice
• Effective structural advice
• Implementation of controls and procedures

Fringe Benefits Tax
• Tax effective planning
• Calculation of Fringe Benefits Liability
• Compliance with Australian Taxation Law
• Preparation & Lodgement of Fringe Benefits Taxation Returns

Superannuation Advisory
• Master Trust
• Investment Strategies
• Self managed Superannuation Funds

Trust Vehicle Arrangements
• We can advise on the best structure for your circumstances

• Asset Protection strategies

System Design
• Proposal evaluation
• Need analysis
• Preparation of Business Requirements specified

Business Advisory Services / Financial Control
• Analysis and explanation of financial reports
• Cash flow and budget analysis
• Job/project costing
• Set up and maintenance of new entities and business structures
• Online Banking set up and facilitation
• Meeting with Accountant and implementing strategic guidance

Set up & Training
• MYOB set up
• MYOB consulting & training

Litigation Support
• Validation of statements of Assets or Liabilities
• Expert witness services

Preparation of Financial Statements

Superannuation Funds
• Preparation & Lodgement of Super Fund Taxation Returns
• Administration & Compliance
• Audit

Budget Forecast Preparation
• Process, Completion and Management
• Internal Business Unit Structures
• Strategic Review

Payroll Tax
• Compliance with Australian Taxation Law
• Calculation of Payroll Tax Liability
• Preparation & Lodgement of Fringe Benefits Taxation Returns

Business Valuation
Valuations conducted for:
• potential business purchases/sales
• taxation purposes
• assistance with obtaining finance

Cash Flow Analysis
• Cash Flow projections for new businesses
• Identification of critical cash flow issues
• Identification of key performance indicators

Strategic Analysis
• Short, medium and long term strategic planning
• Short term tactical
• Competitor dynamics

Bookkeeping Review
• Review of XERO usage
• Review of bookkeeping systems
• Recommendations for increased efficiency and compliance

Project Management
• Administration of all essential functions of a project
• Installation of a new General Ledger, or the establishment of new Business Systems

Financial Negotiation
• Assistance and negotiation for buying / selling businesses and other capital assets

Land Tax
• Identification and Calculation of Land Tax Liability

Quality Assurance Consulting