Tax Compliance & Consulting
Our tax compliance and consulting services cover a broad range of matters, including:
Our tax compliance and consulting services cover a broad range of matters, including:
- Annual tax compliance for all entity types
- FBT and salary packaging
- Tax effective structuring of active and passive assets
- Managing and winding up deceased estates, including navigation of related capital gains tax issues
- Maintaining positive interaction with the Australian Taxation Office regarding ongoing compliance, objections and audits to ensure minimum disruption to client's affairs
- Audit Shield cover offered to clients to protect against unwanted costs of audit or review
Accounting & Business Services
Our accounting team has a wide range of experience, ensuring we deliver quality accounting services in the most efficient manner. Our accounting services include:
Our accounting team has a wide range of experience, ensuring we deliver quality accounting services in the most efficient manner. Our accounting services include:
- Preparation of annual special and general purpose financial statements, including fund accounts
- Preparation and strategic review of monthly and quarterly management accounts
- Budget and cashflow forecasting and review
- Assistance with preparation of Business and Instalment Activity Statements
- Recommendation of bookkeepers
- Assistance with installation and maintenance of bookkeeping software, including MYOB, Reckon and Xero
- Fixed fee engagements for scoped work
Self Managed Superannuation Fund Services
Our superannuation services include:
Our superannuation services include:
- Preparation of trial balance, financial statements and member statements of the SMSF
- Preparation and maintenance of the capital gains tax register, provision of investment reports, preparation of annual minutes for the Fund
- Obtaining an actuarial certificate where required
- Preparation and lodgement of the annual SMSF taxation return
- Liaison with our Approved Superannuation Auditor in order to obtain the annual audit report for the fund
- Managing communications and correspondence with the Australian Taxation Office
Corporate Advisory
Our corporate advisory services include:
Our corporate advisory services include:
- Due diligence on acquisition of business assets
- Valuations
- Corporate governance including review of shareholder agreements
- Assistance in negotiations
- Access to a network of legal and banking contacts to assist in completion of transactions
Corporate Compliance
Our corporate compliance services include:
Our corporate compliance services include:
- Company and trust establishment
- Annual company return review and maintenance of corporate registers
- Provision of registered office for companies
- Liquidation and deregistration of entities