What we can do for you

Finance

Financial Planning & Risk Management

Estate Planning

Financial statements, income tax returns, business activity statements

We help clients with all aspects of their personal tax returns including, but not limited to:

• What you can claim as a tax deduction
• Rental properties
• Capital gains tax
• Foreign income
• Employee share schemes

Structuring

Whether you are starting out, buying a business or have an existing business we can help with:

• Registration of ABN, GST, fringe benefits tax and payroll tax
• Ongoing preparation and automation for business activity statements and income tax returns
• Employees and contractors
• Advice on the appropriate structure
• Year-end tax planning
• GST advice
• Fringe Benefits Tax Implications
• Using superannuation to reduce tax
• Advice in relation to the sale of a business

Business cash-flow

If you have an existing entity or need to set one up, we can provide the following services:

• Advice on whether it is appropriate for you
• Advice on who the directors and shareholders should be
• Ongoing preparation of financial statements and income tax returns
• Advice on transfers in and out of entities
• Management of Division 7A loan accounts
• ASIC administration and corporate secretarial

Year-end tax planning

We can help with the following for your self-managed superannuation fund:

• Accounting and taxation
• Arrangement of audit
• Administration of the fund
• Advice on trustee and compliance obligations

Self-managed superannuation funds (SMSF)

Tax and accounting work hand-in-hand with areas such as wealth management, superannuation, borrowing and risk management insurance.

Where clients require advice to be provided under an Australian Financial Services licence, we work closely with financial advisers to provide the best possible outcome.