Services
Business Consulting
We can utilise and tap into simple logic, practiced experience and greater community to help your business with it's short to long term strategies. Whether it's budget/cash flow management, accounting software, payroll and employment needs, dealing with banks/lenders, selling your business or managing stock levels, we have the tools to assist.
Financial Statements, Tax Returns & Other ATO Lodgements
Our bread and butter work. This ensures that your business and yourself personally are kept up to date with ATO lodgements. This is reporting data from the past, so we want to ensure it's done quickly and painlessly to use this information to review and make informed decisions for the future.
As part of this service, we also maintain other ATO lodgements like Business Activity Statements, Fringe Benefits Tax, Instalment Activity Statements, Payroll Tax and can provide management reports to reflect these also. If you're new to Australia or in between countries, no problems, we can tackle international issues in relation to your tax lodgements too.
Self Managed Super Funds
In keeping with the same theme of Financial Statements & Tax Returns, we ensure that your Self Managed Super Fund tax work is reported to the ATO on time. There are many lodgement and reporting obligations with Self Managed Super Funds so we ensure that we maintain the right infrastructure to facilitate this efficiently for you.
Annual audits are conducted by an independent external party, who strictly conducts their business locally in Australia. We also have a close community of advisors who can assist with strategic and financial plans specific to Self Managed Super Funds.
Structuring
Having the right entity structure for your goals are pivotal for long term success. Whether it be purchasing a property, setting up a new business or building your family wealth, the type of entity that this is structured in make all the difference. Even if you have a structure or entity in place and your circumstances change where you need to change the structure, we are equipped to deal with the restructure and possible tax consequences that come with it.
Not only do we advise on the best type of structure for your needs, we also assist in creating the structures, managing all ASIC obligations and ensuring these structures are kept relevant and up to date so you don't have to.
Tax Planning
Our supercharged value adding work to help your business, personal finances and your super. We use all of our knowledge and past experience to help you minimise and manage your taxes.
This work is done in many ways, including estimating capital gains before a sale of a property or other investment and managing ways to minimise the tax impact, or pre 30 June review of your business to manage the same, we can plan for any tax implications and find ways to save tax whilst building wealth for your future.