SERVICES
Taxation
We are able to take care of all of your taxation needs from preparation to electronic lodgement of:
- Individual tax returns
- Partnership tax returns
- Trust tax returns
- Company tax returns
- Self Managed Superannuation Fund (SMSF) tax returns
Business
For all your business entities you will be provided with:
- full financial reports with Depreciation Schedules including Simplified Tax System (STS), General Pool, Long Life Pool and Immediate Write Off
- a review of your company's Secretarial Duties
- the completion of all the necessary ASIC (Australian Securities and Investment Commission) forms
- Company dividend slips with franking credits attached
- Full annual administration of Self Managed Super Funds (SMSFs)
GST, Payroll & Quarterly Reporting
We complete the preparation of:
- Business Activity Statements (BAS)
- Instalment Activity Statements (IAS)
- Pay As You Go (PAYG) Instalment Statements
- PAYG Withholding reconciliations for employee wages
- Group Certificates with annual PAYG reconciliations
- WorkCover reconciliations
- Calculation of quarterly superannuation obligations
- GST and BAS adjustments on your behalf with an online connection to the ATO to enable immediate adjustments, saving you time and money
- Manual cash books with full reconciliation
- Tax File Number (TFN) Beneficiary Reports for Trusts
Software
Our staff are qualified to support the following software:
- MYOB
- Quicken Cashbook
- Quicken QuickBooks
- Handisoft
- Solution 6
- E-Record
- Cashflow Manager
- UBS Rego Wizard
- XERO
We have contacts with local bookkeepers who can help with the initial instalment and setup of your new business software.
Business Structures
We can arrange the acquisition of new:
- Shelf Companies
- Trusts
- SMSF entities
This includes application for the necessary registrations for their operation ie, TFN, Australian Business Number (ABN) and PAYG registrations.
We are also able to help with setting up your Diesel Fuel Rebate (DFR) account, via the ATO.
Additional Services
Other services available are:
- Review of new business purchases which involves identifying the future fixed and variable costs along with the potential income growth indicated by the gross profit ratios
- Planning for future wealth creation is catered to with intelligent tax planning. Tax planning is done annually with complex structure advice if circumstances dictate this need
- Advice on succession planning to allow a smooth transition into retirement while helping to setup the new generation in order to takeover the family business
- Provision of Cashflow budgets for future loan applications to help expand your business
- Determination of the most appropriate finance option (ie Lease, Hire Purchase or Chattel Mortgage) to suit your tax needs
- Advice on how to refinance any existing loans to help with the cashflow of small businesses
We have close ties with a highly experienced local financial advisor to contact and review all of your life insurance, investment, business insurance and Centrelink requirements. Please call into our office to
collect their business cards if you need financial planning advice.
This is a brief description of the number of services our firm offers and we accept enquiries on anything to do with your tax and business needs.
Finally, you'll find our staff to be approachable, efficient and accurate. We gratefully acknowledge our ongoing clientele and look forward to welcoming new clients.
