services
Taxation
- Taxation planning for high net worth individuals and families
- Analysis and advice on tax-effective structures
- International structuring and tax strategies
- Remuneration planning
- ATO administration and compliance
- Preparation of income tax returns for all entities
- Preparation of Business Activity Statements (BAS)
- Tax audit defence strategies
- Tax advice including income tax, GST and capital gains tax
- GST compliance and reporting
services
SMSF
- Facilitating the process to set up a new fund
- Processing transactions through the fund's bank accounts
- Preparation of annual financial statements
- Preparation of annual member statements and trust minutes
- Preparation and lodgement of the income tax and regulatory return
- Liaising with auditor to arrange the audit of annual financial statement
- Preparation and lodgement of BAS or IAS as required
- Arranging for pension payments to be made on a regular basis
- Facilitating the process of winding up an existing fund
- Develop and implement retirement planning strategies
services
Audit
- Statutory audits for companies and non-profit organisations
- Superannuation fund audits (SMSFs)Trust account audits
- Special purpose and assurance engagements
- Fraud prevention strategies and recommendations
- Internal Control System reviews and recommendations
- Due diligence and business acquisitions
- Capital fundraising and investigative accountant's reports
services
Bookkeeping
- Maintenance of accounting records including general ledger, debtors, creditors and payroll records
- Recording of transactions, account reconciliations and timely reports, including BASs
- Maintenance of fixed asset registers and depreciation calculations
- Maintenance of client investment portfolios for Capital Gains Tax requirements
- Assistance, problem-solving, training and guidance in accounting/bookkeeping packages including MYOB, Quickbooks, Xero and Cashflow Manager
services
Business Advisory
- Business start-up and development appraisal
- Establishment of business entities and group structures
- Business plans, cashflow forecasts and budgets
- Business growth solutions and profit strategies
- Debt management and bank appraisal submissions
- Capital fundraising
- Management consulting management financial reports
- Recruitment and training of finance and accounting personnel
- Evaluation of lease, hire-purchase and other finance options
- Business restructuring and asset protection
- Implementation of IT systems and control procedures
- Business valuations prior to purchase, sale or merger
- Succession Planning