Accounting, Tax and Strategy Services

Services – Business Accounting, Tax and Strategy

We provide business accounting, tax and strategy services tailored to you to ensure that you are receiving the services and expertise that you require for your business.

Please contact us to discuss how we can tailor our services to suit your needs and to get a fixed fee quote.

ACCOUNTING AND FINANCIAL REPORTING

Ideal for annual reporting, compliance obligations and reporting to business owners

  • Accounting to trial balance
  • Maintaining accounting records, depreciation schedules and year end schedules and calculations
  • Preparation of detailed financial statements (special purpose or general purpose)
  • Detailed tax calculations and application
  • Accounting assistance and advice
  • Presentation at board meetings and annual general meetings

MANAGEMENT REPORTING

Ideal for business
management and decision making

  • Accounting to trial balance
  • Tailored management financial reports (monthly or quarterly)
  • Presentation at board meetings and annual general meetings

BUSINESS TAX

Ideal for business owners and individuals with investments and/or rental properties

  • Tax health check and strategies
  • Tax workpapers and reconciliations
  • Company tax returns
  • Trust tax returns
  • Partnership tax returns
  • Sole trader tax returns
  • Calculating capital gains and maintaining tax cost base records for investments
  • Investment and rental property schedules
  • Tax planning and tax advice

INDIVIDUAL
WEALTH

Ideal for business owners and individuals with investments and/or rental properties

  • Tax health check and strategies
  • Tax workpapers and reconciliations
  • Individual tax returns
  • Calculating capital gains and maintaining tax cost base records for investments
  • Investment and rental property schedules

BAS RETURNS

 

 

  • Review of accounting transactions for BAS purposes
  • Preparation of Business Activity Statements
  • Preparation of Consolidated Activity Statements
  • Preparation of Instalment Activity Statements
  • Advice in relation to GST, PAYG withholding and PAYG Instalments

FRINGE BENEFITS TAX

 

  • Preparation of fringe benefits tax return
  • Preparation of fringe benefits tax calculations and declarations
  • Salary packaging and fringe benefits tax advice
  • Reportable fringe benefits for employees

PAYROLL 

 

  • Payroll calculations and processing
  • Superannuation processing (monthly or quarterly)
  • Annual income statements and STP finalisation
  • Workcover declarations
  • Payroll tax annual reconciliation
  • Payroll advice

BOOKKEEPING

 

  • Data entry into online accounting package
  • Reconciliation of bank accounts
  • Uploading electronic copies of invoices

CORPORATE SECRETARIAL

 

  • Registered office service
  • ASIC Annual Return and solvency resolutions
  • Consumer Affairs Annual Returns
  • Australian Charity & Not-for-profits Commission Returns
  • Changes to company and officeholder details
  • Business name renewals
  • Company registrations
  • Company voluntary de-registrations
  • Company secretarial advice

SUPERANNUATION MANAGEMENT (SMSF)

Ideal for self-managed superannuation fund members and trustees

  • Maintaining accounting records
  • Accounting to trial balance
  • Annual SMSF return
  • Financial statements
  • Management of the annual audit process
  • Management of the actuarial process (if required)
  • Assistance with compliance with pension requirements

STRATEGIC SERVICES

 

 

  • Tax planning, income estimates
  • Business and investment structuring
  • Company registrations and trust establishment
  • Asset protection strategies
  • Company de-registrations and liquidation advice
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