Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
Business and Individual Accounting
& Taxation Services
The importance and accuracy of financial statement preparation is not lost on the client, and accordingly stringent tax and accounting checklist programs are incorporated on every job assignment we undertake.
Preparation of Financial Statements will include a focus on how the client can improve their profit result in the coming period.
We are accredited business partners with Xero, Quickbooks and MYOB. We also use a variety of specialist industry packages.
1 Business Advice:
o We provide small to medium enterprises with ongoing management meetings where we will establish and review such items as Key Performance Indicators (KPI’s), industry benchmarking, analysis of financial statements comparative to prior periods, Profit & Loss and Cash Flow budgeting, and business valuation advice for acquisition or sale of businesses.
o Entity structuring advice will also be provided to ensure the business is conducted in the most appropriate structure.
2 Business Improvement Consultancy:
o Specific services to be offered include conducting ongoing management meetings, as well as the development of business plans coupled with action plans to be implemented and monitored.
GST, PAYG IAS and PAYG Services
We provide specialist advice and offer a support role to ensure clients meet their GST and PAYG obligations.
Tax Planning and Minimisation
The Australian Tax System is one of the most complicated systems in the world. We specialise in achieving the best result by assessing each client individually and using our sophisticated software packages and checklists. Tax planning covers a myriad of issues including:
· Investment issues,
· Business planning,
· Salary packaging,
· Financing decisions and
· And a wide range of technical issues in the areas of Capital Gains Tax, Fringe Benefits Tax, Workcover and Payroll Tax.
Superannuation Compliance and Analysis
The legal regulations confronting a trustee of a Self Managed Super Fund can be daunting and intimidating. We possess upto date knowledge of all the rules and regulations and the reporting systems to ensure the compliance headaches are taken away.
The structure you trade in and invest in can have significant consequence in relation to tax planning, asset protection and
succession planning. Make sure you start your business or investment off in the best structure.
There are a multitude of indirect taxes. We can guide you through the maze of indirect taxes including:
1. Fringe Benefits tax
2. Stamp duty
3. Land tax
4. Payroll tax
Property and Investment Reviews
Investment ownership costing analysis is performed for the general property investor, whilst detailed Property Development Feasibility Studies are prepared for development clients. Builders of all sizes can also benefit from our knowledge of taxation in the construction industry.
Additional services are offered in the areas of
· Business Valuations,
· Acquisition and Sales of Businesses,
· Forecast Cash Flows and Budgeted Profit reports,
· Succession Planning,
· Human Resources,
· Additional specialist consulting services are available upon request.
Financial planning is offered via referral to a pool of external financial planners. Risk insurances will be offered via
the same source. These services will assist in ensuring that you have provided for your retirement or an unforseen loss of income earning capacity.