Individuals and families
-
Helping you prepare and lodge individual income tax returns for the family
-
Advice about the claims that are appropriate to your specific occupation.
-
Ensuring that the appropriate action is taken substantiating those claims.
-
Handling any correspondence with the Australian Taxation Office (ATO) on your behalf.
-
Taking the appropriate action if the ATO dispute your claim.
Family businesses (including partnerships & trusts)
-
Advice about the appropriate legal structure through which to run your business both from start-up to growth stages.
-
Financial record-keeping that is appropriate to your circumstances
-
Assistance with applications for ABN and TFN
-
Assistance in the registration with respect to GST
-
Preparation and lodgement of Business Activity Statements (BAS)
-
Preparation of financial statements and income tax return
-
BSA reporting for the construction industry
Companies
-
Company set-up including applications for ABN and TFN and other registrations such as GST
-
Maintenance of corporate register
-
Financial record-keeping
-
Preparation of financial statements and income tax returns
-
Assisting with applications for finance for expansion, new equipment, further investment
-
Analysis of your business
Superannuation, retirement planning & estate planning
-
Advice regarding various options available with respect to industry funds, retail funds and self-managed superannuation funds (SMSF)
-
Attending to administration of SMSFs and arranging for the audit of the fund
-
Strategic planning for the various stages of life to ensure that the wealth that has been built is there for ultimate retirement
-
Looking after the future for the next generation (s)
-
Centrelink & aged-care assistance
Investment & Capital gains
-
Planning for the eventual gain that has been made on the sale of a business, property and shares, etc.
-
Whose name should a property be held in, while taking into account the individual and family situation and future needs.
-
Helping you make decisions about investments
Access to other specialists who visit our office
-
Financial planner
-
Legal
-
Mortgage and finance broker
