Taxation Returns

Time to lodge your income tax return? We're able to assist you with the preparation of your tax return, along with lodging the tax return and communicating with the ATO where possible. We can also help you with identifying relevant expenses and options which you could claim. Depending on your situation, this potentially reduces the amount of tax payable or could increase what you receive from your tax return.

Compliance is of the utmost importance but we also believe in offering quality management advice and support. We are committed to offering the highest level of friendly and professional service and welcome the opportunity to work with you.

We offer a broad range of accounting and taxation services to sole traders, businesses, organisations and individuals:

• Income Tax Return preparation and lodgement
• Tax Planning & Structuring
• GST, BAS, IAS, PAYG Statements
• Capital Gains Tax
• Fringe Benefits Tax
• Land Tax
• Payroll Tax & Workers Compensation
• Superannuation & SMSF
• Late and multiple year tax returns
• Tax office objections and appeals
• Dealing with ATO on behalf of clients

Preparation of Financial Statements

Preparation of Financial Statements

If you’re looking for an experienced accounting firm to assist you with the preparation of financial statements, you can count on the team at Alpha Consulting to deliver efficient and comprehensive documents. We can help you to prepare comprehensive financial statements for a wide range of readers and an equally wide range of purposes. Whether your statements relate to your business or your personal financial standing, we can accommodate your needs.

What is Financial Statement Preparation?

Financial statement preparation is a vital part of the accounting cycle. It involves the preparation and collation of essential general purpose financial statements that enable the process of financial accounting to take place. These statements include the:

• Balance sheet
• Income statement
• Statement of retained earnings
• Statement of cash flows

Without these, any necessary accounting processes for your business will not be able to proceed.

The skilled and knowledgeable accountants at Alpha Consulting will work with you to produce statements that are easy to understand and user-friendly.

SMSF Auditing

Self-Managed Superannuation Funds (SMSFs) offer a good strategy option for many individuals, families and small business owners to build tax-effective wealth and to protect assets over time. SMSFs are becoming popular for those who are ready to take control of their own super investments as they give you ultimate control and flexibility to manage your retirement benefits.

It must be noted though, that you will have increased responsibilities as a trustee of the fund. As an SMSF trustee, you need to keep up to date with all required regulations and keep up with the fast-paced financial markets.

All Self Managed Superannuation Funds (SMSF) are required to be audited. The methodology behind this is to ensure that the health and integrity of your super fund is maintained. All our registered SMSF auditors are fully qualified practising accountants and will assist you above and beyond your expectations. Essentially, maintaining the integrity of your fund and naturally adding value to the audit by ensuring that your fund is being utilised to its fullest capacity.

Most trustees of funds leave it up to their accountants to pick the auditor. As the trustee of a fund, you have the option of having your fund audited by someone you can trust. We are always happy to liaise with you and your accountant to ensure you receive value from the audit, not just an audit report and a bill.

Bookkeeping

Many small and medium-sized businesses spend more time on bookkeeping than they should. The aim of minimising costs is a good one but not when a bigger return can be generated if you spend that time developing and growing your business. We won't let your paperwork fall behind and we often find efficiencies that business owners miss.

Let us do your bookkeeping while you focus on your business.

Benefits of outsourcing your bookkeeping to Alpha Consulting:

• Save time
  By letting us take care of your paperwork, you can focus on what you do best: running your business.
• Save money
  We’ll find cost efficiencies in your business while reducing expensive accounting fees.
• Know your numbers
  We’ll report to you regularly on cash flow, expenses and capital, so you always know how healthy your business is, financially speaking.
• Bring your BAS under control
  Your BAS lodgements will be accurate, up to date and on time, every time.
• On-site or off-site
  We can come to your office, or work remotely using the latest cloud-based accounting software.

We help you through our comprehensive range of bookkeeping services that include:

• Cash flow management
• Training and support in MYOB, QuickBooks and Xero software
• Set up and maintenance of accounting and office systems
• Graphical financial reporting and analysis
• Preparation of financial budgets
• End of financial year processes
• GST and BAS requirements
• General bookkeeping and compliance work
• Payroll, PAYE and superannuation
• Profit and loss statements
• Sales reports
• Accounts payable and receivable

Lending Advice

Loan funding transactions are some of the most important financial transactions that you or your business will ever make and include loans for commercial property investments, developments, buying a home or residential investment property, or business borrowings for working capital, expansion and acquisition.

At Alpha Consulting, we believe in the importance of relationship development as part of these transactions, in order to properly understand your business and personal core drivers and goals, to ensure that you obtain the best and most effectively structured funding arrangements.

We have the resources to partner with you initially and over the long term, and work closely with a comprehensive range of major and specialist lenders to implement your finance requirements, ensuring that you benefit from our market expertise and gain a satisfactory funding outcome.

In the majority of cases, we do not charge you for this service, our income is generated from the lenders.

Specifically, we can assist you with:

• Commercial/Business loans, including working capital, trade and invoice financing
• Property Construction and development funding
• Home Loans, principal place of residence and investment
• Refinance and loan reviews
• Equipment and motor vehicle finance
• Transactional and Payment processes and logistics

Financial & Investment Advice

A financial plan will help you clarify your financial goals and aspirations, whilst taking into account potential milestones along the way, such as children, education, lifestyle and retirement.

We take the time to gain a full understanding of your current situation and determine your short, medium and long-term financial and lifestyle goals. Next, we assess the challenges that might slow things down and your attitude to risk.

Finally, we map out a detailed plan from first steps through to long-term strategies to achieve your objectives and work with you to optimise and manage your plan.

Alpha Consulting can assist you with:

• Confirm your goals and aspirations
• Assess your individual risk profile
• Develop an effective financial plan
• Select suitable investments
• Regularly review your investment performance

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer below, or contact us if you require a username and password.