Located in Warrandyte, Victoria for over 30 years, John Roberts & Associates provides a range of accounting, taxation, audit and Self-Managed Superannuation Fund (SMSF) solutions to a broad range of local and interstate clients.
We specialise in dealing with individuals, sole traders and small to medium sized entities including partnerships, companies and trusts regarding all aspects of their taxation and business issues. Our team is also experienced in all aspects of administration of SMSFs.
We are focused on delivering reductions in taxation and compliance solutions to our clients, so they can enjoy an increase in their wealth, more spare time and peace of mind. We value being part of the Warrandyte and surrounding communities.
If you believe we can assist you with your accounting and taxation issues why not phone or stop by our office for a friendly chat to understand what we can offer you.
Carrying out bookkeeping requirements in a timely manner helps keep track of income, expenses and daily cash flow on a daily, weekly, monthly, quarterly or annual basis, whichever is your preference.
Our professionals aim to help improve our clients’ understanding of their business financials, allowing them to improve on operations and ultimately create greater cash flow.
Your business requires a financial team that's effective, that understands your vision and works with you to reach your goals. Understanding small business taxation and accounting is our business.
We offer our full suite of services to you, specifically tailored to your unique individual requirements.
Starting up or considering starting a new business? We're the right accounting company for you, we're focused on business accounting, including all areas of taxation and accounting.
We'll explain and provide assistance to set a solid foundation for you to build your business success.
After deciding that a SMSF is right for you, John Roberts & Associates offers a comprehensive and hassle-free set up service. With many years of experience under our belts, we can ensure that your fund will be set up professionally with all relevant paperwork attended to and in order.
For individuals, tax time can be a simple yearly event or complete chaos. Our years of experience and attention to detail ensure your Individual or Partnership Tax Return is a simple step by step process, we'll put you on the path to a stronger financial future for years to come.
Our taxation experts offer a broad range of accounting and taxation services to sole traders, businesses, organisations and inviduals.
We like to understand what your business is trying to achieve so that our input maximises your outcomes, we are here to help your business grow.
Our taxation experts offer a broad range of accounting and taxation services to sole traders, businesses, organisations and inviduals.
It is the vital part of your accounting process, ensuring that your financial information is up to date and accurate. Let us do your bookkeeping while you focus on your business.
Taking an early and active interest in your Superannuation is critical to ensuring the benefits it can offer are maximised by the time you retire.
Cloud based accounting software offers a number of benefits, alleviating the need for businesses to invest in expensive data storage and management.
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Prior to commencing the practice, John had several years’ experience in both the State Government and Industry in Financial Controller and Senior Management positions. He has been an active member of the Warrandyte Community in which he lives. He has served on numerous local committees by providing financial and compliance requirements advice.
John is a qualified Certified Practicing Accountant (CPA), a Fellow of the National Tax and Accountants’ Association and registered Tax Agent. He is dedicated to providing his clients with sensible and straightforward accounting, taxation and business advice, reducing their tax payable and worry-free compliance solutions.
John is also an authorised representative advisor with SMSF Advisers Network Pty Ltd so he can provide his clients with advice regarding their superannuation needs.
Having grown up and lived in the Warrandyte area, Lisa gladly joined the firm in 2006 after graduating with a Master of Accounting degree from Swinburne University of Technology. She became a Certified Practicing Accountant (CPA) in 2010 and has never looked back.
Lisa provides a valuable service in the areas of accountancy, taxation and business advisory.
Lisa is also a specialist in Self-Managed Superannuation Funds (SMSFs) thanks to her excellent knowledge of superannuation legislation and SMSF cloud-base accounting skills. Lisa is passionate about assisting her SMSF clients meet their compliance requirements stress free and to confidently control their superannuation wealth.
Lisa is an authorised representative advisor with SMSF Advisers Network Pty Ltd so she is able to assist her clients reach their superannuation goals.
When not in the office, Lisa is out experiencing what nature has to offer in Warrandyte and beyond or enjoying the Formula One motorsports action.
We offer a range of Personal Accounting services for individuals. Our most popular Personal Accounting service is assisting with completing tax returns for individuals. Tax returns can be complex and there are allowable tax deductions and expense claims that you may not be aware of.
An accountant can assist in many ways to ensure your compliance with both ASIC and The Australian Taxation Office requirements. An accountant can also:
Tax returns can be complex and there are allowable tax deductions and expense claims that can be made that you may not be aware of. We can help you legally minimise your income tax and make sure your tax return is lodged on time. We also offer advice and strategies on:
Contact us today to discuss how we can work together: (03) 9844 2661 or email us at info@johnroberts.com.au
There are four main business structures commonly used by small businesses in Australia and we can help with them all:
Sole trader: an individual operating as the sole person legally responsible for all aspects of the business.
Partnership: an association of people or entities running a business together, but not as a company. A partnership is relatively inexpensive to set up and operate.
Company: a legal entity that is separate from its shareholders.
Trust: an entity that holds property or income for the benefit of others. Trusts require a formal trust deed that outlines how the trust operates, requires the trustee to undertake formal yearly administrative tasks and if you operate your business as a trust, the trustee is legally responsible for its operations. A trustee of a trust can be a company, providing some asset protection.
It is important to note that you can change your business structure throughout the life of your business.
We can help with the following:
Contact us today to discuss how we can work together: (03) 9844 2661 or email us at info@johnroberts.com.au
Tax time is coming up. Are you prepared?
When the time comes to deal with your own taxation and accounts, it can be stressful and hassling. Though through good preparation and planning, you can make tax time work for you and potentially reduce the impact of tax, while keeping up to date.
John Roberts & Associates are specialists at accounting and taxation. We aim to provide our clients with comprehensive tax planning advice and strategies, all at competitive prices.
We provide assistance for:
Identify Options and Areas to Reduce Tax
Tax can be complicated in many ways—that's no secret. What can you actually claim? Are you entitled to any government incentives or benefits? Is there anything you should concern yourself with when recording expenses?
A professional accountant can help you identify potential tax deductions and government benefits in detail, which could help you minimise tax payable. They'll also inform you of any obligations and laws that you have to meet and abide by, thus helping you stay up to date.
By planning for tax, you could:
John Roberts & Associates have worked with a large variety of businesses and individuals from different industries over the years, tailoring options, advice and strategies to suit clients unique needs. Our experience is complemented by a team of professional accountants and tax advisors, who aim to help you.
Contact us today to discuss how we can work together: (03) 9844 2661 or email us at info@johnroberts.com.au
Having trouble reconciling your accounts? Not enough hours in the day to balance the books? Outgrown your existing bookkeeper or have they recently left? Then John Roberts & Associates outsourced bookkeeping services can provide accurate and timely reporting for any business. You can focus on running your business while John Roberts & Associates reconciles your accounts and attends to the processing of your financial transactions.
Our in-house bookkeeping services can:
Accounts Payable (Creditors)
Our bookkeeping team will organise your accounts payable with attention to detail and communicate with you on upcoming payables or we can make the payments as required. We endeavour to manage a positive cash flow whilst strengthening supplier relations.
Our accounts payable process includes:
Accounts Receivable (Debtors)
John Roberts & Associates can provide a tailored accounts receivable process as well as assist with debtor collection, independent communication to debtors, and access to our debt collectors.
Our accounts receivable process can include:
Whilst each of these services can be provided some businesses like to be able to provide a quote, convert this to an invoice and issue the invoice immediately the work is completed. We can assist in putting in place a process that will facilitate this.
Contact us today to discuss how we can work together: (03) 9844 2661 or email us at info@johnroberts.com.au
John Roberts & Associates can assist in the following self-managed superannuation Fund (SMSF) services:
Since 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.
In order to provide personal advice to our clients in relation to superannuation and self-managed superannuation funds, John Roberts has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN).
SAN supports our practice in providing advice regarding:
The people at this practice authorised by SAN to provide superannuation and self-managed superannuation fund advice are:
The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No. 430062) and is a fully owned subsidary of the NTAA.
Contact us today to discuss how we can work together: (03) 9844 2661 or email us at info@johnroberts.com.au
More small to medium-sized businesses are moving to cloud accounting and using cloud based applications for their bookkeeping and accounting needs through desktop and mobile apps. All businesses need to keep track of their accounts, and cloud accounting allows businesses to make invoicing and cashflow management decisions based on more up to date information. It also provides for other business efficiencies including payroll for off premises workers.
The cloud revolution is propelled by fast, reliable internet, cheaper servers and widely-used open-standards for interchanging data and instructions between software. Moving to the cloud does not increase data risk if good password policies and back-up strategies are in place. Businesses should ensure staff understand modern security risks and complete training when moving to cloud accounting or using any service that provides remote access.
Contact us to discuss your circumstances so we can help determine the most appropriate solution for you based on functionality, ease of use and cost.
The main softwares we specialise in are:
Xero – A New Zealand based software company that offers cloud-based accounting software for small to medium-sized businesses.
Cashflow Manager – Cashflow Manager is the preferred record keeping solution of thousands of small business owners across Australia and United Kingdom since 1990 for this one reason – it really is a simple accounting software.
MYOB – An Australian company originally offering desktop accounting software, now offers several subscription-based cloud accounting products, including both desktop and cloud versions of their product.
Simple Fund 360 – An intelligent, cloud-based SMSF software to streamline SMSF compliance management and administration.
Contact us today to discuss how we can work together: (03) 9844 2661 or email us at info@johnroberts.com.au
