Our Services

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