About the services we offer
Business tax and compliance
We can assist with all your accounting needs, including Financial Statement preparation,
budgeting and cash flow forecasting. Our tax agent services include preparing and lodging
your tax returns and/or BAS and ensuring compliance obligations are met in a timely manner.
Structuring advice and assistance with new entity set up
As your business expands, it is common that your existing structure won’t meet your growing needs. We can assist with structuring advice and the pros and cons of the different entity types to help you make an informed decision of the cost/benefits of changing structures.
Tax planning
Through careful analysis of your business performance, we can work through potential tax minimisation strategies each year to ensure you are getting the best tax outcome. We can also work alongside any existing financial advisers to implement their recommendations and ensure all compliance requirements are met. Communication and timing is a key area of focus.
SMSF administration using BGL 360
We specialise in SMSF administration and have extensive knowledge in all facets of self-managed superannuation funds and superannuation legislation. It is a specialist area, and a considerable amount of time is spent training to stay up to date with constant changes. We have worked with various investment platforms and banks that integrate with the software to provide up to date reporting for our clients.
Bookkeeping assistance with Xero
We can review your existing bookkeeping systems and advise if there is software that will save you time and money in the long run so that you can focus on building your business. We can provide training in Xero to help you get started. We use Xero for our business and as a market leader find it suitable for many clients’ needs.
