Business and personal tax returns

Business and personal tax returns

As a registered tax agent, we can help manage tax affairs and lodge tax returns for companies, trusts, partnerships and sole traders. We can also advise on personal tax matters and take care of your individual tax returns. We can ensure your tax returns are correct, include all allowable deductions and are lodged on time.
Financial Reporting

Financial reporting

We can prepare end of year financial reports for your business, including Balance Sheet, Profit & Loss and Cash Flow statements, ensuring compliance with relevant accounting standards. We can also assist in preparing timely and proactive management reports for your business on a more frequent basis throughout the year. Let us help you make better business decisions.

BAS Lodgement

BAS Lodgement

We can review your records and prepare and lodge your BAS with the ATO on a quarterly or monthly basis. With our help your BAS can be prepared quickly, correctly and lodged on time.

Book-keeping and payroll

Book-keeping & payroll

We offer book keeping services including data entry, bank reconciliations and review and reconciliation of trade receivables and payables. We can also manage your business’ payroll processing, ensuring that all staff are paid the correctly and on time, and relevant PAYG withholding and superannuation amounts are paid on time.

Cloud accounting

Cloud accounting

We are strong proponents of cloud accounting software and think you should be too. New applications such as Xero have simplified accounting for business owners, automating several processes (such as bank statement entry) and offering an easy-to-use interface. Business owners can now save time maintaining accounting records and gain access to better information on a timely basis. We are a recognised partner of Xero and can assist in transitioning your business onto cloud accounting.

Tax planning

Tax planning and business structure optimisation

Through pro-active tax planning and business structuring, we can help ensure your business and personal dealings are as tax-efficient as possible. We can advise on the most optimal structure for your needs, ensuring you don’t pay any more tax than you have to. Timely tax planning prior to year-end also helps avoid late payment of any end-of-year obligations such as superannuation.

Forward looking cash flow statements and budget analysis

Forward looking Cash Flow statements and budget analysis

We can prepare accurate forward-looking Cash Flow statements and Profit & Loss for your business. This can be helpful in supporting decision making at the beginning of the year, and can also form part of reporting submissions to external parties (eg – bank loan applications). We can also monitor your actual performance against budget and proactively identify any areas of concern.

SMSF Annual Audit and Reporting

SMSF annual audit and reporting

While SMSF’s can provide performance and costs benefits in managing your superannuation, administration is both complicated and time consuming. As a registered SMSF auditor with ASIC, we can prepare and lodge your SMSFs annual reporting obligations.

Corporate secretarial tasks

Corporate secretarial tasks
(company set-up, SMSF set up, register for GST)

We can assist with a range of other business and taxation matters including setting up your new business, registering for GST and ABN, setting up a Company, Trust or SMSF, plus more. Just call and ask us.

call us for a free quote on
02 8310 4017