Services

Tax Returns including 

• Personal, Partnership and sole trader  

• Trust

• Company

• SMSF

Specialised advice including

• Negative gearing

• Tax minimisation and maximising deductions 

• Small business concessions

• Maximising superannuation tax benefits / contributions  

ATO Disputes and negotiations 

• Debt negotiations

• Payment plans

• Private rulings 

• Lodgement extensions 

Bookkeeping

• Cloud processing / Data entry 

• Payroll 

• Streamlined reporting 

• Bank reconciliations

• Accounts receivable and payable 

Compliance and lodgements 

• BAS

• TPAR

• Super

• LSL

• Workers compensation 

Establishment or SMSF 

• Compliance documents to commence your new SMSF 

• LRBA - Borrowings

• Advice on efficient structures to maximise your benefits 

Compliance and lodgements 

• Tax returns 

• Financials, member statements and investment reports 

• TBAR lodgements 

• Data entry / Processing  

Tax Advice 

• Tax saving strategies 

• Tax planning into retirement 

• Super contributions and pensions tax benefits 

• Review of financial performance 

SMSF Audit 

Structuring and Planning 

• Review to ensure tax efficient structure in terms of cost and tax saving 

• Estate Planning 

• Super contributions and pensions tax benefits 

• Review of financial performance 

• Business plans 

Property Development and Investment Property Advice 

• Structuring 

• General advice

• Cost/Benefit analysis/Budgets 

Business Succession and Asset Protection 

Business purchase review 

Business start-up advice 

Management Reporting, KPI review, Budgeting/Forecasting