Our Services
Business
Our considerable business experience is available to you at any time. Those services include but are not limited to:
- Income Tax
- Bookkeeping
- Business Management
- Accounting
- All types of entities – sole trader, partnerships, discretionary (family) trusts, companies, unit trusts, hybrid trusts, joint ventures
- Starting a business
- Buying a business
- Selling a business
- Profitability measurement
- Asset protection
- Capital Gains Tax
- Goods and Services Tax (GST)
- Fringe Benefits Tax (FBT)
- Payroll Tax
- Preparation and lodgement of Quarterly Business Activity Statements (BAS)
Financial Planning
Through our experience and training as accountants and business advisors we have an extensive knowledge of various types of investments together with risks and returns.
However for specific advice on your unique circumstances we recommend our affiliates at Mentor Financial Services.
CLICK HERE for a link to Mentor Financial Services and how to experience the same high quality of personal service.
Personal
Personal Tax Returns
We will thoroughly review your affairs to ensure you have confidence in the tax return lodged with the ATO on your behalf.
That comprehensive review applies to all tax returns irrespective of being straight wage and salary returns or if they include, investment income, superannuation pensions, business activities or complex capital gains.
Tax Planning
We are always available to discuss any aspect of tax planning you may wish to consider, such as negative gearing assets, salary sacrifice, spouse superannuation contributions, tax effect of superannuation contributions, children’s savings, investment portfolios, dividend imputation or any other proposal of interest to you.
Instalment Activity Statements (IAS)
Assistance to help you not only understand the Pay As You Go (PAYG) system but also to explore the options available to you.
Attending to preparation and lodgement of Quarterly Instalment Activity Statements.
Superannuation
Self Managed Superannuation Funds (SMSF)
A self managed superannuation fund enables each member of the fund to be directly involved in the decision making process and look after their own interests. It also provides flexibility for effective retirement planning and insurance strategies.
SMSF’s are a specialised area and are highly regulated by the ATO. To help meet your requirements we have assembled a team of professionals dedicated to providing the highest quality accounting and administrative superannuation services.
Our self managed superannuation fund team can
- Help you to establish your own SMSF
- Prepare the annual financial statements
- Prepare the annual members’ report
- Prepare the annual income tax return
- Prepare business activity statements
- Provide a complete administrative service
- Advise on the regulatory obligations as trustee
- Work in conjunction with the financial planners at Mentor Financial Services to ensure your SMSF receives excellent financial planning advice to help your funds grow and retain value.
