Tax and Compliance Services

Personal Tax

Tax Returns

Each year, you are legally obliged to meet ATO deadlines to lodge a completed tax return. If these deadlines are missed you may have to pay fines and interest charges.

We offer an efficient and comprehensive tax return service for individuals, whether you are resident in Australia or not. We can prepare your personal return, carry out any necessary calculations, correspond with the ATO and deal with any enquiries.

Personal Tax Planning

As well as our tax return service, we place great emphasis on working with you throughout your working life – and beyond – to develop tax-efficient strategies to benefit you and your family.

We will work with you to help you minimise the amount of tax you pay during your lifetime by advising you how to make use of financial structuring to reduce income tax and capital gains tax through measures including trusts, companies and superannuation.

Our expert advice can help to achieve your ongoing goals, while helping you to prepare for a comfortable and financially-secure future.

Support Accounting and Financial Statements

Annual Accounts

Annual accounts are not only required to meet your business’s statutory obligations. If they are prepared in a timely and effective way, they can provide you with invaluable information to support your decision-making.

Our annual accounts service will allow you to meet your obligations, while also providing information that will identify useful tax planning opportunities.

Company Secretarial and Registered Office Service

Every company must comply with the statutory requirements of annual company returns. We can deal with all your company secretarial administration and documentation so that you can be sure that your compliance needs are met at all times. You can keep your registered office at our office so that we receive all official documentation on your behalf and deal with it in time to meet your deadlines.

Management Accounting

Up to date financial data is crucial to the smooth running of your business and to helping you make informed decisions. We can input and process all your accounting transactions or assist or train your staff to do so.

We can provide monthly, quarterly or annual reviews of your accounts to best meet your particular needs, and can assist in setting financial budgets and targets and monitor your business performance against these. We can also suggest steps to improve your business performance.

Activity Statement Preparation

Preparing monthly and quarterly activity statements can be a time consuming and burdensome task, so let our team handle the preparation and lodgement of these forms for you.

Tax Planning

You have worked hard for what you have achieved, so it is natural that you want to protect your wealth.

We can advise you, as an individual or as a business owner, on ways to minimise your tax liabilities and optimise your choices. Your business goals and your personal financial planning targets will be central to our tax planning service to you. You can also be sure of a holistic approach that involves us getting to know and understand where you are now and where you want to be in the future, so that we can advise you on the best way to get there.

Business Tax Planning

Company Tax

Company tax represents a very substantial part of your trading costs, so it makes sense to seek expert advice on ways to minimise your liability. Therefore, professional advice and support is essential in ensuring that your company’s tax affairs are in order, as the onus for completing your return, calculating the tax and making payments to meet ATO deadlines is legally the responsibility of your company and its directors.

Our experienced team will assist in completing your return.

We will also work with you on comprehensive forward planning to take the maximum advantage of all tax breaks so that your business affairs are structured in the most tax-efficient manner.

Our knowledge and expertise can assist in mitigating the risk of an audit

Year End Reviews

Business owners have traditionally considered the preparation of annual accounts as a time-consuming, expensive but unavoidable exercise. We believe this is an ideal opportunity to take a thorough look at your business and identify ways that could help you to operate more efficiently and cost-effectively.

A review of your financial and management systems can often result in our identifying potential problem areas or opportunities. As well as putting forward practical solutions, we’ll also take an objective, realistic view of the bigger picture for your business. And because we take time to get to know you and your enterprise, you can be sure that our commercially-minded advice will make sense.

The year-end is also an ideal time to sit down with our expert team to think about your future plans and expenditure and to plan ahead for maximum tax-efficiency and improved cash flow.