Our Services

Tax

Individual tax

Covering clients from ordinary individuals to high net worth individuals. Assist clients with tax obligations of long term investments. Areas covered include but are not limited to: “Salary & Wage” earners, sole proprietors/sole traders of a small business, property investors and other investors.
Tax benefits are best achieved if you consult with us prior to engaging in any investments or business transactions with tax implications.
Accuracy is far more important than speed. Please ensure that you provide us with all the relevant information prior to any engagements or during consultation.

Companies

Covering from small to medium sized entities.
The management of a company’s affairs must comply with the Corporations Act and is subject to the scrutiny of ASIC.

Trusts

Covering discretionary trusts, unit trusts, hybrid trusts, partnership of trusts, service agreement and other forms of trusts.

Partnerships

Covering ordinary partnerships, professional partnerships and other forms of partnerships.
Assist clients with tax planning, reporting obligations and compliance issues.
It is important to get an in-depth understanding of clientsí businesses and assess tax issues that impact them.
As businesses grow tax compliances grow with them.
Consult with us the most effective tax structures prior to engaging in large transactions (such as appreciating assets), or increasing the number of employees.

Self managed superannuation funds tax

Covering Self Managed Superannuation Funds that are accumulation funds or defined benefit funds.
Assist clients with taxation planning of pre and post retirement. A financial planner may be required.
Audit of self managed superannuation funds.
Tax penalties are best avoided when every trustee understands their role and duties.
Self Managed Superannuation Funds that become non-compliant may attract top marginal tax rates.
Consult with us prior to engaging in any investments or other transactions with tax implications.

GST – goods and services tax

Covering entities reporting GST on a cash or accrual basis.
Assist clients with the GST reporting requirements.
Provide the necessary training to clients who choose to record, prepare and report their own BAS.
Consult with us prior to engaging in complex transactions.

Wine equalisation tax

Covering entities dealing with producing wine and/or importing wine.
Assist clients with the wine equalisation tax reporting requirements and rebates.

Fuel tax credits

Covering eligible entities using eligible fuels.
Assist client with eligibility, registering, reporting and claiming the fuel tax credits.
Consult with us prior to engaging in complex transactions.

Stamp duties

Stamp duty is a tax on written documents (instruments) and certain other transactions.

Luxury car tax

Covering entities dealing with manufacturing, importing or selling cars (that are above certain values) at retail level.
Assist client with registering, reporting and paying luxury car tax.

Customs and excise duties

Covering entities dealing with import and export.
Assist clients with the compliance of customs related laws in transactions involving importation/exportation of goods and services.
For more information you may visit www.customs.gov.au

Pay as you go (PAYG) tax

Covering entities that are required to withhold tax from payments made to employees, or to other businesses not quoting their ABN.
Assist client with registering, reporting and paying the PAYG withholding.

Payroll tax

Covering entities with payroll tax from ordinary to complex issues.
Payroll tax is a state tax levied on an employer’s total payroll when it exceeds certain thresholds.
Assist clients with payroll tax obligations, audits and liaison with the revenue authorities.

FBT – fringe benefits tax

When the businessperson uses company assets for their personal/non-business use, a liability to FBT is likely to arise.
Consult with us to assist you with annual FBT compliance obligations.

Management of taxation affaires

Proactive management of tax obligations
Tax planning before year end.
“Preparation and lodgement of financial statements and income tax returns for companies, trusts, partnerships, self-managed superannuation funds (SMSF) and individuals.
Assist clients with ìemployee on-costsî such as superannuation guarantee charge, workers compensation insurance, payroll tax and fringe benefits tax.
Handling Tax Office audits.
Private ruling: Preparation, lodgement and handling of the matter with the Tax Office.
Risk management around compliance with tax laws.
Multi-disciplinary approach to complex matters

Financial Management

Building business on strong foundations and growing it in a sustainable way.
Business planning preparation, review and directional change
Business finetuning: business coaching, strategic advancement / growth
Cash Flow monitoring and financial budgeting
Financial Performance monitoring and analysis, including benchmarking and ratio analysis

Other

Operating lease | Finance lease | Commercial hire purchase | Chattel mortgage

Advice on accounting, taxation, GST and other related matters for all types of leases & CHP.
Preparation of customised, complex and detailed schedules with segregated items such as interest and principal component, GST component and other items for reporting purposes. This service is also provided for accountants and bookkeepers.