With a combined experience of over 60 years, we can help with your Taxation and Accounting requirements.
Tax planning
We can discuss and explain the cost, legal and taxation differences for
- Sole Trader
- Company
- Partnership
- Trusts
- Superannuation Funds
This may involve advice on income tax, GST, capital gains tax and other taxes.
For example, we may recommend partnerships or trusts for income splitting and tax minimisation, companies or trusts for asset protection and superannuation for estate planning and retirement savings.
Further tax planning might involve advising on the small business capital gain tax concessions prior to the sale of the business, restructuring of business, refinancing of business, investment loans etc.
Accounting services
For new clients we can advise on appropriate accounting systems, dependent on the nature of the business and your requirements.
We are experienced with manual cashbooks, spreadsheets and most small business accounting software including e-Record, MYOB, Quickbooks etc.
Depending on the circumstances we may process transactions in our office, recommend bookkeeping associates, supervise and or liase with your staff that maintain the accounting system.
Self Managed Super Funds
Our Staff will advise on the setting up and operation of SMSF’s. Many people like to take control of their own retirement finances with SMSF’s however there are some investment and reporting rules to be observed. We can assist with compliance.
Experienced Accountants
We have had experience across a wide range of businesses including
- Small Business
- Contractors
- Tradesmen
- Professionals
- Investors
- Retirees
Some businesses have specific compliance requirements such as reporting to the Department of Community Services (Nursing Homes), Department of Fair Trading (Real Estate Agents), Travel Agents Compensation Fund (Travel Agents), Law Society (Solicitors) etc.
We have experience in all these areas and can meet you at your or our place of business, even outside normal business hours.
Initial Free Interview
Our business is often referred via existing clients and professional associates.
We offer an initial free interview without commitment so that we can ascertain the nature of the business, tax issues involved and the extent to which we can assist.
Our fees are competitive and we are pleased to quote in advance of doing any accounting work based on expertise, service and estimated time required.
Give us a call now to discuss your situation.
9477 6966