Our Approach

• We are a strong team, committed to a proactive approach to our dealings with clients.

• We will work with you to develop and implement strategic solutions to suit your needs.

• We look past just 'doing the numbers' and consistently use our varied knowledge and experience to suggest possible strategies that will ultimately benefit you, the client.

• Our team approach means that we can draw from a vast array of varying backgrounds and education in solving problems.

• We aim to educate our clients so that we can work with you rather than for you. This ultimately makes for a much more enjoyable and efficient relationship for us and you, the client.

• We are in constant search of better ways to service our clients and always welcome feedback.

• Effective communication with our clients is of utmost importance to us.

• We aim to remain up to date with industry changes and changes in technology/systems in order to remain an efficient service provider.  

• Witnessing our clients realise goals that we have help to set and achieve is our biggest reward. 

 Business Services

• Preparation of Financial Statements• Maintenance of Statutory Records . Compliance with all ASIC statutory requirements on a timely basis

• Business Valuations conducted for: . Business purchases/sales . Capital Gains Tax purposes . Obtaining finance and estate planning

• Trust Vehicle Arrangements . We can advise on the best structure for your circumstances.

• Financial Negotiation . Assistance and negotiation for buying/selling businesses and other capital assets

• Transaction Brokerage . Assistance with sourcing required parties for financial transactions

• Self managed Superannuation Funds . Setting up and Investment Strategies

• Cash Flow Analysis . Cash Flow projections for new businesses . Identification of key performance indicators

• Network referral - legal . We can refer you to our alliance partner, who can assist with all of your legal requirements.

• Business Equipment Leasing  

Taxation Services

• Business Planning . Business start up advice . Effective structural advice

• Goods & Services Tax . Compliance with GST Act . BAS assistance, preparation & Lodgment . Registration

• Land Tax • Fringe Benefits Tax . Calculation of Fringe Benefits Liability . Compliance . Preparation & Lodgment of Fringe Benefits Taxation Return

• Individuals . Tax planning, negative gearing, rental properties . Compliance . Preparation & Lodgment of Income Taxation Return

• Partnerships . Tax planning . Financial Statements and Taxation Returns . Compliance

• Trusts and Superannuation Funds . Setup . Financial Statements and Taxation Returns . Administration & Compliance . Audit

• Companies . Tax planning . Registration & Compliance . Financial Statements and Taxation Returns