SERVICES

Tax & Accounting.

TAX & ACCOUNTING

The word accounting comes from the word accountability. If you are going to be wealthy, you need to be accountable for your money.

Tax Advice & Tax Planning.

Having your financial affairs in order is essential to effective management of your financial arrangements.

Our accountants work closely with you to ensure your finances are managed tax-efficiently. We believe in the wisdom of the maxim, that “if you can’t measure it you can’t manage it”.

Annual Taxation Compliance.

Our accounting team provides leading-edge taxation advice to serve as a platform on build your asset pool and manage your affairs with expert advice.

Preparation and lodgement of Income Tax Returns, Fringe Benefits Tax Returns.

Accurate and timely tax returns will ensure that you are up to date with your compliance arrangements. This will identify any liabilities that exist or any benefits on the form or refund that you are entitled to.

Business Structuring.

Confirmation of a correctly planned organisational structure where assets are held in the appropriate entities to achieve both tax-efficiency and asset protection.

Financial Reporting.

Financial analysis and reporting will assist you in answering a host of vital questions on all aspects of your financial activities providing a comprehensive snap-shot of your financial activities.

 

This applies to both your personal finances and for any business or investment entities that you control.

Capital Gains Tax.

It is extremely important to obtain advice on tax implications before you dispose of shares or units in a company, an interest in a trust, or dispose of property.

State Tax advice including Land Tax.

Indirect taxes are a significant cost, correct management of this liability can result in significant savings.

GST management including BAS preparation.

Our accounting team will streamline the preparation of your BAS invoices to ensure that you meet all of your reporting and administrative obligations. We use the right accounting software to ensure accuracy and efficiency.

Asset Protection Strategies.

This is an important part of your tax planning and financial management process. Our senior accounting team can advise on this key aspect of your arrangements and can implement various strategies to ensure protection

General Security Arrangements (‘GSA’) for Proprietor’s Loans.

Historically called fixed and floating charges a GSA should be used by you to secure any loans that you make to a company that you are either an owner or shareholder of.

CGT Advice on Sale of Business Asset

There are certain key CGT concessions that apply under the Small Business Concession Rules. Compliance with the concessions allows you to disregard or defer the capital gain from the sale of an asset used in a small business, including the sale of the business itself.

Our accountants will guide you through the process ensuring that the sale or disposal of the complying assets is complied with and that maximum taxation benefits are achieved.