Services

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As your business grows, you need more than just a professional attending to your compliance needs; you need that personalized services at the very competitive cost to you. We don’t spend much on advertising and those unnecessary expenses so we can pass on those savings to our clients.
Risk Management is crucial for businesses as I see it now. Hence, you need to have system reviewed regularly in the future.
Now businesses need more than just an incidental advice.

Like other things in businesses, we have our limitations (as stated below) that can be minimized by working together efficiently and effectively with your internal accounts manager if any.

We have a package that we put together for your business:

- Compliance, this is a standard requirement for businesses
- Tax Planning, opportunity to minimize tax
- Business analysis, benchmarking
- Performance audits, system reviews (MYOB, policy procedures)

 

As times goes, the business’ need may change which we will discuss it in more details when it arises.  Remember, we are not just a registered tax agents; we are specialists (with minimum CPA qualification; the partners/ principal of the firm holds other licenses and postgraduate qualifications).

 

We provide the following services to help Our Clients build and keep their wealth and to give them peace of mind on financial matters and compliance with tax and corporate legislation:

 

Taxation Planning and Advice

  • Tax planning – Control your biggest expense
  • structuring – form a suitable entity type(sole trader, partnership, discretionary trust, unit trust, company and self-managed super fund) for the purpose of asset protection, cost effectiveness and protecting from personal liability
  • Annual review
  • Capital gains tax
  • Fringe benefits tax
  • Payroll tax
  • Goods and Services Tax
  • Tax audits, disputes and objections


Financial Services (Investment and Mortgages) and Superannuation

  • Financial planning and wealth creation strategies
  • Superannuation advice, set up and maintenance
  • Personal Financial Planning
  • Advice on a full range of investments
  • Comprehensive advice & analysis on all Insurance needs including recommendations formulated to meet client requirements cost-effectively
  • Pre-Retirement Counselling
  • Advice on Retirement Planning
  • Estate Planning
  • Portfolio Reviews and Monitoring
  • Investment Seminars
  • Share Trading
  • Home Loans
  • Commercial Loans and Leasing
  • Insurances

 

Business Services & Corporate Advisory 

  • Company formation & registration
  • Management consulting i.e. acting as coach to assist management to implement strategies
  • Strategic planning – facilitation of workshop
  • Identifying and monitoring business value drivers
  • Preparation or review of budgets
  • Business valuations
  • Advice on mergers, acquisitions and disposals
  • Insolvency issues

 

Taxation, Compliance and Accounting: 

  • Annual financial accounts preparation
  • Tax return preparation and lodgement (income tax, fringe benefits tax) and act as tax agent
  • BAS and IAS preparation and/or review and lodgement
  • Preparation and/or review of periodic management accounts
  • Monitoring of Key Performance Indicators
  • Company secretarial
  • Bookkeeping services

 

Audits:

  • Annual statutory audits required by Corporations Law
  • Performance Audits (Review and documentation of internal controls and processes to determine the efficiency of the business)

-      Benchmarking and efficiency reviews
-      Review of accounting systems, set-up and on going support
-       Documenting policy and procedures in an office manual
-      Advice on the GST and review of Business Activity Statements, workshops and presentations to the board, senior management, and staff on various topics, and providing assistance with budget forecasts and cash flows.