Services

Accounting

• Budgeting and cash flow forecasting
• Provision of regular reporting and financial accounts
• Preparation of business and marketing plans
• Assistance with finance applications

Business Management

• Preparation of monthly accounts
• Preparation and lodgement of Business Activity Statements (BAS)
• Preparation and lodgement of all necessary taxation and employment registrations
• Advising on and setting up your record keeping systems
• Ensuring all your compliance obligations are up to date

• Review of your current tax structure, advice on best structure to minimise your tax and maximise protection for your assets
• Legal Tax Minimisation Planning
• Preparation of Taxation Returns for Companies, Trusts, Partnerships, Superannuation Funds & Individuals
• Advice on negative gearing of property, shares, and other investments

Starting up or buying a business

• Advice on how you should structure your business - sole trader, partnership, company, trust
• Preparation of finance applications
• Financial analysis of the business to be purchased
• Assistance with budgeting and cash flow forecasting
• Advice on financing the business and sourcing finance
• Matters to consider when purchasing a business

• The best way to present your business for sale
• Advice on how to minimise capital gains tax on your sale proceeds
  

Bookkeeping

• Recording cashbook transactions and reconcile the bank account regularly
• Bookwork to Trial Balance Stage

Company Secretarial Work

• Minutes, share issue and company officer appointments
• Maintaining company registers
• Maintenance of your registered office

Estate Record Keeping Service

• Pro forma Will Kits
• Maintenance of your Will and other important Estate documents