Our Services

Personal returns & Sole Traders

Everyone’s circumstances are different.

We provide our clients with a list of information required to complete the return, focusing on the work expenses that are claimable, which maximises your return.

Where you operate a business as a sole trader, you are responsible for all the earnings and expenses.

These transactions form part of your individual tax return.

Where applicable we help you register for an ABN, GST, PAYG and other registrations as required.

We assist you in identifying the expenses which relate to your business and we prepare profit & loss reports, depreciation schedules and balance sheet.

Where you have PAYG or GST obligations we prepare and lodge the Activity Statements applicable to your circumstances.

We assist you with setting up superannuation arrangements, tax management to pay the tax obligations by instalments

Partnerships – Individual partners

When you share your business with others, a partnership is required.

We have over 30 years’ experience in helping set up partnerships and manage the accounting for these arrangements.

Where applicable we help you register for the partnership an ABN, GST, PAYG and other registrations as required.

We prepare profit & loss reports, depreciation schedules and balance sheet.

As part of the partnership structure, a partnership return is required to be lodged every year.

The partnership return is required to report income and expenses associated to the partnership business.

The partnership does not pay income tax on its income earnings. Instead the partners must pay the tax on the net partnership income they receive. 

Other Partnerships – Non-Individual partners

In some circumstances other entities such as companies, trust may enter into a partnership.

As part of the partnership structure, a partnership return is required to be lodged every year.

The partnership does not pay income tax on its income earnings. Instead the partners must pay the tax on the net partnership income they receive. 

Corporate Accounting (companies & trusts)

We have the experience to help you set up corporate structures, explain the tax implications for each type and the information required for reporting and record keeping purposes.

Under these structures a corporate tax return must be submitted.

Where applicable we help you register for the partnership an ABN, GST, PAYG and other registrations as required.

Whether you are setting up a new business or managing an existing one, we can assist you in setting up your record keeping system.

Our services include:

• Collect, classify & summarise the financial information).
• Complete monthly/quarterly IAS/BAS forms (where applicable)
• Prepare financial reports – Profit & Loss, Balance Sheet.
• Lodge statutory forms.
• Preparation and Lodgement of personal, partnership, trust, company and self-managed superannuation tax returns.
• Compliance services and assistance with objections, appeals and Tax office audits.
• A comprehensive GST compliance and advisory service, including ABN applications, BAS and IAS preparation and lodgement.
• Strategies for employees covering salary packaging, fringe benefits tax, PAYG, payroll tax, workers compensation and superannuation.
• We Liaise with financial planners, finance lenders, to assist with your financial requirements.
• Business structuring advice - Sole Trader, Partnership, Companies, Trusts, Self Managed Super Funds.
• Advice for Australians moving to and from a foreign jurisdiction.
• Attend to General Administrative matters.

Professional Fees Quote

All fees for the services provided will be quoted (where possible) prior to the preparation of the reports you have requested our office to attend to. Charges will vary depending on the complexity and nature of the work undertaken, and time frame required to complete it.