Our services

Taxation Services

Individuals: We prepare and lodge Tax Returns for individuals such as salary and wage earners, investment property owners, clients with investments. No clients are too small. Are you aware of all of the deductions and tax offsets you may be legally entitled to?

Business Entities: We prepare the accounts and lodge tax returns for business entities such as Partnerships, Trusts, and Companies.

Asset Protection Advice

Owners' private assets can be at risk in some circumstances where there is no legal separation from their business life and their private life. Clients are encouraged to talk to us before they commence their business activities.

Audit Services

We audit incorporated organisations regulated by the Office of Fair Trading; Trust Accounts; Self Managed Superannuation Funds (where we don’t prepare the accounts and tax returns). We organise another firm to audit the self managed superannuation funds for which we prepare the accounts and tax returns.

Business Services

It’s not always about tax! We can help you identify problem areas in your business. We also conduct Due Diligences and advise clients who are thinking of buying or selling their business.

Self Managed Superannuation Funds

We can set up your self managed superannuation. We also prepare the accounts and tax returns as well as attend to necessary administration and organise a third party to act as auditor. We also offer advice in managing your self managed superannuation fund’s tax compliance, SIS compliance, pensions, contributions, and conduct. We can also (by appointment with our financial planner) offer advice on the investment strategy of your self managed superannuation fund. We specialise in the self managed superannuation funds of retirees

Corporate Set-ups

We can set up your company, trust, and self managed superannuation fund. We attend to the Tax File Number, ABN, and GST registrations. We automatically set ourselves up as the ASIC registered Agents for companies we set up – but you keep the register. We tell you how to update it.

Building Services Authority Review

We can assist you with your licence application, annual review, and advise you regarding the most appropriate structure.