Taxation

Preparation of the full range of Income Tax Returns including business and non business.
- Individuals
- Partnerships
- Trusts: Including estates and testamentary trusts
- Companies
- Superannuation Funds

Processing and reviewing of:
- Business Activity Statements and Instalments
- Goods and Services Tax data collection

Fringe Benefits Tax Returns

Land Tax Returns

Strategic Taxation Planning

- Capital gains tax
- Small business concessions
- Retirement issues
- Negative gearing
- Remuneration packaging
- Expatriate taxation issues

Self Managed Superannuation Funds (SMSF)

The practise specialises in the accounting and taxation requirements for funds and facilitates an independent audit. Our client funds are provided with:

– Financials Statements
– Income Tax Return
– Investment Schedule
– Members Statements
– Pro forma minutes and secretarial documents

We are familiar with the accounting and taxation of instalment loans and the accumulation of property etc using this leverage.

Information evenings are held as and when developments which would be of interest to our SMSF clients materialise.

Accounting

Preparation of financial statements for:

– Companies
- Superannuation Funds
- Discretionary Trusts
- Unit Trusts
- Estates
- Testamentary Trusts
- Not for profit Association
- Churches

We also provide accounting and taxation services to subsidiaries of overseas companies.

The software used by the firm facilitates a simple computerised cash book and debtors/creditors ledger which provides a quarterly Business Activity Statement when requested. We train clients to use this software which guides them to independence and develops their accounting knowledge.

Our philosophy is to help clients have mastery of the basic accounting requirements of their business.

Company secretarial and statutory register requirements are provided for corporate entities.