Accounting & Taxation

When it comes to managing your annual tax, accounting and compliance needs, we do things a bit differently to most.

Annual Accounting Package

Our annual accounting package is designed to smooth cash flow with fixed fees, paid monthly. It incorporates the following, if applicable to your needs:

Annual Financial Statements & Tax Returns

Financial Statements and Income Tax Returns will be prepared in accordance with applicable accounting standards in accordance with Australian tax law.

Annual SMSF Audit

The AAP includes your annual SMSF audit. This is provided by an external auditor to ensure we comply with independence requirements.

Tax Planning

Tax Planning includes an estimate of your taxable income and tax payable for all individuals and entities for the year to which the AAP applies.

Business Activity Statements

The AAP includes the preparation and lodgement of your BAS.

FBT Return

Preparation of your FBT return if required.

Trust Account Audit

Trust Account Audits provided for legal firms are provided by an external auditor, independent to us.

QBCC Annual Licencing Review

We will undertake a review of your financial compliance with the requirements of the QBCC licencing requirements.

ASIC, ATO and Statutory Administration

For any companies that we act as your registered agent with ASIC, we will attend to all ASIC compliance.

Our Guarantee

Fixed Fees

Your annual fees are fixed and paid monthly over 12 equal payments to smooth out your cash flow. Your fees will only ever increase by 2.5% each year.

Unlimited Meetings & Calls

You will not be charged any fee for meeting with us or contacting us to discuss any matter whatsoever.

Personally Delivered

Your Annual Financial Statements & Tax Returns will be personally delivered to you, and where this is not possible due to location, then we will meet with you online to run through.

Are you Financially Well Organised? The 10 Key Elements

When you have a clear strategy for each of these key elements, you will be Financially Well Organised and you too can have peace of mind your financial affairs are in order.

Read more

Financial Insights