Our Services

Individuals and families

  • Helping you prepare and lodge individual income tax returns for the family
  • Advice about the claims that are appropriate to your specific occupation.
  • Ensuring that the appropriate action is taken substantiating those claims.
  • Handling any correspondence with the Australian Taxation Office (ATO) on your behalf.
  • Taking the appropriate action if the ATO dispute your claim.

Family businesses (including partnerships & trusts)

  • Advice about the appropriate legal structure through which to run your business both from start-up to growth stages.
  • Financial record-keeping that is appropriate to your circumstances
  • Assistance with applications for ABN and TFN
  • Assistance in the registration with respect to GST
  • Preparation and lodgement of Business Activity Statements (BAS)
  • Preparation of financial statements and income tax return
  • BSA reporting for the construction industry

Companies

  • Company set-up including applications for ABN and TFN and other registrations such as GST
  • Maintenance of corporate register
  • Financial record-keeping
  • Preparation of financial statements and income tax returns
  • Assisting with applications for finance for expansion, new equipment, further investment
  • Analysis of your business

Access to other specialists who visit our office

  • Financial planner
  • Legal
  • Mortgage and finance broker