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We provide expert service in:

  • Accounting
    • SMSF establishment and administration
    • GST Administration
    • Business sales
  • Taxation
    • Taxation Advice and services for individuals, partnerships, trusts, companies, and SMSFs
    • Taxation compliance
    • Applying for tax concessions
    • SMSF Compliance advice
    • Management of ATO audits and disputes
    • Establishing tax structures tailored to your circumstances
  • Tax Structural Advice
    • Setting up a business
    • Selling a business
    • Admitting new owners into a company or SMSF
    • Setting up strategies for asset protection
  • Corporate Maintenance
    • Establishing SMSFs, Trustee Companies, Unit Trusts, and Family Trusts;
    • Maintaining SMSF and company compliance with ASIC and ATO.
    • Maintenance of corporate registers
  • Bookkeeping
    • Hassle-free management of your financial records
    • Basic day-to-day bookkeeping
    • Bank reconciliations
    • Payroll processing
    • GST annual returns and BAS preparation and lodgement
    • Month and year end reconciliations and reporting
    • Tax return preparation
  • SMSF daily administration
    • Initial set up, ongoing administration, and winding up of SMSFs
    • Holding and Amending Superannuation fund trust deeds as needed
    • Preparing SMSF tax returns, financial statements, minutes, and trustee declarations
    • Preparing SMSFs for yearly audits
    • Developing and setting up correct structures to facilitate borrowing in SMSF using Limited Recourse Borrowing Arrangements
    • Investment in SMSF using our in-house Financial Advisory team
  • Estate management and windup
    • Completing probate applications
    • Option to have us act as the executor of the estate
    • Winding up investments and SMSFs
    • Finalising tax returns
    • Developing strategies for asset protection
    • Determining assets and liabilities
    • Administering and finalising the estate
    • Amending SMSF, trusts and companies to reflect changes
    • Advising on the estate’s withholding tax obligations
    • Liaising with the ATO on behalf of the estate


Financial Advisory

Tax & Accounting

Mortgage Broking