Business Advisory Services

• Preparation of Financial Statements — Preparation of financial statements for companies, trusts, partnerships and individuals, including for tax and reporting purposes.

• Cash Flow Forecasting — Preparation of cash flow projections and forecasts based on information and assumptions provided by the client, to assist management decision-making.

• Business Performance Measurements — Development and review of key performance indicators and management reporting to assist clients in monitoring business performance.

• Establishment of Accounting Systems — Assistance with the set-up and configuration of accounting software systems (including Xero, MYOB and similar platforms) to suit the client’s operational needs.

Taxation Services

• Preparation of Income Tax Returns — Preparation and lodgement of income tax returns for companies, trusts, partnerships and individuals.

• Preparation of Goods and Services Tax (GST) Returns — Preparation and lodgement of Business Activity Statements (BAS) including GST obligations.

• Preparation of Other Tax Returns — Preparation and lodgement of other tax compliance obligations including Fringe Benefits Tax (FBT) returns and other statutory lodgements.

• General Australian Tax Advice — Provision of general and specific Australian tax advice across the following areas:

  • Income Tax

  • Goods and Services Tax (GST)

  • Capital Gains Tax (CGT)

  • Fringe Benefits Tax (FBT)

  • Pay As You Go (PAYG) Withholding Tax

• Tax Structure Advice — Advice on appropriate business and investment structures, including companies, partnerships, trusts and sole trader arrangements, for tax planning and advisory purposes. Clients requiring the establishment or registration of a new entity are referred to specialist third-party providers.

Corporate Secretarial Services

• Company Searches — Conducting searches of the Australian Securities and Investments Commission (ASIC) register and other relevant registers to obtain company and business information for clients.

• Guidance on Entity Establishment — We provide general guidance and information to clients considering the incorporation of companies, establishment of trusts (including discretionary and unit trusts), or the establishment of Self-Managed Superannuation Funds (SMSFs). Where a client wishes to proceed with establishment, we refer them to specialist third-party service providers (such as Castle Corporate, Cleardocs or similar). We do not prepare constituent documents, trust deeds or ASIC lodgements on behalf of clients.

• Guidance on Business Name Registration — We provide general guidance on the process for registering business names through the Australian Business Register (ABR). Where required, clients are directed to register directly through the ABR or via a third-party provider.