Taxation and Accounting

  • Preparation and lodgement of Tax Returns and preparation of Financial Statements for Individuals, Companies, Trusts, Partnerships, Sole Traders, Joint Ventures and Self-Managed Superfund (SMSF)
  • Preparation and lodgement and/or assistance with Indirect Taxes i.e.Business Activity Statements (BAS), Installment Activity Statements (IAS), Land Tax, Payroll Tax and Fringe Benefit Tax (FBT)
  • Business Start-up Assistance i.e ABN application, Business name registration, GST & PAYG Registration.
  • Business Structure Formation and Advice i.e. Company formation and registration, Family and Unit Trust Set-up
  • Compliance with ASIC i.e company secretarial, ASIC annual review monitoring, assistance in minutes preparation.
  • Assistance with your accounting software systems i.e MYOB, Quickbooks, Reckon, Xero, and IPA Book+
  • Bookkeeping Services

SMSF Administration and Compliance Services for Trustees

We can provide you with daily, quarterly or year-end administration and compliance services. These include but not limited to
  • Providing year-end Financial Statements and other reports
  • Preparation and lodgement of SMSF Regulatory Return
  • Preparation of minutes for the trustees to sign
  • BAS and IAS preparation and lodgement
  • Obtaining Actuary certificate when required
  • Pension Commencement/continuance documentations
  • Assistance with obtaining an Investment strategy template
  • Arrange for an independent annual audit of the fund
  • Provide the auditor with all the necessary source documents and reports.
The only catch is we are not a Licensed Financial Adviser and therefore we don't give Financial Advice nor insurance advice. However, we have partnered with a Licensed Financial Adviser that we can refer you to and who will be happy to assist you.

We are proud to be using BGL Simple Fund Software for our SMSF Administration and Compliance. And now with their introduction of Simple Fund 360 Cloud Software, the next generation SMSF solution, this will allow us
  • to provide more efficient and cost effective SMSF administration and compliance offering.
  • This will allow us to give you more accurate and up to date information keeping you involved in all aspects of your SMSF
  • These new services securely automate the collection of bank, buy/sell and dividend data and automatically allocate transactions.
  • We will also have the ability to automatically collect source documents meaning you will no longer have to store and bring this in at year end.
  • To track contributions and pension payments and notify when needed.
  • Improved tax planning
  • To complete SMSF Regulatory Return sooner
  • And mostly this will give you access to your fund data anywhere, anytime and on any device, using the latest web technology.

To find out more on what we can offer, come and talk to us. It's time to make the switch.
Thinking about ​self-managed super? Click on the link or videos below and find out if SMSF is right for you.
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www.ato.gov.au/Super/Self-managed-super-funds/Thinking-about-self-managed-super/

SMSF Audit

Our auditor is an ASIC Registered SMSF Auditor and an accredited  SMSF Association Specialist Auditor™.

If SMSF Audit is all you required, we provide independent SMSF auditing services. We offer efficiency and fast turnaround, integrity, expert advice, and at a reasonable cost.
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