Practical support across tax, accounting, and business.

Taxation is the core of our practice. We provide a complete compliance service and practical, plain-English advice on the tax implications of the decisions you make, before you make them.

Taxation compliance and advice

• Preparation and lodgment of income tax returns for individuals, companies, trusts, partnerships, and self-managed superannuation funds
• Business Activity Statements, GST, and PAYG withholding and instalments
• Fringe benefits tax, payroll tax, land tax, and WorkCover obligations
• Advice on changes in federal and state tax law as they affect you
• Tax implications of buying, selling, or exchanging assets
• Review of contracts, business agreements, and proposals for tax consequences
• Capital gains tax records and calculations for investment portfolios and other assets
• Structuring for asset protection and tax-effective outcomes
• International taxation matters and doing business in other jurisdictions
• Assistance with ATO correspondence, reviews, and payment arrangements

Accounting and bookkeeping

• Maintenance of accounting records, including general ledger, debtors, creditors, and payroll
• Financial statements for any reporting period, including statutory financial statements and reports to meet bank and lender requirements
• Budgets and management reports with variances against actual performance
• Fixed asset registers and depreciation schedules

We are part of Xero's partner program and have completed Xero training. Whether you are starting fresh or moving across from spreadsheets or an older package, we set up your file properly, migrate your data, and make sure the system suits the way your business runs.

• Xero setup, file configuration, and data migration
• Training and ongoing support for you and your team
• Live bookkeeping: bank feeds, reconciliations, and BAS-ready records
• Payroll processed correctly and on time, including Single Touch Payroll and superannuation
• Invoicing and app integrations tailored to your workflow
• Close to 30 years of experience with MYOB, which we continue to support alongside Xero

We look after the corporate housekeeping so your company stays compliant and your records stay in order.

• Company registrations and setup
• Registration of business names
• ASIC annual review compliance, lodgments, and updates
• Company secretarial support, including minute books and statutory registers
• Provision of a registered office
• Company search information

Superannuation is a significant part of our practice. We see super as a key part of any financial plan, but it is a structure within your overall asset base, not the whole of it. Our role is to make sure the structure is compliant, tax-effective, and working in line with your expectations, while we remain independent of where your funds are invested.

• Self-managed superannuation funds (SMSF): establishment support, administration, annual accounts, and tax compliance
• Arranging and managing the independent annual audit of your SMSF
• The tax and compliance side of contributions and pensions, including account-based pensions
• Advice on the tax, liquidity, and record-keeping consequences of decisions you make within your fund

Where financial product advice is required, we work alongside appropriately licensed financial advisers.

Independence rules mean an audit should not be performed by the firm that prepares your accounts, so audits are performed by trusted external auditors: SMSF annual audits, and engagements required by statute, shareholders, banks, and other stakeholders. We arrange the audit, prepare the file, and manage the process with you from start to finish.

Our approach is value-driven: beyond meeting the requirement, an audit should tell you something useful about your own business, from the efficiency of your operation to ways to strengthen internal controls.

Beyond compliance, we act as a sounding board and adviser across the life of your business, from feasibility and setup through growth and acquisition to sale or restructure.

Management and planning

• Feasibility studies and business planning
• Cash flows, estimates, and budgets
• Design and implementation of business systems
• Owner and executive remuneration structuring
• Capital and equity raising
• Mergers and acquisitions

Valuations and due diligence

• Full business valuations
• Due diligence investigations before a purchase, sale, or merger
• Closer examination of deals and counterparties. Undisclosed litigation, bankruptcies, and financial problems are better discovered before you commit

Government grants and assistance

• Identifying grants and assistance programs applicable to your business
• Preparing the documents and financial records applications require
• Organising and lodging the application on your behalf

A good estate plan is customised to your circumstances and manages tax liabilities sensibly. We work alongside your solicitor to make sure the accounting and tax side of your affairs is properly dealt with, before and after it is needed.

• Estate plans for families
• Succession planning for family businesses, including handover structures and timing
• Co-operation with your solicitor in the preparation and updating of wills, including letters of wishes
• Capital gains tax and GST advice relating to estates
• Administration of deceased estates

Share portfolio administration

We administer client share portfolios using Praemium's portfolio management system, with optimised capital gains tax processing to help maximise after-tax returns. Existing clients can access their portfolio through the client portal.

Finance

We help you prepare lender-ready financial information, from up-to-date accounts to cash flow forecasts, and can introduce you to licensed finance brokers where lending advice or assistance is required, with the benefit of an accountant's view of your overall position.

Insolvency and reconstruction

If a business reaches the point where winding up, administration, or reconstruction is on the table, we advise on corporate and personal insolvency and work with registered liquidators and insolvency practitioners to maximise returns to stakeholders.

Professional network

Where a matter needs a specialist, we can put you in touch with financial planners, auditors, corporate advisers, liquidators, stockbrokers, lawyers, and other trusted professionals, and stay involved as your first point of contact.