• Establish your self-managed super fund
• Manage your fund’s compliance with Superannuation Industry and tax administration legislation
• Structure your SMSF investment strategy and tailor it to your objectives, financial situation and needs, and considering your broader and longer-term interests and likely future circumstances
• Structure your income streams tax effectively
• Identify strategic opportunities for investment
• Top up contributions in your existing super fund in a tax-efficient way
• Plan your nominations to ensure your super will go to your intended beneficiaries
• Transition to compliant superannuation pension streams
• Statutory audits for companies and non-profit organisations
• Superannuation fund audits (SMSFs)Trust account audits
• Special purpose and assurance engagements
• Fraud prevention strategies and recommendations
• Internal Control System reviews and recommendations
• Due diligence and business acquisitions
• Maintenance of accounting records including general ledger, debtors, creditors and payroll records
• Recording of transactions, account reconciliations and timely reports, including BASs
• Maintenance of fixed asset registers and depreciation calculations
• Maintenance of client investment portfolios for Capital Gains Tax requirements
• Assistance, problem-solving, training and guidance in accounting/bookkeeping packages including MYOB, Quickbooks, Xero and Cashflow Manager
• Taxation planning for high net worth individuals and families
• Analysis and advice on tax-effective structures
• International structuring and tax strategies
• Remuneration planning
• ATO administration and compliance
• Preparation of income tax returns for all entities
• Preparation of Business Activity Statements (BAS)
• Tax audit defence strategies
• Tax advice including income tax, GST and capital gains tax
• GST compliance and reporting
• Business start-up and development appraisal
• Establishment of business entities and group structures
• Business plans, cashflow forecasts and budgets
• Business growth solutions and profit strategies
• Debt management and bank appraisal submissions
• Capital fundraising
• Management consulting management financial reports
• Recruitment and training of finance and accounting personnel
• Evaluation of lease, hire-purchase and other finance options
• Business restructuring and asset protection
• Implementation of IT systems and control procedures
• Business valuations prior to purchase, sale or merger
• Succession Planning
• Management of support providers
• Processing payments to support providers
• Plan budget management
• Training in Plan & Financial Management
• Cost free to NDIS participants – as we are separately paid for our services to you by the National Disability Insurance Agency (NDIA)