Our Services

Taxation

 

I provide taxation services for preparation and lodgement of Income Tax Returns for:

 

  • Individual Salary and Wage Earners

  • Sole Traders

  • Partnerships

  • Companies

  • Trusts

 

BAS & IAS

 

I complete the preparation and lodgement of:

 

Business Activity Statements & Instalment Activity Statements

 

  • Monthly

  • Quarterly

  • Annual

 

Financial Accounting

 

I prepare Financial Statements and management reporting for:

 

  • Sole Traders

  • Partnerships

  • Companies

  • Trusts

 

Tax Planning

 

End of Year tax planning is carried out in the months leading up to the end of the financial year. It is vital to businesses to participate in this to take advantage of possible tax deductions that are available through prepayments, super contributions etc to minimize tax while keeping within the legislation.

 

Business Advice

 

If you are starting a new business I will go through all of the steps with you including:

 

  • Choosing the right entity

  • Application for Australian Business Number & Tax File Number

  • Registrations for GST, business names and any other relevant registrations

  • Record keeping options

  • Employee requirements

  • Insurances

  • Motor Vehicle expense options

  • Advertising and promotion

  • Budgets & projections

If you have an existing business I can assist you with:

 

  • Reviewing your current business

  • Budgets and tax planning

  • Projections

  • HR management

  • Bookkeeping 

  • Upgrading software programs and training

 

Business Plans

I can assist you with creating your business plan for your new or current business. Business plans gives clarity to where you want your business to go in the future and how you plan to get there. They are invaluable also when applying for finance or grants as they indicate that you have plans and vision going forward.

 

Budgets

 

Budgets are invaluable for startup business and established business alike. It can be easy to over extend spending whilst trading and a budget can keep you on track with your goals and avoid situations where you may end up having Cashflow issues. They also help you attain goals and keep you focused.

 

New Startup Businesses

 

If you are starting a new business I will go through all of the steps with you including:

 

  • Choosing the right entity

  • Application for Australian Business Number & Tax File Number

  • Registrations for GST, business names and any other relevant registrations

  • Record keeping options

  • Employee requirements

  • Insurances

  • Motor Vehicle expense options

  • Advertising and promotion

  • Budgets & projections

 

Investment Properties

 

I can give you taxation advice and direction when managing your investment properties by assisting you to achieve optimum deductions. By educating you on the difference between capital works deductions and expenses you will be able to understand immediate deductions as opposed to depreciable items. 

 

HR Management

 

My team and I can assist with:

 

  • End of year payment summaries

  • Payroll processing

  • Redundancy calculations

  • New employees

  • Industry Awards

  • Mediation

  • Payroll Tax

 

Bookkeeping

 

If you are too busy to do you bookkeeping yourself or need training in current or new software programs I can provide assistance in all areas.

 

ASIC Compliance

 

I can ensure all of your ASIC compliance is up to date – from timely Company Review statements through to maintaining up to date records lodged with ASIC.

A | 53 Queen Street, Grafton NSW 2460

P | 02 6642 8881