Compliance Services

We offer all the traditional compliance services you would expect from an accountant including the preparation of financial statements and the income tax returns for all entities including:

  • individuals,
  • partnerships,
  • trusts,
  • joint ventures,
  • companies; and
  • self-managed superannuation funds,

 Business advisory services

  • Business plan preparation and review
  • Financial ratio analysis
  • Industry benchmarking

Specialist tax advice

Our areas of tax expertise include:

  • GST
  • Capital gains tax (including small business CGT concessions)
  • Trusts
  • Deceased Estates
  • Succession planning and intergenerational business transfers
  • Tax implications of marriage/de-facto relationship breakdown
  • International tax issues (expatriates and inbound and outbound investment)
  • Advice regarding business sales and share sales in order to maximise the tax concessions available
  • Restructuring a group of entities in a tax effective manner to simplify the group structure and wind up redundant entities

Specialist tax services

  • Assisting clients manage tax audits conducted by the Australian Taxation Office and the Office of State Revenue
  • Assist clients responding to information requests and questionnaires from the Australian Taxation Office.
  • Preparation of Private Ruling and Class Ruling applications