Services

Taxation

We assist in all areas of taxation for individuals and businesses. Whether it is income tax, goods and services tax (GST), fringe benefits tax (FBT), state based taxes or one-off capital gains tax events (CGT), we can assist in preparing returns or provide clarity by projecting your tax based on different scenarios before you buy or sell a major asset.

Strategy & Planning

The best taxation outcomes are to be had when we strategize and plan together. Tax planning throughout the year, and at a minimum prior to end of financial year, is the number one way to minimise and plan for your tax obligations.

Similarly, business goals and targets are met by setting and monitoring budgets and the drivers behind them. We offer budgeting, cash flow planning and suggested KPIs. Whether you are looking to maximise business value to sell, or grow your business for the long term, we can tailor a strategy for you.

When we plan together, great things can be achieved.

Structuring

Are you operating in an optimal structure? Whether you operate as a sole trader, partnership, joint venture, company or trust it is worth asking if the structure you are currently utilising is going to serve you now and in the future. Through an asset protection, tax and succession lens, we review, recommend and assist you in implementing any changes required. We can help you through the entire process from establishment of your structure, applying for ABN, GST & business name, to helping you understand the obligations attached to the selected structure.

Reporting and recordkeeping are increasingly becoming cloud based. As the ATO is demanding more instant reporting from businesses when it comes to staff, wages and GST it is important that you understand your obligations. We can help you select the best option for your situation.

Want strategic financial advice but don’t have the scale or budget to hire a CFO full time? We work as an extension of your team and can assist with your growth objectives, cash flow optimisation and preparation of interim reports required by external stakeholders (banks or other lenders and licencing bodies) to help you reclaim time to focus on your business.

We love helping entrepreneurs setting up new businesses! When setting up and planning, it’s all about finding a model that works for you and that you understand. We take the stress out of all your registrations, take the guess work out of finding an appropriate trading structure and together we will work towards getting you the success you seek by crafting a business plan.

New things pop up all the time, both in your business and in tax. One off assignments like business valuations, evaluating government incentives, and grant application is something you may come across once or twice in a decade – don’t waste your time trying to figure it out by yourself! As tax professionals, we assist with these regularly and can help you quickly and efficiently. We stay on top of new developments in tax, grants and administration and communicate these to our clients so that you get the benefit of our knowledge and experience.

Where work is out of scope of our services, we have an established network of financial planners, lenders, business brokers and estate planners that we can introduce you to but will remain your trusted advisor and help you navigate the process.