Taxation Advice
- Personal income ATO tax return preparation and IAS returns
- Business entity taxation, including tax returns, BAS returns, PAYG returns, PAYG reporting and ATO debt management
- Business start-up registrations including ABN and Tax File Number applications
- Capital Gains Tax determinations
- Fringe Benefits Tax assessment and reporting
- Estates and Trust reporting obligations
- Personal superannuation
IPA accounting services
- IPA* assistance with record-keeping for business, personal and taxation needs
- Preparation of statutory financial accounts for financiers and other third parties
- Cashflow, budget and internal management financial reporting
- Reporting to assist in the sale or purchase of a business
- Gearing/financing analysis – leasing, hire purchase and other finance options
*Institute of Public Accountants (IPA)
Strategic business planning
- Structuring: partnerships, companies, trusts and superannuation funds
- Business start-up registrations and financing analysis
- Risk-profiling and asset allocation review
- Personnel remuneration and packaging advice
- Business development and growth considerations
Self-managed super funds
- Assessment of suitability to manage an SMSF
- SMSF consultation, set-up and registration service
- Compliance, guidance and preparation of annual reports
- Assistance in appointment of audit and actuarial services
Strategic retirement planning
- IPA* analysis of personal financial position and projection against future needs
- Business exit strategies – including use of the Small Business Capital Gains Tax concessions
- Succession planning and funding requirements
*Institute of Public Accountants (IPA)
