Full Suite of accounting and taxation compliance services including the following:


Compliance Services

    • Preparation of individual income tax returns for PAYG taxpayers to maximise allowable deductions
    • Preparation of income tax returns for individuals with investment income incorporating schedules for negatively geared assets
      and capital gains tax on sale of investments
    • Preparation of business income tax returns and financial statements for all entity types including Partnerships Companies and Trusts
    • Preparation of or assistance with the preparation of Business Activity Statements

End of Financial Year tax planning

      • Analysis of year to date financial statements prior to the end of the financial year to formulate strategies that may assist in reducing your tax bill.
      • Assistance with developing a plan for the timely payment of income tax including negotiation with the ATO for payment arrangements
        where this may assist your cash flow


        • Advice and assistance in the selection of the best bookkeeping system for your business including analysis and comparison of current cloud-based products and which product would be best for you
        • We offer a full bookkeeping service at competitive rates to enable you to focus more on your business rather than the record keeping requirements associated with it.
        • Full service includes preparation and lodgement of BAS
        • Advice and assistance with payroll and superstream products

Business Structure Advice

        • If you wish to establish a business we offer a free consultation to discuss the structure that would best suit you and your business
        • We offer assistance in the formation of business entities including companies, discretionary and unit trusts
        • Applications for tax file numbers and ABNs for new businesses
        • Registering business names
        • Advice and assistance in relation to GST and PAYG Registrations

Estate and Succession Planning

        • If you own your business it is likely you’ll need business succession planning advice.
        • Whether you are looking to sell the business or planning to retire and pass the business on to the next generation, it’s important to
          fully understand your options and make the most of any taxation concessions that are available.
        • This is a discussion that should take place sooner rather than later and all eventualities should be considered

Business Consulting and Coaching

        • A common problem in operating a small business is the tendency to be too busy working in your business which stops you from spending time on your business.
        • Our business coaching service offers you the opportunity to meet regularly to discuss business strategy and ways to implement this. The agenda is set by you and can include improving profitability, pricing, margins, staffing, efficiency and control.
        • These discussions can be an important tool in the success of your business We provide follow up advice in implementation strategy and timelines to ensure the discussion is followed through

SMSF Compliance, Audit and Advice

We offer personalised service and advice to Trustees of SMSFs Given the ever changing SMSF landscape we like to meet with you individually to review your personal circumstances.We offer on-going compliance services including the following:

        • Preparation of financial statements and annual returns for SMSFs
        • Audit of SMSFs

We can assist with the following:

        • Establishment of an SMSF
        • Purchase of property using an SMSF
        • Borrowing to Purchase SMSF assets including real property
        • Impact of pension cap on members
        • Maximising contributions within monetary, age and account balance limitations
        • Review of Capital Gains Tax position of your SMSF
        • Incorporating your SMSF into your succession and estate


03 9859 8117


PO Box 623
Balwyn North, Vic, 3104