Accounting & Tax.
A full range of services, from tax returns and financial statements to bookkeeping, payroll and company secretarial work, for businesses, individuals and couples.
Tax is complex and always changing.
It is hard for business owners and individuals to keep on top of tax implications and entitlements, particularly with more responsibility being placed on taxpayers for the accuracy of their returns. We specialise in complex returns, including rental properties, investment trusts, share and managed fund investments and capital gains.
- Income tax for individuals, companies, trusts and partnerships
- Tailored business and tax structuring
- Tax consulting
- CGT, FBT, GST, PAYG and Superannuation Guarantee
- SMSF annual returns
- Activity statements and GST returns
- Small business CGT concessions
- Tax for foreign investors in Australian property and business
Accounts you can rely on, when you need them.
Statutory and management reporting that keeps you compliant and shows how the business is really tracking.
- Statutory financial statements for individuals, companies, trusts and partnerships
- SMSF financial statements, member reports and related documents
- Interim financial statements
- Periodic management reports
Books kept up to date, so decisions are easy.
Bookkeeping is the recording of every purchase, sale, receipt and payment, and it underpins everything else we do. Our bookkeeping is designed for small to medium-sized businesses across a cross-section of industries.
- Data entry, accounts receivable and accounts payable
- Payroll processing
- Comprehensive annual and interim accounts
- Periodic management reports tailored to your business
Governance and compliance, handled.
Corporate governance can be complex, and companies face increasing pressure to be transparent and accountable. We look after the statutory and regulatory requirements so your records are always in order.
- Company, trust and partnership formation advice
- Acting as registered office
- Business name registration
- Share and unit registers
- Company statutory records
- Company searches
- Share and unit transfers
- Maintaining officeholders
How we charge
Business clients can engage us on fixed fee engagements or monthly retainers, so there are no surprises. If you need work outside the agreed scope, we will always discuss any extra fees with you before we start. We also look after individuals and couples with their personal tax.
Operations, Technology & Support
Our operations hub handles day-to-day bookkeeping, payroll and file preparation for speed. Tax planning and final ATO lodgements are reviewed and authorised by our Australian leadership team.
Read more →Your accounting team
Hong Ling (Director, IPA) and Peggy Shu (Senior Accountant, CPA).
Meet the team →Talk to an accountant.
Book a no-obligation consultation. We will explain your options and the next steps.