Knowledge is Power
Financial statements tell us a story, we help intepret them to provide you with key insights. We partner with our clients using insight, intellect and a broad network to find solutions, allowing our clients to focus on doing what they know best.
Our service offering includes:
Virtual CFO and controllership services (helping manage your business financials on a regular, ongoing basis)
Budgeting, cash flow management and financial statement preparation,
Tax compliance services; including preparation of income tax returns and business activity statements and tax effect accounting calculations, and
ASIC registered agent and corporate compliance services.
Tax advisory services:
Business sales and purchases,
Trusts and asset protection,
FBT and salary packaging,
Tax audit management.
The nature of tax is that it is complex and dynamic: change is an absolute constant. With any client, we take on a brief to continually rethink the impact that legislative change has upon our clients. We take seriously our responsibility to educate our clients so that they may make informed decisions.
Our core expertise is looking after the needs of enterprise (both trading and investment), their owners and executives.
In areas where we are not specialist, we have a network of affiliates that share our values and are expert in their respective fields. At all times, our client remains at the centre of our focus and can be assured of their engagement being handled in a professional and timely way.
We are a member firm of Chartered Accountants Australia and New Zealand. Our professional staff complete ongoing training to ensure that their technical knowledge remains at the cutting edge. We are students to the constant change that impacts our and your business. Our philosophy is to be learning continually.
We pride ourselves on seamless integration and co-ordination of our services with those other providers, including auditors, bankers, keeping you as informed (and in control) as you would like to be.
We help manage the day to day complexities of running business, freeing up our clients to work “on” their businesses. We implement business processes, deploying our knowledge and a suite of tools (including cloud based technology) to help run your business more efficiently. Through frequent and ongoing interaction we provide our clients with robust and contemporary information to support business decision making.
We co-ordinate our services with those of your external service providers including your auditor and banker. We involve specialists where they are required.
We assist our clients to maintain a compliant relationship with the statutory bodies (including ASIC, ATO and state revenue offices).
We can review or prepare GST calculations and provide process assistance to help manage our clients’ GST obligations effectively.
Cash is always king, so we understand the importance of helping you plan for, and manage cash flow timing of tax payments, helping you stay on top of your obligations.
We can assist with recommendations around tax effective salary packaging arrangements and understanding associated FBT implications.
For Owners & Executives
We help business owners and executives manage their personal tax affairs. We provide integrated advice, taking into account our clients’ ventures and circumstances in a wholistic way. We look for opportunities to maximise our clients’ after-tax position, in addition to maintaining a compliant relationship with revenue authorities. Our service model provides for ongoing meetings and telephone discussions - so we can work with you in a collaborative way to address new circumstances and legislative changes.
Trusts and investment entities
We bring expert knowledge to address tax compliance and advice needs of investment related entities. We work collaboratively with our clients’ investment advisers so that we can appropriately plan for tax obligations that may arise from capital gains tax events, including share reconstructions.
We provide full accounting support or, support when it’s needed in relation to complex transactions - and our aim is to help in breathing meaning into financial reporting and other associated compliance requirements.
We collaborate with AFSL licensed affiliates to provide superannuation advisory and compliance services for self-managed superannuation funds.
Our Service Model
While birthday surprises are nice, our clients don’t like fee surprises! With this in mind, we provide our services on a fixed fee basis. We work with our clients upfront to determine what is required, agree timing of service delivery and also to plan resourcing requirements. Where changes to our agreed scope or new requirements arise we will have an open and upfront discussion with our client.
We are accessible to our clients by telephone or email for ad-hoc advice requirements as part of our service arrangements.
We use technology in our practice extensively to enhance our service delivery to our clients.