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Our Services

Online Individual Tax Returns

Increasingly it appears there are not enough hours in the day to meet all of our commitments and find personal down time. To reduce the need for face to face contact with us and expedite the preparation and lodgement of your individual tax return, we encourage our clients to forward to us all of their tax information online.

Regardless of whether your individual tax return is basic or highly complex, our aim is to complete and lodge your tax return in the shortest possible time to speed up the processing of any refund.

To assist our clients we provide a checklist to ensure all sources of income are identified and all of the tax deductible expenses are claimed.

Tax Returns, Goods & Services Tax, Compliance & Advisory

Compliance and reporting requirements of the Australian Taxation System are complex and difficult to interpret. Our aim is to help clients navigate these complexities, explain technical issues in simple language and to provide the best outcome.

We attend to the preparation of all types of income tax returns including individuals, partnerships, trusts, companies, self-managed superannuation funds and joint ventures and provide detailed work papers including annual reconciliations, calculations and schedules.

We can assist you with all other taxation requirements including Tax Planning, PAYG obligations and the preparation and lodgement of activity statements with the Australian Taxation Office.


Whether you are wanting to purchase an investment property, a portfolio of shares or commence a business, selecting the most appropriate business structure can assist in the minimisation of your future tax obligations. We provide structuring advice which takes into consideration statutory and industry compliance, asset protection, effective tax planning and operational flexibility and efficiency.

Bookkeeping Services and Financial Statement Preparation

Running a business is challenging and often time consuming. It may be necessary to outsource your bookkeeping requirements to a third party. We can assist you with the maintenance of your records using Myob or Xero cloud software.

The financial statements are a detailed representation of how your business has performed during the previous 12 months and are used to assist with the calculation of your businesses taxation obligations.

We attend to the preparation of special purpose financial statements and management reports for all entity types including sole traders, partnerships, companies, trusts, self-managed superannuation funds and joint ventures.

Self - Managed Superannuation Funds

Over the years the desire for people to manage their retirement savings has led to the substantial growth in the number of self-managed superannuation funds. In response to this growth the government has increased the regulatory requirements placed on the members of all funds. We can assist you with the administration and record keeping requirements of your fund to ease this burden. We can also attend to the preparation of the funds tax return, preparation of the financial statements and assist with the audit of the fund.

Other Services

  •   Asset protection
  •   Financial modelling
  •   Cash flow forecasting
  •   Assist with the incorporation of companies, establishment of Trusts, application of Tax File Numbers and ABN’s. 

‘We work hard to ensure the taxation impact on your finances is minimised’