• OUR SERVICES

BUSINESS START-UP PLANS

Several key areas such as:

  • Setting up your company,
  • Ensuring ATO and Australian Securities and Investments Commission regulatory requirements are adhered to
  • Setting up your accounting systems and processes
  • Providing ongoing support
  • Key strategies
  • Marketing and Operational Dynamics
  • Acquisition and retention strategies
  • Budget and time-line- outlines the cost for each suggested activity and the time-frame
  • Business Plan preparation

BUSINESS AND TAX CONSULTING

We offer a range of taxation compliance and advisory services. We specialise in risk mitigation and tax minimisation We also provide corporate tax services which include:

  • Business Tax
  • Personal Tax
  • Indirect Tax, E.g. GST, CGT
  • R&D Tax and R&D Incentives
  • National and State Based Taxes
  • International Tax
  • Transfer Pricing
  • Technical Accounting Advice and Support
  • Tax Consolidations
  • Not-For-Profit Advisory

AUDITING & ADVISORY

We specialise in:

  • External Audits (Statutory and Non Statutory Audit
  • Internal Audits
  • Due Diligence Reviews
  • Agreed Upon Audit Procedures
  • Operational Reviews
  • Internal Control Reviews

IMMIGRATION

We provide services to meet your immigration request

  • Special purpose financial statement
  • Director’s loan schedule
  • Consulting for meeting business immigration requirement
  • Liaise with your immigration agent

CORPORATE COMPLIANCE

We are the registered Agent with the Australian Securities & Investments Commission (ASIC). We provide a number of services including

  • Maintaining Corporate Registers
  • Preparation of Corporate documents, E.g. Share transfer
  • Establishing new Companies
  • Trusts and Self Managed Super Funds
  • Corporate Structure Planning

CLOUD ACCOUNTING

We believe that simplicity and flexibility is fundamental to accounting software.

We choose to partner with Xero, the emerging leader in cloud-based accounting programs. It is specifically for small to medium businesses.

XERO IS:

  • Mobile. Accessible 24/7.
  • Cloud-based. World-class security and online storage.
  • Real-time. Continuous data updates.
  • Cost effective. Low cost of entry and no lock-in contracts.
  • Flexible. Run your business from anywhere.

FRANCHISING

Franchising is an appealing method of expansion. We will prepare a short list of process to understand and analysis the opportunity for your franchising, for example, location, brand loyalty.

MEDIATION

In the case of commercial partnerships, when something goes wrong it is often in the best interest of the company as a whole to bring in a third party to settle any issues.

A good mediator can bring fast resolution to any resentment and save your time and money.

We have experience leading parties through the mediation process, with the aim of achieving a good settlement for all involved.

Some of the matters include:

  • Divorce
  • Commercial dispute
  • Employees’ conflict

BUSINESS VALUATIONS

A satisfied valuation will assist with making an informed choice about an offer price.

We will provide accurate and independent advice before purchasing, selling or making any significant ownership changes to your business. If necessary, we are able to accompany with you at the contract date.

DECEASED ESTATE

Our deceased estate administration service is unique in that we utilise both our financial planning and advisory knowledge.

  • Liaise with all professionals involved – lawyers, real estate agents etc.
  • Prepare all financials for the deceased estate
  • Provide taxation advice to beneficiaries on timing of the disposal of assets.
  • Advice on management of superannuation benefits
  • Accounting requirements of superannuation funds
  • Assistance with life insurance claims
  • Advice about any existing investment portfolios

GOVERNMENT GRANTS

In determine if your business is eligible to one of the different Government’s grants or concessions available to assist your business accelerate to the next level.

AVAILABLE GRANTS, INCENTIVES & CONCESSIONS

  • Export Market Development Grants – Export grants for small to medium businesses up to $150,000.
  • TradeStart
  • Global Opportunities Program
  • AusIndustry - R&D Refundable Tax Credit
  • Australian Technology Showcase
  • Commercialisation Australia Program
  • Department of Education, Science and Training (DEST)
  • TRADEX - Customs and GST exemptions for re-export of goods.

BUSINESS STRUCTURING

Assisting in establishing any type of business structure required. We keep things simple to ensure you understand each and every step along the way.

We ensure that your structure will take you to the next level and will adequately facilitate your needs at every phase of the business life cycle. Common structures we regularly establish include:

  • Family / Discretionary Trusts
  • Unit Trusts
  • Company’s
  • Self-Managed Superannuation Funds
  • Sole Trader

SELF-MANAGED SUPERANNUATION FUND (SMSF)

Self managed super funds also provide a broader investment choice than other super funds, with options such as direct property, managed investments and direct shares included.

We offer you the following services to ensure that all laws, regulations and requirements are met and that your ‘nest egg’ is always protected:

  • SMSF Establishment
  • SMSF Administration
  • SMSF Preparation of Annual Financial Statements
  • SMSF Income Tax Return Preparation
  • SMSF Audits
  • SMSF Tax Advice
  • SMSF Tax Consulting

VIRTUAL CFO (CHIEF FINANCIAL OFFICER)

We offer clients a virtual CFO service and can identify risks, inefficiencies, weaknesses and opportunities in each business. Clients can tap into our knowledge bank and let us guide them through each phase of their life cycle. We perform:

  • Cost and Budgets Analysis
  • Cash Flow Analysis
  • Management of all or part of the accounting and finance role for local and parent company’s
  • Board Meeting Preparation & Attendance
  • Management Accounting & Reporting
  • Employee payroll and remuneration packaging
  • Industry benchmarking and KPI analysis
  • Working capital and cash flow management
  • Development of firm policies and procedures
  • Profitability and Financial Analysis
  • Corporate Secretarial