What services we provide
Sole Trader Tax Return
Business set up (Company/Trust/SMSF setup) | Business Health Check | Business Planning | Managing profit and cashflow | Regular discussions and updates of your business performance | Annual planning meetings to set plans for the year ahead | Asset protection strategy | Due diligence | Wealth structuring advice
Partnership Tax Return
Cloud Accounting | Virtual CFO Services | Payroll Services |Bank Reconciliation | Financial and Management Reporting | Self-Managed Superfund Accounts | Monthly Reporting and Advice | Inventory management software | Cashflow & tax forecast | Budget and projections
Trust Tax Return
SMSF establishment & structuring | Financial statement preparation | SMSF Annual tax compliance obligations | Capital gains tax | Division 7A | Tax residency | Small business concessions
Self-Managed Superfund Tax Return
For Higher Education Provider TEQSA main application:
Business Plan | Risk Analysis and Weightings | TEQSA Financial Viability Risk Assessment (FVRA) Tool | Financial Viability metrics | Regular financials and compliance report to TEQSA | Quarterly Financial Report
For VET college, ASQA main application
Business Plan | Sensitised Forecast | ASQA Financial Viability Risk Assessment (FVRA) Tool for Registered Training Provider (RTO) | Regular financials and compliance report to ASQA | EFTSL Report | Proposed Budged
