Taxation

Whether it be a simple individual income tax returns to complex corporate and international taxation matters our team has the knowledge and experience in these areas to provide commercial and workable solutions across all taxation matters.

 

We utilise the latest software to produce quality and prompt tax compliance allowing us to focus on planning and structuring our clients affairs to assist them well into the future.

Business Advisory

We love being involved with our clients. This close relationship allows us to pick things up quicker, and provide solutions in real time. Using the latest in software we can partner businesses big and small.

 

Our services include providing outsourced CFO arrangements, organising or placing finance staff, developing reporting packages, software implementation and ad hoc assignments.

 

We have not aligned ourselves with any software providors ensuring you receive impartial solutions best suit your requirements.

We look after the financial and tax needs of individual, small business and corporate clients.

Services

We've got you & your Business covered. 
 

Superannuation &
Retirement Planning

Superannuation is fast becoming most peoples largest asset, and is an integral part of long term tax planning. ​

 

Our staff are well versed in all things superannuation including LRBAs and other complex structuring to ensure your fund is administered promptly and effectively.

We can assist our clients in navigating all things SMSF whilst ensuring all of our advice is concise and in easy to understand language. ​ Our Lateral Live service for SMSFs provides real time reporting to members and their trustees.

Audit

Our firm provides auditing services for both SMSF and corporate clients through an outsourcing arrangement with some of the leading specialist companies in the field.

 

We strive to work with the best people in the industry which ensures our clients have access to the very best in auditing and assurance services.

 

We work seamlessly with these parties to provide wholistic solutions to our clients.

R & D Tax Incentive

We work closely with companies to develop in consultation with AusIndustry thorough and compliant R&D Tax Incentive applications.

 

Unlike most firms we provide upfront fixed quotes for R&D matters, and do not bill on a percentage of refund.

 

We take a hands on approach to all steps of the process through preparation, AusIndustry submission, AusIndustry review (as required), ATO submission (via income tax return) and ATO review (as required).

 

Our experience includes submissions in industries including: Information Technology, Engineering, Biotechnology, and other Industrial areas.​

Family Office Support

We provide tax advice, compliance services and financial reporting to family offices in both Australian and Asia.

 

We have experience in dealing with high profile and ultra high net wealth offices and individuals, and understand the discretion required and the sensative nature of these assignments.

Consulting

Given the fast paced world we live in change is a part of life.

 

Our consulting services such as business valuations for sale purposes, taxation, or family law matters help you get on with things.

 

We also provide M&A support including due diligence, restructuring advice, sucession planning and business turn around services.