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​You have access to a team who have knowledge and experience in business development, tax, compliance, people management, marketing, sales strategies and loan and financial strategies.  Plus, we have a huge range of contacts that we can refer you to.  We would love to have the opportunity to talk to you about anything. If the topic is not covered in other listings, then the service may be here.

Service Components

1

Budgeting

Whether it be a rental property or a complex business, a budget will help you achieve your goals. We can provide you with a pro forma or create a budget for you.
2

Cash Flow

One of the biggest challenges in business is managing cash flow and our reports can help you see where your money has gone.
3

Payroll Tax

If your employment expenses are around the $1 million mark, then payroll tax needs to be considered. We can help you with your compliance and tax planning needs.
4

Super Guarantee Forms

Sometimes businesses may pay employee superannuation a little late. The ATO, by law, requires you to lodge the appropriate forms and pay the amount for being late.
5

ASIC Agent

If you are a company, you may want us to act as your agent. This means we can access your information as seen by the ASIC and lodge forms on your behalf if a small change occurs. This includes reviewing your annual return.
6

Div 7A Loan

The consequences of non-compliance when lending to and from your company can be dire. These documents make sure you calculate the correct amount of interest and repayments.
7

Trust Minutes

Documentation is required to record the income distributions from the trust to its beneficiaries and store this on the secretarial file. We will create the minutes and resolutions for you.
8

Contractor Summaries

We reconcile, produce and lodge your annual contractors reporting form for your business.
9

Payment Summaries

We reconcile, produce and lodge your annual PAYG Summaries for your business.
10

Salary Packaging

Also known as salary sacrifice, we can provide advice and calculations in relation to various salary packaging options.
Let us walk alongside you on your journey and provide the accounting support that you need. We have your back.
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