Whether you are an individual or legal entity, you are most likely required by law to lodge a tax return. We can save you the time and hassle – just sit back and let our tax experts perform their magic. This is what we do and what we know, so it’s much easier for us than it is for you!
If applicable, we can also prepare a financial statement; which is a report providing the essential financial information of your business including balance sheets, profit and loss statements and cash flow.
The many benefits involved in letting us take care of this for you include:-
- Extended lodgement dates
- Safe and secure electronic lodgement with the ATO
- Access to our client portal service which allows you to securely receive and sign your documents online
- The assurance of knowing that your return is compliant with complex tax law
- Receive the best financial outcome possible
- We can deduct our fee from your tax refund and transfer the balance directly to your nominated bank account
Please refer to our service agreement for full details.
Business Activity Statements (BAS)
If your business is registered for GST, you will need to lodge a BAS. This is a perfect opportunity to carry out a regular review of how your business is performing and prevent any nasty tax surprises at the end of the financial year. It is used for reporting and paying goods and services tax (GST), pay as you go instalments (PAYG) plus PAYG withholding tax and other obligations.
Benefits to you:-
- We will check your registrations for GST, PAYG, FBT, Fuel Rebate and explore ways to simplify compliance and reduce liability
- Annual reconciliation of your BAS statements to your financial accounts and correction thereof
- Discussion and assessment of the most appropriate reporting frequency for your business to the ATO (within their guidelines)
- Help manage your cashflow by reviewing the appropriateness of your PAYG instalments
Please refer to our service agreement for full details.
Accounting Software & Training
Whether you are upgrading from an older software solution or starting one for the first time, we can explore some options for your perfect match in accounting software. A better and more appropriate bookkeeping system not only frees up your time, but also helps keep your accounting costs down by providing better reconciled information.
We have dedicated staff who can:-
- Extended lodgement dates
- Safe and secure electronic lodgement with the ATO
- Access to our client portal service which allows you to securely receive and sign your documents online
- The assurance of knowing that your return is compliant with complex tax law
- Receive the best financial outcome possible
- We can deduct our fee from your tax refund and transfer the balance directly to your nominated bank account
Please refer to our service agreement for full details.
Bookkeeping & Data Entry
You may already have an appointed bookkeeper, in which case we look forward to working closely with them in order to achieve the best outcome for you and your business.
Undoubtedly, this can be a time consuming part of your routine. We can help minimise time and maximise efficiency, allowing you to do more of what you do best. Here is how:-
- We have a host of handy tips at our disposal which can help you substantially cut down your data entry time
- Integration of your bank accounts with your accounting software
- Payroll setup
- If preferred, we can show you how to set up your system to lodge directly to the ATO
Please refer to our service agreement for full details.
Tax Planning
Let’s get together and look at some proactive solutions aimed at reducing your tax liabilities and making sure you don’t pay a dollar more than you need to for the next financial year. Start NOW and reap the rewards.
So many people leave their tax to the last minute each year, but like anything it can be made much easier by making sure you are prepared beforehand with an action plan in place to ensure a longer term benefit. Planning ahead really can make a difference.
Self Managed Superannuation Funds
Your superannuation is a key factor in being able to greet your future with confidence. Financial wellbeing means different things to different people, so we will work with you to define what it looks like for you, and formulate a strategy accordingly in conjunction with our colleagues at Elevate Wealth Solutions.
Self Managed Superannuation Funds are becoming increasingly popular as individuals seek greater flexibility and control over their investments. It is a complex area with many obligations you need to be aware of. Our SMSF experts can navigate you through this process and work to establish your SMSF as well as provide an ongoing administration and taxation service.
Please refer to our service agreement for full details.
*We are not licenced to provide financial product advice; however, we will work alongside trustees and their authorised financial planner to help you achieve your goals.