Taxation

Tax is likely the largest single cost line in any business – and as such, it needs to be managed more actively than any other expense. The goal of tax planning is to arrange your financial affairs in order to actively minimise your taxes. We start with a review of the tax position, analyse future plans and recommend a way to navigate towards your goals, minimising tax along the way.

  • Setups of companies, trusts, business ventures and SMSF's
  • Structuring and reorganising
  • Mergers and acquisitions of businesses
  • De-mergers, sales or winding up businesses
  • International tax issues
  • Transfer pricing
  • Expatriate employees

Business Advisory & Compliance

Business accounting and compliance ensures that your business is up to date with what is required within the Australian business landscape. There are numerous laws that we must adhere to, as well as numerous government bodies — ASIC, the ATO and, increasingly, AUSTRAC — that require reporting. We ensure that this is completed on time, with minimum hassle but maximum service.

With Australia's Tranche 2 AML/CTF reforms taking effect from 1 July 2026, a wide range of professional service providers — including accountants, tax agents, lawyers, conveyancers, real estate agents, trust and company service providers, and dealers in precious metals and stones — are now required to enrol with AUSTRAC and implement an AML/CTF program. We help small and medium enterprises navigate these new obligations with practical, risk-based solutions tailored to the size and complexity of their business.

  • Preparing financial statements and compliance obligations
  • Preparing management accounts
  • Adhering to Australian Securities and Investments Commission compliance
  • Strategic business planning such as growth initiatives and asset protection
  • Tax return preparation, review, lodgment and processing
  • Accounting Software implementation
  • Estate planning
  • AUSTRAC enrolment and AML/CTF program design for Tranche 2 entities
  • Customer due diligence (CDD/KYC), risk assessment and staff training
  • Suspicious Matter Reports (SMRs) and Threshold Transaction Reports (TTRs) lodgement

Superannuation

Retirement planning involves organizing your assets and savings into a plan that will meet your goals for retirement. Our financial partners can help with this planning to make sure that your goals and reality align.

  • Self-Managed Super Funds (SMSF) setup and management
  • Retirement planning and strategy
  • SMSF compliance and reporting
  • Property acquisition through SMSF
  • Investment choice and control
  • Tax-effective superannuation strategies

Cloud Accounting

We understand cloud technologies will continue to transform all business. We are embracing this technology change and exploring cloud technologies to streamline our own business.

  • Online accounting software setup and training
  • Real-time financial data access
  • Automated backups and security
  • Direct information sharing with your accountant
  • Mobile access to your business finances
  • Elimination of software upgrade hassles