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Financial Report


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We can help you meet your tax obligations by giving specific tax advice on your particular position and minimising your tax obligations. 

This includes assisting you with:
-  Preparations of tax returns and financial statements for                        individuals, sole traders, partnerships, companies, trusts and              SMSF's.
Rental Properties.
Advice for small to medium businesses.
Capital Gains Tax.
Small business Capital Gains Tax Concessions.
Fringe Benefits Tax.
-  Accounting and Bookkeeping advice including MYOB, Reckon,            Quickbooks, Xero and Cash Flow Manager.
-  Budgeting and cash flow forecasts.
-  Valuations.
Employer obligations like Workcover, Payroll Tax and                            Superannuation.
-  Tax audits
-  GST and Business Activity Statements
-  Single Touch Payroll and other payroll services
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There is more to accounting than the preparation of a tax return. We can give you tailored business advice depending on your needs.

This includes assisting you with:
-  Business establishment and start ups
Structures for new business ventures or existing businesses as your circumstances change.
Succession planning.
Retirement advice.
Profit improvement.
Develop and manage Key Performance Indicators (KPI's)
-  Directors and management meetings
-  Helping you build a better business
Reducing the reliance of the business of you
-  Refinancing
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Let us help you set up your future wealth. We can help you plan and manage your money so that you can make the most of your retirement.

This includes assisting you with:
-  Wealth creation and accumulation
-  Setting up our clients for retirements
Superannuation contributions and reviews
Intergenerational wealth changes
-  Estate planning (will and powers of attorney)
-  Life cover and other insurances
Self Managed Super Funds (SMSF)
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All companies registered in Australia have obligations to maintain a registered office and are required to keep their company information up-to-date with the Australian Securities & Investments Commission (ASIC).

As a registered ASIC Agent we can assist you with:
-  Conduct company searches
Lodge statutory documents
-  Act as a registered office
-  Register business names
-  Set up companies
The statutory filing of returns
-  Maintain company records
Assist with meetings of directors and shareholders
Advice on corporate affair matters
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