Accounting & Superannuation

We provide 24/7 online access to your superannuation records. You can login securely from your computer or mobile and view your account balances and transactions.

Operating your own SMSF you take control and responsibility of your own financial future. We can provide advice and training on how to run your SMSF. We provide full administration support to assist you at every life stage of your fund.

Our services

Tax Returns

  • Self Managed Super Funds
  • Individuals

If you have a Self Managed Super Fund we can prepare your individual income tax returns including if you have rental properties or other investments.

GST

  • BAS preparation and lodgement
  • ABN & GST registrations
  • GST advice

Accounting

  • Financial statements
  • Cashflow statements and forecasting

Tax Advice

  • Information on super strategies, co-contribution and salary sacrificing
  • Rental/Investment properties
  • Allowable deductions
  • Capital Gains Tax
  • Tax Planning

Administration & Compliance Support

  • Advice regarding trustee duties and compliance
  • Organise independent external audit of your fund
  • Assistance in winding up your fund

ASIC/Secretarial

  • Registered Office Services
  • Annual statements
  • Preparation and lodgement of forms
  • Company setups

Audit

ASIC Registered SMSF Auditor
Independent SMSF Audits

Services for Accountants

We can complement or extend the range of SMSF services you currently offer your clients.

You maintain control of your clients. We deal directly with you and not your clients. We work in partnership with you to ensure both your practice and clients receive the best service.

We understand the challenges that accountants face in public practice and particularly those operating small firms. Keeping up to date with ongoing taxation, accounting and legislation is time consuming and almost impossible when juggling the ongoing compliance required by the ATO.

In addition, there is the need to know so many different software programs. It is difficult for practitioners to be an expert in every field or hire staff with the appropriate educational background. Often times you may find it overwhelming.

Using an external administration service will alleviate you of these headaches whilst still being able to provide these important services to your clients in a professional manner.

Services for Financial Planners & Solicitors

Financial Planners

We understand that you play an important role in your clients financial affairs. Often times you may provide ongoing administration support and financial advice to clients running their fund.

We provide a full service encompassing accounting, administration and income tax lodgement where required.

Solicitors

We understand that you play an integral role in your clients legal situations. Often times you may setup the SMSF and provide legal advice regarding investment activities. We can provide professional accounting and administration services.