Services

As a general practice public accounting firm we offer a comprehensive range of business and individual support services.

If you require assistance in any of the following, please don’t hesitate to get in touch:

  • tax compliance, tax return preparation and lodgment, planning and risk management
  • business planning, forecasting, budgets, cash flows and management reports
  • private company and trust capital management issues; including matters involving shareholder loans, fringe benefits, trust distributions, access to profits, cash flow and related issues
  • new businesses risk assessment, feasibility analysis and advice, and the recommendation of optimal tax and commercial structures
  • business sale or purchase – assessment of implications and consequences of capital transactions, and advice on maximising the tax and commercial yield whilst avoiding unintended consequences
  • high wealth individual tax risk management and compliance
  • management of income tax dispute processes, objections and appeals and negotiated outcomes
  • ASIC compliance for registered entities
  • superannuation fund compliance
  • deceased estate compliance
  • family tax, succession plans and intergenerational wealth transfer issues