Services We Offer

• Rental property and negative gearing
  • we have many clients with rental properties.
  • we understand all the ins and outs of rentals.
• Salary packaging
  • using specialist software we can advise on how best to structure your remuneration.
  • provide comparisons for different scenarios.
  • advice on net tax savings.
• Self managed super fund financial statements, tax returns and audits
  • talk to us about creative ways to use super fund money to help build wealth.
  • borrowing money to purchase rental properties or other investments within super.
  • purchasing your own commercial property for your business.
• Retirement and redundancy advice
  • retirement and redundancy can be a stressfull time full of uncertainty.
  • we can provide advice on how best to take or structure the redundancy package.
  • we can tell you how much the taxman will take.
• Business management issues and business development. This is a broad area of services but includes things like:
  • • preparing and monitoring Key Performance Indicators (KPI).
    • preparing cashflow budgets for the business and monitoring this with you.
    • following on from the cashflow is "what if" analysis – what are the financial consequences of actions you want to implement, eg "what if I purchase that new machine for $250 000, what will happen to cashflow, what expenses will increase or decrease, and thus provide you with the information make educated business decisions.
    • we have also been called on to prepare staff and customer surveys and to collate the results.
    • we have access to industry benchmarks so we can compare the performance of your business to other similar business. This can be a huge insight into where your business is going well or where you could be making improvements.
    • we can provide debtor collection service and provide advice on how to collect your business debtors.
    • you may want to outsource the processing your staff payroll.
• Fringe benefits tax (FBT). Many business provide fringe benefits to employees. This can take the form of:
  • • cars that are used partly for work and partly for private use.
    • car parking.
    • the business pays for some personal expenses on behalf of employees, such as school fees, rates at home.
    • entertainment expenses.
    • these are but some of the Fringe Benefits covered by the legislation and need to be calculated correctly.
• MYOB and Reckon Accounts services
  • We are able to provide training on this software.
• Income tax
  • personal tax returns.
  • companies.
  • trusts.
  • self-managed Super Funds.
  • fringe Benefits Tax (FBT).
  • tax planning services provided – we encourage business owners and other individuals concerned with how much tax they may be liable to pay to come in and discuss their tax affairs prior to 30 June each year with the view to providing strategies to help minimise tax.
• GST
  • we find that many business people initially want to do their own book work but because they get so busy they don't have the time any more.
  • we can take away the hassle of preparing the BAS for you knowing that it will be done accurately and we will also be preparing your financial statements too.
  • this means that at any point through the financial year, if you need your accounts we can press a button and email up to date figures as prepared by your accountant.
• Other Associated Services. Through our close association with other professionals we are able to provide the following services:
  • • Mortgage Broking and Equipment Purchase Finance: Choice Home Loans: ph: 0418 888 784
  • • Financial Planning and Insurance: Wegner and Associates (conveniently co-located with us at Mitcham House in Aspley so we can be your one stop financial services solution).