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We take care of the numbers, so you can take care of your business

Tax & Accounting Services

Tax Returns, Reporting & Compliance

Tax can be seen either as a mandatory evil or as an opportunity. Businesses are required by the ATO to submit a Business Activity Statement (BAS) on either a monthly or quarterly basis, to report and pay goods and services tax (GST), pay as you go (PAYG) instalments, PAYG withholding tax and other obligations.

We provide the guidance and advice around what needs to be declared and claimed to ensure you do not get caught out by "the tax man".

How can we help?

Individual tax returns

Sole-trader / Partnership tax returns

Company & Trust tax returns

SMSF tax returns

Goods & Services Tax (GST)

Business Activity Statements (BAS)

Fringe Benefits Tax (FBT)

Pay As You Go Withholding and/or Instalments (PAYG)

Income tax

Payroll tax

Capital Gains Tax

Land Tax

Stamp duty

Medicare levy

Other taxes

Tax Planning

There's no escaping paying taxes, but paying more than you need to can erode the gains your financial plan is making.

Successful tax planning strategies centre around three themes: reducing income, increasing deductions and utilisation of the lower tax rates available. It involves looking at all elements of your financial arrangements to see where there are opportunities to improve your position, from ensuring you claim all of your entitlements, to personal superannuation contributions and paying for income insurance personally.

How can we help?

Plan your cash flow

Consider tax payment dates

Deductible super contributions

Write off bad debts

Timing of invoices

Small business concessions

Audit Insurance protection

Tax Debt

Financial hardship is an incredibly stressful event. In some cases, your tax debt (if not already) can be traced back to you personally, exposing your personal assets like the family home. We have seen tax debts erode family harmony and personal piece of mind through anxiety and stress.

We provide tax debt solutions through specialist advice specifically for businesses and individuals experiencing tax stress and pain. We look for win/win tax solutions for you and the tax office, to fix your tax debt so that your financial health recovers and can be restored.

How can we help?

Tax debt payment plans

Negotiations with ATO

Restructuring

Turnaround management

Insolvency

Bookkeeping & Xero Support

We know that financial stability means growth. Accurate and systematised bookkeeping is one of the simplest ways to help your business be better off.

We've been recognised as a Xero Platinum Partner and we are a Xero Certified Advisor, meaning we work with a large portfolio of Xero clients who specialise in a range of different industries.

Xero logo

How can we help?

Xero setup

Xero training

Xero Add-on's

Automatic bank feeds/bank reconciliation

Enter & pay your bills

Online invoicing

Payroll

Single Touch Payroll (STP) Compliancy

Clear reporting

Powerful integrations

Government Support & Grants

The Federal Government has introduced measures to support businesses through the Coronavirus crisis.

We are supporting our clients through this critical time to access the current Government support applicable to them.

How can we help?

JobKeeper applications

JobSeeker applications

Project overall team and resource strategies

Apply for subsidies

Plan out cashflow options

Cash Flow Advice

Get control of your money rather than it being in control of you. Cash flow is the money coming in from income, and going out from expenses on a monthly basis.

Cash flow management and planning is one of the key aspects to your overall financial planning strategies now, and into the future. What you need to live on today is not usually reflective of what you will need once you reach retirement.

How can we help?

Plan out cash flow options

Budgeting

Cash flow management

Cash flow tracking

Profit Budgets

Budgets are a vital management tool that allows business owners to monitor the financial impact of their business decisions and operational plans. Business results are monitored against the budget so business owners can track whether their business is achieving goals and remaining profitable.

How can we help?

Gain control of finances

Monthly reporting

Ensure budget is aligned to business goals

Payroll & Land Tax Advice

Payroll tax obligations are often overlooked by businesses. It is a self-assessed State and Territory tax assessed on wages paid or payable by an employer to its employees, when the total wage bill of an employer exceeds a threshold amount.

Many employers make a mistake when assessing their liability for payroll tax by not including all liable payments. Any remuneration paid or payable by an employer to an employee for services provided are liable for payroll tax.

On the other hand, land tax is an annual tax payable by owners of land. You may need to pay land tax if you own, or jointly own, any property in NSW that is not your principal place of residence or other exempt land as at 31 December and the total taxable value of your land is greater than the land tax threshold.

How can we help?

Payroll tax problems

Payroll tax audit assistance

Payroll tax compliance

Grouping provisions

Land tax

Land tax rates and thresholds

SMSF Setup & Advice

  • What does retirement look like for you?
  • Will you have enough for a 'comfortable' retirement?
  • When can you stop working?

Self-managed Super Funds are a popular way to achieve greater control of your investments. But they need to be structured and managed correctly to optimise the outcomes. How you use your super through your working life can make the world of difference to the quality of your retirement.

 

 

How can we help?

Setup a SMSF

SMSF investment options

SMSF and retirement planning

Is an SMSF right for you?

SMSF management

CFO

A Chief Financial Officer (CFO) can help you to prepare for the various stages of your company's growth, whilst minimising risk areas along the way.

With a CFO, you gain access to the insights and big-picture strategic thinking of experienced financial professionals that will help your business to be better off.

How can we help?

Manage business cash flow

Financial modelling

Cash flow forecasting

Key financial reporting

Financial management

Business exit planning

Growth planning

Strategic financial advice

Systems & processes

Family Office

Successful Family Office can be a great advantage and gift to pass on or inherit from your loved ones. There are delicate complexities that should be carefully and formally navigated to ensure the protection of emotional, financial and relationship interests of all family members.

Our experience spans generations of Family Office management, and it is our aim to advise the best outcomes to support the whole family to be better off.

How can we help?

Estate planning

Trusts

Tax structures

Investments

Philanthropy

Succession planning

What our clients have to say

Professional Associations

Who can help

Debbie Bloffwitch

Debbie Bloffwitch

Principal
Cherie Tracey

Cherie Tracey

Associate Director
Nikki Schumacher

Nikki Schumacher

Associate Director
Cassie Kennedy

Cassie Kennedy

Senior Manager
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Add a Xero to your bottom line.

See your cashflow in real-time with online billing, banking and accounting. Talk to us about set-up, migration & training.

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talk to us Discover the difference that the right advice can make

Get in touch with our team today and learn how you and your business can grow to the next level. From structuring to sustainability, we'll help you reach your financial goals and live the lifestyle you deserve.

be better off.