Services

We offer a comprehensive and valuable range of services...

As Chartered Accountants we have retained the traditional role of compliance reporting, but also offer a much wider range of services and advice, including:

Accounting and Bookkeeping
Audits and Investigations
Budgeting, Product and Cost Analysis
Business Plans and Financial Analysis
Business Structures
Business and Share Valuations
Company establishment and administration
Charitable Trusts and Foundations
Family Financial Matters and Succession
Finance Options, Proposals and Contracts
International Transactions
Litigation Support
Management Consulting
Property Development Consultation
Succession, Retirement and Estate Planning
Superannuation Funds – Setup and Administration
Systems Analysis and Support
Taxation – State, Federal and International
Taxation Return Preparation
Trust – Establishment, Administration and Audit
Trustee and Governance Roles

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Superannuation

Your retirement plans; very Important

Superannuation is a core element of Australian financial planning for individuals and businesses.

Superannuation advice is provided by our Joint Venture partner the Prime Financial Group Limited under government licensing laws. Our value added comes from helping clients oversee the governance of their superannuation objectives and from the taxation advice and the completion of bookkeeping and compliance

We believe that superannuation needs to be carefully tailored to the clients needs to ensure optimal use of the available taxation concessions. In conjunction with integrated advice from Licensed Financial Advisors, the result is a balanced plan is developed for the future financial security of businesses and individuals.

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We offer a range of Self-Managed Superannuation Fund services including :

Facilitating establishment of your own Self-Managed Superannuation Fund
Fund administration and compliance
Advice in relation to:
- Estate and succession planning
- Death Benefit taxes
- Asset Protection