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


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.
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