Preparing client accounts at a desk in the office

Services

Four services, one partner who knows your file.

Accounting, taxation and compliance, business advisory and self managed superannuation for corporate businesses, private clients and owner managed businesses. Every assignment is completed in Australia within a stated time frame.

What we do

Start with one service or bring the whole file

Many clients begin with a tax return or a set of financial statements and add advisory or superannuation work as the business grows. Because the same partner leads each service, adding one never means starting again.

Working through figures with a calculator and notebook

Accounting

Timely, accurate financial statements for companies, partnerships, trusts, owner managed businesses, superannuation funds and not for profit organisations.

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Reviewing a client's financial documents with a calculator

Taxation and Compliance

Tax planning built into your business strategy, with the most current developments in tax law applied to your current and future tax position.

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Financial performance charts on a laptop

Business Advisory

Growth strategies, compliance, management and wealth creation for corporate businesses, private clients and owner managed businesses.

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Reviewing a printed financial report

Self Managed Superannuation

Taxation and accounting compliance for your self managed superannuation fund: the annual return, the financial statements and the member statements.

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Who we work with

Corporate businesses, private clients and owner managed businesses.

We specialise in working with corporate enterprises, private clients and owner managed businesses across many industries, along with high net worth individuals, superannuation funds and not for profit organisations.

Also covered

Specialist work that sits alongside the four services

Corporate secretarial

Company statutory obligations kept current as part of your compliance work.

Fringe benefits tax and salary packaging

FBT compliance and salary packaging structured with the tax outcome in view.

Payroll tax and WorkCover

Registration, calculation and lodgement for businesses with a growing team.

Audit and assurance for SMSFs

Audit and assurance services for self managed superannuation funds.

Bookkeeper access

Review of your record preparation and access to one of our many external bookkeepers to keep records accurate.

Seminars and papers

We deliver seminars, talks and discussions and write papers on the most pertinent issues facing the accounting industry.

Services

Questions about working with us

Yes. Income tax return preparation for companies, trusts, partnerships, superannuation funds and individuals is offered on its own. Many clients add accounting or advisory work later.

Our office is in Sydney CBD and our partners often meet business owners at their premises. We work with clients across many industries and locations.

Accounting is the preparation of accurate financial statements and reports. Business advisory is what you do with them: growth strategies, performance management, forecasting, structuring and wealth creation.

Once we have your prior year documents and access to your records we commit to the same time frame as any other assignment: 3 to 8 weeks for a business, 1 to 4 weeks for an individual.

Free, no obligation quote

Not sure which service you need?

Schedule a free, no obligation consultation and a partner will tell you where to start and how long it will take.