Services
Everything from a simple return to your whole back office
One practice for your personal return, your business and your super — prepared by registered tax agents in Yarramundi and lodged electronically with the ATO. Every engagement starts with a fixed fee agreed up front, so you always know where you stand.
Individual Tax Returns
Whether you have a simple salary return, investments, rental income, crypto — or run your own ABN as a sole trader — we prepare and lodge your return electronically with the ATO and make sure no legitimate deduction is left on the table. As registered tax agents, our clients also benefit from extended lodgement deadlines — often until 15 May the following year.
What's included
- Salary & wage returns, including multiple employers
- Investment income — dividends, interest, managed funds
- Capital gains tax on shares, property and crypto
- Rental property schedules and negative gearing
- Work-related and working-from-home deductions
- Sole trader and ABN income schedules
- Prior-year and overdue returns brought up to date
Company, Trust & Partnership Tax
We prepare financial statements and income tax returns for companies, discretionary and unit trusts, and partnerships. We keep you compliant with the ATO and ASIC while actively looking for opportunities — small business concessions, Division 7A management and trust distribution planning.
What's included
- Company, trust & partnership tax returns
- Annual financial statements
- Small business CGT and tax concessions
- Division 7A loan compliance
- Trust distribution resolutions
- Franking accounts and dividend statements
BAS, GST & Payroll
Late or incorrect activity statements are one of the fastest ways to attract ATO penalties. We prepare and lodge your monthly or quarterly BAS, manage GST, PAYG withholding and superannuation, and keep your payroll compliant with Single Touch Payroll (STP) reporting.
What's included
- Monthly & quarterly BAS preparation and lodgement
- GST reviews and audits of coding
- PAYG withholding and instalments
- Single Touch Payroll (STP) setup and reporting
- Superannuation guarantee compliance
- Taxable payments annual reports (TPAR)
Bookkeeping & Cloud Accounting
Good decisions need good numbers. Our bookkeeping team keeps your accounts reconciled, your payroll running and your reports meaningful — on Xero, MYOB or QuickBooks. We can take over the whole function or simply tidy things up each quarter before BAS time.
What's included
- Bank feeds, coding and reconciliations
- Accounts payable & receivable
- Payroll processing and STP
- Xero / MYOB / QuickBooks setup, migration & training
- Monthly management reports
- Rescue jobs — untangling messy or overdue books
SMSF Administration
A self-managed super fund gives you control, but it comes with strict compliance obligations. We prepare your fund's financial statements and annual return, coordinate the independent audit with an ASIC-registered SMSF auditor, and keep trustees on the right side of the rules.
What's included
- SMSF financial statements & annual returns
- Independent audit coordination
- Member statements and contribution tracking
- Pension establishment and minimum drawdowns
- Trustee compliance support
- Wind-ups and rollovers
Tax Planning & Advisory
The biggest tax savings happen before 30 June, not after. We run structured tax-planning reviews for business owners and investors each autumn: projecting your position, timing income and deductions, and making sure structures, super and distributions are working as hard as they can.
What's included
- Pre-30 June tax planning reviews
- Income and deduction timing strategies
- Superannuation contribution planning
- Capital gains tax planning for asset sales
- Remuneration planning for business owners
- ATO private ruling applications
Business Setup & Structuring
The structure you choose on day one affects your tax, asset protection and exit options for years. We advise on the right vehicle for your situation, then handle the whole setup: company incorporation, trust deeds, ABN, TFN, GST and PAYG registrations, and accounting software so you're ready to trade.
What's included
- Structure advice — sole trader, company, trust, partnership
- Company incorporation & trust establishment
- ABN, TFN, GST & PAYG registrations
- Business name registration
- Accounting software setup
- Restructures as your business grows
Not sure which service you need?
Tell us your situation and we will point you in the right direction — no obligation.