Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Accounting & Tax
So much more than crunching the numbers.
We offer a full range of accounting services for individuals and businesses.
Welcome number cruncher
Our Accounting & Tax service covers a full range of accounting work for individuals and businesses. Our accountants sit alongside our financial planners on the same client cases, so the tax view and the wealth view stay coordinated.
With offices across New South Wales, Victoria and Queensland, our clients range from individuals managing personal tax through to family businesses and SMSF trustees with more complex structures.
Areas of our expertise include
•Interim Accounts
•Yearly Accounts
•Income Tax
•Self-Managed Superannuation Funds
•Business Activity Statements (BAS)
•Instalment Activity Statements (IAS)
•Rental Properties
•Goods and Services Tax (GST)
•Fringe Benefits Tax (FBT)
•Capital Gains Tax (CGT)
•Payroll Tax
•Land Tax
•Managing any ATO audits, disputes, or payments
•Workers Compensation declarations and audits
•Specialist Tax Consulting
•Xero and MYOB business implementation
•Calculation of payroll requirements