Compliance Reporting

• Financial statement and taxation return for individuals, partnerships, companies, trusts and superannuation funds - June only per annum
• Interim financial statement preparation and Pre June Tax Planning Meeting - Typically March
• Preparation of annual fringe benefits returns
• Annual ASIC maintenance
• Preparation of Workers Compensation renewal applications
• Preparation of Long Service Leave renewal applications.
• Financial statement and taxation returns for superannuation funds
• Outsourcing of Annual Super Fund Audit
• Preparation of Payroll Tax annual paperwork
• Preparation of Annual Land Tax paperwork

Management Reporting

• Quarterly management meetings at your offices
• Annual health check comparing current to prior year results
• Benchmarking against industry averages
• Risk Management Review - including insurance reviews
• Cash flow and budget projections
• Tax Planning Meetings
• Structural Reviews

Services continued...

Working with Clients to Develop the following Area's of their Business

• Product/Positioning - the correct product and position in your target market
• Distribution - the different channels through which your product/service is sold
• Functionality - the right people/systems in your business
• Capability - the necessary skills/infrastructure to do the best job for your customers
• Succession - developing staff and when and how to time your exit from your business

Additional Services

• Telephone queries and emergencies dealt with same day
• IT, MYOB and Quickbooks assistance
• Specific Project analysis
• Business Valuations including Reviews of Business Purchase and Sale Values
• Estate and Succession planning
• Salary packaging
• Business coaching - Outsourced
• Qualified bookkeeping service - Outsourced
• Financial Planning - Outsourced including free review of existing Financial Plans
• Finance Broking including Equipment Finance and Residential and Commercial Property Finance - Outsourced including free review of existing finance arrangements