What we do

We provide the following services:

to corporate entities, we offer all assistance that an in-house chief financial officer would (including all aspects of strategic management)

provision of advice on how to legitimately minimise federal and state taxes

provision of advice on federal and state tax consequences of completed transactions

assistance in relation to audits conducted by the Australian Taxation Office and state revenue offices

assistance in challenging federal and state tax assessments

assistance in seeking private rulings from the Australian Taxation Office and state revenue offices

provision of advice on proper accounting policies and accounting treatment of transactions

carrying out audits of self-managed superannuation funds

preparation of estate plans (that is, plans to cater for all eventualities, including tax implications on one’s death)

carrying out due-diligence investigations (for example, of a target business proposed for acquisition)

preparation of income tax returns

preparation of business activity statements

preparation of installment activity statements

preparation of FBT returns

preparation of annual GST returns

preparation of payroll tax returns

preparation of land tax returns

preparation of workers’ compensation insurance declarations

preparation of financial statements

valuation of company shares

carrying out routine accounting and administrative procedures for clients, including  the preparation of all information reports they seek

preparation of financial forecasts

assistance in raising loan and equity finance, including the preparation of information necessary in that regard

Our core ideology is:

Our clients are our most important asset. We will always do our utmost to provide them timely care, which is responsible, constructive and respectful. We will never charge them a fee they cannot sustain.

Through our unfailing adherence to these principles, we seek to ensure that all our employees can rightly feel proud of their work.

We always ensure that the fees for services we provide to our clients are fixed at a level they can afford. Accordingly, for each client engagement, we decide on how we should carry out the work required, and on what resources we should commit, sensitive to the circumstances of our client, but without compromising the quality of care our client deserves.
Our clients will always receive much more than routine compliance services. The depth of experience and expertise of our senior employees enable them to provide proactive tax planning advice to our clients, so that our clients can timely benefit from all opportunities for legitimately reducing their tax liabilities. Our senior employees can also help our clients on most strategic financial management issues impacting them.

We will annually provide all our clients at least an hour of our senior employees’ time (even without charge) to offer them advice on strategic issues likely to affect them. We will do so even if our clients seek to pay us for only routine compliance services.