– Statutory Financial Statements
Where required, we provide end of year statutory financial statements for all companies and other entities and can assist you in secretarial matters as ASIC Agent (Australian Securities and Investment Commission) or with minutes and submissions.

– Business Activity Statement
In addition to assisting with registration and set up, we can prepare and lodge Activity Statement on your behalf. You will also benefit from the extended deadline for Registered Tax Agents. GST registration is required when your expected business turnover is great than $75,000.

– Management Accounts
We can provide regular management financial statements to keep your business on track. These can compare against budgets and plans with variances acting as signals on your business health.

– Budgets, Forecasts and Business Plans
We can assist you in your budgeting and forecasting to grow your business and keep it on track. We will assist you in identifying business drivers and then benchmarking your on-going performance. If a business plan is required, we can help you ensure it is comprehensive.

– Buying or selling a business
We can provide business valuations and advice on the important steps in the business acquisition or sale process.

– Share Portfolios
Our firm has a background in investment. As registered tax agents we are the best placed to maintain your capital gains tax records. We use specialised software and market updates. We can combine this with regular portfolio valuations and consolidated reporting across entities.

– Payroll
We can even assist by running your payroll for you.

– Saving you time and money through technology
If you want to implement a new business software, we can help you to set it up by providing on-site support.

– Industries serviced:

• Investment
• Manufacturing
• Professional Practices
• Property & Construction
• Retail/Wholesale Trade
• Technology & Communication
• Tourism and Hospitality
• Transport/Motor Vehicle
• Service Industries