Services

What we do for our clients.

Full-service chartered accounting, taxation, audit and advisory — delivered by senior people who know your file. Engage us for a single piece of work or as your long-term advisor.

01 — Accounting

Business Accounting & Compliance

End-to-end accounting and compliance work for companies, trusts, partnerships, sole traders and not-for-profits. We look after the numbers so you can focus on running the business.

  • Annual financial statements and special purpose reports
  • BAS, IAS, payroll tax and workers' compensation lodgements
  • Monthly or quarterly management reporting and KPI dashboards
  • Bookkeeping, payroll and accounts payable support
  • Entity setup, restructuring and ongoing ASIC compliance
02 — Tax

Taxation

Tax planning and compliance across the full range of Australian taxes — designed to keep you compliant, minimise surprises and identify legitimate planning opportunities.

  • Income tax returns for companies, trusts, partnerships, SMSFs and individuals
  • GST, FBT, payroll tax, land tax and stamp duty advice
  • Capital gains tax planning, including small business CGT concessions
  • Division 7A loans, trust distributions and family group strategies
  • ATO reviews, audits, objections and private rulings
03 — Audit

Audit & Assurance

Independent, externally-reviewed audit and assurance engagements performed by registered auditors in accordance with the Australian Auditing Standards.

  • Statutory audits of companies under the Corporations Act
  • Audits of registered clubs of NSW and other not-for-profit entities
  • Self-managed superannuation fund (SMSF) audits
  • Special purpose, grant acquittal and trust account audits
  • Agreed-upon procedures and other assurance engagements
04 — Advisory

Business Advisory

Practical strategic and financial advice for owner-managed businesses — from start-up planning through growth, transition and exit.

  • Budgeting, cash-flow forecasting and scenario modelling
  • Profit improvement, pricing and cost reviews
  • Business structure and asset protection planning
  • Succession, exit and shareholder transition planning
  • Board, owner and family business advisory support
05 — Financing

Financing & Valuation

Helping clients raise the right capital and understand what their business is worth — with independent analysis trusted by lenders, partners and the courts.

  • Funding strategy, lender liaison and debt restructuring
  • Information memoranda and forecast preparation for lenders
  • Independent business and share valuations
  • Acquisition, sale and shareholder transaction support
  • Financial due diligence for buyers and vendors
06 — SMSF

Self-Managed Superannuation Funds

Comprehensive SMSF administration, compliance and audit. We help trustees stay compliant while making the most of the flexibility self-managed super offers.

  • SMSF establishment, deeds and trustee setup
  • Annual financial statements, member reports and tax returns
  • Contributions, pension and TBAR reporting
  • Investment strategy and compliance reviews
  • Independent SMSF audits
07 — Systems

Cloud Accounting (Xero & MYOB)

Modern accounting systems give you real-time numbers and free up your team. We are experienced with both Xero and MYOB, and can help you choose, set up and run the right platform.

  • Software selection and setup, including chart of accounts design
  • Data conversion and migration from legacy systems
  • Bank feeds, payroll, inventory and add-on app integration
  • Staff and owner training, written workflows and review
  • Ongoing remote support and quarterly health checks
08 — Property

Property Investor Services

Our Rental Service Plan keeps your investment properties tax effective and compliant — handling the essentials so you can focus on the portfolio.

  • Annual rental schedules and depreciation review
  • Negative gearing and PAYG withholding variations
  • Capital gains and main residence advice on disposal
  • Land tax and structuring for multi-property portfolios
  • SMSF property investment guidance, where appropriate
09 — Personal

Personal Tax & Wealth

Discreet, considered tax and accounting work for individuals, professionals and family groups — including expats and high-net-worth clients.

  • Individual income tax returns and tax planning
  • Salary packaging, share schemes and ESOP advice
  • Investment income, trust distributions and CGT
  • Expat, foreign income and residency matters
  • Estate, succession and family group tax coordination

Not sure which service you need?

Tell us about your situation and we'll point you to the right specialist on our team — or let you know if we're not the best fit.

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