Taxation  

Professional Services in all areas of taxation.
Income Tax, Capital Gains Tax, Fringe Benefits Tax, Goods and Services Tax.

We provide a complete range of services in all areas of Taxation.  We pride ourselves on our reputation in providing accurate tax effective advice and planning within the law.

Auditing 

• Statutory Audits
• Special Audit Assignments
• Internal Control Evaluations
• Non-Statutory Audits

Today more and more banks and financiers are requiring Audited Financial Statements for medium sized businesses.  Whether it be a complete statutory audit or certification of Stock and Debtors at year end, we can provide a cost effective service.

Our Current Audits range from smaller company groups through to those with turnovers of close to $100m, including non private companies, clubs and associations.

Financial Management & Consulting

• Corporate Financial Structuring

• Valuation of Businesses
• Corporate and Business Reconstructions
• Feasibility Studies and Assessment of Business Opportunities

Using the latest management tools and tailor made software we can analyse your business results and develop a strategy for the business' future expansion.

This coupled with our years of practical business experience in a wide range of industries and business sizes ensures that the financial plan is practical, achievable and right for your business and philosophy.

Computer Services

Advice on Design and Modification of systems to suit the needs of the enterprise Advise in selection of hardware and software
  
 We have extensive experience in the selection of Hardware, Accounting and Business Software suitable for your business, whether it be a large organisation or a small family concern.

We can provide tuition for MYOB, Quicken, QuickBooks and Accounting Packages.

To seek advice from us before embarking on a new installation or upgrade is a good investment and can save you many thousands of dollars in lost time and other direct costs.

Business Restructuring

Through our association with Vince & Associates, who work from within our office, we can offer advice & services on all aspects of business liquidation, receivership and restructuring.

Retirement Planning, Succession Planning & Superannuation

• Assess Proposals
• Offer Comparisons
• Involve your other legal and professional advisers

We are in a position to assess and advise on how the plan can be tax effective and work with your legal advisers to develop a tax effective succession plan to cover the needs of your family.

Financial Planning & Investment Advice

We are proud of our reputation, and strive to forge long term relationships with our clients, built on trust, accessibility and excellence.  

• Personal Financial Strategies
• Regular Performance Review
• Brokerage & Commission rebatable  

Our service covers all facets of financial and investment planning, they include:

Protection of you assets and wealth accumulation strategies Co-ordination of tax and investments with your personal objectives.

The development of personal financial strategy Insuring that the appropriate legal structures are in place.

Advising on assets selection Establishing your banking and cash flow management systems Reviewing your insurances Establishing an investment register

Regular reviews including:

Reporting on investment performance Reporting on income performance Monitoring your expenditure against budget Hotline support for queries Monitoring economic and market prospects Meeting with you at agreed intervals Monitoring investment opportunities

We charge a fee and rebate brokerage and commission because there is then no potential conflict - we are paid by our clients, not by fund managers or other investment promoters.  In this way our advice is independent and unbiased.