• Services

Accounting & Bookkeeping

We can relieve you and your staff of an enormous burden by taking care of all your bookkeeping and accounting needs, including the preparation of your annual accounts and periodic management accounts for tax, business appraisal and planning purposes.

Taxation

We provide a complete service of help and advice in all of the following areas:

  • Preparation of Individual, Company, Partnership, Trust & Superannuation Tax Returns
  • Preparation of activity statements and advice on payment of tax
  • GST obligations, including registration
  • Advice on and implementation of tax effective trust structures for asset protection and tax minimisation
  • Management of any ATO Audits or disputes
  • Family Tax Benefits
Property

We have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.

The services we offer our clients include:

  • Advice on the purchasing of a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised
Superannuation*

We can handle a diverse range of enquiries ranging from tax planning for superannuation funds to consulting on the issues to be considered when establishing a complying superannuation fund.

Superannution law is a delicate area and personalised planning is required for each individual. We are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

Services we offer include:

  • Establishment of Self Managed Superannuation Funds
  • Completion of Information for the Insurance and Superannuation Commissions
  • Superannuation Audits
  • Advice concerning Compliance Matters
  • Advice concerning Taxation Benefits
  • Investment advice*

* Financial services are provided by Tristen Hargreaves - Authorised Representative of The Salisbury Group Pty Ltd

Business Advisory Services

We are aware that things change quickly in the business world, and the need to speak to expert advisers at a moments notice is imperative. We are available to you when you need us most, and we concentrate on providing objective, targeted advice on all matters including taxation, accounting, cashflow and budgeting, business planning, business valuations.

Corporate Secretarial

We provide a complete range of corporate secretarial and support services for all types of organisations, large and small.

Company legislation requires businesses to perform many administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you are complying with the Corporations Law.

We are able to relieve this burden for you. Our services include:

  • General advice on company law
  • Company formations
  • Filing of annual returns on your behalf
  • Preparation of all documentation related to minutes and resolutions
  • Maintenance of statutory books
  • Assistance in changes of directors, shareholders, addresses, and office details
  • Share transfers
  • Registered Office Facility
Business start-up

Let us help you turn your business idea into a reality. If you have a good idea for a new business venture but don't have expertise in the legal or financial aspects of creating a new business, we can help you:

  • Decide on the most suitable structure for your business - sole trader, partnership, or limited company
  • Prepare a business plan, cashflow projections, budgets, and trading forecasts
  • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
  • Register for an Australian Business Number with the ATO
  • Complete registration procedures with Australian Securities and Investments Commission
  • Deal with company secretarial issues
  • Set up a recording system for your internal use and for complying with statutory requirements
Financial Planning*

Whether your aim is to save for a home deposit, invest in property or the sharemarket, fund a comfortable retirement, or simply reduce your mortgage, we can help you create, manage and protect your wealth throughout every stage of your life.

We offer a complete financial advisory service for those who seek quality, individually tailored advice and service from experienced professionals.

Superannuation is a major life investment for most people, yet many of us have not taken the time to review our own superannuation policies and ensure they meet our needs. With the introduction of Choice of Superannuation Fund Legislation, it is the perfect time for everyone to have a look at their current superannuation.

We are also able to offer our clients insurance for all their needs, including:

  • Term Life Insurance
  • Total & Permanent Disablement (TPD) Insurance
  • Trauma Insurance
  • Income Protection insurance

* Financial services are provided by Tristen Hargreaves - Authorised Representative of The Salisbury Group Pty Ltd

Home Loans

We can provide access to home and investment property loans through a host of different lenders, including the major banks. We will compare rates and products to ensure you find the most suitable loan.

 

 

 

 
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