• Taxation planning for high net worth individuals and families
  • Analysis and advice on tax-effective structures.
  • International structuring and tax strategies including advice in conducting business in other jurisdictions
  • Remuneration planning
  • ATO administration and compliance
  • Preparation of income tax returns for all entities
  • Preparation of Business Activity Statements (BAS) and Instalment Activity Statements (IAS)
  • Tax audit defence strategies
  • Tax advice including income tax, GST, capital gains tax and employment taxes
  • GST compliance and reporting


  • Facilitating the process to set up a new fund
  • Processing transactions through the fund’s bank account/s
  • Preparation of annual financial statements 
  • Preparation of annual member statements and trust minutes
  • Preparation and lodgement of the income tax and regulatory return
  • Liaising with the auditor to arrange the audit of the annual financial statements
  • Preparation and lodgement of Business Activity Statements or Instalment Activity Statements as required
  • Arranging for pension payments to be made on a regular basis
  • Facilitating the process of winding up an existing fund
  • Assisting clients to develop and implement pre and post retirement planning strategies within their SMSF


  • Maintenance of accounting records including general ledger, debtors, creditors and payroll records
  • Recording of transactions, account reconciliations and timely reports, including BASs
  • Maintenance of fixed asset registers and depreciation calculations
  • Maintenance of client investment portfolios for Capital Gains Tax requirements
  • Assistance, problem-solving, training and guidance in accounting/bookkeeping packages including MYOB, Quickbooks, Xero and Cashflow Manager. 


  • Statutory audits for companies and non-profit organisations
  • Superannuation fund audits (SMSFs)
  • Trust account audits
  • Special purpose and assurance engagements
  • Fraud prevention strategies and recommendations
  • Internal Control System reviews and recommendations
  • Due diligence and business acquisitions
  • Capital fundraising and investigative accountant’s reports

Business Advisory

  • Business start-up and development appraisal
  • Establishment of business entities and group structures
  • Business plans, cashflow forecasts and budgets
  • Business growth solutions and profit strategies
  • Debt management and bank appraisal submissions
  • Capital fundraising
  • Management consulting
  • Statutory and management financial reports
  • Recruitment and training of finance and accounting personnel
  • Evaluation of lease, hire-purchase and other finance options
  • Business restructuring and asset protection
  • Evaluation and implementation of IT systems and control procedures
  • Business valuations and investigations prior to purchase, sale or merger
  • Preparation of business Information Memorandums and assistance in negotiations for the acquisitions or sale of businesses
  • Succession Planning
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