Consulting Services

Business Consulting Incorporating company and trust structures, where necessary, to arrive at the best business result to ensure the best outcome

Income Tax Returns We complete and lodge the full range of all income tax returns both for individuals, partnerships, trusts and companies

Tax Minimisation  We, as accountants feel that our main service is to reduce tax debt legitimately, utilising, were necessary structures such as trusts and companies all of which we can help your business set up in the correct way

Self Managed Superannuation Funds We provide accounting services for self managed superannuation funds and complete and lodge the necessary tax returns.  We also act as auditors for self managed superannuation funds where the accounting is undertaken by another accountant. Our audits are comprehensive and incorporate documentation and procedures recommended by the leading SMSF auditors in Melbourne and we are constantly updating regarding all ATO and government requirements and legislation.  Our method of updating incorporates regular attendance at seminars/webinars.

Estate Planning We work in close association with a company that has expertise in this area.  We help them to accumulate the necessary information from our client. The company then makes recommendation for our client keeping costs to a minimum based on information that we have assisted in collating.  The company with the expertise then makes recommendations on the necessary structures and documentation involved to arrive at a satisfactory outcome for clients.

Aged Care Facilities We also work in close association with a company that has expertise in assisting the relocation of elderly loved ones into aged care facilities; we can give advise on the costs involved and how these can be minimised where possible.   Although we have some knowledge on this subject we work in association with the company that has a lot of expertise in this growth area. They advise and assist in placing loved ones into aged care facilities. Their expertise is in advising in the most efficient way to transfer loved ones into the facilities available and also the most cost effective way.  This is because there are areas of assistance and methods of cost reduction that can be obtained.