WEALTH MANAGEMENT & FINANCIAL PLANNING

Establish Companies, SMSF, Partnerships, Trusts & Joint Ventures

Pay As You Go Tax (PAY G)

We will perform a full review of your end of year payroll, ensuring that you uphold all PAYG and superannuation obligations and assist with the preparation of all payment summaries.

GST Matters and Planning

Being able to correctly deal with the GST requirements expected of you, which can create an extensive burden on an individual and a business. There are organisations who are paying too much GST, and even the smallest error can cost you. Our team will help you make these minor improvements that will help make a big difference.

Dealing with the Taxation Office

The middle man for all queries and concerns with the Australian Taxation Office.

Rental Properties

Providing prior and ongoing advice for all your rental property needs, whether over the phone or in person. Ensuring with the means to monitor your rental property.

Preparation & Lodgement of all personal and business income tax returns

We will help you stay up to date with all your tax returns, across all your entities, whether this be individually, for your partnerships, trusts or businesses. We can assist you in all matters from managing your deductions, keeping track of your expenses and ensuring that you are informed about all the relevant changes to the Australian tax law.

Capital Gains Tax

Capital Gains Tax has a sneaky habit of catching people unaware and by this stage it is often too late. Therefore planning before acting or even speaking to our experienced team may make all the difference. We have helped assist many individuals and businesses manage their capital gains tax position and avoid unexpected tax bills.

Taxation Planning & Advice

We will look at your business, the way it operates, the current position of your business and its likely future needs and how to get the most effective tax outcome.

Financial Planning Advice Brisbane / Financial Advice Toowoomba

Objections against tax assessments

If your company is providing benefits to employees, then fringe benefits tax is an area of importance for you. This is an area where our experienced team can make all the difference by assisting you with compliance and regulation, strategic planning and efficiency.

ATO debt negotiation

Paying your debt may not always be possible, but that is okay, we are here to help. Whether you need assistance setting up a payment plans or wish us to contest your late lodgement penalties.

Fringe Benefits Tax Returns, advice and compliance

Tax Compliance and Consulting

Fulfilling your compliance needs is something that you have to do correctly every year. We know where problems can arise and where possible, identify those problem areas for you, and of course help with solutions.

Companies

Operating a company can be a stressful process, thankfully we are here to help. Using our office as the registered office, maintaining the ongoing corporate compliance, and all your general needs.

ASIC Compliance

Our business headquarters can act as a registered office for your business, which will allow us to prepare and lodge all ASIC documentation for your organisation, avoiding breaches and late lodgement penalties.

Business and Instalment Activity Statements

The financial year flies by and this is even more true for your quarterly GST statements. With our team we will take the pressure of you and ensure that your lodgements are up to date and on time, avoiding penalties.

~ Financial Advice

~ Objections against tax assessments

~ Substantiating your return

~ Dispute advice

~ Representing you at an ATO audit or investigation

~ Preparation of financial reports

~ Assisting with taxation audits

~ Land Tax