An accountant that is preparing tax returns. Accounting and tax return documents, pages and calculators. An elderly couple planning with their superannuation funds. A business man working on his investment property in Gordon.

New Client Offer

The process of changing your accountant can be both frustrating and daunting. We often ask ourselves are we doing the right thing? Answer.....We make it easier and fast.

We offer a no-obligation initial meeting for new clients at no charge. During this meeting we will discuss:

  • What your needs are. What do you want us to do? Ideally would you please bring in your recent tax documents.
  • Who currently prepares the information & what do they provide? We will review your ongoing concerns and issues. We may suggest a simpler way.
  • Why are you looking for a change? It is common for clients to tell us they just want a second opinion or their accountant has lost touch with their needs.
  • We will either quote a fee or will estimate a range.
  • If you are happy, we can contact your accountant and initiate the change.

We seek to understand what is required first and quote a fee which incorporates all your work.

We manage your ATO affairs professionally and completely.

In the past, we have been particularly capable of lowering fees for our new clients with more complex affairs.

Latest Accounting News

  • ATO increasing data exchange with international regulators

    Data sharing between tax regulators in different countries is rapidly increasing with the ATO turning in around 30,000 US expats to the IRS just last year according to a US tax lawyer.

  • Our 'hardest' SMSF tasks

    What are the hardest aspects of running your self-managed super fund (SMSF)? There are certainly more and more tasks and professional help my be needed to manage them properly.

  • Uber drivers hit for 10% tax

      In a recent decision, the Federal Court has held that the UberX service supplied by Uber’s drivers constitutes the supply of “taxi travel” for the purposes of GST. 

  • Lack of literacy promotes unrealistic goals

    A large proportion of Australians have unrealistic retirement goals.  (NB: There are financial tools on this site that can help as too can a financial planner)

Tax Specialists

We specialize in providing proactive tax planning strategies for our clients. High earning individuals and business clients can benefit by speaking to one of our tax advisors.

Bookkeeping

Good, fundamental book keeping will ensure that your accounts are up to date and give you proper control of your business. With over 85% of business failure attributed to poor financial control, skilled and professional bookkeeping will give you results that speak for themselves.

Superannuation Planning

Taking the time to plan for your future makes good financial sense. Ensure you have the money to live the lifestyle you'd like during your retirement.

Investment Properties

Preparation of negative gearing tax schedules for all investment properties. Including Depreciation Calculations and Special Building Write offs.