Accounting and Tax

Individual, business (partnerships, companies, trusts), private investment vehicles and super fund taxation and accounting. These are the basic services a traditional compliance-based accounting firm offers.

Individual tax

My job is to make sure you get the best possible tax result, claim all deductions and offsets you are entitled to claim, and to help you understand your substantiation obligations. It’s also part of my job to suggest ways you can save tax in the future. If you have a rental property, or managed investments or shares, I can help you correctly account for any income and expenses, as well as capital gains tax on sale.

Business accounting and taxation

Whether you are a sole trader, a partnership, a company or a trust, I can put your affairs in order quickly and correctly. Let’s face it, you need it done, but you don’t want to have to pay the earth to get it done, and I understand that. I also look critically at your business structure so you are set up correctly to take advantage of both income tax laws and capital gains tax, when you eventually sell your business.

Private investment vehicles

If you have a private investment vehicle set up for the future benefit of children or grandchildren, I can help you manage the compliance and ensure you get the best advice from a panel of trusted financial advisors.

Self-managed superannuation

I have a specialisation in self-managed super, and am qualified to prepare or audit your self-managed fund. I use the best available technology to ensure you have access to your fund’s information in real time. I can talk you through the pros and cons of self-managed super from a tax point of view, and I work closely with a panel of trusted financial advisors to help you decide if self-managed super is for you.

We have a range of pricing and plans to suit your needs.