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WHAT WE DO

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TAX ADVICE

Our expertise in taxation strategies can help you effectively reduce your liability and increase your income.

  • Preparation of your income tax return

  • Preparing activity statements

  • Jobkeeper / Jobseeker Advice

  • GST/FBT obligations

  • Creating tax effective trust structures

  • Managing any ATO audits or disputes.

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STRATEGIC PLANNING

Increase your business efficiency and profitability by maintaining a clear view of the bigger picture.

  • Business structuring

  • Business model review and refresh

  • Budgeting

  • Cash flow management.

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BUSINESS START-UPS

Laying foundations to scale quickly

  • Choosing the most suitable structure

  • Preparing a business plan, cash flow projections, budgets, and forecasts

  • Assessing your finance requirements

  • Guidance with grant / funding applications

  • Setting up your accounting system 

  • Being your outsource CFO

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ESTATE PLANNING

Guidance on developing a comprehensive estate planning strategy with documentation prepared through View Legal lawyers.

  • Tax effective estate planning strategies

  • Protection of assets for the intended beneficiaries

  • Business succession of ownership & business continuity

  • Ascertaining ownership of assets to ensure control is passed to the right people & benefit is passed to your beneficiariesA

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MONEY MANAGEMENT & BUDGETING

Achieve personal financial control through effective money management.

  • Personalised budgeting solutions including recommended banking structures

  • Stop living week to week and be able to pay your bills on time

  • Build the security of an emergency fund

  • Goal setting such as property purchase/renovation, parental leave/return to work, child care/school fees

  • Projections on when you are likely to pay off your home loan (and other debt)

  • Start saving for the future

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WHAT WE DO

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