Self Managed Super Funds

Take control of your retirement with a Self Managed Super Fund. We handle compliance, annual audits, tax returns, and regulatory reporting so you can focus on growing your wealth.

ASIC compliance

Our office can look after all of your corporate compliance matters from the initial company establishment to annual returns.

Business services

Business health checks for clients including a review of financial performance, business strategy, structure, accounting systems and more. Liability limited by a scheme approved under Professional Standards Legislation.

Business structuring & restructuring

We advise you on the most appropriate business structure for tax purposes and asset protection, whether starting out, growing, or restructuring an existing business.

Business Activity Statement preparation

Our team prepares and lodges your Business Activity Statements accurately and on time, ensuring your GST, PAYG, and other obligations are correctly reported to the ATO.

Due diligence

We conduct detailed due diligence on prospective business purchases, assessing true value, identifying risks, and giving you the information you need to invest with confidence.

Preparation of budgets and cash flows

We prepare detailed budgets and cash flow forecasts that help you plan ahead, manage your finances with confidence, and keep your business on track for growth.

Part-time CFO

With our wealth of in-house accounting experience we offer an affordable consulting service to review and analyse your accounts on a regular basis. We add value to your business by setting up proper procedures and process’s and monitor your accounts through rolling monthly forecasts so you can make informed strategic decisions.

Tax return preparation

We prepare business returns only including partnership, company, and trust income tax returns along with Self Managed Super Funds.

Xero Partners

We set up your Xero account, tailor it to your business, and guide you through using it so your bookkeeping runs smoothly from the start.