Our Services

If you’re an employee earning a wage or salary, this service helps you lodge your individual tax return correctly. We make sure all your deductions are claimed and that your return complies with ATO rules.

Running a sole trader business? This service goes beyond the standard return to include your business income and expenses. We help ensure everything is captured properly and you’re not missing out on any tax-saving opportunities.

Whether you lodge monthly or quarterly, we take care of preparing and submitting your BAS to the ATO. This covers your GST, PAYG and any other reporting, helping you stay on top of your obligations.

Owning a rental property? Each one comes with its own set of tax rules. We’ll make sure the income, expenses, and depreciation are handled correctly so you get the right deductions and stay compliant.

For businesses trading through a company or trust, we prepare the full set of financial statements and tax returns required at year-end. This keeps your entity compliant and gives you a clear picture of how your business performed.

If your company or trust only holds passive investments (like shares or property), this service covers the required financial statements and tax return. It’s important to report everything accurately and on time, even for investments.

If you run a business and provide employees (or yourself!) with a benefit beyond their salary, such as a car or payments of private expenses, then you may be providing a Fringe Benefit, which requires a separate tax return.

If you’re a company director, it’s your job to make sure ASIC records stay up to date. We manage this for you, including changes to addresses or directors and keeping your business registered correctly.

Got something outside the standard services? Whether it’s an amended return, complex tax matter, or late lodgements, we can help. Once we understand your situation, we’ll let you know the cost and process.

Tax planning helps you take control of your tax before the end of the financial year. We estimate what your tax bill will look like and suggest strategies to reduce it legally and effectively. This proactive approach means no surprises when it’s time to lodge your return.

Whether you’re just starting out or ready to grow, this half-day planning session helps you clarify your goals and build a realistic roadmap to achieve them. It includes preparation work and ends with a solid business plan that sets the direction for the next stage of your business.

If you’re in the construction industry and need to meet QBCC’s Minimum Financial Requirements, this service is essential. We prepare quarterly reports to help you maintain your licence and avoid penalties. It’s tailored to your structure and level of reporting.

If you’re thinking about starting a business but not sure where to begin, this meeting is your first step. We’ll explain the different business structures (like sole trader, company, or trust), walk you through registrations, and talk about tools like bookkeeping software — so you can move forward with confidence.

Running a new business can feel overwhelming. This 12-week support program includes five check-ins designed to help you get everything set up and running smoothly. We’ll review your Xero file, payroll, GST, cashflow, and help you prepare for your first BAS. It’s a guided setup designed to keep you on track and in control.

Before you dive in, a solid plan helps make sure you’re not just working hard — but working smart. This is a half-day strategy session (plus some homework beforehand) to help you define your business goals, map out your financials, and create an actionable plan that gives your business the best chance of success.

If you’re setting up a business and want the legal protections and flexibility that come with running a company, this service is for you. We’ll discuss your business goals and make sure a company structure suits your plans. It includes registering the company, applying for an ABN and TFN, setting up GST/PAYG if needed, and submitting all required ASIC documents.

This setup is ideal if you’re planning to split income between family members, protect your assets, or invest as a group. We’ll help you decide between a discretionary or unit trust, register a company as trustee, and handle all the related tax registrations. It’s a great option for families, investors, or growing businesses.

Setting up as a sole trader lets you jump straight into running your own business. Being a Sole Trader can be useful in some situations, particularly if you are going to run micro-business or a side-gig. This setup runs you through what being a sole trader entails, as well as getting you an ABN and completing any relevant tax registrations.

Thinking of expanding, buying a business, or launching something new? We’ll help you assess opportunities with a financial lens so you’re not going in blind. Our advice is based on experience, not guesswork, so you can make decisions with clarity and confidence.

Understanding your future cash position helps you make better business decisions. We’ll help you build a forecast that maps out your expected income and expenses, so you know when things might get tight and can plan ahead with confidence.

Not sure about your tax residency, or how a big financial event will affect your tax position? We can provide clear, specific guidance on complex matters like residency, capital gains, or trust distributions, all explained in plain language.