Tax and Business Services

TAX PLANNING

With more than 25 years of experience, I have a deep understanding of Australian tax legislation.

I stay current with changes to Australian taxation laws, to give you up-to-date and professional advice about minimising your tax.

I offer solutions for individuals, investors and businesses, including:

salary packaging
work-related deductions
negative gearing
superannuation
inventory management
capital purchases.

Find out more in my article, Minimise Your Tax!

Business Services

I can help with business strategy and planning in a number of ways including:

Cashflow
Profitability
Planning & Succession

Fixed Fee Packages available.

Make an Appointment

ACCOUNTING PACKAGES

I offer three Accounting Packages to help make business operations and tax planning/preparation easier. Have peace of mind that your accounting is covered with a monthly package that suits your needs and budget.

All packages include our ad hoc emails and phone calls, newsletter, Australian Tax Office liaison and software support as well as annual financial statements and income tax return preparation.

The packages :

Compliance Package

Ideal for sole traders, micro and small businesses who want to make sure they meet their basic obligations. This package gives you the confidence of knowing you can contact your accountant during the year.

from $220/month

Annual Financial Statements
Income Tax Return
Newsletter
Software Support

Growth Package

Ideal for start-ups and new businesses who want to concentrate on business growth and need the information to make good business decisions. Includes review of data entry, BAS reporting and lodgement, plus quarterly management reporting and business reviews.

from $330/month

Review of Data Entry
BAS Preparation & Lodgement
Quarterly Management – Reports and Business Review
Annual Financial Statements
Income Tax Return
Newsletter
Software Support

Business Accelerator

Perfect for businesses wanting the right information to grow their business profitability and sustainability. Includes review of data entry, BAS reporting and lodgement, and monthly management reporting and business reviews.

from $440/month

Ad Hoc Email & Phone Calls
Review of Data Entry
BAS Preparation & Lodgement
Monthly Management – Reports and Business Review
Annual Financial Statements
Income Tax Return
Newsletter
ATO Liaison
Software Support

Annual Cashflow Reporting

I can prepare a detailed report about your annual cashflow. This will help to ensure that your business is running at peak efficiency. It will highlight areas where you could save money, plus ways to help your business to remain stable through the normal ups and downs of operation.

Cashflow Report – from $550

Strategic business planning

Meet with me for an hour to discuss your situation and make a personalised plan for your business goals. We can discuss topics such as managing your Income and expenditure, optimising cashflow, growth planning, business scaling, accounting software, succession or whatever else is on your mind about business.

One-hour business consultation: $300.

Adhoc Advice

$200 per hour

Self-managed superannuation funds

I can help you to make good decisions about managing your own super. Visit my SMSF Advice and SMSF Audit pages for more information.

Don’t see what you’re looking for? Contact me to discuss a solution that’s tailored to your needs.

Package prices do not include software subscriptions, bookkeeping and payroll. Contact me to get a quote for these services.