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some of our services:

accounting

  • Financial Statement preparation for:
    • Sole Traders
    • Partnerships
    • Trusts
    • Companies
    • Superannuation Funds
  • Statutory Accounts preparation for:
    • Large Proprietary Companies
    • Public Companies
  • Bookkeeping services

tax planning & preparation

  • Income tax returns and advice:
    • Personal
    • Partnerships
    • Trusts
    • Companies
    • Superannuation Funds
  • Goods and Services Tax
  • Sale , purchase or exchange of real property
  • Corporate tax
  • Taxation planning
  • Fringe benefits tax
  • Capital Gains tax
  • Family trust advice
  • Business and corporate advice
  • Tax effective financing
  • Employment taxes
  • Prudential reviews
  • Tax effective business structures
  • Negative gearing through property and shares
  • Small business concessions
  • Superannuation guarantee
  • Payroll Tax
  • Workcover

business advisory services

  • Preparation of statutory and management financial accounts
  • Cashflow forecast preparation for management and for bank submissions/finance applications
  • Conducting business valuations
  • Preparation of statutory documents required by the Australian Securities and Investments Commission
  • General tax planning advice
  • Asset protection and wealth maximisation advice
  • Business succession, will and estate planning
  • Performance measurement
  • Quality assessment and improvement
  • Business Health assessments
  • Productivity and efficiency analysis, targeting and monitoring
  • Business planning - providing processes for our clients to develop short and long term directions and strategies.
  • Assisting with business evaluation - buying and selling
  • Business start-up procedures (feasibility studies and business planning)
  • Negotiating franchising arrangements - buying, selling, start-up
  • Identifying appropriate government assistance and funding programs and providing assistance to prepare applications for programs and grants
  • Salary Packaging
  • Employee share acquisition schemes
  • Monitoring and managing your business

family business

  • Succession planning
  • Help in identifying family and business objectives
  • Estate planning
  • Organization and management structure review
  • Establishment of performance criteria and performance based pay for family members (and others)
  • Guidelines for the use of non-family directors and management
  • Advice regarding avoiding or resolving conflicting family interests

superannuation

  • Superannuation services to self employed persons and employees
  • Set-up of Do-it-yourself (DIY) Funds
  • Services to corporate and public superannuation and pension funds
  • Tax effective retirement strategies
  • Monitoring of legislative changes
  • Audit of superannuation funds

audit and assurance

  • Financial statement audit
  • Accounting system and control reviews
  • Due Diligences
  • Management reports
  • Corporate Advisory
  • Qualified to audit Listed Companies
  • Privately owned corporations and subsidiaries of foreign corporations
  • Co-operatives
  • Public charities and benevolent institutions
  • Associations and industry bodies
  • Partnerships, trust and other organisations with special audit requirements
  • Superannuation funds
  • Acquittal of government grants
  • Debtor and inventory reviews
  • Forensic accounting services

financial planning

  • Please call our office for further information on (03) 9579 3377.

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CP Australia The Institute of Chartered Accountants (ICAA)