Business Tax & Reporting
Your business carries obligations all year, not just at 30 June. We prepare the financial statements, lodge the business and activity statements, keep payroll and super obligations in order — and sit down with you before year-end to plan tax, distributions and cash flow while the numbers can still be changed.
Set up once
Your accounting file, bank feeds and entity details connected, so we are working from the same numbers as you.
Quarterly BAS
GST, PAYG withholding and instalments reconciled and lodged each quarter, with a note on anything unusual.
Year-end planning
Before 30 June we review profit, distributions, asset purchases and super, and agree what to do.
Accounts & lodgement
Financial statements and the tax return prepared, reviewed with you, and lodged on time.
What the engagement covers
- Financial statements
- Profit and loss, balance sheet and notes for companies, trusts and partnerships
- Tax returns
- Company, trust and partnership returns, with distribution resolutions for trusts
- BAS & IAS
- GST, PAYG withholding and PAYG instalments, reconciled and lodged
- Payroll obligations
- Single Touch Payroll, super guarantee, payroll tax and FBT where relevant
- Division 7A & loans
- Shareholder loans reviewed, minimum repayments and loan agreements in place
- Year-end planning
- Profit, timing, distributions and cash flow reviewed before 30 June
SMSF Annual Reporting
Financial statements, member reporting and the annual return for your self-managed fund, on a schedule you can see.
Read more →Individual Tax Returns
Directors, partners and beneficiaries: your personal return prepared alongside the business, so the two line up.
Read more →Tax-Effective Planning
Structure, timing and contributions reviewed once a year, in writing, so decisions are made with the numbers in front of you.
Read more →Plan the year before it ends.
A first conversation is complimentary and takes about twenty minutes. You will leave it knowing the scope and the next step.