We help entrepreneurs, business owners and families make smarter financial decisions through practical accounting, tax and business advisory services. From improving cash flow and profitability to planning for tax and long-term financial goals, our advice is designed around your circumstances.
Established 1996 · Professional Advice · Client-Focused Service
Running a business requires more than keeping the accounts up to date. We work with entrepreneurs and business owners to understand their financial position, identify opportunities and develop practical strategies that support stronger performance and long-term goals.
We will help you to formulate detailed personal plans to achieve financial independence before you retire by working out how much income you will need and how much is required to generate that income. We will help you to get the maximum benefit out of your superannuation and also formulate a properly balanced investment portfolio
Whether you are in retail, manufacturing or a professional; you need results. We will review you business structure (e.g. company, trust, partnership) to ensure that it meets your current needs We offer reliable and timely business consulting services through experienced professionals. Plus we’ll give you a plan to increase your profits and have better cash flow.
We will review your protection and estate planning to ensure your business plans compliment your estate plan. We will formulate a plan so that you have sufficient funds available to meet all financial commitments so that the business would be able to continue in the event of death, disablement or retirement of any key people. Steps will be formulated to make sure your family assets are protected from creditors in the event of an unexpected severe business downturn.
We can provide you with accurate, practical and business specific advice that is up-to-date with the latest taxation rulings. Bringing the best consulting services to you: We are committed to leading you to securing the best possible results.
We can help with regular monthly cash flow projections, annual regular cash flow budgets and analysis . We can quantify exactly how tax can impact on your profitability and cash flow.
We will help you to manage and minimise the risks associated with your business and personal life. We will help you to ensure proper protection plans are in place to help you go through any unforeseen difficult situations. We can help you formulate succession planning strategies that add greater value to you and your associates.
We can help you to put a pricing system in place with cost effective inventory control procedures. We will show you the quoting methods that comply with statutory requirements and offer maximum legal protection. We can show you some seriously successful business development tools to help grow your enterprise.
We can help you effectively manage your tax reporting responsibilities by evaluating and monitoring your business information systems. We can also help with tax structuring, salary packaging and management programs for greater productivity. We will help you to minimise the effect of capital gains tax on your business and personal estate.
Accurate compliance provides the foundation for good financial management. We provide ongoing accounting and taxation services to help clients meet their reporting obligations and maintain clear, reliable financial information.
Preparation and lodgement of Business Activity Statements and GST-related reporting based on the information provided.
Preparation of financial statements including profit and loss, balance sheet and supporting financial information.
Preparation and lodgement of annual income tax returns for individuals and relevant business entities.
Assistance with Fringe Benefits Tax returns and applicable Single Touch Payroll reporting requirements.
Preparation of SMSF accounts and annual returns, with audit requirements managed in accordance with the applicable regulatory framework.
Professional tax services provided in accordance with applicable taxation laws and professional obligations.
Eligible taxpayers may have access to statutory safe harbour protections in certain circumstances, subject to meeting the relevant requirements.
Client information is handled with appropriate confidentiality and professional care.
Talk to our team about your tax, business or wealth goals.
Financial and business strategists for higher-income families, based in Werribee VIC since 1996.