We do your books and lodge your BAS and tax returns for your business, wealth or SMSF. Making sure you get back what is yours.
We set up your accounts and bank feeds and help you to avoid any tax issues, be it a Div 7A headache or a trust distribution that must not go wrong.
You can call, write or email us whenever you have a question. We are here for you.
Why a flat monthly fee?
When you have a question or problem, we want you to email, text or call us. We don’t want you to worry about how much this will cost you.
Which software?
We use Class Super for your SMSF. And Xero or Quickbooks for your business or wealth.
What does it cost?
Our flat monthly fees are based on three assumptions. 1) Your accounts receive a bank feed. 2) You don’t pay with cheques or cash for business expenses. 3) You don’t mix private and business in one bank account.
Business
Having your books in order, your BAS lodged on time and your tax position optimised gives you the head space you need to thrive. So this is what we aim for.
Wealth
Wealth requires a holistic approach from family trusts over SMSFs to estate planning. So we work with lawyers and financial advisers to keep you on track.
SMSF
Having your own super fund is easy when you are properly set up and have the right back-up to guide you around the rules and regulations. So this is what we do. We want your SMSF to work for you.
We look after the tax and accounting of your business, wealth and SMSF. We are Chartered Accountants, Chartered Tax Advisers and Registered Tax Agents.
