Certified Practising Accountant CPA and Registered Tax Agent specialising in Accounting, Business Advice, Business Structures, Investments, Superannuation, Taxation located in Maroochydore on the Sunshine Coast.
Our business, through innovative and forward thinking processes saves our clients time, money and stress. We do this by providing the most accurate, reliable and timely information through a variety of products and services ensuring that the client gets what they want, when they want and how they want it.
We provide business accounting and management reporting service to clients. We prepare a full range of reports including financial statements, cash flows and budgets. We can prepare financial reports on a monthly, bi-monthly, quarterly, bi-annual or annual basis as required.
We provide a full range of reports, management tools and compliance requirements (i.e. Capital Gains Tax) for investors. These include investors in residential rental properties, commercial rental properties, shares and units in managed funds.
We help small to medium business owners achieve their short-term and long-term goals, whether hands-on help to meet an immediate need or strategic advice for improving your business performance and realising wealth in the future.
We provide compliance support to Trustees SMSFs, including the preparation of financial statements, tax returns and audit. We also assist with the ongoing planning and managing of your SMSF to maximise wealth from your investments so they can provide for your future.
We will work with you to develop a structure that will best suit your business or investments now and in the future. We can establish a business structure for your new business or investments whether it’s a partnership, trust, company or self managed superannuation fund. We can also review your current business structure and explain what options are available. Your business structure should safeguard your business and personal assets and maximise your growth potential.
We provide a full range of taxation and GST compliance for business and personal tax clients. We prepare and lodge Income Tax Returns, Business Activity Statements & PAYG Summaries for Individuals, Companies, Partnerships, Trusts & Self Managed Superannuation funds.