Income and capital gains tax (CGT)
- Income versus capital distinctions
- Effective tax structures
- CGT discounting and rollovers
- CGT Small business concessions
- Advisory on using trusts and companies
- Tax consolidation
- Division 7A Loans
- Employee remuneration and packaging
- Due diligence
Goods and Services Tax
- Registration requirements
- Type of supply
- GST Margin scheme
Out team to ensures you compliance obligations are met on time and with accuracy. This allows the business owner the time they need to concentrate on what they do best – run their business. If you are committed to achieving the best commercial outcome for your business, you need to have the correct information to make decisions. We work with clients across a broad range of industries and have demonstrated experience across all sectors.
We can assist you with:
- Preparation of Financial Reports for reporting and non-reporting entities
- Preparation of Management Reporting for finance purposes
- Benchmarking of your business
- Ratio Analysis
Easy Bookkeeping Solutions:
Let us know what your requirements are and we can recommend an easy solution for record keeping and financial reporting.
Some of our Audit and Assurance Services Include:
- Trust Account Auditing
- External Examinations for the Law Society of NSW
- Financial Statement Auditing
Self-Managed Superannuation Funds
One of our associates provides a comprehensive self-managed super fund accounting and administration service. We take care of the SMSF setup if you’re looking to establish a self-managed super fund. If you have an existing SMSF we can assist you to transfer your self-managed super fund to our service.
We provide a comprehensive administration service including preparation of financial statements, tax returns, member contribution statements and the annual audit.
Insurance & Financial Planning
We are an authorised representative (AFS Rep 001243294) of Risk Insurance Consultants Pty Ltd (AFSL 439239). The company is an independently owned, specialised financial services organisation; they are not owned by any product or service provider, they therefore manage their business to benefit our clients providing appropriate advice to enhance their financial security.
This firm has no interests in, and are under no obligation to promote any particular investment products or the services of any institution or product provider. They have established relationships with many leading financial institutions enabling them to offer a myriad of solutions to meet clients’ objectives.
They specialise in Risk insurance, life, trauma, TPD and income protection so clients are able the get the right premiums on their insurances.
Risk Insurance Consultants Pty Ltd has been specialising in this area since 1972. The group is a family run business with Alan and his son Steven.
Their staff has extensive industry experience averaging over 20 years in the Financial Services industry; this experience coupled with relevant tertiary qualifications ensures both comprehensive and quality strategic solutions.