Proactive tax efficiency and asset protection advice for successful business owners. 


Protect your personal assets from professional and business risk and ensure your tax structuring reduces your annual tax liabilities as much as possible.

OUR SERVICES

ASSET PROTECTION ADVICE

Our approach to asset ownership structuring is asset protection first and then tax efficiency.  Tax efficiency on its own can have all its advantages undone due to risk from various external factors.

We also consider control of your assets and estate planning as part of the advisory process.


TAX STRUCTURING ADVICE

Getting your tax structures such as private companies, discretionary trusts and related options setup correctly, so that profits can transfer smoothly from a business structure to a protected investment structure, is paramount to accumulating assets and investments in a tax efficient manner.

BAS & TAX COMPLIANCE 

As part of an annual package we can offer both Business Activity Statement and Tax Return preparation and lodgement solutions.

These can be for Companies, Trusts, Partnerships and Individuals.

We can also arrange tax withholding variations so that you don't have to wait for the end of the financial year to get your tax refund.

ACCOUNTING SOLUTIONS

If you wish to manage a business well and/or accumulate investments being able to make informed and timely decisions, or seek capital injections from others whether it be via equity or debt solutions, having timely and well structured financial reports is imperative.  We utilise easy to access cloud based systems that enable ongoing advice and discussions with our clients. This software links to your entities bank account so that bank transactions in the accounting software are always up to date within 24 hours.

ASIC REGISTERED AGENT

To ensure annual compliance requirements are taken care off we provide our clients with a corporate secretarial type solution. We can also be the ASIC Registered Address for your company.

SMSF ACCOUNTING & TAX

We can prepare the annual compliance documents required for your Self Managed Superannuation Fund (SMSF). We can arrange the Audit to be completed by a suitably registered SMSF Auditor.  Our software is cloud based and can have bank transactions automatically linked minimising the hassles at the end of the financial year.

CONSULTATIONS ARE AVAILABLE EITHER AT OUR OFFICE AT GRACEVILLE OR BY MUTUAL AGREEMENT ELSEWHERE.

WE ALSO UTILISE MEETING FACILITIES AT THE TATTERSALLS CLUB IN BRISBANE CITY.

ANOTHER OPTION IS AN ONLINE ZOOM MEETING.


CALL US TODAY FOR CONSULTATION

THE INITIAL 1 HOUR CONSULTATION IS AT NO COST TO YOU

(NO ADVICE IS PROVIDED DURING THIS INITIAL CONSULTATION)



07 3379 8880

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