BT Corporate Advisory Pty Ltd

BT CORPORATE ADVISORY

SPECIALISED ACCOUNTING SERVICES

A great coach can spell success! We utilise our internal and external network of outstanding professionals who can guide and mentor you in your business success. We specialises in accounting, tax and planning solutions for clients from various industries. Come on over to our Malvern office and enjoy a fresh cup of quality coffee as we discuss PAYG, GST, Income Tax, Superannuation and Cash Flow among other areas.

About Us

Our most important inspiration is to help you to realise your hopes and dreams!!!

Offering affordable accounting solutions, conservative and innovative strategies together with personal attention to detail is what we are all about. Why pay someone big money for lack of value? Affordable accountants and tax agents who really care is a wise choice.

A great coach can spell success! We utilise our internal and external network of outstanding professionals who can guide and mentor you in your business success.

Finding appropriate and affordable accounting solution could be stressful and confusing for many businesses and individuals. We are recommended accountants in Melbourne. This is why when you come to us for the first time we will sit down with you with a fresh cup of coffee or chai latte from our in-house café and thoroughly discuss your financial past, present and desired future goals. We learn about you and your business, problems, if any and strategies that you may have. During this consultation we will make sure that all your questions are addressed and we will offer pro-active advice when applicable. In most situations we will quote a fixed fee for our services. After that we will decide if we are comfortable to proceed and work with one another. Until that point you don’t normally pay a cent!

With many years of experience in Taxation, Property Tax, Negative Gearing, Self-Managed Superannuation Funds (SMSF), Companies, Trusts, Tax Effective Investment Strategies, Wealth Creation Advice, PAYG, BAS and GST our Affordable Accounting Solutions will assist business owners and individuals with tax obligations, financial and investment strategies.

Services

TAXATION & BUSINESS SERVICES

Tax can be very complex. We make it as clear as possible and keep you fully informed.

How do we, Melbourne Tax Accountants do it? We assist you with:

• Tax Minimisation
• Tax Effective Investment Strategies
• Maximising Allowable Deductions
• Tax Return Tips
• Tax Return Claim Items
• What Can You Claim on Your Taxes
• What is Tax Deductible
• Claimable Tax Items

We also explain to you the following:

• Difference Between Tax Planning Opportunities
• Tax Effective Investments
• How to Maximise Your Tax Deductions
• What You Can Claim on Your Tax Return
• How to Maximise Tax Return
• What is Tax Deductible
• Claimable Tax Items

ACCOUNTING & BOOKKEEPING

We are committed to ensure that you have the best possible bookkeeping solutions at a very competitive price.

We can assist you in the following areas:

• Existing systems review
• Selecting Software
• Training and Support
• Data entry and processing
• Credit Control
• Debtors Control
• Management Reporting
• Payroll Services
• Review and Maintain Internal Controls
• Minimise Compliance Cost

There are many options available and our people are efficient and trustworthy professionals who will add value to your business.

We look forward to discussing your needs at your earliest convenience.

INVESTIGATIVE ACCOUNTING SERVICES

These services cover a wide range of analytical and investigative work that adds value in the following circumstances:

• Suspicion and investigation of organisational fraud
• Matrimonial disputes
• Shareholder or partnership disputes
• Due diligence matters
• Family business disputes

Please contact our office if you require additional information or to discuss your circumstances.

SELF-MANAGED SUPERANNUATION FUNDS

With the recent changes to the legislation governing superannuation and retirement, there are a number of great tax planning opportunities.

We can assist you with:

• Reviewing the appropriateness of a self managed superannuation fund in your circumstances
• Setting up a self managed fund including all the statutory registrations
• Selecting the appropriate life insurance and getting a tax deduction for it
• Compliance, including financial planing advice (outsourced to a trusted and registered financial planners), financial reporting, member statements, tax returns and audit
• Retirement strategies and pensions
• Estate planning and related opportunities

FINANCIAL PLANNING

The services include:

• Managed Funds including Property Trusts
• Direct Shares Investment
• Margin Lending
• Tax Effective Investments
• Wealth Creating Strategies

Please contact us and we will introduce you to the financial planner who is best positioned to look after you. The best part is that the experts we are dealing with are not commission driven. Their main objective is to come up with a strategy that is best suited to your circumstances. Also they don’t proceed with anything without talking to us, your trusted advisor, first. With us your best interest is always protected.

RISK INSURANCE

The services include:

• Income Protection Insurance
• Trauma Cover
• Total and Permanent Disablement Cover
• Life Insurance
• Key persons business insurance

Would you drive a car uninsured? Who will look after you and your loved ones if ‘God Forbid’ something happens to you? How long ago did someone review your current policy?

Your income earning capacity is often the biggest asset that you have or will have. Life is full of surprises, sometime good ones and some time not so good ones. We can refer you to the insurance expert who will review and discuss all your needs with you. The best part this is at no cost to you, so what are you waiting for? Give us a call and we will get the ball rolling.

LENDING AND MORTGAGE SERVICES

Are you looking to borrow? Do you want to be treated like a VIP? If the answer is yes we can help. Our referral network includes enthusiastic and highly trained professionals who are looking forward to the challenge of getting you the best possible deal on the market.

Do you have a problem with a credit history? Speak to us and we can refer you to someone who can help.