About Vincents

AT A GLANCE

• Unique Corporate Culture
• A Relaxed, Professional Working Environment
• Winner Of 17 Client Choice Awards Since 2008
• Located In 6 Star Eco-Friendly Building In CBD
• Open & Direct Communication / Superior Skills

We live in a world of increasing complexities; the need for true expert advice is now more evident than ever.

Now operating for over 30 years, Vincents is an Australian firm of specialist accounting experts & business advisors providing innovative solutions and superb service in a range of areas. Our 45 directors and 200+ staff operate nationally from 7 office locations and service our clients Australia-wide – in fact wherever their business interests take them.

We are intentionally and proudly a fully integrated professional services firm, boasting access to expertise that caters for every business need where numbers are involved. From start-up to wind up, our vast experience and reputation for quality, integrity and timeliness provides services that you can trust across the areas of Assurance and Risk Advisory, Business Advisory, Corporate Advisory, Financial Advisory, Forensic Services, Insolvency and Reconstruction and Lending Solutions.

With offices in Brisbane, Adelaide, Sydney, Canberra, Melbourne, Sunshine Coast and the Gold Coast, we are equipped to handle both national and international engagements.

Gain insight and take control with Vincents.

Services

Annual Returns, Asset Purchasing Advice, Auditing, Bankruptcy Management, Bookkeeping, Budgeting, Business Advice, Business Planning, Business Turnaround, Capital Gains Advice, Cashflow Management, Compliance Advice, Debt Advice, Due Diligence, Economic Loss Reports, Electronic Filing, Electronic Taxation Lodgment, Financial Planning Advice, Financial Reports, Forecasting, Insolvency, Liquidations, Management Advice, Monthly Reporting, Negative Gearing Advice, Official Liquidators, Pension Advice, Probity Auditing, Receiverships, Rental Property Advice, Retirement Planning Advice, Succession Planning, Tax Assessments, Tax Debt, Taxation, Trusts Advice, Voluntary Administration, Wealth Creation Advice

Offering

Acquisition Accounting, BAS Preparations, Business Development, Business Reconstruction, Cashflow Manager, Citrix, Commercial Advice, Consulting, Corporate Governance, Costing Modelling, Damages, Economic Analysis, Expert Witness, Financial Analysis, Financial Control, Financial Investigations, Financial Modelling, Forensic Accounting, Franchinsing, Fraud Investigations, Fringe Benefits Tax, GST Services, Insurance Claims, Joint Ventures, Late Returns, Litigation Support, MYOB, QuickBooks, Quicken, Self-Managed Superannuation Funds, Small Business, Solution 6, Strategic Advice, Valuations

Features

Accredited, Certified, Chartered, Consultations, CPA, Disabled Access, Government Contracts, Registered, Registered Company Auditor, Registered Tax Agents, Registered Trustees

Issues

Asset Protection, Cash Flow, SME Purchase, SME Start-up, SME Structures

Catering To

Agricultural, Business Accountant, Commercial, Construction, Family Accountant, Government, Manufacturing, Medical, Partnerships, Personal Accountant, Real Estate, Residential, SME Accountant, Sole Traders, Sport and Recreation, Superannuation, Trusts

Rating

Over 30 Years

Keywords

Superannuation, Borrowing, Government services, Aged care, Investment & portfolio management, Business valuations, commercial matters, Retirement planning, Research & development, Financial advisory, Assurance & risk advisory, Strategic financial advice, Asset finance, Wealth protection, life Vantage, Insurance & personal injury matters, Financial audit & assurance, SMSF audit, Family & estate matters, Turnaround solutions, Class actions, Personal insolvencies, Forensic technology, Business sale, Corporate governance, forensic services, New entity structuring, Estate administration tax, Business advisory, Taxation, Transaction support, Accounting, Lending solutions, Internal audit & risk, Property, Commercial services, Financial life management, Business improvement, Insolvency & reconstruction, Bookkeeping, Corporate insolvencies, Home loans, Corporate advisory, Business valuation, Commercial loans, Transactional services, Conveyancing, general insurance, Financial crime, Not-for-profit

About RSM

Having grown into one of Australia’s leading professional services firms over the last ninety nine years, RSM Australia is committed to enabling clients through a greater understanding of what matters most to their business.

In addition to local knowledge provided by our advisers in 35 offices across Australia, we draw on our international reach and scale to ensure clients stay at the forefront of the world’s best practices, technology and innovation within a rapidly changing global economy.

Providing ready access to expert corporate financial and advisory accounting services, RSM Australia’s one-firm structure underscores a client-focused culture.

This culture nurtures strong collaborative client partnerships across growth-focused entrepreneurial businesses, through to leading multinational organisations operating within diverse industry sectors, not-for-profit organisations and governments alike.

AT A GLANCE

• Business advisory
• Business solutions
• Tax services
• Restructuring and recovery
• Financial services

We offer advice and assistance with all cloud accounting matters and associated software providers.

RSM is a full service national accounting firm delivering expert corporate financial and advisory accounting services to clients across diverse industry sectors.

Our unique one-firm structure enables our clients to more readily connect to our extensive national and international networks, expertise and industry experience.

Our trusted advisers of the mining industry have strong, specialised and local knowledge to help our clients understand the constantly changing market.

Industry Expertise:

• Property & construction industry
• Education sector
• Government
• Health sector
• Aged care
• Pharmacy
• Agribusiness industry
• Mining industry

Services

Auditing, Bank Submissions, Budgeting, Business Advice, Business Planning, Capital Gains Advice, Cashflow Management, Compliance Advice, Debt Advice, Due Diligence, Forecasting, Insolvency, Liquidations, Management Advice, Retirement Planning Advice, Succession Planning, Taxation, Voluntary Administration

Audit and Assurance Services at RSM

At RSM, our team of audit specialists and technical experts focus on the bigger picture.

We understand that audits are more than just evaluations and maintenance of financial statements. As such, RSM provides audit services that explain your business’s history, manage the present state of affairs and build a plan for the future.

In addition to this, all of the Audit services provided by RSM give your organization’s stakeholders (including the board, shareholders, customers and bankers) tailored insights to help make critical business decisions with confidence.

Tax advisory services at RSM

Often tax strategies that look good by themselves can be less sensible, even problematic in the context of your whole business.

At RSM Australia, we offer tax services that are proactive, so you don’t miss a beat.

Our Tax advisory practice will provide personalized services to focus on your total business picture, not just your next return. We can help you define the right overall tax position, designed to save you money in complex tax environments, while at the same time meeting your larger business goals. Since our tax solutions advisory practice takes a broad overview of a client’s business, we can see opportunities that other tax consultants might miss.

Offering

Business Development, Commercial Advice, Consulting, Corporate Governance, Financial Analysis, Financial Control, Financial Modelling, Forensic Accounting, Fraud Investigations, Fringe Benefits Tax, GST Services, Litigation Support, Self-Managed Superannuation Funds, Small Business, Strategic Advice, Valuations

Features

Accredited, Australian Institute of Company Directors, Australian Owned, Certified, Chartered, CPA, Delivery, Family Owned, ICAA, ISO, Licensed, Registered, Registered Administrators, Registered Debt Agreement Administrator, Registered Trustees, Wholesale

Issues

Asset Protection, Cash Flow

Catering To

Agricultural, Commercial, Construction, Government, Medical, Partnerships, Personal Accountant, Real Estate, Residential, Superannuation, Trusts

Keywords

Accountants & auditors in MELBOURNE CBD, VIC, Chartered Accountant, Accountants & Auditors – Mel

About Donegan’s Edmondson Turner Accountants

In 2012 we launched an additional complementary service for our clients with the establishment of Donegan’s Wealth Advisers.

The accounting practice commenced in 1965 when John Donegan decided to branch out on his own. Over the course of nearly 5 decades the practice has helped thousands of clients from all walks of life with their taxation and accounting needs.

A large number of those original clients from 1965 are still being serviced by the practice as are their offspring. We have seen generational change and legislative change over time but still strive to provide ‘old-fashioned’ personal service. Today the practice comprises experienced professionals who service the needs of a diverse client base ranging from western district farmers to suburban hoteliers and commercial photographers.

Services

Budgeting, Business Planning, Capital Gains Advice, Compliance Advice, Debt Advice, Electronic Filing, Financial Planning Advice, Forecasting, Retirement Planning Advice, Tax Assessments, Tax Debt, Taxation, Wealth Creation Advice

Offering

Financial Modelling, Self-Managed Superannuation Funds, Strategic Advice

Features

By Appointment, Consultations, Evaluations, On-Site Services

Catering To

Agricultural, Business Accountant, Construction, Family Accountant, Manufacturing, Medical, Partnerships, Personal Accountant, Real Estate, SME Accountant, Sole Traders, Superannuation, Trusts

Rating

Over 20 Years

Keywords

Dividends, Estate Planning, accounting practice, Superannuation, Financial Planning, Rental Property, personal service, taxation, Wealth Advisers, accounting needs

Donegan’s Edmondson Turner Accountants

The accounting practice commenced in 1965 when John Donegan decided to branch out on his own. Over the course of more than 5 decades the practice has helped thousands of clients from all walks of life with their taxation and accounting needs.

A large number of those original clients from 1965 are still being serviced by the practice as are their offspring. We have seen generational change and legislative change over time but still strive to provide “old-fashioned” personal service.

Today the practice comprises experienced professionals who service the needs of a diverse client base ranging from western district farmers to suburban hoteliers and commercial photographers.

In 2012 we launched an additional complementary service for our clients with the establishment of Donegan’s Wealth Advisers.

Donegan’s Wealth Advisers

Donegan’s Wealth Advisers was established in June 2012 and is focused on being financial advisers with a difference specialising in providing highly personalised financial advice to a wide range of clients including individuals, family groups, small & medium businesses, SMSFs & foundations.

We work with our clients along their financial journey to ensure our clients’ long term financial health.

Donegan’s Wealth Advisers is fortunate to be led by Alison Foenander who has extensive experience and knowledge across all aspects of wealth management, estate planning and wealth protection which has been developed during her 15 years with The Myer Family Office and prior to that over 7 years with KPMG.

About Hall Chadwick Melbourne

AT A GLANCE

• Experience is everything
• Audit, Business Services, Tax
• Forensic, Investigative & Valuation
• Corporate Finance Advisory
• Business Recovery & Insolvency

Hall Chadwick Melbourne delivering audit tax, advisory and specialist accounting services. Experience is everything.

Working alongside clients as valued advisors, achieving sustainable success in business, resolution of matters or growth in wealth.

Hall Chadwick Melbourne has been helping private and public businesses, small and large, individual and family groups across Australia and internationally for more than 35 years.

The stability, experience and knowledge that comes from a firm with long standing client relationships and connections are the foundations of our new client relationships.

Hall Chadwick Melbourne is an independent member of Hall Chadwick Association, one of the largest and most experienced accounting groups in Australia, servicing clients across the country. Our local knowledge is backed by the international strength of PrimeGlobal, aligning resources in over 85 countries to provide expert advice and insights across the world.

Services

Annual Returns, Auditing, Bank Submissions, Bookkeeping, Budgeting, Business Advice, Business Planning, Capital Gains Advice, Cashflow Management, Compliance Advice, Debt Advice, Due Diligence, Electronic Filing, Electronic Taxation Lodgment, Financial Planning Advice, Financial Reports, Forecasting, Insolvency, Liquidations, Management Advice, Monthly Reporting, Negative Gearing Advice, Rental Property Advice, Succession Planning, Tax Assessments, Taxation, Trusts Advice, Wealth Creation Advice

Offering

Business Development, Commercial Advice, Consulting, Corporate Governance, Expert Witness, Financial Analysis, Forensic Accounting, Fraud Investigations, Fringe Benefits Tax, Insurance Claims, Joint Ventures, Leasing, Litigation Support, Self-Managed Superannuation Funds, Small Business, Strategic Advice, Valuations

Features

ACA, Accredited, Australian Institute of Company Directors, Australian Owned, Certified, Chartered, CPA, Delivery, Evaluations, Family Owned, Financial Assistance, ICAA, Licensed, Owner Operated, Registered, Registered Company Auditor, Registered Tax Agents, Tax Institute of Australia, Wholesale

Issues

Asset Protection, Cash Flow, SME Purchase, SME Start-up, SME Structures

Catering To

Agricultural, Business Accountant, Commercial, Construction, Family Accountant, Government, Medical, Partnerships, Personal Accountant, Real Estate, Residential, SME Accountant, Superannuation, Trusts

Keywords

Annual Returns, Internal Audit, Payroll Administration Management Reporting, Assurance, Superannuation, Compliance, Accounting, Valuation, Insolvency, Mergers, Accountants Melbourne, SMSF, Corporate Finance Advisory, Not For Profit, Business Management Consulting Services, Transfer Pricing, Forensic Accounting Wills Probate Deceased Estates, Forensic Services, Payroll, Business Valuation Service, Cashflow, Audit of Solicitors Trust Accounts, Business Recovery, Back Office, Budgeting, Financial Reports, International, Corporate Secretarial, Bookkeeping, Chartered Accountants Business Advisors Melbourne, Payroll Services Melbourne, Establishment, Agreed Upon Procedures, Audit Risk Assurance, Corporate Advisory, Acquisition, Forecasting, Forensic Accounting Commercial and Matrimonial, Audit, Expert Reports, Back Office Services, Capital Raisings, Trust Account, Australian International Taxation, Taxation, Small Business, Forensic Accounting Melbourne

About Essentia Accounting & Financial Group

We offer a broad range of taxation, accounting & business advisory services to small & medium sized businesses and individuals.

Our core values of integrity, discipline and excellence define our behaviour and attitude. With continued professional development as CPA’s we are constantly up to date with all current developments in accounting, tax and superannuation issues.

PRACTICE AREAS

We offer a broad range of taxation, accounting and business advisory services to small and medium sized businesses and individuals.

Our core values of integrity, discipline and excellence define our behaviour and attitude. With continued professional development as CPA’s we are constantly up to date with all current developments in accounting, tax and superannuation issues.

TAXATION & ACCOUNTING

Essentia’s taxation and accounting services extend beyond the delivery of traditional business compliance. In addition to the preparation of tax returns and financial statements we facilitate the delivery of proactive knowledge to assist your business growth and profitability.

BUSINESS ADVISORY

As specialists to the small and medium sized business sector, we offer a range of business management tools to help our clients realise the full potential of their enterprise.

SUPERANNUATION

Self-managed superannuation funds (SMSF) are a real alternative to many investors, particularly if you want more control over your superannuation assets and desire more flexibility with your investments. Our superannuation network of advisors manage the total SMSF process, ensuring clients are able to take full opportunity of the wider investment flexibility and choices available.

FINANCIAL PLANNING

Essentia Accounting works closely with McLardy McShane to provide financial planning services. McLardy McShane aims to deliver the most professional and comprehensive financial services to all clients. Amanda Freeman, the managing Director has had a long association with Essentia and will listen to your needs and concerns enabling customised plans to be developed that will achieve your goals.

ABOUT OUR FIRM

Essentia Accounting is a CPA firm located in the Melbourne CBD. We are focused on guiding and consulting to progressive business owners, across a diverse range of industries. Our people and network of associates are geared towards achieving our mission of communicating your path to financial success. Essentia has established itself as a leading provider of specialist taxation, business advisory and superannuation services to businesses and individuals. Our business prides itself on being proactive and delivering efficient and professional services on a timely basis. We strive to help you meet the challenges you face on a daily basis. We take the time to get to know you, learn about your business, understand your business and your vision and work with you to develop a path you can be confident will lead to success. Our emphasis is to take the stress out of ongoing compliance so we, together can focus on the continued profitability, growth and success of your business. This ensures that you can continue to meet both your business and personal goals. Our expertise developed over the past 25 years in many areas of business is available to you upon request with a diverse range of products.

About

A firm that stands the test of time

At Lowe Lippmann, we believe that if our clients and community succeed, so do we. By instilling this philosophy in all we do, we’ve been able to evolve with every decade, overcome every challenge – and deepen our loyal, trusted relationships with each passing year.

Services

Strategic Advisory

Break barriers, seize opportunities – and grow with confidence

From effective tax structuring to driving business growth, you can always expect sound strategies and a perceptive team at Lowe Lippmann. Whatever your goals, we’re here to help you thrive.

Audit & Assurance

Uncover hidden risks – and develop deeper insights

The Lowe Lippmann audit team performs reliable, accurate work time and again. Our goal is to help you identify and manage risks – and achieve greater confidence in your financial integrity.

Focused and methodical

We collaborate closely with your management team to understand your operations, people and processes.

From there, we apply our risk-focused methodology to ensure we target the most important issues.

Well-planned and deadline-driven

As your auditing partner, we go to great lengths to ensure business continuity during the auditing process – while meeting your reporting deadlines.

To achieve this, we schedule our audit visits strategically and in direct consultation with your staff.

Insolvency & Restructuring

Swift, smart solutions you can rely on

If your business is going through tough financial times, we understand how much pressure you’re facing. As your expert partners, we’ll identify every issue and help you take the best course of action. It’s how we alleviate your stress as fast as possible.

Always accessible. Always approachable.

Financial uncertainty and long-term stress can affect your emotional wellbeing and decision-making.

That’s why we offer you hands-on support, respond promptly and communicate with clarity from day one.

Tax & Compliance

Your path to easier compliance and tax savings

The financial landscape is always changing, but one thing remains the same: the trust clients place in our services. With deep technical skills and acute attention-to-detail, we ensure continual compliance and optimal financial outcomes every time.

A strategic approach

At Lowe Lippmann, we do more than tax returns.

We look at your situation with a holistic lens – and make strategic recommendations to improve your financial outcomes year after year.

At the same time however, we work hard to simplify the complex and communicate in terms you understand.

Corporate Secretarial

Run your business smoothly – while staying compliant

From establishing a new company to upholding ASIC requirements, our expert team is well-placed to manage all your corporate secretarial affairs.

Lowe Lippmann has been providing corporate secretarial services to a range of clients for decades. We’re therefore highly attuned to the consequences your organisation could face if you don’t comply with relevant regulations.

Because we’re also experienced in all corporate secretarial functions, we can offer you a full service whenever you need it.

With Lowe Lippmann, your organisation is in good hands.

International Services

International tax planning for businesses and investors

Whether your business is entering an overseas market or launching in Australia, prudent tax planning and advice is paramount. Let us be your guide as you navigate the complex world of international business structures, administration and tax solutions.

Property Audit and Assurance

Property Audit & Assurance is our specialty service division born out of our focus and growing reputation in expert audit & assurance services for Owners corporations and managed properties.

We have honed our extensive audit background and experience and use the latest techniques to deliver strata and multi-tenanted property Owners and Managers with a quality service at the best possible value.

Our reputation of integrity, independence and commitment to service and results, enhances the confidence and credibility that can be placed in the financial information reported to Owners and other users.

Property Audit & Assurance can deliver independent expert audit and assurance reports and services applicable.

Our approach is about excellence and adding value.

Contact us for a chat or quote.

ABOUT US

Medic Financials exists to help its clients prosper and protect their wealth.

We understand finance can be very complex, especially in the medical industry. Medic Financials recognize that medical professionals may need assistance to navigate this area, so they can make the most-informed and best decisions to achieve their goals.

We also realise that being a medical professional is a full-time committed role, often leaving limited time for managing money. As specialists in financial advice for the medical industry, we can help by providing direction and a clear plan based on your financial, business and wealth goals.

Medic Financials team

Our dedicated and professional staff members all have accounting and financial service backgrounds and expertise. Our team is committed to providing you with the facts and guidance you need to make informed, sound financial decisions for your future wealth.

OUR SERVICES

At Medic Financials we can offer you, as our client, a full range of financial services, geared towards your personal goals as well as your medical practice. This includes accounting, bookkeeping, taxation strategies, financial planning, investment advice, insurance and more.

Tax advice is a particular specialty of ours. In many cases we have been able to save our clients thousands of dollars in tax liabilities by implementing the right tax structures and strategies. We also educate our clients on taxation, so they know how to correctly use taxation strategies.

We love being able to save our clients money and help them on their road to meeting their goals, and ultimately, to greater wealth and financial independence. Our clients range from individual doctors, dentists and other medical professionals to large clinics and healthcare groups. No matter how big or how small, all our clients are valuable to us and are treated with the same respect.

Accounting & Tax

As a busy medical professional devoted to the health and wellbeing of your clients, you need an accounting expert you can trust.

All too often, accountants only look in on their clients at financial-year end. At Medic however we realise that having the right strategies in place all throughout the year is important for the best results. For this reason, we are available to help you with your accounting needs year-round.

Our priority is to focus on the accounting requirements that are unique not only to the medical industry, but also to your own specific practice. By working this way, we can provide services tailored to your business.

We aim to always give you the best and most up-to-date advice and service for your accounting needs, to you can focus on your healthcare practice.

Bookkeeping

Accuracy in your books is more important than ever these days. Without an up-to-date accurate picture of your financial position, it will be difficult to keep up with compliance and to make data-driven informed decisions about your business.

While there are many good bookkeeping services out there, the medical industry has very specific bookkeeping needs. This means doctors, dentists and other health professionals need bookkeepers who understand the medical industry, so they can access a services package tailored to their practices.

As your medical practice bookkeeper, we will ensure your accounts are kept continuously up-to-date, accurate and compliant. We will go beyond just crunching the numbers, however. We can go through your monthly reports with you to explain what the numbers mean and how they affect your business. And depending on your needs, we can help you with advice on cost reductions, expense claims, cashflow, budgeting, inventory management and more.

Financial strategy

When it comes to financial strategies it’s important for medical practices to engage an adviser who understands the medical industry and its complex rules and requirements.

SMSF & Investments Strategy

Medic Financials will assess your situation, discuss your goals and objectives, and help you create an appropriate financial strategy.

Property Advocacy

Looking for suitable properties to invest in, whether residential or commercial, can take up a lot of time in the life of a busy medical practitioner.

First, there’s research to be done to see what’s available on the market. Then, you need to arrange inspections, and spend time driving around to look at the properties.

Even when you find a property you think will be a winner, there could be stiff competition to deal with, and there’s also the stress of making bids or offers in the hope they’ll be accepted.

Private Wealth

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Insurance

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Legal

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Medical Marketing

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About RBizz Solutions Chartered Accountants And Tax Agents

AT A GLANCE

• Business accountants with 25+ years of experience
• C-suite experience in global businesses and Big 4
• Get an instant quote online for fixed prices
• Customisable service bundles at monthly fixed fee
• Super easy processes with AI technologies

Trusted business accountants with 25+ years of C-suite experience in global businesses & Big 4 serving businesses & individuals.

Accounting, tax & business specialists with over 25 years of global experience serving small to medium businesses and individual clients in Australia and overseas with one-stop professional services in taxation, accounting, advisory & CFO services, compliance, processes & systems, payroll & recruitment services. We offer customisable service bundles a fixed monthly fee for a total peace of mind.

Getting quality professional services at a reasonable price has been the number one challenge to small and medium businesses. With our over 25 years of C-suite experience in global businesses and Big 4, our vision is to make the financial and technical expertise of bigger businesses available to smaller businesses in a highly customized and affordable manner. Non-integration of professional services is another major challenge businesses face that we address with our customisable service bundles.

More than what we do we focus on how we do. Our approach is simple and conscious. We want to offer an unparalleled experience to customers on three fronts – creativity, speed and results. We do not tailor our solutions according to the prices but according to the needs. We do not believe in short-term relationships and benefits; therefore, one area where our customers find us different from others is the comprehensiveness of our reviews and advices. We look into the areas which our clients don’t.

“More work with less efforts” has always been an elusive dream of every business owner. With our strong experience in new technologies and AI powered tools, we assist our business clients in raising productivity in all sections of their operations. We look after processes set-up, improvements and systems implementation for enhanced efficiency and lesser breakdowns. Our processes use efficient technologies that deliver a high level of transparency, speed and results.

1. Who are we?

Global Chartered Accountants

Personal & Business Tax Agents

Business Advisors

Business Mentors

Business Tax Accountants

ASIC Agents

C-Suite Virtual CFOs

Cloud Bookkeepers

Recruiters

Payroll Solutions & Services Providers

Systems Advisors

Systems Implementors

2. What are we good at?

Business Tax Advisory & Compliance

Cloud Accounting & Reporting

Strategic Business Advisory & Mentoring

Virtual CFO Services On-demand

Integrated Cloud HR & Payroll Solutions

Outsourced Payroll Services

SMEs Recruitment

Processes & Systems Implementation

Cloud Bookkeeping, Accounting Solutions Set-up & Training

Statutory Business Compliance

New Business Set-up & Planning

M&A & Business Restructuring

Legal Documentation

Setting-up Company, SMSF, Discretionary / Family / Unit Trust

Forensic Accounting

Corporate Due Diligence

Foreign Subsidiary Set-up & Management

International Taxation Compliance & Planning

Best Practices and Change Management

Budgeting, Forecasting and Financial Modelling

3. What makes us unique?

Chartered Accountants With Over 25 Years of C-Suite Experience in Global Businesses & Big 4 Accounting Firms.

who we are

Our highly qualified and experienced team works together under a shared set of values.

Our practice is built around these shared values, and, together, we have been helping our clients take control of their financial future since 1963.

Managing Partner Gary Nugent has been involved with the Practice since 1982, with Charles Knight joining in 2008 and Dario Gamba contributing his tax expertise in 2015.

We are a niche firm relishing the obscurity of size, yet with the resource and capacity to provide our clients with a wide range of services according to their needs.

Our objective is not to be “all things to all people” but rather an integral part of our Client’s operations to provide specific, timely and serious results. Our own perception of value is built into our focus on strong and involved relationships with our clients as well as timely, proactive and thoughtful advice.

what we do

A relationship with our firm will provide:

• Professional & strategic advice to make the most of your business assets and your income.
• Increased confidence & knowledge to make informed financial decisions.
• Clarity around complex financial questions and options.
• Tailored financial advice to suit your individual circumstances.
• Peace of mind that you have more control of your financial future.
• More time to focus on the things that are important to you.
• The opportunity to best achieve your desired lifestyle now and in retirement.
• A qualified advice partner and sounding board.
• Protection for your family, assets and financial future.
• Personal attention, quality service and advice.

business advisory services

Better Business Program Helping YOU build a better business

We understand the challenges facing business owners so we offer small, SME and multi-owner businesses a unique service to reduce their risks and run a better business.

Our solution to achieve these goals is the Better Business Program.  Key outcomes include:

• Analysing and benchmarking your key business risk and value drivers;
• Preparing a strengths, weaknesses, opportunities and threats (‘SWOT’) analysis for your business;
• Successfully resolving and documenting key improvement strategies for your business, all aimed at achieving financial independence and security.

Our Better Business Program is delivered in a time frame that works for you and we offer ongoing support to ensure your action plans are implemented and goals realised.

tax consulting

We offer comprehensive services in taxation to private family business, ASX listed corporations, foreign corporations and high net worth individuals.

DFK Nugents Tax Consulting are tax experts in the middle market delivering superior service and practical commercial advice through the combination of technical strength, practical business experience and commitment to excellence.

In addition to servicing the domestic tax requirement of our clients, we also have a strong track record in helping our clients manage their international tax obligations through our membership of DFK International and various strategic alliances.

With experts located in member firms in more than 95 countries, we can help you understand tax issues across multiple jurisdictions, and create innovative and effective strategies to address complex challenges.

audit & assurance

DFK Nugents offer a comprehensive range of audit services.

Our audit process is more than a compliance measure but rather a business improvement tool which identifies and resolves critical issues.

Our audit service is not limited to fulfilling standard compliance or statutory requirements. In delivering audit and assurance services we gain a significant understanding of your business and operations with the view to adding value.

Using this knowledge and our experience we can then suggest opportunities to make improvements to your organisation, systems or business operations.

We Help Solve Capacity Issues for Accounting Firms, with our Premium Offshore Services

We’ve cracked the code and written the book on setting up a successful offshore team.

We offer the solution to the main pressure points of accounting firms today.

Unblock the roadblocks that hinder you from growing your business. We are very transparent and straightforward.

Let us walk you through how we make sure your offshoring venture is successful.

Our Business Model

We are in the trenches with our clients

Offshoring is having a dedicated team here in the Philippines that will work seamlessly with you and your firm. They will take on the same work responsibilities as your local team.

Frontline provides the overall management of your team here in Manila. We will handle recruitment, HR, IT and manage the facilities and office space they would need while you take care of delegating the workload and ensuring that they are productive.

Managing an offshore team will be very simple. While we take care of the operations of your team, you have enough time to focus and add more value to your firm.

Once you nail the setup of your offshore team, you will have more time to focus on projects that will grow your firm. We are here to support you in any area you may need to make this offshoring venture a successful one.

We will manage full operations here in Manila. We recruit your superstar and set them up in our office in Eastwood. If you encounter any issues regarding attendance or productivity, our HR Team can help. We also have a full IT Support team for any technical difficulties you may encounter.

Your staff will be working solely for you. They will not be shared with any other firm. Don’t treat them any different from your local team. Train them up and maximise their skills and harvest their full potential to benefit your firm.

Here at Frontline, we do a lot of things differently and don’t work with all firms who approach us.

We apply our own set of criteria when deciding on who to work with, and prefer to ensure the right fit from the start, just like you should when choosing clients in your firm.

We dive in the trenches with our clients. We use the learning we have to help our clients build a successful offshore team.

Our clients are like family to us and we take good care of our family.

If you have concluded that an offshore team in the Philippines is the right fit for your firm, choosing the right partner is the critical next step. This creates less hassle and a higher success rate for both your firm and the staff you employ.

​We’ve outlined a series of questions you should consider when looking for the right partner to work with to set up your first offshore team in the Philippines.

We’ve given you an overview of who we are as a specialist BPO.

Let’s now move to the vital parts of setting up your offshore team

and understand how everything works with us as your possible partner.

What You Can Do In The Philippines 

Accountants, Admin Assistants, Marketing Assistants and IT Support are the main job vacancies our clients request from us. We also hire Programmers, Developers, Financial Analysts and Bookkeepers. 

Accountant

• Year end compliance  ( Trust, Partnership, Individual, Company )
• Management Reporting ( Cashflow Forecasting, Budgeting, Month End Reports)
• Attend to client queries
• Fringe benefits tax set up and lodgement
• Bookkeeping
• Payroll
• Invoicing
• Company setup such as business name
• VAT online registration

Admin Assistant

• Update weekly newsletter and blog posts (ie WordPress)
• Place orders for supplies and promotional products
• Preparation of client letters
• Scan and store receipts/ invoices
• Collate and manage financial statements and other critical documents
• Obtaining quotes from suppliers
• Doing research on particular data, topics (i.e. for presentation purposes) and software products
• Social media monitoring and updates
• Calendar scheduling for meetings and travel
• Basic Microsoft Office tasks (i.e. Spreadsheet creation and updating, PowerPoint presentations)
• Invoice preparation and follow up
• Creating project plans
• Preparing systems documentation and manuals, as well as database and file management
• Managing email campaigns
• Accounting team support (Job preparation, finalising and arranging signoff)
• Dealing with government bodies like ASIC and ATO (phone and mail)

Marketing Assistant

• Tracking leads information and details
• Preparing leads report to track success rate.
• Responsible in keeping record of conversations of follow ups with leads.  Also gives reminders on when to contact leads.
• Prepare proposals for potential clients
• Support sales by arranging presentations, proposals, videos, brochures, banners etc. using Adobe Suite programs and CorelDraw.
• Collaborate with direct head on designs of website, landing pages and other marketing collaterals. Then execute agreed upon layout and produce material.
• Implement, monitor and edit internet ads (i.e. Linkedin, Facebook).
• Communicate with website contractors or printing suppliers in delivering collaterals correctly and promptly.
• Manage email campaigns
• Preparation of newsletters and emails to be sent to clients and leads
• Documentation of events and editing of promotional videos

I.T. Support

Client Remote Servers (includes Troubleshooting and Error repairs):

• StorageCraft ShadowProtect​
• StorageCraft Imagemanager
• SBS Backups
• Symantec Backup Exec

  Scheduled Server Checks of Client servers:

• ​ Small Business Server 2008, 2011, 2012
• Terminal Servers
• Exchange Server 2007, 2010
• Eventlog checks for errors (and many more)

  Webhosting Checks of Client Servers:

• Cpanel checks
• Website Disk checks and Management
• Webmail Management
• Accounts Management (suspended, over-quota)
• SPAM checks, Bandwidth usage

  Trend Antivirus Checks of Client servers:

• Virus and Spyware cleaning and management
• License renewal
• Update, Component and version upgrades
• Trend Seat allocation and acquisition

  Other Support:

• Auskey trouble shooting
• Remote desktop support via TeamViewer
• Cloudhive trouble shooting (and many more)

About Us

McLennan Partners is a long established accounting practice in South Melbourne, which caters to the tax and finance needs of individuals and businesses. Our depth of experience covers a wide range of accounting practices including auditing, self managed super funds, tax offsets, property advice, finance services and R&D grants.

The team at Mclennan Partners provide a personalised and professional service to their clients, ensuring that all clients needs are met in a timely and effective manner. For this reason, all members of the team endeavour to make themselves available to cater to your tax and financial needs.

What we do

We offer a range of high-quality accounting, financial and business services. At McLennan Partners, we understand that no two clients are the same. We would be delighted to meet with you to determine how you can make best use of our team and the services we provide.

• Accounting services
• Audit services
• Business support
• Company secretarial
• Financial Planning
• Financial Services
• Managing your wealth
• Specialist services
• Taxation services

Accounting Services

In the constantly changing business environment, you can rely on our business services team to be expert, up-to-date and ready at hand to assist you with your business matters. Whether your concerns are taxation, accounting, business planning, cashflow and budgeting, or business valuation, rest assured that our staff are available to advise you.

Audit Services

There is no such thing as a ‘one size fits all’ audit. We use the latest technology to provide individual assessments, producing comprehensive reports in which your stakeholders can have the utmost confidence. We are also happy to offer due diligence systems reviews and financial consulting advice.

We can carry out your auditing and financial analysis with a minimum of fuss and maximum efficiency and accuracy. As well as giving you the peace of mind that your accounts are fully compliant with statutory requirements, we can identify strengths and weaknesses in the finances of your business, helping show the way to future success and profitability.

Business Support

Thinking strategically about future changes in the marketplace can be the key to running a sustainable business. Our aim is to ensure your business has the flexibility to sidestep foreseeable difficulties and better respond to the unexpected ones. And should you run into trouble, our team will assess your business, identify its weak spots and do everything possible to return your company to profitability.

We want to help improve your bottom line, not just tell you what it is!

Company Secretarial

Communication and effective administration are essential elements of a successful organisation. Regardless of the size of your business, we are ready to support you with a team of highly qualified secretarial and support staff.

Financial Planning

McLennan Partners provides a comprehensive financial planning service.

Ian Macpherson is an Authorised Representative of Vision Planning and Finance (Aust) Pty Ltd – AFSL 492807 Authorised Representative Number – 309637 | Corporate Authorised Representative 298629 -Wealth Group Accountants Pty Ltd.d

Financial Services

We can help you to secure the essential finance for you and your business. Areas where we can assist include:

For businesses:

• Commercial finance
• Leases
• Securing loans
• Asset finance
• Invoice discount finance

For individuals:

• Line of credit facility
• Residential home loans
• Investment loans

Liability limited by a scheme approved under Professional Standards Legislation, other than for the Acts or omissions of financial services licensees.

Managing Your Wealth

We can help ensure that your personal wealth is managed as tax-efficiently as possible. We can advise with:

• Personal tax planning
• Extracting profit from your business
• Remuneration strategies
• Tax-efficient savings and investments
• Planning for a comfortable retirement
• Estate planning

Specialist Services

In addition to our normal services, we have a developed specialist knowledge and expertise in the following sectors:

• Property – rental /development
• Self managed super funds
• R&D Grants/ Tax offsets

Taxation Services

We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation including payroll tax and GST, our team will identify the best solutions for you.

About us

At PwC Australia, we’re a team of more than 8,000 people, working together to build trust in society and solve important problems.

In an increasingly complex world, PwC works with businesses, Government and the community to help Australia continue to thrive and grow.

PwC Australia delivers quality in audit, assurance, consulting and tax services to more than 5,000 clients.

We’re part of a network of firms in 158 countries with over 250,000 people. PwC is one of the top 50 brands worldwide and PwC Australia is among LinkedIn’s top companies for where Australians want to work.

We’re bold about our commitment to diversity and inclusion, and we empower flexible working.

Our purpose is to build trust in society and solve important problems.

We believe the most important problems are better solved together. PwC is a powerful multiplier of connections and innovation. It’s what we do best: connecting people, businesses, technology and ideas to solve important problems.

Services

PwC brings the power of our global network of firms

to help Australian businesses, not-for-profit organisations, and governments assess their performance and improve the way they work.

Assurance

Helping you navigate regulatory complexity and strengthen trust and transparency

While many of the rules of business have changed, the fundamentals haven’t. Meeting investor expectations begins with the completeness, accuracy and fair presentation of information in your financial statements and disclosures.

The audit is key to sustaining confidence in both your company and the financial system at large. It must keep pace with a fast-evolving corporate reporting environment – one characterised by investor scepticism and the 24/7 scrutiny of corporate information, including non-financial information.

Deals

Successful growth needs creativity, experience, insights and deep relationships. Our Deals team are striving to help you create value by understanding your goals.

Our Deals team works with domestic, outbound and inbound businesses to raise capital and complete acquisitions, divestitures, and strategic alliances. We bring deep industry experience and international networks to help you succeed from deal concept to deal close.

People and Organisation

90% of leaders agree that organisational agility and the ability to respond effectively to challenges is critical for long-term business success. A third of leaders believe their organisation lacks this capability.

As Australia’s largest and most experienced people team, we deliver comprehensive people management solutions, bringing all of our disciplines together to provide you with an approach tailored to your specific organisational needs and goals. We partner with executives, government leaders, HR professionals, finance managers and legal teams to manage complex issues, accelerate decision-making and improve organisational performance.

Tax Services

As Australia’s leading tax practice, our team can provide integrated tax solutions in even the most complex environment.

Tax laws in Australia and internationally are becoming increasingly complex. Around the world, tax planning activities are attracting more and more attention from governments, media and other stakeholders.

Consulting

Today’s uncertainty requires a bold approach. Whatever challenge you’re facing, we can help you move forward with confidence, delivering value where human meets digital.

In a world of constant change, building trust and resilience has never been more critical and is central to unlocking value and growth
PwC’s Consulting business can help you create a bold approach to solving your business’s biggest challenges – while minimising business disruption, maximising impact, and extracting new value. Informed by our deep industry expertise, we combine strategy, technology and management consulting expertise to empower people and help organisations succeed. Reimagining how people, businesses and technology work to unlock new value, together.

Legal

Connect what matters. Anticipate what’s next.

The legal issues that businesses face today are increasingly complex.

In today’s fast-moving world, it’s more important than ever to have a legal advisor who understands all aspects of your business. A legal advisor to help you move ahead effectively and decisively, to see today’s challenges through a wider business lens and uncover tomorrow’s opportunities.

Private Clients

Built around you

You’re at the centre

We take the time to understand your personal circumstances and aspirations as well as your business and financial goals. We work with you to develop effective solutions for managing your wealth and securing your family’s future.

Whether you’re looking for business strategy advice, tax-efficient structuring, growing your business to maximise value when it’s time to exit, or specialised advice to support the health of your family and your business, we have experts with experience in exactly the area you need.

Asia Practice

Is your business Asia ready?

If you’re looking to grow your business into Asia, or from Asia into Australia, we bring a combined knowledge of markets and our connected international network to help you succeed.
By applying our practical experience, strength on the ground and deep cultural understanding, we can help you to navigate the opportunities and challenges involved in investing away from home.

About Ample Finance

Ample Finance’s director has been in Accounting & Finance industry for over 24 years and held various executive roles in a wide range of industries. In 2006, the director set up Professional Business Solution which provided bookkeeping services to various businesses. Since then, the director has also continued her professional journey in accounting / bookkeeping industries in her career and her own businesses.

In Nov 2014, the director established Ample Finance with the other co-founder. Both of them believe the vision of providing affordable services to various businesses.  Ample Finance together with our strategic business alliance will become the extension of Finance Team of our client.

We believe ‘Happiness is an Attitude’ and believe an enjoyable workplace will always attract the best individuals to our team. In addition, we believe we can bring happiness to our clients with our professionalism and collaborative approach.

Ample Finance provide advisory, consulting, accounting, bookkeeping, capital raising, company secretary, tax services & training services in Australia. We are Registered Tax Agent and Registered ASIC Agent with deep expertise in MYOB, Xero, Sage One & Quickbooks Online. We dedicate to the quality of our services, all of this lies our people’s shared commitment to our vision and values.

Ample Finance have deep insights and experience in IT, Accounting & Finance, Agricultural, Education, Printing, Design & Creative, Trade & Merchandise, Food & Retail, Hospitality & Services, Hairdressers and Beauty Services, and Servicing Industry.

For us, good isn’t good enough. We aim to be the best at all that we do—to help clients realize their ambitions; to maximize the success of our people; and to make a positive difference in society.

Services

Ample Finance works differently and thinks ahead in providing services to our clients. We have shape our firm into innovative client-focused. We can help you to manage every aspect of your business, because we are willing to establish a one-on-one relationship with each of our clients. Our advice is tailor-made for your business. Our flexibility and adaptability ensure we help you get the best results. Through our range of services, combined with our own finance and business expertise, we have your needs covered.

We are the extension of your finance team.

Advisory

Ample Finance go beyond the traditional financial reporting function. At Ample Finance we assist clients through a range of advisory services including planning, consulting & performance analysis. We work to help businesses improve their performance and reach their objectives.

We work with the key decision makers of every company we work with and assist in ensuring these people are provided with reliable information. We work to ensure our clients are fully aware of the business risks as well as how challenges, risks and opportunities are managed effectively.

Ample Finance can help you design and improve your systems and arrangements to meet your unique need — anticipating problems and finding solutions.

Business Services

The team at Ample Finance are experienced people who provide a comprehensive services for small to medium sized businesses. We offer clients a complete bookkeeping, budgeting, cash flow managements service as well as training in the bookkeeping techniques required for business. Our training extends to include accounting software training.

Tax

Taxation in Australia is dynamic and in constant change. Ample Finance can offer you a wide variety of taxation services, including Tax Return, Taxation of Individuals, Taxation for Businesses, Tax Planning, Goods & Services Tax, and Fringe Benefits.

Company Secretary

In any industry, corporate compliance encompasses a significant and diverse range of responsibilities and obligations, from board of director attendances to share registry management and annual reporting requirements.

The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Ample Finance, we understand that administrative and secretarial duties to provide and maintain such information can take up critical time better spent on the running of your business.  Our services include:

• Company formations
• Business name registration & renewal
• Filing of annual returns on your behalf
• Preparation of all documentation related to minutes and resolutions
• Maintenance of Company Registers such as director
• Assistance in changes of directors, shareholders, addresses, and office details
• Bonus issues
• Share transfers
• Company Deregistration
• Provision of Registered ASIC Agent services

ABOUT PH TAX

FINANCIAL MANAGEMENT FOR THE CREATIVE COMMUNITY – WHEN EXPERIENCE COUNTS

We provide specialist financial and management services to the arts, film, music, theatre, television and creative industries – helping streamline, systematize or just sort out your financial operations. With 25 years in the industry, we truly understand the entertainment business.

Depending on what services you require, we can provide a flexible solution that suits your needs – and your budget. And if what we have doesn’t fit, we’ll create a solution that does.

TAX SERVICES FOR YOUR ART COMPANY

TAX ADVICE

We are here to help you make sure you are doing the right thing and complying with the ATO’s guidelines and regulations. We offer monthly packages to maintain your accounts on a regular basis. We have the support of the Chartered Accountants of Australia and New Zealand, CPA Australia, The Tax Institute and of course the ATO.

TAX AUDITS

Getting audited by the ATO is not a bad thing. In fact it is a good way to confirm that your affairs are in the best possible order. We are here to help you make sure the ATO understands the background of your returns and why you’re using those dance shoes and your makeup as deductions.

AUSTRALIAN TAX

If you’re planning to do some work in Australia as a foreign resident we can help setup your tax affairs to make sure you comply with the ATO’s regulations and guidelines.

OVERSEAS TAX

If you are doing work or taking your business overseas we can help you make sure your tax affairs here are in order. We can be with you from the beginning and help you plan your trip so you don’t encounter unwanted surprises when you return home.

MONEYWORKS

It is no secret that we consider MoneyWorks, by Cognito Software, to be the best and most cost effective accounting software available. We have experience in implementation and support in the sectors of Arts and Entertainment, Charities, Food Manufacturing, Real Estate, Construction, Motor Vehicle repair and many others. If you are a MoneyWorks user we would value the opportunity to give you a quote to demonstrate how much we can save you.

ACCOUNTANTS FOR YOUR ARTS BUSINESS

Arts Accountants – Melbourne and Australia Wide

If you’re making important long-term business decisions around investing, expansion, company acquisitions, fraud detection/protection or need professional guidance with corporate governance, having a trained accountant (or an accountant-in-training) working for you is an absolute must.

WE’RE EXPERTS AT HANDLING ALL AREAS OF:

• General Financial Management
• Providing Financial Overviews
• Budgeting
• Reports

ARTS ACCOUNTANTS – FLEXIBLE SOLUTIONS TO SUIT YOUR BUDGET

Maybe you need the services of an arts accountant but not full time? Our flexible solutions allow you to hire a professional on your terms. 3 days a week? No problem. Once a month? Consider it done. On site or off? It’s your choice.

And best of all, when you engage our trained staff, we also provide you with a third party ‘overseeing’ service that gives you updated assessments about what your internal financial staff are doing and how they’re doing it. After all, you can never be too careful.

And should one of our team get sick or can’t perform, we’ll have a replacement ready to go – no ifs, not buts. Consistency and quality control are our hallmarks.

We can help implement efficient, cost effective and time saving systems to simplify your month end procedures and provide you with detailed information about your company’s present finances.

If you’re responsible for the management of your arts organization, you can rest easy knowing you’re dealing with only highly skilled and/or CPA trained individuals.

Let our experts help you regain control of your finances and put you back on track.

ABOUT US

“CUSTOMER IS AT THE CENTER OF OUR BUSINESS”

We at Dixon and Doshi go above and beyond standard taxation and accounting compliance, we look for opportunities, creative ideas and smarter ways of doing business.

Dixon and Doshi is a Chartered Accounting firm incorporating Accounting, Taxation and Business Advisory services to small and large corporations Our practice was established in 1988. Over the years we have gained valuable experience in all aspect of small and large business environments. We have always endeavoured to provide excellent service for a reasonable cost. Our success can be judged on the success of our clients in their business.

Further we believe that we need to be a value adding advisor to our clients business and not just be another cost to them.

Technology is at the core of our operations and advice, with the introduction of new systems i.e., cloud based accounting, streamling bookkeeping functions and effective communication through email and social media. We at Dixon and Doshi provide are always in search of new and effective solutions for our client’s accounting needs and advice our clients on new developments which may lead to cost efficient and effective accounting procedures.

Finally Compliance with Law and ensuring that all statutory deadlines are met is our primary focus . We believe a big part of our job is protect our clients from unnecessary non compliance consequences.

OUR SERVICES

“WE OFFER A RANGE OF TAX ACCOUNTING SERVICES”

We have always endeavoured to provide excellent service for a reasonable cost. Our success can be judged on the success of our clients in their business. We also provide assistance to keep up with latest technology in terms of your accounting needs.

LARGE CORPORATIONS

Our intricate understanding of Large Corporations allows us to customize relevant Tax and Financial solutions

Get a second opinion on the Income and Gains accumulating in Non Australian Controlled foreign Companies Foreign trusts containing investment components.

The foreign investment funds (FIF) measures do not apply if a Double Tax Treaty exits to treat that person as a resident of both countries.

Foreign Accruals Systems

Designed to combat profit sheltering by foreign companies and trusts controlled by Australian Residents in low tax countries

Accrual Accounting verse Cash Accounting,

Trading Stock profits

The Capital Gains Tax position of trusts can be quite different to that of individuals, partnerships and companies A Trustee can usually stream a capital gain to a particular unit holder or beneficiary provided that the trust Deed permits a targeting of particular beneficiaries.

SMALL BUSINESS

Small Business

Our services includes Business advisory services GST and ABN related matters, Companies, Family and Unit Trust Or Partnerships.

Accounting

We provide training in accounting services, bookkeeping, including preparation of Financial Accounts for Management, Income Tax, Financiers, Banks, Investors and so on.

GST

Training in Excel, MYOB or QuickBooks is available. We do all types of GST Work. That includes, preparation and electronic lodgment of BAS and IAS returns. We can provide specialized cash book Software and custom excel GST programs built for your specific client GST records.

Structures

Secretarial and ASIC Companies, Trust structures, and Partnership are our specialty. We can competently put your business in the right structure.We can maintain company registers, incorporate companies, and attend to all company secretarial requirements.

PERSONAL TAX RETURNS

Taxation

We have been extensively involved in all types Income tax returns for over 15 years. We are experienced in all types of entities including Individuals, partnerships, family and unit trusts, companies and Superannuation funds.

Fringe Benefits Tax

FBT is paid by employers on the grossed up taxable value of benefits provided to employees or their associates in respect of their employment. Employees are not assessed on the value of those benefits. Some benefits are exempt from FBT. FBT is payable even if the employer chooses not to claim a tax deduction for the cost of providing the benefit.

Salary Packaging

Arises when an employee agrees contractually to forego part of the remuneration otherwise receivable as salary or wages, in return for the employer providing benefits of a similar value.

BOOKKEEPING

Dixon and Doshi can help you to setup a new business or cleanup your existing company file that has not had professional help. We can setup the reporting and systems needed to understand your business better. Your Dixon and Doshi Bookkeeper can create a budget and projections so that you can forecast and plan properly. Dixon and Doshi can help with BAS, Payroll Setup and Integration of your existing systems or help to streamline your bookkeeping systems with the correct checks and balances for Best Practices. Dixon and Doshi being a chartered accounting firm provides assurance that we are able to provide the best tax planning based on accurate bookkeeping and reporting.

INVESTORS

Our intricate understanding of Large Corporations allows us to customize relevant Tax and Financial solutions

Get a second opinion on the Income and Gains accumulating in Non Australian Controlled foreign Companies Foreign trusts containing investment components.

The foreign investment funds (FIF) measures do not apply if a Double Tax Treaty exits to treat that person as a resident of both countries.

Foreign Accruals Systems

Designed to combat profit sheltering by foreign companies and trusts controlled by Australian Residents in low tax countries

Accrual Accounting verse Cash Accounting,

NON PROFIT ORGANISATION

We ensure that all your compliance needs are met.

We also help the organisation in forming good internal control procedures for management and tracking of cash , payments to suppliers.

We have expertise in obtaining necessary exemptions for your organisation such as DGR (Deductible Gift Recipient ), PBI (Public Benevolent Institution) and Charity status.

You employees could benefit greatly by your FBT rebate or FBT exempt status.

R&D TAX INCENTIVE SCHEME

On 1 July 2012 the Government introduced the R&D Tax Incentive which provides more generous support for businesses than the R&D Tax Concession that was replaced. Under this new legislation, more businesses are eligible to claim generous support that is aimed at increasing innovation and creativity within Australian companies.

The two main elements of the legislation include:

• A 45% refundable tax offset to eligible entities with an aggregated turnover of less than $20 million per annum.
• A non-refundable 40% tax offset to all other eligible entities.

The team at Dixon and Doshi is ready to discuss with you about the possibility of a R & D claim for your business. Call or make an appointment to find out more on this.

About The Group of 100

The G100’s purpose is today’s leading CFOs creating better businesses for tomorrow. To this end the G100 works to ensure that Australia’s commercial and regulatory environment is one which advances the interests of Australian business and which encourages private and public enterprises to grow and compete in today’s highly competitive environment.

Challenges for Corporate Australia

The Group of 100 will focus on the following key issues:

• Reducing the regulatory burden on business to improve productivity
• Simplifying company reporting to the investment community
• Accelerating reform of the nation’s taxation regime
• Actively monitoring and advising on the effective operation of debt and equity markets – promoting effective communication with shareholders and stakeholders.

Australia’s peak body for CFOs and senior finance executives

Established in 1982, the Group of 100 views its role as one which actively contributes to the development and delivery of good policy at the national level, particularly as it applies to business regulation, governance, financial reporting, taxation and capital markets.

Our members and the major enterprises they represent are drawn from the public and private sectors of the economy. Many of our members are global in their operations, reach and influence.

At a time of significantly increasing business regulation and the complexity which follows, it is important that we seek, with others, to put forward our vision for an efficient, financially well managed and growth orientated economy.

In delivering our mission, the G100 has been an active participant on advisory committees of the Federal Government and its agencies. In this way our members contribute to policy formulation directed at ensuring Australia is competitive internationally and is well equipped to be a significant player globally and in the high growth region of Asia.

A network of influence

Through its specialist working groups and members, the G100 works collaboratively with Government, its agencies and other bodies to ensure that key issues which impact on business and economic efficiency are on the national agenda. For example, the G100 is an active participant on the following:

• Financial Reporting Council
• ASX Corporate Governance Council
• Business Coalition for Tax Reform
• ASIC Auditing & Accounting Committee

Representation on these bodies is drawn from the Directors of the Board of the Group of 100’s and from people in member organisations with specialist expertise.

Financial Leadership

A key role of the Group of 100 is the research and development of strategies and practices which ensure our members are leaders in financial management. It does this by maintaining close working relationships with other national business organisations and conducting joint activities and forums on key business issues. Importantly, it also co-ordinates the development of leading edge guidance covering such areas as financial reporting, risk management and carbon pricing.

The G100 conducts an ongoing and innovative program of initiatives aimed at supporting the professional development of CFOs and senior financial executives through financial innovation, thought leadership initiatives, both strategic and technical, and peer support through its influential national network.

Digitising Finance

Future of the Profession Series – a collaboration between the Group of 100 and PwC Australia.

About the “Future of the Profession” series  

If 2020 has taught us anything, it’s the need to be able to respond quickly to changing business conditions leveraging technology to enable it. As a result, the digitisation path has accelerated for many people and organisations offering an opportunity to transform the finance function.

Launched in November 2020, over the next 12 months, the G100 and PwC will run a series of events designed to help organisations understand how to transform their finance functions by embracing new technologies, leveraging data and embedding new ways of working.

The Journey to Finance Transformation

Tuesday, 16 March 2021

Finance teams are grappling with transforming their operations to keep pace with current business needs and anticipate future requirements to position the function as a strategic business partner. While transformation projects will vary depending on size and complexity of the organisation, the key components of all projects will be people, processes, data and technology. By their very nature, transformation projects are complex undertakings that require sound strategy development, leadership commitment and an agile mindset to succeed.

The next ‘Future of the Profession‘ webcast series will be held on Tuesday, 16th March 2021.

About Us

We believe the only way to approach such a serious matter is to be strategic and calculated. As with any kind of medical operation, accuracy and understanding of the problem at hand is always the first step. Our preparation is what sets us apart from any other agency, we act out of knowledge of what we know, therefore we only move once for your collection.

Why Us

We are so successful because we gather all the information that is yet to be seen. We learn everything about your debtor so we will be able to understand exactly how they will feel and react. We learn to counteract any defences they may have.

Precision Debt Collection Services

We are your premium debt collection services, providing the fastest and most efficient money collection in the industry. We are calculated and only move towards recovery when necessary, this is how we remain successful with such a high efficiency rating. At the same time you only pay for any actions we take, so we are often a more affordable service and in a fraction of the normal recovery period!

Successful Recovery

Each debt collector comes from a different background, at Draft Docs, many of our collectors come from medical backgrounds. That is why our debt recovery agency has become so renowned for its surgical precision in the recovery process. Our collectors are precise and only engage the debtor in calculated situations.

Our Mentality

Because we employ such professional debt collection processes, we view each collection as if it were mirroring a surgery. Each case is of utmost importance and considered high priority so we always aim to deliver the perfect procedure in a timely matter. We understand the importance that your money must be delivered to you, so we guarantee your money returned in 3 days.

Why We’re The Best

With our medical background and professional values of upholding only the highest standard of professionalism we have established ourselves as the most elite debt collection agency on the market. Furthermore we are amongst the most affordable agencies, because we only proceed when we need to, there’s no added costs or extra fees.

Your Trusted Tax Accountant in Melbourne

At One Minute Tax, we have a team of the best accountants in Melbourne. We have extensive experience providing individuals and small businesses all over Melbourne with professional tax return services and complete bookkeeping and accounting services. From tax minimisation and online tax returns to company registration and general wealth creation, we can help.

In just three years, we have leveraged our innovative cloud-based technologies and built a diverse client base across Australia. We have a team of CPA-qualified tax accountants, based in the Melbourne CBD and in Point Cook, who constantly challenge themselves to deliver more to our clients, helping to make small business accounting management easier than ever.

We aim to provide fast turnaround, easy to understand and affordable tax return and accounting services for both individuals and businesses across Melbourne. So whether you’re looking for a tax accountant near Point Cook, a tax agent in Melbourne or bookkeeping services in Werribee, you can trust the team at One Minute Tax.

When you contact us, you’ll speak directly to one of our accountants. We can answer all your questions and get started providing expert advice designed to simplify your financial situation.

Services

Business Accounting Services – Melbourne

If you are a business owner looking for more than just financial statements and tax returns, welcome to One Minute Tax.

If you are a business owner looking for more than just financial statements and tax returns, welcome to One Minute Tax. We have a team of small business accountants ready to provide complete accounting services for businesses across Melbourne. We can provide company tax returns starting from just $440 as well as company registration and structuring, complete business accounting and bookkeeping services and more.

We offer a complete range of taxation and general accountancy services as well as general business consultancy, profitability diagnostics, business reporting and benchmarking.

Company Tax Return

We make sure your business meets ATO compliance requirements

We make sure your business meets all ATO compliance requirements while ensuring the best possible return.

Taxation law in Australia is complex and requires detailed knowledge of the latest legislative changes to ensure your business remains compliant while minimising your tax liabilities. The experienced tax accountants at One Minute Tax undertake extensive professional development to keep abreast of these changes, ensuring our clients receive timely and accurate accounting and taxation advice when the time comes to submit a company tax return.

Register Your Company Today

Register your new company, with complete peace of mind.

Business Structuring & Company Registration – Melbourne

At One Minute Tax, we provide expert business structuring and company registration services across Melbourne. We can help you set up your company ensuring the optimal structure for your tax situation and the future of your business.

Online Bookkeeping Services

We offer online bookkeeping services to clients all around Australia on a fixed fee basis using cloud based accounting software such as Xero. This is a cost-effective option compared to onsite bookkeeping as it eliminates travel time.

Specialized in Cloud Bookeeping Services

One Minute Tax offers a full range of bookkeeping services, including:

• Accounting Software Conversation
• Setting up a Customised Chart of Accounts
• Accounts Receivable
• Accounts Payable
• Bank Reconciliation

• Payroll
• Superannuation
• BAS/IAS Lodgement
• Financial Statement Reporting
• Untangling many years’ worth of bookkeeping

In addition to these, we also provide other general online bookkeeping functions and can assist you in Debtors Management.
Our online bookkeeping service will empower you to be on top of your financials in the minimum time possible.

Accountants For Tradies Melbourne

One Minute Tax — your professional bookkeepers and accountants for tradies and trade businesses in Melbourne.

If you’re a tradie, you know how difficult it can be to stay on top of the accounting, bookkeeping and general admin. But we can help. We provide the best accounting and bookkeeping services specifically for tradespeople.

Property Accountant Melbourne

Are you considering purchasing your first investment property? Do you want to optimise your tax position on an existing investment or expand your property portfolio? Then talk to One Minute Tax. We have a team of professional property accountants who understand the Melbourne market.

We can provide expert property investment advice and strategic planning across a broad range of property related financial issues. We can help you structure and protect your assets, generate cash flow, identify the best investments, minimise your tax bill, grow your property portfolio and secure your financial future.

We will work with you to understand your financial situation and your property investment goals. With this information, our property tax specialists can provide tailored accounting services and tax advice and strategies designed to help you achieve your goals, minimise your liabilities and take advantage of the available tax breaks and incentives for investors.

Property Development Accountants

For larger scale projects, we have a team of experienced property development accountants and property tax consultants. We can help you structure your property development venture, minimise taxes, reduce risk and liabilities, ensure compliance and reporting, handle the bookkeeping and more.

We are a premium provider of personalised accounting and business solutions.

Since 1985 we have provided unrivalled business advice to a variety of clients from individuals to multi-million dollar businesses, across many different industries. We are accountants who provide the best tax and superannuation advice to suit your needs.

About

We enjoy building relationships with our clients and achieving their goals together.
We visit our clients and learn about the day-to-day operations of their businesses and lives.

Our Services

We are a premium provider of personalised accounting and business solutions achieved
by building strong relationships with our clients.

Accounting

This includes maintenance of client accounting information systems, compilation of client financial statements and special reports. We assist with the development of information systems, and review/prepare reports required for regulatory agencies and for meeting contractual credit agreements.

Audit, Risk Management & Assurance

Our audits are designed to assist clients to meet their legal requirements and satisfy the needs of financiers, shareholders or other stakeholders.

Our audit methodology enables us to obtain a thorough understanding of our clients’ organisations. This insight allows us to provide an effective as well as a value added audit.

We provide a full range of services including:

​Company Audits of listed and unlisted companies

• AFS license audits
• Audit of recoverable outgoings
• Audit of not-for-profit organisations
• Solicitor trust accounts
• Real estate agent trust accounts.

Bookkeeping services 

We provide bookkeeping services that will free you to focus on the operational side of your business. Our services will help you understand the financial health of your business, and will give you peace of mind  when  making  financial decisions.

As a small business owner, you will have certain obligations to the ATO in regard to reporting business taxation. Such obligations include the need to complete an IAS (Instalment Activity Statement) or BAS (Business Activity Statement). As your business grows, you may also need to register for GST

We are very experienced and can help you meet your ongoing compliance commitments.

Business Advisory

We work with clients to interpret and analyse their accounting and financial information to evaluate business performance and use this information to help clients make informed decisions. We specialise in business structures and will advise the best structure to meet client needs. We can undertake business valuations and assist with decisions relating to business sale and succession. We help our clients to identify their personal and business goals and then work closely with them to achieve their goals.

Estate Planning

Together with our or your legal representatives we will help you prepare an Estate Plan to protect your wealth and to facilitate passing the wealth on to family members or others in a way that is consistent with your wishes. Once the Plan is in place we can help you manage your estate by:

• preparing wills and powers of attorney
• planning and managing assets transfer
• resolving family disputes
• administering deceased estates
• forming and structuring companies and trusts

Superannuation and SMSF

We examine various retirement strategies for our clients. We can assist with the establishment of an SMSF and prepare and lodge the income tax returns, financial statements and regulatory returns of the fund. We will also oversee the audit of superannuation funds.

Superannuation Audit Services

At Boyd Legg & Co. we specialise in audit of self-managed superannuation funds. We are required to follow a range of standards, codes of practice and requirements. At Boyd Legg & Co. we work closely with all professional accounting bodies in relation to the requirements and standards relevant to SMSF audits and accordingly provide a strong positive influence on clients to recognise and adopt best practices. We provide you with assistance and support so that you can incorporate these systems within your organisation.

As a registered company auditor and a SMSF accredited auditor, we possess the required capabilities and competencies to conduct a compliance audit of an SMSF, including full knowledge and application of the relevant legislation.

Tax Consulting

We provide tax planning and compliance services for both individuals and businesses. We can assess the tax implications of various business and individual decisions. Taxation laws and regulations are constantly changing. We pride ourselves on our internal training allowing us to keep abreast of changes and give clients the best tax planning/tax management advice.

About Us

Our Why

Some people work to live. Others live to work. We work to effect positive change in the lives of our clients. Because we genuinely care about making them happier. Not just wealthier.

Our How

We leap over the hurdles that business owners typically face, like: cashflow shortages, stagnant growth and headaches from hiring the wrong people. We see it time and time again and that’s why we know positive change starts with a strategic plan. Establishing a clear vision and purpose. Devising clever tactics to accelerate action and core values to align culture. Sound business decisions need more than just the numbers to stack up.

Our What

We’re business enthusiasts and expert advisors. We’re also industry educators. And, while we excel with numbers, we know we’re in the business of people. And, it’s the people and the opportunity we have to make their lives a little happier, that drives us to work harder than most.

Services

Business Advisory

We’re business enthusiasts and expert advisors. And, we know sound business decisions need more than just the numbers to stack up.

• Business Strategy

A planning session for your business

In our comprehensive Strategic Planning Workshop, we create a roadmap to achieve whatever it* is you’re chasing. We build a structured framework with tangible steps and key drivers, so you know what your milestones are and if you’re on track to making it* happen.

• Financial Modelling & Management

CFO style reports

We become your financial partner, watching over your numbers and keeping them in line with your business strategy. The benefit? We’ll take away any doubt, so you can have more control and confidence when making decisions.

• Budgeting & Forecasting

Ensuring you’re on track

We like to catch up on a monthly or quarterly basis to ensure your numbers are stacking up and to keep you accountable to your strategic plan. We realign where we need to and celebrate the little wins when they’re due.

• Cashflow Planning & Management

The fuel to your passion

We know cash is a common stress point for business owners. It’s a good thing we like to be organised. And even more than that, we like to avoid nasty surprises. So, we’ll help you forecast your cashflow (6 months in advance) so we can proactively action anything needed.

• Business Valuations

Knowledge is empowering

Maybe you’re looking to buy or sell a business, in part or in whole?  Either way, we can help you decipher the strategy behind your deal, the value of your business and even the structure of any new partners coming on-board. Knowing the value of your business is empowering for your decision making.

Financial Advisory

We do more than balance your books and bank accounts. Because profits made in your business can fuel your personal investment strategy. That thing we call ‘nest egg.’

• Personal Wealth

Actively invest in your future

We’ll show you a series of ways to build your wealth and surplus cash. And, then future-cast how you can earn a passive income from your assets, while still achieving your short-term life and lifestyle goals. Like a big holiday once a year or cutting back your working hours.

• Finance Lending

Access a loan to fuel your goals

What do you have in mind…a dream home or dream reno? A first or fifth investment property? Or, perhaps you’re needing extra cash to fuel your business expansion. Be it serious or be it family holiday fun, we look at where you see your life in the future and help find the funding to fuel it.

• Self-Managed Super

Control your (asset) destiny

Flexibility can be a great thing, especially when it comes to managing a ‘do-it-yourself’ superannuation scheme. Except you won’t need to do it yourself. Our friendly team have a wealth of knowledge and are here to guide you to set yourself and your family, up best. If we feel it’s in your best interest.

• Asset Protection

Peace of mind

We help you set personal wealth goals, so we together can achieve them. We also need to understand the risks that might get in the way, so we can mitigate them. Rationally, it’s considered risk management. Emotionally, it’s peace of mind. However you see it, we assure you it’s valuable.

• Succession Planning

Future proofing

Wanting to get your Business and Personal Estate in order? We’ll help you design, implement and monitor a road map that leads to achieving whatever future ?happiness (it*) looks like to you.

Accounting & Tax

Come say hello and you’ll find an office full of experts, with decades of expertise. We know our way around a spreadsheet and the intricacies of the tax system.

• Tax Compliance

Cross your T’s, dot your I’s

We make sure you’re on top of all your financials and tax, so you feel in control and on track at all times. More importantly, you’ll have the clarity and freedom to get back to doing what you do best. And should the ‘authorities’ arrive, you know you’ll be safe from nasty surprises.

• Tax Planning

Never pay more than you should

Money in your pocket is a chance to build wealth, right? So, before the EOFY arrives, we will look at ways to minimise your tax by future-casting your ATO obligations (up to one year in advance). Being smart with your money, is all about planning ahead.

• Bookkeeping

Getting the basics to stack-up

There are better ways to spend your time than buried in paperwork, numbers and sticky notes. We take control and keep you on top of your numbers. We streamline your processes and provide you with quality data so you can understand your situation and make informed decision.

• International Tax

Business with no borders

We help you oversee the numbers you’re making overseas and then navigate the varying rules and regulations to ensure you’re not paying one cent more than you should in international tax.

• Business Structuring

A different kind of armour

We listen to your situation and then advise the best structure for your business, with two key things in mind: protecting your existing assets and minimising your taxable income, so you don’t pay more than you should.

Specialist Industries

With years of experience working with business owners across various industries, we know sound business decisions need more than just the numbers to stack up. Prosperity requires clarity. And, that clarity comes from a strategic plan.

• Legal Industry

Business order requires strategy

Not only do we work with many legal firms to improve their unique business strategies, we also work closely with the Law Institute of Victoria. Our Managing Director, Brent, runs small group strategic planning sessions with their members seeking to become Partners in firms. Showing them the ropes to strategy success.

• Trade Industry

Prosper with a plan

Many of our clients, like you, are absolute experts in their trade; Electricians, Plumbers and Builders, alike. We devise a business plan to help you stand out and capitalise on what you do best (with the right team on-board). We manage your financial reports and cashflow, so you business keeps flowing as it should.

• Professional Services

Relating to what we do

Every great business decision starts with a great discussion. So, we always begin by understanding your business and what makes it unique. We capitalise on your strengths and devise a strategy to help you stand out to the right people, for the right reasons. And, then we help you execute your strategy with KPI’s and monthly reporting meetings, to ensure the numbers are stacking up.

Talks & Training

A way we show how much we care, is by what we share. If you’re interested in having Brent share his knowledge and passion for business strategy, simply get in touch.

• Have Brent Speak

A Top 40 under 40 Business Leader

Brent oozes passion, which you will see from the moment you meet him, but don’t let the energy disguise his in-depth experience in strategic planning, financial management and leadership. He regularly runs seminars and business building workshops on behalf of CPA and The Law Institute of Victoria.

• Small Group Business Strategy

Hosted by by Brent Szalay

We know the small business world. And, so we understand regular, one-on-one strategy advice is often not feasible for small business owners. Yet, we recognise the real need for sound planning and financial management advice. Advice which guides informed business decisions. Get in touch if you’d like to participate is a small group session.

• Xero Training

Join the cloud

There are better ways to spend your time than being frustrated in front of your computer screen. We can show you how to take advantage of cloud accounting. The ultimate benefit being you can work from wherever your busy schedule takes you, with absolute visibility to your numbers.

ABOUT US

The Mischel & Co Group Pty Ltd

endeavours to go beyond the traditional accounting framework to achieve the best commercial solutions for our clients.

We strive to do this with integrity and professionalism.

The Mischel & Co Group Pty Ltd becomes an integral part of our clients business and forms a genuine and reliable partnership in business with our clients.

The introduction of the best practice principle in the way we care for our clients allows us to best service the broad needs of each of our clients.

Our Client Commitment

We will provide you with top quality accounting services and business advisory services by:-

• Always being proactive
• Recording the past events accurately
• Focusing on our client’s business future
• Continually updating and enhancing our technical knowledge and skills
• Communicating with our clients regularly
• Being available to our clients at all times and caring about our client’s business
• Finally always maintaining our client’s information and Intellectual Property is kept confidentiality

Our Community Commitment

We are very actively involved in our community support of various charities both locally and abroad.

We encourage an active lifestyle for both our staff and associates.

Naturally being part of the sporting mad community of Melbourne we also love our sport.

We are proud to be the Platinum Sponsors of the
Port Melbourne Football Club in the Victorian Football League.

SERVICES

Accounting & Advisory Services

The Mischel & Co Group Pty Ltd specialises in providing clients with accounting, corporate structure and business advisory services to assist in the development and enhancement of their businesses in an environment that has numerous legislative obligations.

The Mischel & Co Group Pty Ltd are able to prepare General Purpose Statutory Accounts complete with Accounting Standards to suit clients specific needs.

Auditing

The Mischel & Co Group Pty Ltd has a specialist division providing clients with auditing services specialising in the audit of Not For Profit, Small Business Enterprises, Superannuation Fund Audits and Trust Account Audits. We are also able to assist with Government Acquittals.

Along with our business advisory services our audit services enhance and protect our clients and their businesses in an environment that has numerous legislative obligations.

Auditing client’s systems also provides additional benefits such as determining that the Internal Controls and Procedures used by clients are adequate and mitigate risk.

Bookkeeping & Record keeping

Modern business demands up to date accurate financial information. We can relieve you and your staff of an enormous burden by taking care of all your bookkeeping and accounting needs, including the preparation of your annual accounts and periodic management accounts for tax, business appraisal and planning purposes.

We will discuss your requirements with you and provide you with tailored information and constructive advice on a regular basis.

Taxation

Our taxation consulting practice known as Mischel & Co (Professional Services ) Pty Ltd is continually keeping up to date with the latest changes which mean we can offer advice based on proven knowledge and experience. Our proactive approach ensures we deliver a consistent service and build solid relationships which stand the test of time.
Taxation can be a major cost to your business. We will work in partnership with you to minimise your tax and help you achieve your key objectives.

We provide a complete service of help and advice in all of the following areas:

• 1. Preparation of Income Tax Returns including:
     1. Personal, Company, Trust , Partnership and Superannuation Fund
  2. Preparation of Business Activity Statements including:
     1. Goods & Services Tax and PAYG Withholding determinations
  3. Business Structuring including:
     1. Advice on and implementation of tax effective tax structures
     2. Advice on and implementation of tax effective business structures
     3. Asset protection and tax planning

Superannuation Services

The Mischel & Co Group Pty Ltd has specialists in providing clients with accounting, tax and business advice within the scope of RG146 and the new Financial Service regime. This very popular and growing industry is strictly governed by statute and our specialists are able to provide continued assistance and advise to clients of the latest tax obligations and information on superannuation rules in an environment that is constantly changing. Our registered and qualified internal auditor also provides specialist SMSF audit services in relation to the auditing of Superannuation Funds financial reports.

Payroll Services

Administering your payroll can be time-consuming and divert you from the core activities of your business. Payroll & employment legislation is growing increasingly complex. We can relieve you of this burden by providing a comprehensive and confidential payroll service, including:

• 1. Customised pay slips
  2. Administration of PAYG, statutory sick pay, annual leave etc
  3. Summaries and analyses of staff costs
  4. Administration of incentive schemes, bonuses and termination payments

Business Start-up

Advice in correctly establishing a business structure including the various registrations needed to commence business including:

• 1. Company Formation
  2. Trust Formation
  3. Direct Clients to Specialists in Superannuation Fund Formation
  4. Australian Business Number Registration
  5. Goods & Services Tax Registration
  6. Tax Withholding Registration
  7. Tax File Number Registration
  8. Workcover Registration
  9. Payroll Tax Registration
  10. Assessment of Stamp Duty on various Trusts

Establishment of Accounting Systems

In today’s mechanised world that demands prompt reporting both of a Statutory nature and that of Corporate Governance there is need to maintain a proper set of books of accounts that conform to the various statutes and will withstand scrutiny from various government instrumentalities as well as government audits.

To establish the correct form of reporting and establishment of books of accounts a suitable computerized accounting system has to be created. There are various accounting packages available in the market place, The Mischel & Co Group Pty Ltd will determine the appropriate accounting package that suits your business and assist in the installation of the software and set up of the accounting package. It will also assist in customizing the accounting system to best suit the client’s business.

Business Planning & Corporate Governance

Apart from the establishment of a corporate structure, there is also a need to plan ahead. A successful business is not one that opens today and closes tomorrow, before taking the step of setting up a business there is also a need to plan ahead, often this requires the need to:

• 1. Prepare a Business Plan
  2. Prepare Cashflow Projections
  3. Prepare Budgets and Trading Forecasts
  4. Establishing a Strategic Plan
  5. Define your objectives and financial goals as part of a Marketing Plan
  6. Ascertain suitable staffing
  7. Determining your IT Requirements
  8. Recruitment and vetting of staff
  9. Personality profiling for key positions
  10. Assess your finance requirements
  11. Establish a good working relationship with your bank
  12. Dealing with company secretarial issues
  13. Establishing a Board of Directors and Management Team

The Mischel & Co Group Pty Ltd has considerable experience in these areas and also has strategic alliances with other professionals that may assist in all of the above mentioned areas.

WELCOME

Have you ever had the feeling that you are putting in long hours and hard work into your business but you keep going backwards?

Perhaps there has been a severe downturn in your industry, a debtor you were relying on to pay you has gone broke or maybe you are just a victim of a tough economy where people don’t spend like they used to.

Bills are mounting up. The Tax Office, creditors, landlords and banks are all calling you and you don’t know what else you can tell them.  Sometimes you don’t even know what went wrong.  Sometimes it’s obvious but you can’t do anything about it.

At Maybiz Solutions Chartered Accountants, we deal with these situations almost every day so we are fully aware of the emotions and pressures associated with owning a small business and particularly when everything seems to have gone wrong.

We can offer light at the end of the tunnel.  We pride ourselves on always providing our clients with a better outcome than if they had just given up and walked away. We understand how the tax, legal and insolvency business works and we know how to make it work in your favour. We will act in your best interests and not those of your creditors

We are qualified professionals with many years experience in tax, accounting, financial services and small business consulting.

WHAT WE DO

We offer a range of high-quality accounting, financial and business services. At Maybiz Solutions, we understand that no two clients are the same. We would be delighted to meet with you to determine how you can make best use of our team and the services we provide.

PRE-INSOLVENCY SERVICES

Maybiz Solutions will guide and represent Company Directors & Individuals contemplating insolvency or who are under financial crisis.

Maybiz Solutions will develop and assist in the implementation of strategies to achieve the best possible result for you personally and for your business. We have over 25 years experience in dealing with insolvent Companies and Individuals and have a thorough knowledge of Bankruptcy & Insolvency law.

Like anything else, implementing a properly planned and executed strategy in consultation with someone who knows the ropes may provide you with significant benefits and allow you to start planning for the future, free of financial stress.

At Maybiz Solutions, our primary concern is getting the best possible result for you. We understand that financial pressure is stressful and emotional. Let Maybiz Solutions guide you with unrivalled support and confidence.

BUSINESS SUPPORT AND ADVISORY

Thinking strategically about future changes in the marketplace can be the key to running a sustainable business. Our aim is to ensure your business has the flexibility to sidestep foreseeable difficulties and better respond to the unexpected ones. Should you run into trouble, our team will assess your business, identify its weak spots and do everything possible to return your company to profitability.

We want to help improve your bottom line, not just tell you what it is!

FINANCE SERVICES

We can help you to secure the essential finance for you and your business. Areas where we can assist include:

For businesses:

• • Commercial finance
  • Leases
  • Secured loans
  • Asset finance
  • Invoice discount finance

For individuals:

• • Line of credit facility
  • Residential home loans
  • Investment loans

TAXATION SERVICES

We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation including payroll tax and GST, our team will identify the best solutions for you. We are a registered tax agent and have affiliations with the Institute of Chartered Accountants in Australia and the Taxation Institute of Australia which allows us to maintain continuing education and keep abreast of current issues. We also engage external consultants on complex issues.

ACCOUNTING SERVICES

In the constantly changing business environment, you can rely on our business services team to provide expert and up-to-date advice and be on hand to assist you with your business requirements. Whether your concerns are taxation, accounting, business planning, cashflow and budgeting, or business valuation, rest assured that our staff are available to advise you.

MANAGING YOUR WEALTH

Make sure you take advantage of prosperous times or even lock in a reward for operating your small business through tough times.

INSURANCE

Allow us to assess your business and personal risk. You work hard in your business and the last thing you want is for it all to be put at risk through sickness or even worse, death, to a key member of your team.

About Us

Bent & Cougle Pty Ltd was established in 1963 and has always operated as a specialist insolvency practice.

Recognised as one of the most active insolvency specialists in Melbourne and throughout Victoria, Bent & Cougle specialises in servicing the needs of other professionals such as accountants, solicitors, consultants and financial institutions whose clients may be experiencing financial difficulties.

We do not conduct audits, provide tax advice or the other services that Chartered Accounting firms usually provide.

Services

Personal Services

With two registered Trustees in Bankruptcy, Bent & Cougle is able to conduct the formal administrations provided for under the Bankruptcy Act, specifically, Arrangements under Part X of the Bankruptcy Act.

Part X Arrangements

Part X of the Bankruptcy Act allows a debtor to authorise a Registered Trustee to take control of the debtor’s affairs and to facilitate the negotiation of a settlement between a debtor and their creditors.

These arrangements are referred to as Personal Insolvency Agreements.

Bent & Cougle Pty Ltd can assist a debtor to formulate the most appropriate proposal to submit to creditors.

Bankruptcy

The process whereby a debtor seeks protection from their creditors. It can be initiated by the debtor themselves or by a creditor obtaining an order from the Federal Court that a debtor be declared bankrupt.

Bankruptcy is usually resorted to where one is unable to come to a settlement with their creditors.

Bent & Cougle Pty Ltd can:
• advise whether bankruptcy is the appropriate course to follow
• advise on the consequences of bankruptcy
• act as trustees of bankrupt estates.

Informal Arrangements

In some instances it is not practical or economic to settle with one’s creditors via an arrangement under Part X.

In those circumstances, Bent & Cougle Pty Ltd are able to organise and implement informal arrangements for debtors seeking a settlement or compromise with their creditors.

Business Services

With three Registered Liquidators, Bent & Cougle is able to act as:
• liquidators
• receivers and managers
• controllers
• administrators.

Liquidation

Bent & Cougle Pty Ltd conduct both Voluntary (director initiated) and Official (generally creditor initiated) Liquidations.

For companies in financial difficulties or creditors seeking to wind up a company, we can advise on and assist in conducting Liquidations.

Receivership

Bent & Cougle Pty Ltd can act as receivers for lenders so as to oversee the operations of a business and/or realisation of its assets to enable the lender to be repaid.

Voluntary Administrations

These provisions were introduced in 1993 with the objectives being to:
• maximise the chances of a company, or its business continuing in existence, or
• if that is not possible, results in a better return for the company’s creditors and members than would result from an immediate winding up of the company.

The process allows a company a moratorium period from essentially all its creditors whilst the administrator in conjunction with the directors and their advisors, investigates the formulation of a proposal for a Deed of Company Arrangement to maximise the return to creditors.

It provides for a settlement between a company and its creditors. A Deed of Company Arrangement may provide for a company to trade on after re-organisation or cease trading but avoid liquidation.

Controller

Bent & Cougle Pty Ltd can act for mortgagees who wish to take possession of specific assets over which they have a charge, with a view to being repaid moneys they have advanced.

Consulting

With experience derived from administering all types of insolvency appointments we are able to:

• report on the assets and financial position of companies for directors, lenders, debtors and creditors
• provide solvency reports for directors, creditors and litigation purposes
  • assist in monitoring a businesses performance and managing a turnaround, and
• assist company boards when there is disagreement about the management and future direction of a company.

Who we are

Davidsons is a leading accounting and business advisory firm with offices in Geelong (Head Office) and Torquay.

By working to build long term relationships with both business and private clients, providing upfront pricing and by delivering specialist advice and knowledge to our clients for over 100 years we have established ourselves as a firm of choice within Geelong and our other operating regions.

We take pride in our values as they guide how we operate and include forming trusted relationships, having a client first approach to doing business, being forward thinking, operating with discipline and persistence and supporting family and community.

Whether you are looking for services to assist your business to grow and prosper, or as an individual to secure your financial future, we have a team of dedicated professionals ready to listen and work with you to achieve your goals.

With services including;

• Taxation Services
• Business Succession and Transition
• Business Advisory
• Audit & Assurance Services
• Bookkeeping & Cloud Accounting
• Specialist Services

We can assist you on any stage of your financial journey and if you require complementary professional services, our excellent relationships with associate organisations ensure you find the services and advice that are needed.

Services

At Davidsons we work with both business and private clients, providing upfront pricing and delivering specialist advice and knowledge for over 100 years. We have established ourselves as a firm of choice within Geelong and our other operating regions.

Discover peace of mind that comes from having all your financial needs being professionally cared for all under the one roof. We bring together a broad range of accounting and business expertise so you can have consistent and highly tailored solutions to your needs.

Core Services

TAXATION SERVICES

Davidsons can help you navigate the complex tax environment by delivering future focused solutions you can trust. We have the resources, expertise and passion about what we do to exceed your expectations and build great relationships.

SELF MANAGED SUPERANNUATION FUNDS (SMSFS)

Superannuation is a tax-effective vehicle for building wealth in the longer term.

Self-managed superannuation funds (SMSFs) combine all the tax advantages of superannuation with greater flexibility in investment choice and access to a wider range of wealth building options than are available in public-offer superannuation funds.

Davidsons offers specialist SMSF services. Our SMSF team is highly technical and experienced and will work with you to establish your SMSF as well as provide a full ongoing SMSF administration service.

Based on a ‘Client First’ approach, our dedicated and specialist team is able to provide proactive solutions and advice on all aspects of SMSFs in a constantly changing legislative environment.

AUDIT AND ASSURANCE

Whether you are a listed company, private business or community organisation, Davidsons can help you improve the value and sustainability of your business.

We are the local Geelong, Surf Coast and Western Suburbs Audit specialists, with a substantial portfolio of clients across the following sectors:

• Private and Public corporate businesses
• Not-for-profit organisations
• Education
• Health and Community Services
• Government bodies
• Professional Organisations

BUSINESS ADVISORY

Strategic advice and forward thinking to help you measure, manage and improve your business.

At Davidsons we understand the challenges facing business owners so we offer small, SME and multi-owner businesses a unique service to reduce their risks and run a better business.

Our solution to achieve these goals is the Better Business Program.

BUSINESS TRANSITION AND SUCCESSION

We understand what it means to build a business, and that for many people their business is their ‘superannuation’. Ensuring the maximum value is received for the business without creating an excessive tax bill has a major bearing on the level of comfort in retirement. Whatever the reason for selling, our expert team is ideally placed to assist in the successful transition of the business to new owners or the next generation.

BOOKKEEPING & CLOUD ACCOUNTING

Let us balance your books while you grow your business.

We provide cost effective services across all aspects of bookkeeping by utilising our expertise and specialised knowledge whilst maximising the benefits of technology to get the best solutions for your business.

Bookkeeping

At Davidsons we use the very best in cloud accounting software, our bookkeeping is fully automated, fast, streamlined and efficient to keep costs to a minimum. Our Bookkeepers can work on-site or remotely to service your business.

SPECIALITY SERVICES

Company Secretarial Services

Australian businesses are faced with various regulatory and reporting requirements that at times can be very complex.

Save time and resources by engaging with our Company Secretarial services to assist you with day-to day company secretarial needs, allowing you to focus on what you do best.

About Us

The leader in smart financial and investment advice for medical professionals

We’ve provided medical professionals with financial advice throughout their career from student to specialist for over 50 years. Success is helping you achieve your financial goals to match your brilliant career.

We specialise in financial services for doctors, helping them through their career

At DPM, we’re there with you from medical student through to retirement.

Our expertise in providing financial advice for doctors means we understand your unique professional and financial considerations and can guide you as your career and circumstances advance.

We offer an integrated range of financial services tailored to your specific needs.

Services

Tax & Accounting

Maximise opportunities with proactive tax planning and structuring.

Providing financial services for the medical profession for over 50 years, we know the exciting career journey ahead of you! Commencing your medical internship is a careeer milestone, and an important financial one too. DPM helps you lay the foundations for sound financial health while you focus on your career.

Personal Insurance

Ensure financial protection for you and your family into the future.

Personal insurance is about protecting your greatest asset – you and your ability to generate an income.

With the right cover, you know you and your family will be cared for and safeguarded if something should happen to you. It can replace all or parts of your income if you’re unable to work due to illness or injury, and provide funds for unavoidable expenses such as rent, mortgage repayments, education and feeding your family.

These costs don’t stop simply because you can’t work, whether briefly or indefinitely.

Private Wealth

Your finances should work as hard as you

Life’s good. You’ve reached a point where you’ve got a little money aside or have a stable situation that provides a consistent income. You may want to consider some investment options so you can start doing more with your money.

You’re thinking about the future. You have goals you want to accomplish. The time is ripe to seek out and put in place strategies that will turn your imagined financial future into a reality.

Self Managed Super Funds​

Determine your retirement with a self managed super fund

We understand the importance of being in control of how and where your capital is invested, which is why we provide services focused on superannuation for medical professionals.

Our specialised advice on the administration and compliance of SMSFs for doctors means you can focus on choosing assets aimed at building wealth.

Lending Services

Suitable and highly competitive lending solutions

Experts in finance for doctors, we understand lending requirements from home loans for doctors to practice acquisiton, leveraging our lender relationships to meet your goals.

Property Advocacy

Maximise opportunities with proactive tax planning and structuring.

The Property Advocacy team provides specialist advice on buying and selling residential and commercial property. Backed by exacting research and market insight, your skilled property advocate will apply their real estate knowledge and negotiating expertise to deliver quality property outcomes that suit your needs, now and in the future.

Legal Services

Secure your financial future with expert legal advice

As your professional responsibilities increase, it can be a good idea to seek out legal services specific to doctors.

The specialist team at Fletcher Clarendon offers comprehensive legal advice for doctors, covering all aspects of their medical career path ranging from will preparation to conveyancing services as you need them.

Accountants in Melbourne With A Difference

As trusted professional business advisers and accountants in Melbourne for 100’s of businesses in Australia, our goal is to improve your business journey through deploying integrated business management solutions encompassing the latest cloud based technology to save you time, money and improve your business journey.

As one of the best tax and accountants in Melbourne we offer tailored business solutions, automate processes and utilise cloud based software to ensure seamless service delivery. Our professional team, industry knowledge and quality management systems work congruently to effectively manage our service delivery and help you to minimise risk whilst achieving business success.

Contact our accountants in Melbourne today for an obligation free discussion on the benefits of implementing a holistic approach to managing the tax and accounting side of your business.

Financial Expertise You Deserve

Our highly experienced and educated team are focused on providing the optimum solutions, with a particular focus on quality of service, ensuring you understand every refund or payment.

All Encompassing Taxation & Management

We offer the full range of financial and taxation services to make financial business management convenient, consistent and congruent with your needs.

Holistic Accountants In Melbourne

We believe the ONLY way to do business well is through complete collaboration and partnership, to assist you in achieving your goals, you need to work with our accountants in Melbourne.

Our Services

We offer professional cloud based, taxation, bookkeeping, business management and financial services to help you achieve your business goals.

The following is a brief summary of our service range:

Bookkeeping Melbourne

We offer Bookkeeping in Melbourne and the full spectrum of bookkeeping services, including establishing a cloud-based system for you to work from, to lodging BASs quarterly, right through to paying all your bills on a regular basis.

Our services include data entry, accounts payable/receivable, debt collection, payroll, super, GST and BAS.

Whatever your bookkeeping needs, we bring data to your fingertips, on any device, at any time, so that you can complete tasks, track progress and examine performance in real time from anywhere with an internet connection.

Business Management Melbourne

WNR Business Consulting offer Business Management in Melbourne and are partnered with an array of market leading cloud based solution providers to transform & modernise the way your business works and interacts with its customers.

Why utilise our cloud based business management?

• Administration, avoid human error, double entry, multiple systems and increased labour costs associated with ensuring sound administration.
• Access, data, metrics, performance and reports from anywhere in the world on any device in real time.
• Automation, our platforms all speak to each other (using APIs) to automate the flow of information that may otherwise have been held by individuals, separate platforms or processes previously.

Imagine…. the extra time you could allocate to focusing on more important areas of your life and business..

Taxation

As Taxation Experts in Melbourne, WNR Business Consulting can assist you in keeping abreast of changing Tax regulations and approaches in Australia and internationally, with tax decisions under scrutiny like never before. At WNR Business Consulting our tax expertise coupled with deep industry knowledge will help you realise planning opportunities and meet your compliance responsibilities. We think beyond the present and beyond borders to deliver long-lasting value.

Self-Managed Superannuation Fund

A Self-Managed Superannuation Fund is a popular vehicle for wealth accumulation, tax planning, retirement planning and asset protection purposes.

About Us

By combining our Expertise & Passion we will achieve the best experience and result for YOU!

Are you looking for an Accounting Firm, Tax Accountant or Financial Planner, then look no further.

At Black & Krantz we are more than just Accountants, you are getting a firm that will look after all your taxation, accounting and financial planning needs.

We are based in South Melbourne and look after clients throughout the Melbourne metropolitan area and also interstate.

We are specialists in our field. We guide you through complex situations to ensure all your decisions are made simple. We help you plan for your future and ensure your business is structured in the most tax effective way possible.

We have years of experience behind us and want to help you succeed. Not all Accountants or Financial Planners offer such a holistic service. We are big enough to cover all your needs and small enough to care and offer a warm and friendly service.

By combining our expertise and passion we will achieve the best experience for you. We will even set you up with the right amount of Life Insurance and income protection insurance to ensure your loved ones are protected because we know how important family is.

Give us a call today to arrange a meeting. You have nothing to lose, it could be the best phone call you’ve ever made. We can make the difference you need. We can help you get started or we can help you restructure your business to maximise and increase your wealth.

Make Black & Krantz your next decision, and we will ensure that all your decisions are made simple.

Services

A Holistic Service Offering

Whether you want Accounting Services, Tax Advice, Tax Agent Services or Financial Planning you have come to the right place. We are more the just Tax Accountant Melbourne. We will help your business grow. We will help you choose accounting packages (in the cloud, if you desire) to run your business efficiently.

We can protect your assets by making sure you have the right structure in place. There are the right times to choose a Company or a Trust or another entity such as a Self Managed Super Fund. It’s all about helping you achieve your goals. And that’s what our real job is.

At Black & Krantz we aim to provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We’ve also developed our traditional auditing and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results.

Listed below are the services we offer. This list is by no means exhaustive, and our team of friendly staff are more than happy to talk about any services not listed here that you might require.

Tax Services

Are you dreaming of life without tax?

GST, CGT, FBT, PAYG, BAS returns, Tax returns, ZZZZZZ – we understand why it’s enough to put you to sleep.

Tax is a necessary part of running your business. The good news is your business tax and compliance doesn’t have to be boring or complex. In fact we are crazy enough to love it and we’ll show you how to love it too. (Well, at least like it a LOT more).

With Black and Krantz all your tax decisions are actually made simple.

Business Advice

Are you looking to start a business for the first time or do you need to revamp an existing one?

Here’s four foolproof ways to kick start your business and get you smiling again!

Superannuation

Okay, we all know that super is important, but do you know how to work all the angles for the best, stress free retirement possible?

If not you risk losing money to unnecessary taxes and missing out on available tax deductions. With Black and Krantz you maintain control of your investments and your future.

• Establishing Your Self Managed Superannuation Fund
• Retirement Planning
• Accumulation and Wealth Control^©
• Maintaining Compliance
• Superannuation
• DIY Superannuation

If retirement is a long way off then life is for enjoying now, not for administrating super funds.

Superannuation is made easy with Black and Krantz with qualified staff dedicated to your own Self Managed Superannuation Fund in all areas including Financial Planning, Wealth Control©, Audit, Compliance, and Accounting.

Bookkeeping

Bookkeeping is to profits as lungs are to breathing – essential.

You can breathe deeply and relax, knowing that with Black & Krantz your bookkeeping decisions are made simple.

There are four absolutely essential areas for your bookkeeping solution:

1. Review of systems and needs
2. Training services
3. Bookkeeping services
4. Payroll services

Wealth Control^©

Let’s be honest here – everyone, yes even you, would like to be wealthier than they are now.

Managing and protecting your wealth is no joking matter. (Especially those jokes about how many accountants it takes to change a light bulb!). You deserve a serious and comprehensive program to manage your wealth and your decisions – with Wealth Control^© you get exactly that.

Why Wealth Control^© is for you

Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams. We have developed a Financial Planning Pyramid^© to visually represent the four tiers of the wealth control system.

ABOUT US

​

Who are we?

Melbourne Tax Advisory is an accounting firm of business accountants that provide small business services to a range of clients, we are located in Port Melbourne, Mount Waverley and North Melbourne.

The directors of Melbourne Tax Advisory have over 15 years of solid practical experience in taxation and business advisory. Our members are Certified Public Accountants (CPAs), Chartered Accountants (CAs) and licensed Tax Agents.

We have the capacity to find solutions that work for our clients, their businesses and offer expertise throughout the financial industry. We are passionate about helping you achieve your goals. We highly value client relationships and provide simple, clear honest advice to clients.

What we stand for

Our firm is committed to providing the best quality service coupled with in depth technical knowledge to deliver outstanding results to each and every single one of our clients. We differentiate ourselves from other accountants through our proactive approach with a team and service that’s focused on you.

OUR SERVICES

TAXATION

Tax Time… Let’s make it enjoyable!

At Melbourne Tax Advisory we can help you manage a range of taxation and accounting services. As qualified and professional accountants we work with you to achieve your goals and minimise your tax.

We are equipped with all the knowledge and expertise needed to manage your accounting and tax requirements. We are big believers in technology and utilise cloud accounting software. We assist a range of clients from small start-ups to large organisations providing a streamlined and efficient service.

ADVISORY

Your money matters…

Yes, all accountants can prepare tax returns, but at Melbourne Tax Advisory we encourage business owners to constantly reflect on their short term and long term goals.

It’s easy to lose sight of what you set out to achieve. Take back control of the direction of your business by undertaking our advisory service, it will give you comfort knowing the direction of your business.

MANAGEMENT ACCOUNTING

Let’s have a look at those numbers…

At Melbourne Tax Advisory we like to get involved in your business, management reporting will give you the tools necessary to make better business decisions. Our management accounting services are tailored to suit your requirements. It could be a simple phone catch up or a comprehensive monthly management meeting to discuss your business performance.

The management service provides a business health check to see where things are going wrong, what needs to improve and where the business is performing. This ensures your business is heading in the direction of your goals.

BOOKKEEPING

Boring… Let us take it off your hands so you can focus on your business!

At Melbourne Tax Advisory we know that running a small business isn’t easy, our bookkeeping team can save you valuable time. We are bookkeeping specialists and happy to assist with all your bookkeeping needs. We provide high quality, cloud-based bookkeeping services. You will be able to access your reports and records at any time you want.

We are proficient in using a range of accounting software such as Xero, Quickbooks and MYOB. Bookkeeping software is capable of integrating into various applications such as debtor control, CRM, point of sale and inventory management. Integrations such as Hubdoc and Receipt Bank can further automate the bookkeeping process.

BUSINESS START UPS

Idea? We are all ears!

As a new starting business, it’s important to ensure your accounts are in order.
At Melbourne Tax Advisory we offer the best starting point for your aspiring business.

Thoughtful planning prior to establishing your new business and an effective business plan will give you a sound basis to see if your new business venture aligns with long term goals.

One of the most important decisions as a new business owner is the structure of your business. At Melbourne Tax Advisory we consider all factors which include asset protection, the flexibility of the structure, control and longevity.

XERO ACCOUNTANTS

Xero Accounting.  Why we love it!

At Melbourne Tax Advisory we are all about Xero.  Cloud accounting software has revolutionised the way we do business. Below is a list explaining why we love Xero and why we recommend it to our clients:

Real time data 

​Xero is cloud software, which means it provides users with auto-updated, real time financial information about your business. You no longer have to wait for the latest version of your accounting software. Now our clients can see the inflow and outflow of money 24/7. They can access this information from their smart phone or laptop.

Time saver

​Xero has allowed for a streamlined and automatic financial data management. This allows business owners to focus on running their business and allows us accountants more time on advising clients.

​Reduced costs

​Easy access to financial information and less time consuming processes means less time taken for the accountant. This will in turn reduce your bill for accounting fees.

​Let your accountant advise you

​By having access to real time date with Xero, this enables your accountant insight into your figures straight away. Your accountant could tailor a simple phone call or comprehensive monthly management meeting to discuss your business performance. This kind of service provides a business health check to see what is going wrong, what needs to improve and where the business is performing. This ensures your business is heading in the direction of your goals.

​Add Ons

​An Add On is a system that integrates with Xero to provide deeper and more advanced management of a certain operating task. There is guaranteed to be an Add On that can benefit your business. Some of the Add Ons we use include Hubdoc, Stripe, Go Cardless, Receipt Bank to name a few.

WHO ARE WE?

At AIM S Australia our highly qualified professional accountants are CPA qualified or in training. Having a diverse variety of professional staff whom have undergone the industry’s most comprehensive training or are currently in training, allows us to provide high quality financial services using up-to-date knowledge, innovative solutions and the most effective strategies. We pride ourselves on our ability to create and maintain strong relationships with our clients to guide and assist them in attaining their financial goals.

Why Choose Us?

At AIM S Australia, we aim to understand each of our clients’ needs and desires to ensure we can provide the best solution to maximise business growth and financial gain.

Our dynamic team of highly qualified and committed Melbourne based tax return accountants and bookkeepers represent a combination of decades of experience and young fresh ideas. We will work hard to ensure that any personal or business tax services are as tax-effective as possible. We can conduct a comprehensive analysis of your income, assets and debts, and recommend solutions that will fulfil your financial needs.

Our accountants in Caulfield and Melbourne understand that selecting a firm to entrust your accounting, financial and business advisory needs to is an important decision requiring great care and forethought. Uncertain times, rapid economic changes and increases in competitive pressures magnify this significance. That is why at AIM S Australia, we strive to provide our clients with valuable and advantageous advice to assist them in making the right decisions with tools such as benchmarking, budgeting, cash-flow forecasting and more.

Our Services

Accounting and Bookkeeping

Includes preparation of annual accounts, management of accounts for tax, business appraisal, planning purposes and constructive advice on a regular basis.

Taxation

Involves preparation and lodgement of tax returns, preparing activity statements and advice on payments. GST/FBT obligations, tax minimisation and advice on implementation of tax and effective trust structures for assets protection. Management of ATO audits or disputes.

Business Services

Our team of small business tax accountants guide businesses to reach their full potential in profit, focus and competition by offering flexible strategies and solutions.

Business insight

Get real time visibility into your business’ financial performance and opportunities to improve.

Tax Services

Tax Agent Services in Melbourne

AIM S Australia understands that every client has their own unique taxation requirements. That’s why our firm offers a wide range of tax preparation services that are suitable for both individual and business clients. Our clients get the results they desire when they hire us for our highly sought after individual tax preparation services or business tax preparation services.

Our qualified tax agents take every facet of Australia’s tax laws into consideration prior to filing any tax returns on your behalf. We use our extensive knowledge of taxation to maximise your tax refund and ensure you pay the least amount of tax possible by taking all possible deductions into consideration. The fee for our tax agent services is fully transparent and affordable, making us the best choice for handling all your tax lodging requirements.

Our Tax Preparation Services

We can complete:

• Individual Tax returns
• Sole Trader Tax returns
• Company Tax returns
• Trust Tax returns
• Self-Managed Superannuation Tax Returns
• Partnership Tax returns
• Estate Tax Returns
• Fringe Benefit Tax returns
• BAS obligations
• Payroll Tax obligations
• Capital Gains Tax registers
• Withholding Tax variations

To assist in the collation of records, for the preparation of the above returns and financials, we have a number of entity-specific checklists available.

Individual Tax Preparation Services

AIM S Australia is a premium individual tax preparation services provider. Our tax agents have helped many individuals file their tax returns with ease. With our years of experience in diligently filing and lodging taxation on behalf of our clients, we fully understand the complications and parameters related to filing tax returns for individuals from all walks of life. We will calculate your wages, pensions and other information pertaining to your financial situation to help you file your tax return.

Business Tax Preparation Services

Just like how individuals pay income tax that comes from their wages, businesses that are registered in Australia also must pay company tax. We understand that you would prefer to spend more time focusing on your business’s day-to-day operations than keeping your financial records up to date. However, it’s impossible to make good business decisions without having a full understanding of your business’s financial state.

If you require the expertise of a Melbourne based accounting firm, you can trust AIM S Australia to deliver the best business tax preparation services and advice that will greatly benefit your business. Our tax agents will assess how much your organisation spends on business expenses, profits, losses, how much tax has to be paid, and if there are any tax deductions and concessions that can be taken advantage of. Doing so will ensure that your business pays the right amount of money at tax time, helping you to save money in the long run.

Small Business Accounting Services

ACCOUNTING & BOOKKEEPING

Modern business demands up-to-date accurate financial information. At AIM S Australia, we can provide small business accounting services that can relieve you and your staff of an enormous burden by taking care of all your bookkeeping and accounting needs, including the preparation of your annual accounts and periodic management accounts for tax, business appraisal and planning purposes.

We will discuss your requirements and provide you with tailored information and constructive advice on a regular basis as part of our small business tax preparation services, business appraisal services and planning services.

BENCHMARKING

Have you ever wondered how your business performs compared to your competitors? Are you spending enough on advertising? Are you paying too much rent? Are your staff costs too high? What is the average bottom line of your competitors?

Survival in today’s business climate requires you to spend more time working on your business rather than in the business.

We can provide you with accurate, timely and informative benchmarking reports, allowing you to:

• See how your business compares against your competitors
• Understand how the rest of your industry works
• Analyse the key performance indicators of your industry

Armed with this information, we’ll work with you to develop action strategies to improve your bottom line.

BUDGETING

A good budget is a necessity in a good business plan. It is one of the best business tools we have, allowing us to set financial targets and measure our performance.

In addition to goal setting value, budgets will often improve your chances of acquiring funding. Financers often require budgets as a prerequisite for funding approval.

The techniques we utilise in the formation of financial projections will allow you to consider future scenarios and give you goals to strive for in your business. There are many types of budgets and we can help you design the right budget for your needs and requirements.

Let us show you how a budget is able to provide feedback to allow you to prepare for the future of your business.

BUSINESS START-UP

Let us help you turn your business idea into a reality. If you have a good idea for a new business venture but don’t have expertise in the legal or financial aspects of creating a new business, we can help you:

• Decide on the most suitable structure for your business – sole trader, partnership, or limited company
• Prepare a business plan, cash flow projections, budgets, and trading forecasts
• Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
• Establish a good working relationship with your bank
• Register for an Australian Business Number with the ATO
• Complete registration procedures with Australian Securities and Investments Commission
• Deal with company secretarial issues
• Set up a recording system for your internal use and for complying with statutory requirements

CASHFLOW FORECASTING

Have you ever wondered if you are holding too much inventory? Is this the right time to expand your business? Are you going to have enough cash to pay all expenses every month?

Survival in today’s business climate requires you to spend more time working on your business rather than in the business.

We can provide you with accurate, timely and informative cashflow forecasting reports – allowing you to:

• Realise and understand when cash is available
• Plan and prepare for expansion, stock control, and taxes
• Analyse and anticipate key expenses

Armed with this information, we’ll work with you to develop action strategies to improve your bottom line.

MANAGEMENT CONSULTING

Our aim is to ensure your business achieves the potential it’s capable of. We have the knowhow and experience to offer advice to help you run your business more effectively.

We are practiced in acting as a sounding board for management, bringing to the relationship years of experience in business growth. We can identify key performance indicators in your business, through which you will see the positive changes occurring with the help of our professional consultants.

We are able to check that your business is as competitive, focused, and profitable as it can be. We then offer flexible strategies, designed to address the issues affecting your business.

Let us give your business a health check. Take the practical advice we can give to ensure the continual success of your venture.

OFFICE DUTIES

Here at AIM S AUSTRALIA, we understand the day-to-day office duties are not everyone’s cup of tea. To this end, we are happy to help out with some or all of the following services:

• Wages Processing
• Payment and processing of creditors
• Collection and banking of debtors
• Various secretarial tasks
• Training in Office duties

PAYROLL SERVICES

Administering your payroll can be time-consuming and divert you from the core activities of your business. Payroll & employment legislation is growing increasingly complex.

We can relieve you of this burden by providing a comprehensive and confidential payroll service, including:

• Customised payslips
• Administration of PAYG, statutory sick pay, annual leave etc.
• ATO filing
• Summaries and analyses of staff costs
• Administration of incentive schemes, bonuses and termination payments
• Even if you have only a few employees, you will make savings by engaging us to administer your payroll.

SOFTWARE SOLUTIONS

Let us help you make the right choice when it comes to accounting software. A decent accounting system will help you keep track of your cashflow and give you the option to complete GST Returns easily.

Choosing the right system for your business can be a difficult one – after all, there are over sixty different accounting packages available in Australia. Here at AIM S AUSTRALIA we have invested considerable resources into on-going staff training to ensure we are able to recommend the best accounting solution for your business.

STRATEGIC PLANNING

The pressures of daily business can often mean strategic planning takes a back seat – but to have a successful business you must plan ahead.

We’ll help you establish a strategic plan that looks at where you want your business to be in the next 3- 5 years and exactly how you and your team can achieve these aims and objectives.

Your strategic plan will:

• Define the characteristics of your company in three to five years
• Identify your competitors
• Define your objectives and financial goals
• Put in place an effective implementation plan to achieve your goals

Service we provide

COMPANY SECRETARY

Company legislation requires businesses to perform many administration tasks take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you are complying with the Corporations Law.

The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

Our services include:

• General advice on company law
• Company formations
• Filing of annual returns on your behalf
• Preparation of all documentation related to minutes and resolutions
• Maintenance of statutory books
• Assistance in changes of directors, shareholders, addresses, and office details
• Bonus Issues
• Share transfers
• Registered Office Facility

TRUSTS

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

We are able to:

• Prepare and execute the vital documentation involved in Trust formation
• Attend to the special requirements involved in reporting for Trusts
• Trust administration
• Minute keeping service
• Annual accounts
• Taxation
• Asset management
• Investment monitoring
• Income distribution

BUYING OR SELLING A BUSINESS

Buying or selling a business can be a difficult, often disheartening time. In this state the tasks involved in buying or selling a business can seem particularly arduous. Here at AIM S AUSTRALIA we are able to relieve that stress for you.

The services we provide in relation to organising the buying & selling of a business include:

• Obtaining comparative results
• Establishing a realistic purchase or sale price
• Taking the business to the market
• Negotiating with potential purchasers
• Drafting a contract
• Our friendly and professional staff are able to assist in such a way that a maximum return for your business can be achieved.

SUPERANNUATION

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Superannuation funds. Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Services we offer include:

• Establishment of Self-Managed Superannuation Funds
• Advice concerning Compliance Matters
• Advice concerning Taxation Benefits
• Advice on Employer obligations

About Us

We are a boutique firm helping small businesses and sole traders who either don’t want to take the hassle of dealing with accounting operations of their business or can’t afford to hire accountants/bookkeepers to work for them.

Our team of experienced bookkeepers & accountants are passionate about working with numbers across industries. Sole Traders, Freelancers and Start-up businesses who work and operate remotely can really benefit from our services since you don’t need any office space to get an accountant manage your books.

The BusinessBooks Way

We are proud to say that we our one of the very few if not the only firm in Australia providing and building its own Mobile & Web Platform to serve its clients. Our in house developed Systems make it easier for us to communicate and report to each other.

In addition to that, you get key information about your business’ financial performance on your fingertips. At BusinessBooks, we believe in being environmentally friendly and support paperless operations. Most of our Standard operating Procedures are designed to ensure the least use of paper.

Realtime stats on the go.

• Track Profit/Loss.

• Track GST Overdue.

• Track Expenses.

Services

Stand out for our firm is that we work with your situations, style of operations and analyse your goals to advise you manage your books in most efficient and cost-effective way. We serve small businesses and Not for Profits to tailor solutions based on their specific needs. We understand that every business is different, so our packages are tailored to your specific business needs.

Work can be conducted at either your place or ours.

BOOKKEEPING SERVICES

We provide ongoing bookkeeping services to help keep your business on track and let you focus on your core Business Activities and grow. We work with all mainstream Accounting Softwares providing you with freedom to choose the one you are comfortable with. We will help you manage your cash flow, forecast income and expenditure and regularly check to see if your business is operating as planned.

PAYROLL MANAGEMENT SERVICE

We take the stress out of payroll. We know payroll management can be very time consuming and can be a lot of effort for start-ups who want to concentrate on their core product/service and not take stress of bookkeeping and accounting issues.

OUTSOURCED ACCOUNTS DEPARTMENT

This service is particularly useful for small to medium businesses and those who just don’t want the headache of hiring and taking responsibility for the financial operations of their business. We can manage all your accounts payable, accounts receivable, and payroll processing for you. We customise our Service SOP according to the nature of your business operation to require as less input as possible from your side.

BAS & GST

Completion, review and lodgement of your Business Activity Statements (BAS) is a standard part of our all Bookkeeping packages. We will make sure your ATO deadlines are met on time, every time. Being BAS Agents & accountants, we know what the ATO needs and when; and we make sure your deadlines are met every time.

About Us

K Partners is a boutique accounting and financial advisory firm based at 1 Queens Rd, Melbourne.

With a team of financial services professionals, we provide comprehensive solutions for the complex accounting and financial needs of a diverse clientele.

A commitment to excellence defines every service offering at K Partners. Beyond our up-to-date professional licences and compliance, we also invest in continued education, further qualifications and the latest technology.

Through this, we’re able to offer value beyond the immediate outcomes of our services—empowering you through business advice and financial education when you need it.

Why you should work with us

Not just business accounting

With everything tax and finance under the one roof, you can save time and get back to the business of running your life and growing your business.

Tailored advice

We operate according to our core values of integrity and transparency. We’re not aligned to any organisation or financial group and provide our clients with truly unique advice.

We’re on your team

We believe client relationships should be treated as partnerships.
Helping clients reach key financial milestones makes our work incredibly rewarding.

Services

Accounting & Tax

Tax Accountants for Individuals & Small Businesses

Managing your tax affairs is simple and effective with the support of our dedicated tax accountants and advisors in South Melbourne.

Whether it’s personal or business tax advice you need, our team has the expertise to deliver.

Led by experienced CPA Elizabeth Popovski and Financial Planner Steve Kostovski, K Partners is well equipped to help you with your tax, compliance and wealth building strategies.

Turn tax management from a burden to an opportunity.

Through consultations, our team will guide you step-by-step through your tax accounting requirements. We’ll also support your financial journey through continued education and advice on effective tax management.

Business Advisors in Melbourne

We’ve helped countless businesses streamline their systems, set clear financial goals and achieve them. Our team appreciates that you have a business to run, customers and clients to serve and products to perfect. So you can feel supported knowing that K Partners will develop a plan and provide advice that benefits your bottom line.

Business improvement

Our business advisory services involve:

1. Establishing clear financial and business goals, and
2. Helping you achieve them, through advice on how best to optimise your business finances.

Risk Management

Starting a small business can be exciting, but it’s accompanied by some risks. That’s why it’s important to protect yourself and your assets with the appropriate insurances. Quality risk management can bolster the security of your wealth and your family.

Management Accounting and Advice

Your business success depends on strong accounting systems and practices—from budgets for cash flow to profit planning. We show you how to understand your business finances through these crucial management tools.

Mortgage Brokers

K Partners – Mortgage Brokers

Our mortgage broking service offers a unique approach to securing a mortgage, handling the financial aspects, at no extra cost to you.

Depend on us for mortgage broking and advice

As with all our financial services offerings, we offer mortgage and finance broking, putting integrity and transparency at the forefront.

K Partners Pty Ltd is a holder of Australian Credit Licence No.388189

Financial Planning

K Partners – Your financial advisers in business and in life

Financial planning is a continuous strategic process designed to help you achieve financial goals in the short and long-term.

Is financial advice for you?

Do you sometimes feel anxious about where you’re heading financially?  You’re not alone. Most recent surveys suggest that up to a third of Australians feel financially stressed.

Many of us would like to be in a stronger financial position, but lack the tools or knowledge to make it happen. That’s where trusted financial advice can be so valuable.

We have a qualified team of financial advisers who are passionate about proving high quality advice that will have a positive impact on your financial health. We are determined to deliver a customised service that is easy to understand, gives peace of mind and provides clear direction.

Insurance Brokers

Life Insurance & Personal Insurance Services

At K Partners, we provide personal insurance broking for the most important personal insurance categories: Life Insurance, Income Protection, Trauma, and Total and Permanent Disability (TPD).

Our licensed and experienced insurance specialists can set up insurance that’s appropriate for your needs now and into the future. We see personal insurance as key to your long-term security and peace of mind and will work with you to make sure you’re covered for what matters most.

Income Protection Insurance

Your ability to earn an income is your greatest asset. Yet this is often inadequately insured.

Income Protection provides a regular safety net of income if you’re unable to work for a period of time due to illness or injury. It’s a simple insurance to set up and for policies outside of a super fund, the premiums are 100% tax deductible.

Don’t make the mistake of leaving Income Protection cover on your ‘to-do’ list. Let K Partners work with you to find the best insurance options for your personal and family needs.

Life Insurance

Life Insurance cover protects those who depend on you such as your spouse, your kids, and even maybe your parents in the case that you pass away prematurely. It can provide some financial security for your loved ones at a difficult time by helping them maintain their standard of living and/or manage debts.

For people with families and dependants, it’s particularly important to invest the time in making sure that their Life Insurance cover is correct and adequate.

TPD Insurance

Total and Permanent Disability Insurance (TPD) or Disability Insurance covers you and your family in the event that you become permanently disabled, either physically or mentally.

An important consideration when it comes to protecting your financial future and that of your loved ones, TPD cover is often simple to set up while providing peace of mind.

Trauma Insurance

Trauma Insurance is the fourth category of personal insurance we help establish and manage for our clients. Its purpose is to provide financial protection in instances of the diagnosis of a serious illness such as cancer or stroke.

Trauma Insurance is designed to allow you to focus your attention on your health and recovery by easing financial pressures on you and your family.

Self-Managed Super Funds

A Self Managed Super Fund is a private superannuation fund that can be managed by you. That means that you decide where your money is invested, and that you’re also obligated to comply with the relevant super and tax laws.

Setting up a Self Managed Super Fund is a financial strategy that can help you manage your financial future, providing a powerful retirement wealth vehicle.

About Us

We work with you, we form a partnership, and our entire team invests in your success. Our client’s success is what drives our team to perform.

We’ve been in business for over 40 years with a culture of dedication and expertise. Our clients come from a diverse range of industries including (but not limited to); construction, the health industry, retail pharmacies and professional services.

We build enduring relationships with our clients so that we may discover opportunities together, and offer expert advice allowing businesses and individuals to grow.

We value candid relationships; we want our clients to feel confident that they can lay it all on the line. We’re straight shooters; we tell it how it is, and we want our clients to do the same.

We are dedicated to training, so we can continue to give expert advice. We continue to update our practice inline with industry updates through accredited courses, as well as other training facilities. A quick estimate looks like we are investing thousands of hours a year of training into our people.

We know what we do should have an impact beyond business. Over the years we have given back to the community, supporting groups and organisations that do great things in our community.

Services

We have been in business for over 40 years, working with clients across a diverse range of industries. We attribute our success to a dedicated approach in creating partnerships. Our clients are loyal and trust that we have their backs. We are often their sounding boards and we are not afraid to ask the tough questions.

Rose Partners believes in a collaborative approach. We use our expertise to guide you towards your business goals. We bring clarity to the decision making process. We offer you guidance so you can move forward in confidence, using our formula to success.

We’ve worked with businesses in the construction industry, retail sector and compliance services, plus almost every other industry under the sun.

We have extensive experience and a great passion for the Healthcare sector. This drive led to us establish Rose Health, and has made us the go-to accountants for professionals in the health industry.

Our services include

Compliance Services

We specialise in taking a business to the next level when they are in a state of growth. Often these businesses have accountants that just can’t manage the workload anymore, and that’s where we step in. The full list of Compliance services is below.

Advisory Services

Our expert knowledge and rich history in business makes us the go-to team to advise you on the growth of your business. We consider the whole picture of the industry and your specific needs and goals when offering our insights and perspective for your critical decisions.

Rose Health, Health Industry Experts

Professionals in the Healthcare sector require specialised knowledge in their accounting needs. With our wealth of knowledge and experience, we ensure that health professionals have every piece of information they need to grow their business and their career.

Transactional Services

Our team love helping people prepare for new journeys, whether you are considering purchasing a new business, selling or looking to obtain finance to facilitate the growth of your business. We are the people in your team that can not only navigate these big steps, but we can also help you navigate towards your optimal outcome. We have the tools, research and benchmarks to help you make informed decisions.

Welcome to South Melbourne Accounting

South Melbourne Accounting (SMACC) is a dynamic accountancy practice conveniently located in South Melbourne near the Domain Interchange. The City is conveniently located at our doorstep.

Offering a range of boutique accounting and taxation services as diverse as our client base, our team is committed to delivering you a personal and high quality service.

We specialise in providing individual and small businesses with a complete financial service, including:

• Individual and company income tax returns,
• BAS and financial statements,
• Book keeping services, and
• Tax advice and planning.

Our team is friendly and knowledgeable, and can accommodate after-hours meetings by appointment.

The Principal, Noel Lockett, has practised as an accountant since 1988.

About

About SMACC
Noel Lockett formed the Practice, which has been based in South Melbourne for several years. Noel has had diverse and extensive experience with businesses, professionals and individuals.
We specialise in individual and small business services, including personal business taxation advice and taxation planning.
Our clients span a diverse range of sectors and vocations from lawyers, doctors, dentists, inventors, cleaners, property developers, franchisees, pilots, truck drivers, salespeople, and computer technicians.

Our Mission
Our mission is to assist our clients to achieve their financial wellbeing & success by utilising our expertise and knowledge to comply with and minimise taxation obligations. We set out to increase and protect your or your business’ wealth.

Our Commitment
Over the years we have listened to our clients. This is what we believe clients want, and what we aim to deliver:
• Speak my language
• No surprises
• Level with me
• Play on my team
• Teach me
• Take leadership

Our services

Reporting and Compliance
Income Tax Returns
From simple individual tax returns to the complex – no job is too big or small. We’ll get you blood out of the stone! We can prepare these for you or review what you’ve put together.

GST, Business Activity Statements and Financial Statements
We can prepare all of your accounting documentation as required including profit & loss statements and balance sheets.

Late Lodgments
We can help you if you have missed the deadline for an Income Tax or BAS period.

Book Keeping
We can assist you to use technology for greater effectiveness. We are specialists in MYOB & Quicken and can install the system and train you and your team to use the software, or if you prefer we can provide the bookkeeping services for you.

Business Startup
We can advise you which business structure (company, trust and partnership) is best for you, and then help you set it up.

Management Accounting
We can prepare budgets and cash flows for profit planning purposes, and show you how to better utilise these tools to get better control over your business.

Taxation Planning
Simple – we minimise your tax.

Business Development
We devise and implement strategies to improve your cash flow by discovering the unexploited potential that lies within your business.

About Us

A wealth of experience in Accounting and Business Management.

JKO Business & Tax Solutions is dedicated to the business community by providing quality accounting, tax advisory and financial planning services to individuals and business owners.

Our ethos is to ‘Create longevity in all our pursuits, be innovative and responsive at all turns and provide quality service’.

JKO Business & Tax Solution provides comprehensive business tax and compliance services, together with tailored financial planning solutions to individuals, small and medium-sized business clients that have the desire to be leaders in the community.

Our mission is to deliver quality service solutions within an innovative culture and provide the best tools for our clients to become leaders.

Our Vision

JKO Business & Tax Solutions provides strong business and compliance services, together with tailored financial planning solutions, to small and medium-sized business clients that have the desire to be leaders in the community.

Our Mission

Our mission is to provide clients with the mindset, freedom, systems, resources and support needed to create and preserve personal and business wealth.

Our Services

From start ups to medium and large sized businesses, we have a tailored solution for you.

Business Support

We support businesses in every area they need, including hiring employees, business loans, corporate expansion, reporting aspects as required, business diversion, and business set up with proper guidelines.

Business Advisory

Whether you are starting, establishing, or liquidating a business, we offer whole business packages to achieve your objectives successfully.

Bookkeeping

Our team of experienced bookkeepers can look after day-to-day bookkeeping tasks so you can focus on other essential aspects of your business.

Taxation

We prepare and create tax planning to help you save on income tax, including financial reports, FBT (Fringe Benefits Tax) and many more.

Accounting and Audit

We track, report and analyse your financial transactions and help determining if they conform to the law and to the general accepted accounting principles.

Self-Managed Superannuation Fund

Managing an SMSF requires a lot of work. At JKO Accounting, we assist and help in the preparation of self-managed superannuation funds.

ABOUT US

At Glenn Pannam Accounting we offer a range of services tailored to a variety of clients. From large company taxation and payroll management to private clients who want advice how best to maximise their income tax returns. We know how confusing it can be to understand the often changing nature of what deductions are appropriate to your specific circumstances.

SERVICES

Income Tax

We give advice relating to individual, company, trust and self-managed super fund tax matters. Our individual tax return service extends to real estate investment, share investment and other financial investments to provide a thorough and complete picture of your tax situation. The tax compliance of our clients is very important and essential. Let us help you to ensure your tax returns are lodged correctly and in time.

GST and PAYG withholding tax, Business Activity Statement (BAS)

Good and Services Tax (GST) can be managed in an effective way during the course of the year. We can relieve you from the onerous job of managing your GST and Payroll obligations while you can focus your efforts running your business most effectively.

Small Business Accounting

We work closely with small business clients with their bookkeeping and financial report preparation.

Small business may be eligible for various concessions in tax and accounting matters. Our professional team of accountants will ensure that you attract any and all benefits that you are entitled to.

Tax & Business Planning

At Glenn Pannam Accounting our dedicated team will ensure that you do things right from the outset. We can advise you with the business structure that is tailored and specific to your needs. Our business registration service is one-stop service that prepares the whole package of registration documents required by law. Please remember to seek our advice on the range of business entities which are most suitable for your needs, depending on your personal circumstances and future goals. We can provide advice to setup Sole Trader, Company, Partnerships and Trusts.

Accounting Software

We all have labored through tedious hours of data entry but for you it is not necessary. Save your energy and time! Bookkeeping is basic but needs to be precise and accurate and is fundamental to the preparation of good accounts. Our professional bookkeeping and account maintenance team will help you to keep the accounts accurate and clear. We prepare the BAS, payroll and other tasks while we are doing the data entering which is the most effective way.

We are fluent in accounting software like MYOB, XERO and QuickBooks from the inception to the production of reports. Some of our services may include

• Accounting Software account setup.
• Bank Feeding setup.
• Account allocation and reconciliation.
• Payroll setup.
• Accounting report producing.

About Us

Our History

Elevated Accounting was established to provide professional, friendly accounting and taxation services.

The practice is large enough to offer specialised advice whilst at the same time small enough to guarantee a personalized approach to our valued clients.

Living in an age of increasing financial complexity, we have responded to the needs of our clients and offer a complete range of accounting that includes:

• taxation
• business advisory services
• financial services

If we cannot directly assist our clients we are able to draw on the extensive knowledge of our alliance partners to ensure they get the best solution for their needs.

At Elevated Accounting, we strive to maintain the standards and professionalism that led to the close business relationships & trust we have built with our alliance partners and clients.

Let us take care of you so you can take care of business

We are a proactive and innovative accounting and business advisory firm focused on creating long lasting relationships with our clients. We deliver personal, timely, quality advice to our clients and provide cost effective strategies and solutions.

Most importantly, our focus is on growing our clients profits and their wealth. In an age of increasing financial complexity we have responded to the needs of our clients and now offer a complete range of accounting, taxation, business advisory and financial services.

Services

Practice Areas

• Accounting for Tradespeople
• Accounting Tax & GST
• Business Start Ups
• Financial Planning
• Insurance
• Loans & Mortgages
• Self Managed Super Funds
• Vehicle & Equipment Finance

ACCOUNTING FOR TRADES PEOPLE

Being in the trades or building industry you need an accountant who understands your business.

Here at Elevated Accounting we appreciate the unique nature of the trades including the importance of cash flow, quotes, invoicing, job costing and scheduling, progress payments, retention and variations, tracking project profits and paying sub-contractors. This is in addition to the usual small business compliance issues of GST, BAS, PAYG and Superannuation.

The long hours and physical demands associated with the trades often mean accounting and taxation issues do not receive the attention they deserve. While GST, BAS and tax payments often represent some of the largest financial obligations for a business, most tradespeople fail to manage their tax appropriately. As a result we find many tradespeople pay too much tax, miss legislative obligations and expose themselves to substantial fines or interest penalties. Failing to adequately prepare for tax obligations can also play havoc with your business cash flow that is so important in the trades.

We are not your average accounting firm that just keeps the score!

INCOME TAX – HOW WE CAN HELP

Australian Tax Law is complex and constantly changing. In addition, the GST environment places considerable emphasis on compliance and lodgement deadlines.
Our team members undertake extensive training to keep abreast of developments and we provide a comprehensive accounting and taxation service to assist both individuals and business owners with their compliance obligations.
A significant part of our strategy is to provide clients with timely and accurate advice on tax matters including legitimate tax minimisation strategies. We bring a personal approach to tax and are able to provide expert consulting advice as well as meet your compliance requirements.

BUSINESS START UPS AND SALES

When starting or buying a business or franchise, the wrong advice can be very costly. Get the right advice from the beginning.
There are numerous issues to consider and we endeavour to make sure all our business clients are structured correctly for taxation purposes, taking into account financial and legal considerations.

​

FINANCIAL PLANNING

The need for quality financial advice has never been greater.
Financial planning involves formulating a strategy tailored specifically to your financial needs and resources taking into account your age, lifestyle, investment experience, risk profile and investment time horizon.
Our aim is to assist you to secure and build your financial future and that is why we have developed relationships with financial planning specialists who we can refer you to.
Elevated Financial Planning Pty Ltd provides wealth creation, wealth protection, superannuation, retirement and estate planning services to a diverse range of clients.
Whether you are in the early stages of your career and thinking about your future, or ready to embrace the joys of retirement, Elevated Financial Planning has a suite of well honed strategies to optimise your financial position.

INSURANCE

Through Elevated Financial Planning, we can provide clients with various personal insurances:

Income Protection
The average Australian worker will earn over $2 million in their 40-year working life. With these facts in mind have you ever considered what would happen to your and your family if you were sick or injured and unable to earn that money?
Insurance industry statistics tell us that every working Australian has a one in three chance of becoming disabled for more than three months before turning age 65.
Employees maybe entitled to a limited amount of sick pay from their employer but workers compensation only covers you for work related injuries – a small percentage of the causes of disability.
On the other hand, an income protection policy will pay you up to 75% of your income (salary plus super and any other benefits) allowing you to maintain your lifestyle and keep paying your mortgage and other debts.

LOANS , MORTGAGES AND EQUIPMENT FINANCE

Obtaining finance for your business and your personal needs is also a major component of business that we can assist you with whether it be for loans, mortgages or equipment finance.

SELF MANAGED SUPER FUNDS

There are now more than 300,000 Self Managed Superannuation Funds (SMSF) in Australia and the number continues to grow.
A SMSF is basically a superannuation fund with one to four members who are also trustees responsible for the investment strategy and administration of the fund within strict Australian Taxation Office (ATO) guidelines.

ACCOUNTING FOR TRADES PEOPLE

Being in the trades or building industry you need an accountant who understands your business.

Here at Elevated Accounting we appreciate the unique nature of the trades including the importance of cash flow, quotes, invoicing, job costing and scheduling, progress payments, retention and variations, tracking project profits and paying sub-contractors. This is in addition to the usual small business compliance issues of GST, BAS, PAYG and Superannuation.

​The long hours and physical demands associated with the trades often mean accounting and taxation issues do not receive the attention they deserve. While GST, BAS and tax payments often represent some of the largest financial obligations for a business, most tradespeople fail to manage their tax appropriately. As a result we find many tradespeople pay too much tax, miss legislative obligations and expose themselves to substantial fines or interest penalties. Failing to adequately prepare for tax obligations can also play havoc with your business cash flow that is so important in the trades.

​We are not your average accounting firm that just keeps the score!

ABOUT

Guiding clients on their journey to a better financial future

As an integrated Accounting, Wealth Management and Lending business, Pinnacle Road offers end to end financial solutions for business owners and individuals.

From a first-time home loan, vehicle loan to comprehensive business accounting, each client’s experience with Pinnacle Road is handled with passion, experience and professionalism.

Pinnacle Road will guide you through a tailored and personal process to help you achieve both your short and long-term financial goals. We pride ourselves on nurturing long standing relationships, with the goal to guide our clients as they progress through the stages of life, empowering financial freedom.

ACCOUNTING & ADVISORY

Tax & Accounting

As registered Tax agents, we can manage all your annual, quarterly & monthly lodgement requirements and planning, from a personal tax return to large business tax requirements.

We pride ourselves on finding innovative solutions to generate the best outcome for you. We keep you informed throughout the year to ensure that you remain in the best possible position as the end of financial year rolls around.

Business Advisory

Speak to us and you’ll find a group of open and direct professionals with an approach based on trust and working with you all year round. This is about a partnership and we measure our success by the progress you make towards achieving business, finance and personal goals.

Cloud Accounting

Technology is revolutionising every industry, including accounting. The major driver of this change is cloud computing which is enabling not only companies, but their accountants with better and faster access to business intelligence that they can then use to advise clients.

Cloud computing allows a company to access applications from a range of expert industry leading providers at a very low entry cost level.

With the introduction of online accounting software, we can now access the client information on-line in real time. This has made the accounts preparation process timelier and more efficient, as well as opening up access to more up-to-date and detailed business information.

Talk to your advisor about the Cloud Computing options that are available and most relevant for your business, and how you can maximise any investment you make in this new technology.

Take a fresh look at how you and your business use technology.
Using the technology available will result in more efficient and timely preparation of financial information.
Your accountant can become a better business advisor with access to real time information.

Our team of accountants will set you up with the right structure for your business from the get go! We are aware of the importance of being correctly setup from the beginning. Our understanding of your business, goals and strategic direction gives us the insight we need to ensure you have the best structure. This structure will align with your vision and allow a strong and strategic foundation from which you can emerge, grow and succeed.

There are a variety of options; being aware of them and what they offer your business is essential. That’s where we come in. We do the work with you to ensure you understand your options and why one structure may be more favourable than another for your circumstance. Alternatively, it may be a combination of a few structures that works best for you. Every bit of advice is tailored for your business needs.

BOOKKEEPING

ACCURATE AND TIMELY
We understand that reconciling bank feeds, cash coding and record keeping is not for everyone. Our accountants work closely with our clients and technology to remove the hassle of bookkeeping from their busy schedules. Allowing our experts to do what they’re best at, enables our clients to spend more time working on the things that they love, like growing their business.

COMMERCIAL FINANCE

Pinnacle Road specialise in a number of commercial finance options.

Commercial Property
Unsecured Business Loans
How do unsecured business loans work?
Cash Flow Finance
Trade Finance
Debtor Finance

For investors and owner occupiers we offer commercial loans for retail, office and industrial freehold. We also offer development finance for retail and industrial units, and finally we facilitate the refinancing of commercial property loans for better interest rates and expired loan terms.

EQUIPMENT FINANCE

we finance a broad range of equipment across several industries.

ASSET FINANCE
Some of the industries we specialise in are:

Energy
Efficient Technologies
LED Finance
Solar Finance
Manufacturing
Transport
Heavy Machinery
Warehousing
Logistics
Health & Education
Printing
CNC
Commercial Office Fit Outs
Motor Vehicles
IT
Robotics
Project Finance

OUR PRODUCTS
Chattel Mortgage, Finance Lease, Rental, Operating Lease

WEALTH MANAGEMENT

what is financial planning?
If you could achieve your financial goals by simply leaving your money in the bank, you wouldn’t need a financial plan. Sadly, life isn’t so simple – it’s hard to understand the intricacies of investment, taxation and changing regulations, so you need professional help.

At Pinnacle Road, our industry professionals are here to help you stay on track of both your short-term and longer-term financial goals, from plans as simple as taking a holiday, to something as complex as buying a property.

Financial planning is therefore an essential service for people of all levels of financial health, as our financial planners have the technical expertise to guide you through services such as budgeting, superannuation, life insurance and wealth management.

OUR LOANS FOR: CLEAN ENERGY ASSETS

We will consider any loan amount over $5,000 for qualifying clean energy assets which include, but are not limited to

Solar Photovoltaic (Solar PV) systems
Energy efficient lighting
Power factor correction
Voltage optimisation
Building management systems
Battery storage
Metering and metering infrastructure
Solar Farms
Gas projects
Wind developments

VENDOR FINANCE

Pinnacle Road specialise in running Vendor Finance Programs across several key industries. We give our Vendors access to a point of sale finance tool which helps increase sales.
Once engaged by a Vendor, Pinnacle Road effectively becomes the Vendor’s in-house finance company by providing financial solutions to the Vendor’s clients. Importantly, Pinnacle Road is an integral part of this alliance and works with the Vendor at every stage of the transaction, from pre-sales to post settlement.

ABOUT US

4orward is a Melbourne-based accounting and finance advisory business known for its experienced people and exceptional service.

We think deeply, we act quickly and we deliver results. Working across all areas of accounting, finance and business, we provide a complete service.

With 4orward, clients enjoy personal contact with the two founding partners and dedicated attention from a team of more than 30 professionals.

TAXATION PLANNING

Our taxation department advises a wide range of clients on a full breadth of tax matters.

Our specialist tax advisers deliver sound advice and complete solutions, tailored to help reduce the risks and impacts of ever-changing taxation laws.

Talk to us about:

Income tax for businesses
Income tax for individuals
Income tax for investments
Other business taxes
Tax planning
High level tax consulting, structuring and planning
ATO tax agent services

SELF-MANAGED SUPER FUNDS

Specialist SMSF accounting, advice and services

Our years of experience and technical proficiency have seen 4orward build develop a market-leading reputation as one of Melbourne’s most respected SMSF accounting and advisory firms.

Our ethical and pragmatic SMSF tax advisers deliver up-to-date and highly-specialised SMSF accounting, taxation and advisory solutions to trustees and anyone considering an SMSF.

Talk to one of our specialists about:

SMSF income tax
SMSF tax planning
SMSF regulatory services
High level SMSF tax consulting, structuring and problem solving
SMSF ATO tax agent services

FINANCIAL PLANNING

Strategies for building wealth and managing risk

We understand that setting, planning and achieving your financial goals can be difficult, and that the knowledge to protect your future against unknowns is complex.

At 4orward, our financial planning specialists can help. We have years of experience delivering personalised care at the highest standard. Our specialists pride themselves on their high degree of trust and professionalism as much as their comprehensive financial planning services.

We help our clients by providing tailored advice and strategies designed to grow financial wealth while always considering risk.

Talk to us about:

Specialised financial planning advice
SMSF specific advice
Personal risk insurance
Business risk insurance
Holistic financial planning advice
Superannuation and SMSF advice
Wealth creation and investment
Retirement planning
Estate planning
Social security
Personal risk insurance

FINANCE

Trusted advisors with ongoing and tailored advice

As qualified financial professionals with recognised business and commercial acumen, our accounting and financial planning professionals are privileged to hold the role of trusted advisors for their clients.

This relationship often means that our people are first responders to our clients’ financial questions. With a broad financial skill base and in-depth understanding of each client’s unique circumstances, we are able to offer prompt and relevant advice which meets their short and long-term financial goals.

From obtaining a new finance facility to re-financing existing arrangements, our strategic approach and our access to a wide panel of proven banking and finance specialists ensures our clients can rely on us to provide the right advice to achieve the outcomes they need.

COMMERCIAL ADVISORY

Our Commercial Advisory department team works hand-in-hand with businesses to provide financial services and advice that helps people make more informed decisions, achieve growth, and minimise risk.

Because we have a comprehensive understanding of our clients’ businesses, we can help with various requirements at different stages of a business’s lifecycle. It also means we are always ready to provide relevant and rapid advice when needed.

Talk to us about:

Commercial and strategic consulting
Financial consulting and management reporting
Business development and consulting

Best reviewed accountant in Melbourne CBD for Tax Return

Our firm is Certified Practising Accountant (CPA) and registered tax agent located in Melbourne CBD and specialises in assisting small to Medium size businesses, as well as your personal financial needs. We focused on providing highly personalised accounting, taxation, book keeping and finance services for individuals as well as business owners who require professional understanding and knowledge in their particular industry. Our clients have unique opportunity to experience first class service with our experienced, committed and honest accountants. Our team promises to provide you with accurate, reliable and up-to-date advice to help achieve your business and personal financial goals.

We will look after your Accounting and Tax

Our firm is Certified Practising Accountant (CPA) and registered tax agent located in Melbourne CBD and specialises in assisting small to Medium size businesses, as well as your personal financial needs. We focused on providing highly personalised accounting, taxation, book keeping and finance services for individuals as well as business owners who require professional understanding and knowledge in their particular industry. Our clients have unique opportunity to experience first class service with our experienced, committed and honest accountants. Our team promises to provide you with accurate, reliable and up-to-date advice to help achieve your business and personal financial goals.

Get to know our services

We provide guidelines and advise for selecting the business structure that best suits your personal situation and for starting your business. (Soletrader, Partnership, Company, Trust)

– Annual, Quarterly, Monthly GST report and PAYG Instalment report
– Business tax return and full financial report

– Xero certified advisor
– Myob, Reckon, Quick book
– Excel spread sheet
– Payroll set up (Single touch payroll ready)
– ASIC agent service (Director and company detail change, Share transfer)

– Individual tax return
– Investment property tax return ( negative gearing)
– Superannuation refund
– Capital gain tax advise

With Accounting provide one stop service with trusted partners.
– Home loan, Personnel loan, Business loan
– Migration advice
– Legal advice
– Property sale
– Educational consulting

Who we are

We are a proud member of Nexia International, a leading worldwide network of independent accounting and consulting firms.

Established by two like minded accountancy practices in the USA and UK in 1971, Nexia International is a leading worldwide network of independent accounting and consulting firms.

Established by two like minded accountancy practices in the USA and UK in 1971, Nexia International is a leading worldwide network of independent accounting and consulting firms.

The key to our success is simple: the strength of our member firms in the major global financial and economic centres. With members in all major world economies, Nexia International can deliver:

A truly global resource of professional expertise offering a comprehensive portfolio of assurance, tax and advisory services

Access to detailed knowledge of local regulations, cultures and customs

Consistently high levels of client service, based on strong, long lasting professional relationships

Nexia’s robust group of member firms includes over 20,000 personnel in 105 countries with over 590 offices worldwide.

What we do

The objective of Nexia Australia is to grow your business through strategic and proactive thinking and as well as utilising the strength of our network of firms and global links to Nexia International.

We are not just accountants, we are your personal finance and business partners. In order to help you achieve your business and personal goals, we offer a comprehensive range of services in the below areas.

Accounting & Tax

Audit and Assurance

Nexia’s Audit & Assurance team delivers business improvements beyond statutory obligation and compliance.

Fulfilling your statutory requirements is essential. But at Nexia we offer more. Our audit commitment is based on a complete understanding of you and your business – your industry, your operating environment, your corporate goals, accounting systems and most importantly, your people.

Our experience and insight means we can develop targeted audit plans specific to your business needs. It also means we can focus on new opportunities and dynamic solutions to enhance performance and profitability.

Forensic Accounting

Whether they are large or small, disputes are a part of everyday life and for more than 20 years, our Forensic Accounting team have acted as independent experts on behalf of businesses, individuals and government departments.

We pride ourselves upon our ability to deliver objective, well-reasoned and logical advice in a timely manner and our team is adept at analysing and distilling complex information that enables all parties to have an understanding of the relevant financial and accounting issues.

Taxation Consulting

At Nexia we add value by providing specialist taxation solutions and effective business strategies that will build and protect your wealth.

Over time your business and personal circumstances will develop and evolving tax legislation will bring new obligations. Your taxation requirements will also change. The right advice at the right time can make all the difference.

Our taxation team is skilled in working across a range of industries and businesses including public and private companies, foreign owned entities and family owned businesses, trusts and partnerships.

Business Advisory

At Nexia we understand the unique pressures that business owners face.

With over 40 years of consulting experience behind us, we also understand the benefits gained from the insight and support of a perceptive, intelligent team on board. We know we can assist you in implementing the right solutions for the best results.

Whatever your stage of development, from initial start-up ventures through to established corporate enterprises and succession planning, our business advisory team has the experience, insight and solutions that you need to achieve your business goals.

Corporate Advisory

As competition increases and the global market shrinks, it is important that organisations carefully plan and analyse all aspects of their overall strategy.

Our experienced team has the resources, the specialist knowledge and dedicated expertise to cut through and identify issues.

Nexia Australia is part of a global network of accounting and consulting firms.

Lease Accounting Solution

AASB 16 requires lessees to recognise most leases on the balance sheet as both assets and liabilities. Furthermore, as a result of changes to the measurement and recognition requirements for leases, the standard will also affect the amount and timing of expenses relating to those leases in an entity’s profit and loss account.

Lease accounting is no longer a set-and-forget proposition and requires regular reassessments and remeasurement throughout the lease term. Assessing lease renewal options, remeasurement of lease liabilities and assets, sub-leases and sale and leasebacks add further complexity.

Whether you have property, vehicles, office space or equipment, Nexia Australia can help reduce this financial reporting burden and can offer a complete solution to assist you with applying AASB 16 and managing your lease portfolio.

Litigation Support

Whichever side of the litigation fence you are sitting, there is no guaranteed outcome. The litigation process is taxing, often divisive and stressful for those involved. This can be exacerbated even further when it concerns family members.

The Litigation Support team at Nexia Australia specialise in the financial impact of litigation and ensuing settlement. We work closely with you to understand your circumstances and provide clear, practical advice on the taxation issues that commonly arise in civil litigation or family law disputes. Our goal is to structure settlement agreements in the most effective format to achieve the best possible taxation outcome.

Personal Wealth

Finance & Lending Services

In today’s competitive business environment, finding the right finance can make all the difference to your business goals.

Nexia Australia provides professional advice on a full range of commercial, business and personal finance options. So whether you are looking to set up your own business, access equipment finance or purchase equipment or vehicles, our finance and lending service can assist you with minimal fuss and maximum value.

Financial Services

Security and confidence in your financial future is crucial, yet the financial services market is often complex. A myriad of options exists but when it comes to planning your financial future, the right advice can make all the difference.

We believe you need professional advice from someone who knows you and understands your individual requirements; someone who has knowledge of your complete financial situation and can look at your needs with insight and perspective.

About Us

The Rubiix team has extensive experience providing business accounting and taxation services.
Business Accountants Melbourne
Rubiix is a vibrant, proactive and an energetic team of business accountants with extensive experience in many industries. Our clients come to us from around Australia, New Zealand and the rest of the world. We are expert and highly competent in all aspects of taxation and business accounting. We work together with small to medium family owned businesses, superannuation funds, various entity structures and high net wealth individuals.

Enviable Workplace Environment At Rubiix
Staff satisfaction is the underlying reason why Rubiix is a successful business. We are truly in one of those unique, enviable situations where we enjoy coming to work. Rubiix instils teamwork, encourages, rewards and supports staff across all levels. We openly accept responsibility, challenges, and often look outside the square, to deliver the best possible outcomes for you, our client.

Sharp Focus On Our Clients
This all translates to a superior and focused customer service. We have made an exceptionally strong commitment to spend time with you to understand and develop your business whilst being readily accessible. We do this in two main ways:

Business Mentoring: We listen to your needs and concerns and then act on that knowledge to help them achieve their vision.

Client’s Expectations: Part of our daily routine is our desire is to deliver results over and above your expectations.

Business Accounting Services

The Rubiix team has extensive experience providing business accounting and taxation services.
The Rubiix team has extensive experience providing business accounting and taxation services – from the preparation of financial accounts to the lodging of company tax returns. Our range of business accounting services include all your compliance obligations, such as Goods and Services Tax, Fringe Benefits Tax, and Withholding, Superannuation and Audit obligations.
Rubiix: Business Accounting Services Specialists
With vast knowledge in business accounting services, we review your current accounting methods to ensure your accounting records are delivering accurate reports. Accurate records also ensure that on-going compliance costs are minimised. We come to your premises and work directly on your files; and educate your staff on the best accounting practice techniques. Your accounts become live management records, improving information flow and accurate reports for critical decision making.

Maximise Available Tax Benefits
By working closely with you, the team at Rubiix will get to know your business intimately, together with the challenges you face. Through our knowledge and planning we will identify any implications for your business and maximise any available tax benefits or available opportunities.

We Minimise Your Tax To Maximise Your Profit
Contact Rubiix and ask about our various business accounting services that will maximise your business’s profit!

Taxation Services

We minimise your tax to maximise your profit!
By working closely with you and your team, our business tax accountants will get to know your business intimately, together with the challenges you face. Through our knowledge of tax planning we will identify the implications for your business and maximise any available tax benefits or available opportunities. This continued focus on minimising your tax has allowed us to keep and gain many happy and successful small, medium and large businesses as clients.

Ever Changing Tax Landscape
One of the key things to remember about Australian Tax legislation is that it is continually changing. So not only are there new compliance obligations that your business must meet, but there are also new opportunities for your business to minimise its tax. It is recommended to use companies like Rubiix Business Accountants to: meet your businesses tax compliance responsibilities; minimise your tax and plan for future tax payments.

Wide Range Of Services At Rubiix Business Accountants Melbourne
Rubiix offers a range of taxation services to help maximise your business’s profit.

Let us grow your wealth so you can get on with doing what you do best.
Our unrivalled commitment to you has always been the personable approach we take to understand your financial needs. It is this approach, combined with our extensive experience and depth of knowledge, that we are ready to take our relationship with you further. We are now proudly licensed to expand our services – to act as your financial wealth advisor through our licensee.

We are determined to help build your long-term wealth and develop financial goals tailored to your needs through varied investment strategies. All clients can benefit from this new service from those seeking to invest now or in the future, from those who are seeking super options including self-managed super funds, from retirees or those nearing retirement, or those who need a little help in starting their savings plan or developing their long-term financial security.

About us

SW is an Australian owned accounting and advisory firm with an 85+ year history that understands relationships make all the difference in delivering great outcomes.

We operate as one National firm across Brisbane, Melbourne, Perth and Sydney with 31 Partners and 300 staff.

As a member firm of ShineWing International, it is one of the world’s leading organisations of independently owned and managed accounting and advisory firms.

With international headquarters in Hong Kong, ShineWing member firms provide assurance, business advisory, corporate finance and tax consulting services.

With access to a global network and a team of over 12,000 professionals in 80+ offices across 16 countries and regions, we work together to open doors to opportunity in Australia, Asia and across the world. We provide expertise across assurance, business advisory, corporate finance, tax, private clients and wealth management services. Industries that are important for bilateral trade, investment and economic prosperity for both Australia and Asia are supported by our firm.

We are a values driven firm and our people and our clients are at the heart of all we do.

ShineWing International

ShineWing International is a global network of independent accounting and consulting firms, ranked 20th in terms of fee income and 18th in terms of total headcount, with the highest growth rates among all top 30 networks globally according to the World Survey 2021 of International Accounting Bulletin (IAB).

ShineWing International currently has member firms located in 14 regions, including Mainland China, Hong Kong , Singapore, Japan, Australia, Pakistan, Egypt, Macau, Malaysia, United Kingdom, Indonesia, India, Thailand, Taiwan and Germany. Well-positioned in the Asia-Pacific region, further expansion is occurring across Europe, North America, Africa, Middle East and Latino America. With the progressive expansion, ShineWing was selected as the winner for the category “Rising Star Network” for the International Accounting Bulletin (IAB) Awards 2015.

Praxity International Alliance

SW is a member of Praxity International, a global alliance of independent accountancy, tax and business consulting firms that have a presence in over 110 countries. So, whatever or wherever your growth ambitions may be, we can help connect you to opportunity.

Praxity is an award-winning alliance of global independent accountancy, tax and business consulting firms with more than 765 global member offices

Praxity is the world’s largest alliance of independent accounting firms and is ranked 6th in the International Accounting Bulletin (IAB) League Table of international accounting networks and associations

Operating in over 110 countries across the world, Praxity has a strong presence throughout the USA, Asia-Pacific, Africa and The Middle East regions

With access to a pool of more than 51,000 professional and independent minds worldwide, Praxity has the ability to quickly source the very best experts to meet the needs of businesses on a global scale.

Formerly Moore Stephens Melbourne

SW was formerly Moore Stephens Melbourne, a firm that has its origins as HF&R in 1935 and has enjoyed an 80-year history of delivering exceptional service for Australian businesses. Over that time, we have built a reputation for our service, quality and commitment to the growth and success of our clients. We are proud to have created many long standing relationships that have often extended into decades and sometimes generations. On 1 February 2015, Moore Stephens Melbourne became ShineWing Australia.

Services

We provide a full range of assurance, business advisory, corporate finance, tax, private clients and wealth management services. Our approach is collaborative, commercial and pragmatic.

From audit, assurance and cyber risk management, right through to tax, corporate advisory and wealth management, we provide all the services any business needs to be certain about its past performance and confident about its future. With access to a unique Asian and international network, we can deliver these services seamlessly in Australia and across the world.

Assurance and Advisory
Whether you are grappling with the risks posed by a global market, starting a new business in a local market or need assurance that your financial information is accurate, our assurance advisors will work with you to review your business operations and financial viability to give you an accurate picture of your performance so you can approach the future with greater certainty.

To confidently approach the future, businesses also need to be aware of the risks they’re facing and implement strategies for the long-term rather than just focusing on the day to day. Our risk management advisors can work with you to identify and mitigate immediate risks, but can also work with you to conduct in-depth reviews of operational and business risks, leading to a clearer picture of where the company needs to focus to reach its strategic objectives.

Business Advisory
It’s no surprise that businesses are turning to professional advisors for more than just technical advice in this increasingly unpredictable market. Business leaders are looking for advisors who can help them devise bespoke business and financial structures to future proof their organisations and achieve sustained growth.

Our business advisory team is firmly focused on helping you to achieve business success and operational excellence. We can assist with strategic advice to enhance business value, and will work closely with you to identify growth pathways that maximise profit and efficiency along with determining the right resource mix to support your growth aspirations.

ABOUT US

OUR MISSION
To provide professional, personalized financial services to our clients at a competitive price.

As a small practice we aim to provide a more personal service. We recognise that financial goals take time to eventuate. You need a reliable, trustworthy firm of professionals who will assist with all your financial queries and concerns. No matter how large or complicated. We have clients who have been coming to us for over 25 years because they trust the work we perform for them.

OUR STORY
We are a team of Accountants, Tax Advisers, Business Consultants and Financial Advisers.

The firm was originally named TAXAID. It was renamed to KNIGHTSTONE in 2016. As of September 2017 the management of the firm changed.

Throughout all these changes the firm has remained consistent in its approach to financial services by always remaining professional and diligent to ensure a clients financial objectives are met, regardless of how big or small they maybe.

If you’re seeking an Accountant or Financial Adviser or you’re not happy with your existing Accountant or Financial Adviser, get in contact with us to see how we can help you.

Let us assist you in your journey to meet and exceed your business or personal financial goals.

We are a registered TAX AGENT and hold an AUSTRALIAN FINANCIAL SERVICE LICENCE. We are also a registered ASIC service provider and hold membership with the Chartered Accountants of Australia & New Zealand (CAANZ) and the Australian Society of Certified Practicing Accountants (CPAs).

Financial Services

Accounting, Bookkeeping, Tax Returns, Business Advice and Financial Planning for Sole Traders, Small and Medium Business and Individuals.

We pride ourselves on being able to provide quality professional services at affordable prices. With over 20 years experience in financial service, let Knightstone assist you with your goals.

We’ll get you on your road to success.

TAX

Get the best TAXATION advice from our professional tax accountants. Whether you’re a business or an individual, we can advise on the most efficient ways to manage your financial position.

TAX RETURNS- Maximise your Tax refund. Get the best advice on the latest legislation. See our professional tax accountants today to ensure you’re getting the maximum tax refund you’re entitled to. We’ll ensure the best outcome for yourself.

BUSINESS SERVICES

We specialise in services for small and medium businesses. From accounting and business set up through to IT projects, website development and email campaigns, we recognize that you need to minimise cost and maximise efficiency. Companies, Trusts, Partnerships, we can assist with all your business needs.

FINANCIAL PLANNING

Plan for your financial future. Personal, Family, Retirement and Estate planning. Get advice on the best way to ensure your affairs are managed in the most tax efficient manner. We can create your plan and work with you to achieve your financial goals.

LIFE INSURANCE

Our financial advisers specialise in LIFE insurance, TPD insurance and INCOME PROTECTION insurance.

We’re affiliated with the most reputable insurance providers in Australia and can broker insurance policies at a price much less than that available to customers directly.

Request a quote today. You’ll be surprised at how much we can save you.

SELF MANAGED SUPERANNUATION FUNDS (SMSFs)

Want to take control of your superannuation? We specialise in SMSF establishment and advice. Whether you’re looking to buy a property in your fund or control other investments held for your retirement, we’ll work with you to establish and operate your SMSF.

SUPERANNUATION

Make sure your Superannuation fund is appropriate for you. Superannuation funds are not all created equally and the best funds perform substantially better than the weaker funds. Speak to us today for advice and recommendations on the best performoring funds for your situation.

BOOKKEEPING

Purchase receipts, sales records and accounting entries getting in the way of carrying on your business? We can help. Outsource your bookkeeping function to us so you can concentrate on what’s important – running your business.

COMPANY SERVICES

Company returns, Accounting Resources, ASIC submissions, Company reporting, BAS lodgement, let us assist with all your Company, Trust and Partnership regulatory and compliance obligations.

How does Superannuation Warehouse perform SMSF Administration

We request Trustees to supply us with a soft copy of their SMSF bank statements and share trading account statements at the end of the financial year and we load the data into our accounting system and prepare their accounts and SMSF tax returns. It’s electronic, it’s paperless.

Where you invest and how you run your SMSF is entirely up to you. Superannuation Warehouse is here to take care of the set up and carry out all the annual administrative functions, (e.g. doing the accounts, calculating the tax, arranging for the audit and submitting a tax return for your SMSF) leaving the Trustees of the SMSF to focus investment options for their SMSF.

If you want to use other service providers, choose an Advanced Package ($89). Data in a consistent electronic format means we can offer a full administration service for a competitive monthly fee.

What is included

As part of the SMSF setup process, Superannuation Warehouse will apply for an Australian Business Number (ABN) and a Tax File Number (TFN). On an annual basis, we will prepare your financial statements, take care of your SMSF tax return, and arrange your SMSF audit. All these functions are covered by your fixed monthly fee.

Your annual SMSF audit is carried out by an auditor appointed and paid for on your behalf by Superannuation Warehouse. The audit fee is included in the monthly cost – no extra audit fee is charged. The cost to you is therefore a fixed monthly amount.

This is generally a good value proposition for most Trustees

About Us

We are passionate about Superannuation!
We believe Self Managed Super is an efficient structure to save for your retirement and we want to help you with this, even if it means you do it all yourself and don’t use our services (yes its possible to do it all yourself) – we tell you how.

Superannuation Warehouse is a Chartered Accounting firm that specialises in providing SMSF Trustees with accounting or auditing services.

Our Managing Director has been involved in accounting, taxation, investment management and the superannuation industry for 20 years.

Superannuation Warehouse Managing Director is Hein Preller, a Chartered Accountant and Registered Tax Agent . Hein had senior management positions with multinational platform providers including JP Morgan, Blackrock Investment Management and Goldman Sachs JBWere. Hein also worked as a Manager with one of the big Superannuation service providers, Link Market Services.

SMSF Setup

If you have made the decision to set up an SMSF, Superannuation Warehouse can execute the SMSF (Self Managed Superannuation Funds) establishment. To instruct us to setup your SMSF, simply choose an option below, enter the captcha security code and click ‘send’. Once we receive your application, Superannuation Warehouse will contact you to confirm the details of your application.

A Trustee has the responsibility to ensure that their SMSF complies with ATO rules. Therefore, before you set up an SMSF, the ATO expects the same level of discipline from your personal tax affairs. If you have any personal tax returns or debt outstanding, the Tax Office will not issue an ABN or TFN required to set up the Fund. If you are associated with any outstanding tax return or debt, please do not proceed with this application
The standard SMSF setup at a cost of $350 is for Individual Trustees when we set up the SMSF. If the Member want a Corporate Trustee to be set up, we charge an additional $950 for the Proprietary Limited Company setup with ASIC. Most Funds are set up using Individual Trustees.

Assets

Superannuation Warehouse is a full service Self-managed Superannuation Fund (SMSF) accounting firm. We set up SMSF’s and provide ongoing SMSF administration for Trustees who want to take control of their superannuation and invest it in property, shares or bank deposits.

Our SMSF setup and annual account, tax and audit services include:

Establishment of your SMSF including the Trust Deed
Arrangement of a TFN and an ABN to be issued to the Fund
Preparation of end of year accounts
Preparation and submission of the Fund’s tax return
An audit of the Fund – included in the fixed monthly or annual fee
We will set up your SMSF for a fixed fee. This is a full service function and includes a Trust Deed issued for your SMSF and an ABN issued for your Fund.
We charge a competitative, fixed fee of $948 (maximum, can be lower) for the annual accounting, audit and tax services. We appoint an external auditor to review your Fund as well, and this fee is covered by the annual fee. So the total fee for your Fund is a fixed $948 per year.

Looking to Start or Grow Your Business?

Are you a small business owner looking for an innovative accounting and business advisory firm that can help you grow your business, your profits and your wealth?

Here at Eustice & Co we do more than just ‘keep the financial score’ for our clients. While we are very skilled at preparing financial statements, tax returns and cash flow budgets, it is our services beyond compliance that distinguish us from other suburban accounting firms. For example, we believe your marketing could be the difference between gloom and boom which is why we help our clients with their branding, website, videos and social media strategies.

Our mission is to help you slash the time and cost associated with bookkeeping and tax compliance. We support a range of different accounting software programs and are strong advocates for cloud accounting solutions like Xero. Where required we will train you or your staff to use the program that best matches your business needs with your level of accounting skill so together we have more time to work ON your business and your marketing.

Over the past 20 years we have developed a number of niche industries including dry cleaners, the building trades, concreters, pharmacists and the fitness industry. We also service a number of medical specialists and surgeons, car wash operators, cleaners, cafes and coffee shops. We genuinely believe that having an accountant who understands your industry can give you a serous competitive edge and having mentored hundreds of business owners through the start-up maze we have also earned a reputation as business start-up specialists. The majority of our clients are family owned businesses who are at different stages of the business life cycle, from start-up right through to the sale and succession phase.

With offices located in both Mentone and Mornington we are passionate about helping you build your business and grow your wealth using tax effective strategies including self-managed superannuation and negative gearing. Our clients keep telling us that we offer exceptional value for money and our cost effective business advisory services are designed to help you unlock the profit potential in your business.

Negative Gearing & Property

By definition, negative gearing is where you borrow funds to acquire an income producing asset and the interest and other tax deductible costs you incur exceed the income you receive from the investment. Negative Gearing isn’t suitable for all investors and the tax benefits should not be the only reason for the property purchase. Although it can lower your tax liability, the tax implications will depend on your personal situation and the type of investment you choose. As the phrase implies, negative gearing means a negative cashflow that you need to fund from other income sources.

Creating wealth through purchasing an investment property is a well established practice in this country, however, negative gearing can also apply to other types of income producing investments such as shares and managed funds. The attraction of borrowing or ‘gearing’ is that you can invest in shares or property that might otherwise have been unaffordable. For individuals, the loss can also be offset against other assessable income and the tax benefit will depend on your marginal tax rate.

The real benefits of negative gearing are only realised when you combine the correct tax and financial advice with a property in the right location funded by the most suitable loan product. You should always seek expert professional advice to make sure the purchase is within your budget and will provide long term taxation and financial benefits.

Self Managed Super Funds

In recent years there has been an explosion in the number of Self Managed Superannuation Funds (SMSF) in this country. With more than $600 billion under management, SMSFs are now the largest and fastest growing segment of Australia’s $1.7 trillion superannuation industry. In fact, that figure has tripled in the last five years and as at September, 2013 there are about 517,000 SMSFs funds in Australia. That means there are over one million SMSF trustees in Australia which represents one in twenty four Australians. While SMSFs make up just 4 per cent of the total number of super funds, it controls 32 per cent of all investment funds in the superannuation system.
What is a SMSF?
A self managed superannuation fund is a do-it-yourself superannuation fund with between one and four members. Each member of the fund also acts as a trustee of the fund so all members must be the trustees, and all trustees must be the members. It is possible to have a ‘single member fund’ that requires two individual trustees or a corporate trustee.

Your SMSF must have its own bank account and a trust deed. The deed is basically the rules of operation and sets out who can be a member, how they’re admitted as a member, what the fund can invest in and who can receive a death benefit. Your own SMSF requires an annual audit plus they need to lodge a tax return with the Australian Taxation Office (ATO).

Establishing your own self managed superannuation fund is a very important financial decision but before you decide to go down this pathway you need to know the costs and understand your legal obligations. While managing your own SMSF can offer many benefits, they are subject to considerable compliance and regulation.

Advantages

One of the primary reasons why self-managed superannuation funds have grown in popularity in recent years is the fact the members have greater control over the range of investments, the ongoing management fees and ultimately their tax payable.

When contemplating the establishment of your own self managed superannuation fund you need to weigh up the advantages and the added responsibilities. For many Australians, SMSFs offer four major advantages:

1. More control over your investments
2. Greater investment flexibility
3. Generally lower fees than industry and retail funds
4. Potentially better performance than industry and retail funds

Starting or Buying a Business

Starting or buying a business necessitates research, risk, passion, courage and planning. To succeed you need to make the right opening moves and over the years we have mentored hundreds of clients through the business start-up phase. We are proud of our reputation as a business start-up specialists and along the way we have developed a number of practical tools and checklists to help you fast track your business success.

The business landscape has changed in this country courtesy of new technology and the internet. Your website is your marketing hub and depending on your target market, social media could be your most important marketing medium. The harsh reality is that enthusiasm, money, hard work, talent or a great idea is not enough to guarantee success in business.

According to 2011 Doing Business report by the World Bank, Australia is the second easiest place in the world to start a business with entrepreneurs needing only two days to get a business registered and operational. However, statistics from the Australian Securities and Investments Commission (ASIC) indicate that 10,746 companies entered external administration in the 2013 financial year, almost the same number as the previous year. Clearly, the old saying, ‘people don’t plan to fail, they just fail to plan’ still applies and and it remains both valuable advice and a warning for people intending to start a business.

Home Extensions, Renovations & New Home Builds.

Our Service Guarantee

We guarantee competent, friendly and efficient service at all times. We offer a 10-year structural warranty on all of our extensions as well as a 3 month maintenance period after the completion of your home renovations. The friendly team at Bayside Extensions are always available for their clients and provide assistance and support throughout the entire build.

We set the standard

We Listen To You

The process begins with us listening to what is important to you and what you wish to achieve from your home renovation.

Working with you to get clarity around your needs ensures that we are aligned with you and fully understand your expectations.

Be inspired by the team

Interior Design Savvy

We also provide an interior design service – from colour schemes through to kitchen and bathroom fittings. This means you can rest assured that Bayside Extensions will be with you every step of the way.

From the inside, through to outside, our skilled designers and stylists will ensure that your home is the sanctuary you will always be comfortable with and proud of.

Home Extensions, Renovations & New Home Builds.

How We Work

Our highly skilled team will assist with all aspects of the design, management, build and post-build maintenance, giving you complete confidence and peace of mind. At Bayside Extensions, we are passionate about creating environments that will meet your lifestyle requirements, while at the same time, respecting the rich history and architectural features of your home.

At MPR Design & Build our custom homes speak for themselves…and our clients speak for us.

Operating for over 20 years in the Bayside area and surrounding suburbs, MPR Design and Build wants to see beautiful homes built at the highest quality.
We understand the care, commitment and costs involved in creating truly exceptional homes.
MPR provide in-depth information on project design and architecture for property developments of all sizes as well as quality renovations. We work closely with the architect from concept stage and assist with your cost management needs.
Combined with a highly experienced and qualified team we ensure to work with you from inception to completion and provide ongoing support.
Our Director Michael Rodgerson has built his reputation on quality and service whilst developing his success on referral, recommendation and repeat business.
We collaborate with your chosen architect or, if preferred, can offer our own recommended designers to achieve your plans and dreams in every aspect.
MPR are focused on creating landmark properties of unique distinction whilst ensuring our clients have a smooth experience with clarity and honestly.
Our team takes a personal interest in every client and every property therefore we ensure you have a dedicated supervisor working with you throughout your project process.
Whether building a new home, renovating or extending an existing residence, or embarking on a multi-dwelling development alone or in joint-venture, MPR Design and Build have the people to achieve your goals, and the expertise to exceed your expectations.

MPR DESIGN & BUILD
Your Dream Home Builders in Melbourne

Becoming a home owner is a huge milestone in anyone’s life. We all aspire to have a house of our own, and many people spend years planning and saving for that one day when they can be able to afford one.
Naturally, when it comes to building a house & finding a right home builder in Melbourne, the big question comes up: “Who do you trust with the task of constructing your dream home?”
MPR DESIGN & BUILD go beyond just the art of laying bricks one on top of the other to form a house. We lay the foundations of a home that is an embodiment of the dreams and hopes our clients spent years cultivating and collecting, while trusting us to fulfill them.

Your Option to Luxury Homes in Melbourne

MPR DESIGN & BUILD will help you not only construct your luxury home but design a functional, unique and sturdy home that will last for generations to come.
It is hard to find a trusted builder who won’t cut corners just to get a house up and ready for you. It is important to us that clients don’t risk their budget and luxury home dreams with just anyone, MPR DESIGN & BUILD understand visions, how to implement them and ensure the highest quality is used within your cost management needs.
Our specialty lies in bringing to life luxury homes that stand out from the crowd by using the best architecture and high-quality finishes and our client’s trust and satisfaction is of the utmost importance to us.

Reliable Bayside Builders

Design and build your dream home

At Destination Living, we help bring your ideas to life with our specialised approach to creating and building a truly custom home that is unique to you and your lifestyle. We are in house architects, interior designers and builders and together, we’ll bring your vision to reality.

Our approach to designing and building architectural luxury homes works for all blocks; from a simple site to more difficult, narrow blocks and sloping blocks. From brief to build, our method is streamlined, quality-assured and most importantly, collaborative; putting you at the heart of everything we create.

If you are ready to design and build your dream home, please organise a personal consultation.

A different approach to building luxury homes

A truly streamlined, full-service and collaborative approach to designing and building luxury, custom homes.

Our process

At Destination Living, our process is a blend of research, creativity and quality. We make sure to keep open lines of communication at every stage of the building process, so you can be confident you are always informed to make the best possible decisions for your future home.

Expert architects

Our Melbourne-based architects are experienced in creating timeless, luxury homes that are designed to be memorable spaces which inspire, engage and excite. They work collaboratively with you to ideate a home that will be loved by you and everyone who experiences it.

Masterful builders

Our construction team in Melbourne have been carefully selected based on rigorous requirements. They are chosen because of their eye for detail, design appreciation, and service ethos. By our careful selection, you can be confident that your custom designed home is built to the highest standards.

Walk through your virtual home with our immersive 3D experience

With Destination Living Virtual Reality Architecture, you can experience the design of your new home before it’s built. Our technology allows you to walk through every room and see each aspect of your vision to ensure it’s precisely the way you want it to be. Learn more about how we use virtual reality.
If you are ready to take the next step in your home building journey, book a personalised virtual reality building journey with our custom home builders experts.

Luxury custom homes

Knock down rebuild

Often the best way to buy into or stay in a neighbourhood is to knock down an outdated building and create a new home designed just for you.

Dual occupancy

Building two properties on a single block often makes financial sense. It’s a common approach for owners to create another home on their land to rent or sell, while re-imagining and re-building their current home.

Difficult blocks

Home sites come in all shapes and sizes. At Destination Living, our experience with difficult blocks, such as narrow, sloping blocks or north facing has led us to believe that the benefits of these blocks often outweigh the challenges, as long as your vision is approached creatively.

Designing a home for complex sites

At Destination Living, our architectural expertise will help you make the most of any site, regardless of its shape, slope and orientation. We believe that every site has the potential to house a luxury, custom built home.
If you have a difficult block build and would like to talk about how we can help you realise that dream, get in touch and start your journey today.

Services Provided

Custom Home, Energy-Efficient Homes, Floor Plans, Home Additions, Home Renovating, Home Restoration, Modular Home Additions, Modular Home Construction, New Home Construction, Pool House Design & Construction, Project Management, Custom Homes, Home Extensions, Home Renovation

Areas Served

Brighton, Point Cook, Melbourne, East Melbourne, South Melbourne, Port Melbourne, Balwyn, Hampton, Footscray, Williamstown, Altona, Newport, Malvern, Caulfield, Bayside Melbourne, Inner West Melbourne, Brighton East, Port Phillip, Albert Park, South Yarra, Prahran, Balwyn North, Deepdene, Toorak, Armadale, Sandringham, Parkdale, St Kilda, Elsternwick, Elwood, Malvern East, Middle Park, Beaumaris, Cheltenham, Oakleigh, Chadstone, Bentleigh, Bentleigh East, Blackburn, Doncaster

Awards

Victorian HIA Awards: WINNER Renovation & Extension Project of the Year 2020 & 2017 WINNER Victorian Kitchen of the Year 2019 WINNER for Custom Home & Townhouse Development 2019 Finalist for Renovation & Extension of the Year 2018

Professional Information

VBA Registered Builder: DB-U 64208 & CDB-U 66055 HIA Accredited Builder

About

OUR MISSION

To build and strengthen our relationships by making tax and accounting simpler for everyone

OUR VISION

That our growing client base says “go to MCA” without hesitation, and we become our regions choice for tax, accounting and advisory services

OUR VALUES

We provide a premier service by being motivated to stay educated

We educate and empower with strong communication

We are approachable and are always available to assist and consult with our clients

Services

Compliance

Tax returns, financial statements, activity statements and the like

OUR BREAD AND BUTTER

The bread and butter of accountants is financial statements and tax returns. We do it with one goal in mind – ensuring you pay the least amount of tax legally possible.

We treat your affairs as if they are our own. We look for every deduction possible, and the result is you have more money in your pocket.

Compliance is boring though, so read on to see what else we can do to help that is a little more exciting

Bookkeeping

Data entry, choosing your software stack, gaining efficiencies

MORE THAN JUST DATA ENTRY

You may think of bookkeeping as entering in your cheques, deposits, and reconciling your bank account.

That’s old school.

Technology has redefined what good bookkeeping is. These days your bank statements automatically download, your expenses can be imported, data from your industry software can be pulled into your accounting software, and much more.

We’ve spent the time learning how to make all this work so you don’t have to.

Would you recommend to your clients that they do their own plumbing / IT consulting / or wherever your business expertise lies? Why would you try to do your own books?

Tax Minimisation

Why pay more tax than you are obliged to?

LOOKING OUTSIDE THE SQUARE

Is it actually in your best interests to use the immediate write off for asset purchases?

If this question hasn’t crossed your mind after hearing our politicians gloat that they are allowing you to write off that new car in full – then it’s time you scheduled a chat with us. Surprisingly, you can pay less tax by not using the immediate write off.

Just one example of what we can do for you.

Planning and Structuring

Like a solid home, if you lay the right foundations it will last a life time

NOW WE’RE GETTING SEXY

While compliance is boring, planning to us is sexy. This is where we can flex our figurative muscles, look at schemes and possibilities that only good accountants consider.

This is where the biggest tax savings are made. Our tax planning brochure goes through a simple scenario of a couple buying an investment property, and across a decade there can be differences in tax outcomes of over $100k.

Yes, one hundred thousand dollars.

We can show you how to keep that money in your pocket.

Super and Retirement

Being prepared so you can live the lifestyle you want in retirement

RETIREMENT IS FOREVER

Superannuation provides two main benefits: A tax effective environment for your retirement savings; and a place for those savings that cannot be touched to ensure they are there later on.

The advice we give isn’t driven by commissions, or trying to meet a sales target like most financial planners. Looking after your best interests isn’t just a saying to us.

Part of your retirement planning should be to consider a Self Managed Superannuation Fund – but be aware that a SMSF isn’t for everyone. We can guide you through the whole process from setup, planning, advise, compliance, and finally reaping the benefits during retirement.

Business Support

You can lean on us no matter what stage of the business lifecycle you are in

WE”RE NOT JUST ABOUT TAX

Do you understand the cash flow cycle of your business? How many days is your cash flow tied up between paying for stock and getting paid by your customer? What impact will changing that have?

Running a mature business and ready for the next stage? How do you turn that business into something that pays you profits without you having to run the show?

We sat through boring lectures learning all this so you don’t have to.

About our Firm

Established over 35 years ago as a small office in Frankston, we moved to our current premises in Mount Eliza around the Mornington Peninsula area in 1991. Our team of accountants, bookkeepers and administrative staff have mostly been with us since that time, therefore offering our clients a continuity of staff not always available in accountancy practices.

During the past 35 years we have been able to offer friendly and reliable service and, most importantly, excellent advice.

MRH Financial Services Pty Ltd was established in 2003 and provides clients with expert advice on retirement planning, wealth creation, personal insurance and superannuation, including Self Managed Superannuation Funds.

Our dedicated and experienced teams of accountants, bookkeepers and administrative staff have established close ties with our clients through years of interaction with them. This continuity of contact provides clients with a dedicated staff member who can deal with their business requirements with that personal touch.

Services

Businesses

Our team has extensive experience in all aspects of business accounting and taxation.

Whether you’re a small single director company or have a complex structure with many involved parties we can help. We believe a sound business relationship with your accountant is vital to your business success, that’s why we pride ourselves on offering our clients the same great service year after year and watching our client’s grow and prosper.

Our team is here all year round and happy to answer the smallest of queries you may have with your business accounting needs. In growing your business with us you may require changes to your current structure or the way in which you operate, we are able to advise and assist you in this process and guide you through these changes.

We have a dedicated team member who administers the corporate section, she has a comprehensive knowledge of all ASIC related issues, establishment of trusts and companies and will guide you through the steps to ensure your entity is correctly set up and has met its compliance needs.

Let us relieve you of the burden and allow us to prepare your quarterly or annual BAS summaries, PAYGW, Subcontractor Returns all can be completed and lodged online so you can focus on running your business and not getting bogged down with paperwork.

• Sole Trader business accounts
• Partnership accounts
• Trust/Company Accounts
• Structuring of your business and new entity set ups
• Annual Taxation returns and financial reporting
• Corporate management and compliance
• Small Business Concessions
• Capital gains
• Investments

We also offer accountancy audit insurance in the event of an audit, this insurance will cover our costs* in dealing with the ATO on your behalf for the audit coverage period. For more information please read the Accountancy Audit Insurance pdf.

Note: audit coverage limited to your policy and only during the period of coverage taken out, please read full insurance documents for complete coverage details.

Superannuation

Our free, initial consultation can check if a Self Managed Super Fund (SMSF) is right for you.

If a SMSF is right for you, we can establish the fund and guide you step by step through the process to ensure the trustees of the fund understand their obligations and all the required documentation is correctly completed.

The superannuation team is available on a daily basis to offer advice and answer any questions that you may have, we appreciate SMSF is a daunting subject for many and we know how vital it is that you have a point of contact to assist you and answer your queries.

• Establishment of your SMSF
• Appointment of Trustees
• Preparation of annual financial statements
• Completion and lodgement of annual taxation return
• Audit of your SMSF
• Technical advice on superannuation matters
• Provision of regular email superannuation newsletter to clients
• Manage on going compliance obligations for your SMSF

Individuals

We want to assist you to get the most out of tax time.

We want our clients to be happy, whether you’ve got a basic personal tax return or you have a variety of investments and rental properties, we take the time to go through your return in detail and make sure there’s nothing missed and you get back the maximum refund that you are entitled to.

Our friendly team is happy to explain, in plain English, anything you may not understand or want more detail on.

We offer a variety of ways to complete your personal tax return each year, whether you prefer the face to face meeting with one of our team, we offer early mornings and late evening appointments, sending your tax data via email or posting or we can even arrange a tax appointment via Skype – the choice is yours.

• Basic Salary and Wage returns
• Complex Individual Returns
• Rental Properties
• Sole Traders
• Shares and Dividends
• Capital Gains
• Employee Share Schemes
• Employment Termination Payments
• Partnership and Trust Income allocation

Why Marketing Skill?

Marketing Skill has provided specialised telemarketing / call centre services for over 25 years – so we know what we’re doing!

Customer service is our passion and it is underpins everything we do.

Services include –

• Telemarketing – market research, customer retention programs, product recall.
• Database Management Services – Data base clean up, data verification, customer relationship management.
• Telemarketing Consulting Services – assistance to help companies run their own telemarketing campaigns.
• Training Services – Sales, Customer Service, Telephone Skills, Receptionist training.

Services

Marketing Skill provides a unique range of customer service programs. Our focus is to combine prospecting and customer retention initiatives.

Considering that the majority (in fact 68%) of lost business is due to perceived indifference, keeping in touch in a meaningful way is vital to retaining and gaining business.

We build and manage relationships with clients and prospects, professionally representing your company with the expertise and care you would give them yourself – if you had the time.

Our consultants are given specific training to ensure they represent your company competently

We generate leads, promote cross selling, and manage databases. We also provide you with meaningful feedback and information to understand your clients needs and expectations.

To enable you to analyse results and measure the cost effectiveness and profitability of the programs, we compile detailed statistics.

Marketing Skill is not a call-centre – our business is intimate and specialised. Simply we have more control, monitoring operators to ensure we gain the required results.  What this means to you is that your sales will increase because leads will be qualified and your customers will become loyal devotees of your business, buy more and refer others and you will understand your business better – in short you will be more profitable.

Telemarketing Australia – Business To Business

Our Philosophy

From compliance to consulting we have a commitment to understanding our clients’ needs and assisting them to meet those needs. To be accessible and recognise that clients’ needs often extend outside regular business hours. We strive to give a professional and personalised accounting service.

History of Firm

Julie Dixon established the business in 1985 to provide accounting, taxation and bookkeeping services to small business.

Julie is a Fellow Professional Member of the National Institute of Accountants and registered Tax Agent.

Julie commenced her career working for a medium size accounting firm in the area of taxation, accounting, small audits, superannuation and liquidation.

The introduction of GST and ongoing changes in taxation legislation together with strong client referrals has seen the firm experience consistent growth. We now service a diverse range of clients including individuals, small and medium sized businesses with owners from a range of industry sectors.

The practice offers specialised advice and is small enough to guarantee personal service to our clients.

The requirements of business, finance and taxation are forever changing and increasing in complexity. Our response to our clients’ need is to offer a complete range of accounting, taxation, financial, bookkeeping and business advisory services.

We strive to maintain the standards and professionalism that have led clients to refer us to their friends, family and small business colleagues.

We thank you for your trust.

Services

Starting Or Buying A Business

Starting or buying a business necessitates risk, research, passion and planning. Just like a game of chess, to succeed you need to make the right opening moves.

The harsh reality is that enthusiasm, money, talent or a great idea is not enough to guarantee success in business.

There is an old saying, ‘people don’t plan to fail, they just fail to plan.’ This is both valuable advice and a warning for people intending to start a business.

Recession Proof Your Business

Introduction

Just as evolution in animals dictates that only the fittest survive, in a recession it is generally survival of the smartest.

In this country we seem to have a recession-­like economy happening every seven to nine years and almost 75,000 Australian businesses were wiped out in the last downturn. To survive business owners must find a way to plan their way past potential threats including higher interest rates and fuel prices plus declining consumer confidence.

In recessionary times business owners must strike a delicate balance between pessimism and optimism, ensuring expectations are realistic but not giving up on growth. Smart business owners know that a recession presents an opportunity and it’s time to spend more time working ON your business rather than IN it.

Management Consulting Services

Assessing the performance of all aspects of your business is an integral part of effective management and your business’ ongoing success.

Using our experience and some Key Performance Indicators we measure and monitor vital aspects of your business.

Irrespective of the size of your business, we can implement management accounting procedures to ensure a flow of regular, meaningful financial reports. The preparation of budgets, forecasts and cashflow projections ensures your business strategies are kept on track. Once completed they enable assessment of current performance against your management plans. The results can then be used to make decisions on marketing, pricing, organisational structure, overheads and capital investment.

The information we provide is of real value to business owners and is designed to provide a springboard for further action. We review the reports and discuss the strategic options for the future of your business.

Accounting, Taxation & GST

Australian Tax Law is complex and constantly changing. In addition, the GST environment places considerable emphasis on compliance and lodgement deadlines. Our team members undertake extensive training to keep abreast of developments and we provide a comprehensive accounting and taxation service to assist both individuals and business owners with their compliance obligations.

​A significant part of our strategy is to provide clients with timely and accurate advice on tax matters including legitimate tax minimisation strategies. We bring a personal approach to tax and are able to provide expert consulting advice as well as meet your compliance requirements.

Financial Planning

We see Financial Planning as a journey. From the early years when borrowings are high and savings must be carefully planned, through the accumulation years when debt levels reduce and savings capacity increases and finally into the retirement years when careful planning from the previous phases bears the fruit of financial security.

​The need for quality financial advice has never been greater.

Accounting for Trades People

Being in the trades or building industry you need an accountant who understands your business.

We appreciate the unique nature of the trades including the importance of cash flow, quotes, invoicing, job costing and scheduling, progress payments, retention and variations, tracking project profits and paying sub-contractors. This is in addition to the usual small business compliance issues of GST, BAS, PAYG and Superannuation.

Negative Gearing

What is Negative Gearing?

Negative Gearing by definition is where you borrow to acquire an investment and the interest and other tax deductible costs you incur exceed the income you receive from the investment.

While Negative Gearing is commonly associated with rental properties, it can also be applied to other types of incomeproducing investments such as shares and managed funds using what is often called ‘margin loans’. In terms of property investment, negative gearing refers to a situation where your expenses to maintain the property (including mortgage interest) exceed the rental income.

Business Coaching

Too many small business owners work too hard, for too many hours for far too little return.

As Michael Gerber points out in his book, ‘The E Myth – Why Most Businesses Don’t Work and What To Do About It’, “Most people work IN their business. The secret is NOT to work in it, it’s to work ON it so that you don’t have to work IN it”

​We are not your ‘average’ accounting firm that just ‘keeps the score’. Far from it. Rather than just have an accountant, our business clients enjoy a ‘business coach’ relationship. We work ON your business to develop a business independent of you.

A little bit about us

Our Mission Statement

Everyday we remove the burden of record keeping and compliance, providing a platform for business owners to achieve growth and build financial security.
Our strong relationships with our clients ensure a positive impact on profit, cash flow, asset protection, succession and leaving a legacy.

Our Values:

Accountability, Innovation, Integrity, Passion, Respect & Fun

Our Vision Statement

Our reputation for achieving positive results continues to attract business owners aligned with out growth and financial security offerings. Our motivated team members always aspire to their full potential.

Solutions

Business Accounting & Tax Services On The Mornington Peninsula

We believe that knowing your current financial performance enables you to manage your future financial position.

We provide a full range of accounting, taxation and ancillary solutions that underpin the growth and development of your business on the Mornington Peninsula.

Running your business should not come with the burden of ensuring you are complying with all the relevant tax and business legislation.

We ensure that burden is lifted from your shoulders so you can have the peace of mind to grow your business and create a lifestyle for you family.

Business Services. Solutions.

We believe that your greatest rewards are achieved from a focus on your greatest strengths.

We work with our clients to design outcomes based on specific goals and objectives with focussed planning and execution.

These outcomes are not always about money they also involve lifestyle, community and anything else that is important to you, the business owner

Your time is valuable so ensure you design the business that you desire do not let the business design you!

Virtual Management Accounting. Solutions.

We believe focus, planning and execution achieves positive results.

We provide practical and innovative management reporting, strategic advice and business advisory services tailored to your objectives.

Knowing the numbers in your business is a key to managing and growing your business.

We provide the systems to measure the key numbers in your business so you can make effective decisions to grow your business.

Cloud Services. Solutions.

We believe in providing real time financial data accessible any where, any time on any device.

Utilising the latest technology cloud based systems can provide significant improvements to your business.

Cloud services can enable increased productivity and therefore improved business performance.

We actively seek ways to improve your business through the latest technologies and will adopt those technologies in our business to full understand them and assist you in their implementation and use.

Wealth. Solutions.

We believe a sound financial strategy makes all the difference.

We provide strategic advice to improve your financial position, achieve long term financial retirement goals and security for your family.

The earlier you provide for you financial future the easier the long term steps will be.

We will guide you through the steps that it takes to to achieve what you really want.

SMSF. Solutions.

We believe that you should play an active and informed role in your financial future.

One of the fastest growing financial services sectors, we provide information and knowledge which enables you to make educated decisions.

We take the complex and make it simple.

Whilst having your own superannuation fund makes the invisible visible, we make the process seamless.

About First Choice Accounting Services

Whether your business is just starting out or is mature, it is important to make sure that your business is working for you and your future goals. At First Choice Accounting Services we make it a priority to sit down with you and discuss all of your goals; not just within your business but personally also. As your accountant we feel it is important to regularly check in and make sure that your business is working for you and not the other way around.

When starting your new business, you will have many questions and a lot of other questions that you didn’t know that you had. At First Choice Accounting Services we can answer all of those questions in place.

Our accounting team will discuss the best options for your business, making sure that you cover all of the legalities in the process. We will sit down with you and guide you in making the best choices for setting up your business whilst protecting yourself and family.

The best part is you can then leave all of the paperwork and registrations to one of our trained accountants, keeping you free to do what you do best; operate your business.

Our Services

At First Choice Accounting Services our team of qualified accountants can prepare and complete all aspects of your business set-up, including

• ASIC register
• ABN registration
• GST Registration
• Tax File Number registration
• Company/Trust register
• PAYG registration

First Choice Accounting Services

Cash Flow Projections

Cash Flow Projections give an indication as to how the cash is expected to flow in and out of your business.   It provides an estimated overview as to what your expenditures should be (and need to be) and how best to maintain control over them.  Having an understanding as to where your income is coming from and going to, makes short term investment decisions clearer and plays a major part of your business plan.

A clear cash flow projection offers proof of how your business is expected to operate in the near and distant future for the purpose of borrowing funds to expand your business.  We would be happy to show you how your business can expand and grow.

Business Valuation

Selling your business?  Always a good move to have a chat with a professional to find out the likely value of your business prior to putting it on the market.  We are happy to look over what your business does,  how it is placed in the market to ensure you are neither underselling, or pricing your business out of the market.

We can also consider a business that you are looking to buy – make sure you are paying a fair price for a business that will deliver on the promises it makes.  We do this by looking at previous years financials, and doing some calculations that will give a good indication of it’s financial viability and likely longevity.

Business Tax Returns

First Choice Accounting Services offers you and your business the best advice and service around.  Our services include things such as…

• Preparation of financial reports
• Advice on changing business structures – (business structure is vital!)
• ASIC liaison – (handling of changes to your business details etc)
• Tax effective accounting – (making the most of your business)
• Cashflows
• Budgets
• ATO liaison – (sometimes it’s just easier if we talk to the ATO on your behalf)
• GST advice
• BAS statement preparation
• ATO registrations
• Superannuation advice
• Workcover
• PAYG requirements

Business Plans

A business plan is a formal statement of a set of business goals, the reasons why you believe they are attainable, and just how you will go about reaching those goals. It may also contain background information about your organisation. The Cash Flow projection supports the business plan, defining the financial manner in which you can navigate the strategies.

When you are starting a new business and looking to fund your great idea, a business plan is essential.  A financier will need to see Profit and Loss budgets and cashflow budgets to determine whether to fund your new venture.  We can help you put together a Business Plan to maximise your chances of getting it off the ground.

Business Financial Statements

At First Choice Accounting Services, we can put together your Financial Statements (and tax returns) for Sole Traders, Partnerships, Family Trusts, Unit Trusts, and Companies.  Financial Statements are vital for ASIC compliance, for audit purposes and to support applications for lines of credit where required.  Regularly reviewed and mainatained financial statements can be vital for tax planning within your business – never underestimate the value of good advice!

Tax Planning

Tax planning is a means to making your income more efficient.

Everyones situation is different; it is possible to make legitimate, legal changes to your finances or financial situation which can significantly impact the tax you pay.

Are you currently claiming the tax deductions you are already entitled to? Is there anything you can introduce to or change in your asset base that could potentially lower the tax you pay?  These questions apply to any taxpayer, including self funded retirees. It’s good practice to ensure that the whole picture is considered.

Late Returns

We do understand that because of certain personal circumstances, you may have not yet prepared your tax return for a past year or years. This can be individual, business or SMSF returns. Please do not be embarrassed, things happen. Please contact one of our experienced accountants to go through what needs to be done to bring everything up to date. We can help with recommending a bookkeeper if that is required. We can also contact the Australian Taxation Office on your behalf, and explain what has happened and what is being done to help bring everything up to date. The ATO wants everything up to date, so they do try to work with us and you, to help achieve this.

Company Establishment

If you are setting up a business, or looking at changing the structure of your existing business, we can sit down with you and help advice you which structure best fits your needs. This could be as a Sole Trader, a Partnership, Company or a Trust Structure. If you decide on either a company or trust structure, then we can help you complete all relevant forms you will be required to order your company or trust. Company constitutions and Trust Deeds are legal documents, so need to make sure the information is correct. As we are not lawyers, we do need to outsource the actual preparation of these documents, but we can help organise this on your behalf and liaise with the relevant people on your behalf. When the paperwork arrives in, we can then organise your ABN registration, TFN Application, GST, PAYG & Fuel Tax Credits registration, if required.

SMSF

Self Managed Superannuation Funds (SMSF’s) are required by law to lodge annual Tax Returns and prepare Financial Statements.  As the trustee of a SMSF, you are responsible for ensuring that an annual audit is performed for financial and compliance requirements.

We can advise and help you with these needs, compiling your financial statements, preparing the Income Tax and regulatory Returns, and arranging the annual audit on your fund.

Personal Tax Returns

Most of us need to lodge a personal tax return each year, and it’s so important to review just where you are at insofar as tax planning is concerned in order to  maximise your deductions and hopefully increase your refund (or minimise your tax payable!)

Our individual clients range from those with a basic salary/wages situation with few deductions right through to those with multi investment properties and share investments. We are happy to sit with you and discuss just how to make the most of whatever your circumstance is.

Late Returns

We do understand that because of certain personal circumstances, you may have not yet prepared your tax return for a past year or years. This can be individual, business or SMSF returns. Please do not be embarrassed, things happen. Please contact one of our experienced accountants to go through what needs to be done to bring everything up to date. We can help with recommending a bookkeeper if that is required. We can also contact the Australian Taxation Office on your behalf, and explain what has happened and what is being done to help bring everything up to date. The ATO wants everything up to date, so they do try to work with us and you, to help achieve this.

Business Accountants In Melbourne

At Zimsen Partners, our small business accountants aim to create long-lasting relationships by accomplishing your goals and adding value to your business. We simplify the complex accounting and financial concepts and help you make well-informed business decisions.

Our accountancy team in Melbourne combines some of the most dedicated local experts and professionals. We love seeing our clients realise their true potential and want to be apart of your journey.

About Zimsen Partners

In today’s business climate, running a small business is a constant challenge, to say the least. Increasing regulations and obligations, continually advancing technology and intense competition. Receiving the best business advice has never been more important to us and having the best Melbourne accountant is vital.

How does yours measure up?We measure our success by yours. “Taking an active role in all facets of our client’s business has been of utmost importance to us since day one. Our client’s success is our main focus and the only way to determine our success. Providing quality accounting and financial services whilst promptly attending to tasks is essential to our operations”

Services

Accounting Services Melbourne

An expert accounting firm can give you the foundation you need

Our professional accounting services in Melbourne will guide you through the growth of your business or your individual situation. We want to help you achieve you short and long-term goals.

Individuals & Businesses

ACCOUNTING SERVICES

Business Accountants

BAS Accountants

Cloud Accounting

BUSINESS TAXATION SERVICES

Tax Planning

Tax Compliance

Small Business Tax

Business Advisory

Whichever stage your business is at, we can help you take the next step

Enter the next phase of your business growth. We provide expert advice to help you understand where your business is heading and to get proactive about your financial health.

BUSINESS ADVISORY SERVICES

Business Planning

Business Debt & Restructuring

Business Funding

Business Due Diligence

Succession & Exit Planning

Corporate Secretarial Services

GET THE DIRECTION AND ADVICE YOU NEED

Bookkeeping

Let us do your bookkeeping, focus on your business

LET US LOOK AFTER YOUR BOOKS

We’ll do your bookkeeping, so that you can focus on other parts of the business that matter. We can do all your bookkeeping and you can do high priority tasks.

• Creating and sending invoices
• Payroll functions
• Bank reconciliations
• Receipts and payments
• Cashflow management
• Superannuation payments

 Business Asia

Associate Offices

We are proactively identifying services firm in Asia who share our values, are focussed in Small to Medium Enterprise Segment and have an in depth understanding of the business culture and business requirements in  Australia.

Business and People Connectivity

Our team at Zimsen Partners have accountants who arrived in Australia from Asia as international students, successfully completed their tertiary studies and settled in Australia.

Port Phillip Group is a chartered accounting and financial planning firm based on the Mornington Peninsula. We form genuine partnerships with our clients through innovative and practical business solutions.

About Us

Port Phillip Group is a chartered accounting and financial planning firm based in Mt Eliza.

Our Story

We are proudly one of the largest Chartered Accountants & Financial Planners situated in the Melbourne suburb of Mt Eliza, the gateway to the Mornington Peninsula. We are proud to have established a reputation for honesty, integrity, commitment and strong relationships amongst our national client base and the local community.

Our Vision

At Port Phillip Group we genuinely care for our clients, and we are passionate about helping them maximise their wealth. We provide our clients with expert assistance in maintaining a healthy business and are abreast of new software and technologies that can provide any business with a competitive edge.

Services

We offer the following business services.

Business & Taxation

With over 50 years combined experience and expertise in accounting and business services, Port Phillip Group can provide all Individual, Business and Superannuation Accounting and Financial needs.

Financial Planning

Eventus Wealth Management Pty Ltd ABN 62 134 958 642
Australian Financial Services Licensee & Life Insurance Broker
License Number 335815

Self Managed Super Fund

Port Phillip Group is one of the leading Self Managed Superannuation Fund practices in South EastMelbourne and the Mornington Peninsula.

With six experienced staff members having specialist qualifications in Self Managed Superannuation

there is always a highly qualified member of our team available to provide expert advice.

Corporate Secretarial

Port Phillip Group has provided corporate secretarial services for over 25 years.

We currently manage the corporate registers of over 400 entities and can provide expert advice and assistance to companies to ensure they meet all ASIC lodgment obligations more efficiently. We register and establish new Australian Companies, Trusts and Self Managed Superannuation Funds.

Other Business Services

Port Phillip Group’s primary goal is to generate growth for all of our local, interstate andinternational clients and to guide them to become more competitive, established and profitable.

About

Since 1984 Carr Barnett Accountants have provided a comprehensive accounting and taxation service to individuals, businesses and Self Managed Super Funds. We appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit your needs in a simplified language. If you are looking at starting a business we can help you choose the appropriate structure and assist with all the necessary registrations. We specialise in cloud based solutions including MYOB, Quickbooks and Xero. Our team of focused, friendly CPA accountants have a good mix of accounting and industry experience which ensures that you, our client, will receive the best possible advice.

Firm Profile

At Carr Barnett Accountants we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

Our Services

At Carr Barnett we aim to provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We’ve also developed our accounting practice into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results.

Listed below are the services we offer. This list is by no means exhaustive, and our team of friendly staff are more than happy to talk about any services not listed here that you might require.

Business Services

Benchmarking

Bookkeeping/Accounting

Budgeting

Business Start-up

Cash Flow Forecasting

Management Consulting

Payroll Services

Software Solutions

Strategic Planning

Specialist Services

Company Secretary

Farm Accounting

Information Technology

Rental Property

Self-managed Superannuation Funds

Selling a Business

Succession Planning

Superannuation

Trusts

Workcover

Tax and GST

GST

Taxation

Fringe Benefits Tax

Payroll Tax

Capital Gains Tax

Online Accounting

MYOB

Xero

Reckon

QuickBooks

About Us

The accountancy business was started in 1985 by Les Harper and has been based in Frankston since then providing advice to small-medium businesses in relation to compliance matters and business development.

We encourage you to plan beyond profits, to use those profits to purchase assets that grow in capital and/or provide an income stream over the future years.

Our sister company, Seaside Financial Solutions obtained its own Australian Financial Services Licence (AFSL No: 313207) in 2007 where it could provide unbiased financial advice as it was not part of a dealer group. The firm has always worked on an agreed fee basis rather than on a commission basis.

Services

Individuals Business Superannuation
Areas of Practice

ACCOUNTANCY

Harper Group provides accountancy services to small and medium businesses throughout Australia. Clients’ businesses come from a wide range of industries including manufacturing, wholesale, retail including online, service industries, medical and professional practices as well as trades.

• full financial reporting
• special purpose financial reports
• management reports
• budgeted reports
• cashflow projections

BOOKKEEPING

Having many years of experience with accountancy packages including XERO, MYOB and QuickBooks, we can help you assess which package is suitable for you. We can also help you find a suitable bookkeeper for your needs.

TAXATION

As Chartered Accountants, we have the depth of knowledge and experience to provide high-level tax  advice for sole-traders, partnerships, companies, trusts and superannuation funds.

• end of year tax planning
• asset protection
• rental properties
• capital gains
• BAS/IAS/GST/FBT/payroll tax

BUSINESS PLANNING

Growing your business to generate profits and cashflow is exciting. A range of strategies are available to move your business to where you want it to be.

• strategic/business plans
• budgets and cashflows
• business valuation improvement
• performance measurement
• growth strategies
• buy-sell agreements

FINANCIAL PLANNING

Financial planning is about putting you in control of your financial future with difference investment options based on your risk profile. Our sister company, Seaside Financial Solutions can assist with:

• retirement planning
• succession planning
• wealth accumulation
• insurance (life, trauma,TPD)
• term deposits, shares, property
• self-managed superannuation funds

SUPERANNUATION

You are able to control of your superannuation with your own investment strategy within a Self Managed Superannuation Fund. We can help set up your fund,  ongoing annual compliance required and pension calculations.

• investment advice
• borrowing to acquire assets
• asset allocation
• diversification

About

Because it’s about more than just the numbers. In fact, it’s all about you.

ACCOUNTING FOR YOUR TOMORROW

NICE TO MEET YOU

The year was 2012, and I was younger and thinner. Full of youth, hopes, dreams and potential yet to be fully realised.
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Obsessed with the potential of the accounting industry, I started Illumin8 with a vision to provide accounting and bookkeeping services that went beyond compliance.
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After all, keeping our clients out of jail is the bare minimum. The real magic happens in business problem solving, leveraging technology to streamline operations, and connecting on a human level to help our clients kick goals with both feet.
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So just like that, a plucky former corporate dweller with a whole lot of entrepreneurial spirit registered Illumin8 to operate in Australia.
These days, the team numbers more than a dozen absolute legends. Of course, everyone is a superstar when it comes to numbers, tax, finance and all aspects of small business management. But that’s not all Illumin8 is about. We’re all a little bit different, slightly quirky, and bring a whole lot of personality to the office.
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You love what you do, and we do too. Our aim is to make your life easier, and if we can have some fun along the way then we’ve more than done our job.
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Ready to see how we can help you with your business? We’d love to talk.
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Andrew Van De Beek, founder

Services

ACCOUNTANTS FOR YOUR TOMORROW

Accounting for your small business (and your big dreams).

No one wants to think about small business accounting. But everyone needs to do it. More than just keeping your numbers in check and documents lodged on time, a good accountant will become your trusted ally and advisor on the rollercoaster ride of running a business. That’s us. We’re here to keep you outta jail (more on that later) and kick goals so you can spend more time doing what you love.

NEED SOME HANDY BUSINESS ADVICE? WE’VE GOT IT

Talk it out then step it up with our business advisors

Small business can be tough, especially if you’re going it alone. Most of us work best when we can talk through problems and their solutions with someone who’s been there before. That’s why we set up our business advisory service – so you can unlock your purpose and focus your goals.

PLAN TODAY FOR BIG REWARDS IN THE FUTURE

Don’t delay. Now’s the time to sort out your self-managed super fund

Sorry, did we just notice your eyes glazing over? It might seem like a long way off, but unless you start planning for retirement now you might be caught short then. Luckily, we can help you navigate and comply with tax and super laws when setting up a self-managed super fund.

JUST A BOOKKEEPER? WE’RE MORE THAN THAT

Bookkeeping to get your small business on track. Fast.

Those piles of receipts getting you down? Then it’s time to bring on a bookkeeper for your business. We know you’re great at what you do, but perhaps systems aren’t your forte. That’s OK, because they’re ours and we can advise on what will work best and provide the least fuss when it comes to running your business, leaving you time to focus on what you do best.

READY TO WORK SMARTER, NOT HARDER?

We use innovation and technology to make your business better.

Hey, you, get into the cloud. There’s no point in change for change’s sake, but if there are ways to make your business life simpler, why not grab them with both hands? Whether you could benefit from cash-flow forecasting or need a solution so Shopify and Xero ‘talk’ to one another, we can help you integrate the technology that best suits your small business needs.

Innovative Accountants, Taxation Services and Business Advisors

Lakewood Accounting are your professional Accountants & Business Advisors, located right here on the Mornington Peninsula. Experience the benefits of getting out of the city without losing the expertise. We provide the highest quality Business Accounting, Bookkeeping Services, Taxation Services, Financial Planning, Self Managed Superannuation and Management Consulting Services to our clients in a timely and professional manner.

We believe that to be the best, you must have the best team. Explore our team of business partners and learn how we can help you to increase your financial performance.

About Us

Established in July 2002, Lakewood Accounting is your local professional business partner. Our team of highly experienced business advisers are so much more than just your average accountants. We truly understand your business and the struggles it faces, and we pride ourselves on providing quality solutions to any situation.

Founder Allison Crawford, with her 20+ years accounting experience, has built her business based on the belief that her clients deserve a one-stop-shop for all of their accounting, taxation, finance and management consulting service needs. And she believes this service must be ongoing, not just a once-a-year meeting.

So step up and let Lakewood Accounting become your business partner. Standing beside you, and your business, every step of the way.

Services

Business Accounting Services

Whether you are considering starting a business, have just started a business or are a well- established business owner, Lakewood Accounting offer a range of Business Accounting Services to help your business start-up, grow or mature.

If your business is struggling with cash flow, we can assist you in preparing a cash flow plan and budget. If your business is needing more structure and guidance, Lakewood Accounting can help you to prepare a Business Plan or help with a business restructure.

Personal Accounting Services

We understand that it is not just businesses who need the right advice at the right price. Whether you are looking for advice on how to increase your savings or minimise your taxation liability, Lakewood Accounting can help you to be on track through various planning strategies.

Professional Bookkeeping Services

Lakewood Accounting offers friendly, professional and experienced Bookkeeping Services to businesses throughout Australia.

We understand that as a small business owner you may have to juggle a number of roles in your business including bookkeeping.

All businesses know the importance of good internal reporting systems. In order to make informed business decisions your internal systems need to be accurate and prepared on a timely basis. So it makes sense to bring in a dedicated Bookkeeping team who can manage your day-to-day record keeping, so that you can take care of the bigger picture.

Taxation Services

We provide expert Taxation Services locally throughout the Mornington Peninsula, as well interstate and even overseas. Our team of specialist Tax Consultants are superbly trained to provide Accounting and Taxation advice for individuals, as well as for Companies, Trusts and Partnerships.

Self Managed Super Fund (SMSF)

Since its inception, Lakewood Accounting has offered expert investment and self-managed superannuation advice to investors all across Australia. Self-managed superannuation allows for the flexibility to control your investments in ways that have a much greater impact on your retirement living possibilities. Let us show you how to ‘super’ charge your superannuation today.

Business Partners

Lakewood Accounting offers a full suite of financial services, engaging trusted partners where necessary to complete our set. Please see below for our Business Partners to help you with your next move. Having all of your financial needs in one place offers a significant reduction in communication costs, which is passed onto you as better value.

Financial Planning

Lakewood Accounting provides Financial Planning advisors in Frankston and throughout Melbourne via our associate firm Guidance Wealth Management Pty Ltd. Guidance’s financial planning service will identify your specific financial objectives and advice strategy which can help meet or exceed your financial expectations.

Home Loans

We are pleased to be partnered with Priority Lending for all of our Home Loan needs.

Since 1999 Michael Sudarski and Priority Lending has built a reputation of offering honest, ethical and thorough services and clients are always treated with respect, courtesy and professionalism throughout the entire loan process.

Our Story

We are passionate about empowering small businesses.

We don’t just take care of your books but instead use this process in a way of keeping our finger on the pulse of your business.

We provide solutions from Payroll & HR all the way to Business Analysis and Budgets.

Reach out for a no obligation chat on how we can help.

Services

General Bookkeeping

Involves the two basic and foundational duties of bookkeeping – Data Entry & Bank Reconciliation, without these two fundamental basics done accurately all other tasks will miss the mark. Information that is not accurate is misleading.

Payroll

Calculation of employees pays including ordinary hours and penalty rates, deducting tax, calculation of superannuation & allowances and keeping track of leave entitlements.

Accounts Payable & Receivable

You want to maintain a good cashflow – ensuring you keep paying suppliers on time to maintain a good working relationship and follow up on customers who owe you money.

Management Reports

Is a powerful tool to help small business understand where and how the business is growing, when reported regularly it gives you a great insight on everything from your spending patterns to pricing & costing, forecasts, and customer payment terms.

Budgets & Forecasts

Budgets and Forecasts works well alongside the Management reports, it is used to predict and schedule future payments and expenses to ensure you can dedicate enough funds for the growth of the business.

Software Set Up & Integration

Setting up your bookkeeping software and the software that it works with can be complicated and if not set up properly can not only make a mess in the future but it can cost you time.

Implementing processes & procedures

Having a systemised business procedure ensures accuracy and efficiencies. Working out who does what and how, and using software and tools to minimise your time.

ATO Lodgements and Reporting

Preparation and lodgement of Activity Statements, TPAR, STP, Workcover Renumerations, Long Service Leave payments, etc. Along with liaise with the ATO on your behalf. Can be part of your bookkeeping package or you may like just a Registered BAS Agent to give it a once over before sending it off.

Training

Working with the business owner and employees on best practice bookkeeping and use of software solutions. Each business is different and each solution is different, training sessions are tailored to the business needs.

Fix Up & Rescue

Sometimes things get a little out of hand, time slips by or what you thought was set up correctly after a while you realise not so much. That’s when you need a rescue operation to get you back on track and in control of the business finances.

About Us

We’ve been providing expert professional advisory and accounting services to businesses in Frankston and the Mornington Peninsula since 2002.

Trusted advisers for Frankston & Mornington businesses​
Since 2002, Guidance Business Advisers (formerly Christie McMillan) has welcomed local Frankston and Mornington Peninsula businesses through our doors.

What do clients experience when they enter?

Of course, they get the peace of mind from the high-quality accounting, bookkeeping, taxation, and financial planning services we provide; and many also benefit from the business advisory and strategic advice we deliver.

But beyond that, we hope they see trusted advisers, ready to work with their businesses through thick and thin.

Services

Advisory, accounting and planning services for business professionals in the Mornington Peninsula and Frankston areas.

Guidance Business Advisers provides the following services for small-to-medium business owners and professionals operating in the Frankston and Mornington Peninsula area:

Business Advisory

Develop strategies for business performance and growth with your trusted adviser.

Business advisory is like business coaching in that we work closely alongside you to get to know your business inside out – but we don’t call ourselves ‘coaches’.

We develop an intimate understanding of:

• Operational systems and processes
• Financials
• Marketing strategies
• Human resources
• Your short and long-term goals

Then we work with the data to develop solutions that improve efficiencies and help you take steps towards your goals.

With over 40 years of combined business experience, our insight can make the difference to your outcomes – whatever stage your business is at right now.

As trusted business advisers, we stay by your side to review and adjust strategies as your circumstances change.

Accounting

Premium business accounting services for Frankston & Mornington Peninsula.

The use of technology has lightened the accounting load for many small businesses: cloud programs allow many important actions to be taken at the click of a mouse.

But nothing replaces professional accounting advice when it comes to interpreting your business data, ensuring compliance, business planning, reporting, and improving business efficiency.

Since day one, Guidance Business Advisors has specialised in providing quality accounting services to all types and sizes of business in the Frankston and Mornington Peninsula region.

Taxation

Hands-free tax management for oversight & peace of mind in your business.

Practical tax advice from experienced professionals can make a huge difference to your business – and to your peace of mind.

We make the business of tax simple, staying right up-to-date with tax legislation, removing the jargon, and ensuring that you enjoy excellent oversight with comprehensive management of your tax affairs.

And the best part? For you, it’s virtually hands-free…we take care of it while you focus on growing your business.

Bookkeeping

Free up your time for more important things – we’ll look after the numbers.

Online cloud tools have made it much easier for small business owners to do the bookkeeping. But should you really be spending valuable time recording transactions and doing the legwork with the numbers?

Outsourcing your bookkeeping can free up valuable time to put to more important business matters.

Our approachable bookkeepers specialise in providing quality service to businesses in the Frankston and Mornington region.

SMSF

We’ll look after the legwork with your SMSF & help you plan your financial future.

A self-managed super fund (SMSF) may be what you need to create the extra wealth that you’re looking for in retirement.

By looking after your own fund, you effectively take control of your financial future. Utilise our insight and experience to ensure that you meet all compliance issues with your fund, manage its day-to-day needs, and align it with your financial and lifestyle goals.

An SMSF specialist will sit down with you to define what you want to achieve with your fund.

Financial Planning

Design a plan perfectly aligned to your financial goals…

Building wealth is most effectively done when following a well-defined plan. And this plan must reflect your financial and lifestyle goals.

That’s why our financial planner will start by sitting down with you and listening to your aims for the future.

Most people want a secure, healthy and wealthy future – and while these things mean slightly different things to different people, they’re nearly always possible with the right plan.

And you’re never too young to begin…

ABOUT CALM ACCOUNTS

Professionals in Financial Accounting Services

YOUR business is OUR business

Calm Accounts assist individual and business clients with financial accounting services and daily bookkeeping tasks. With over 30 years experience in Business Management, Director of Calm Accounts, Lisa, holds a Diploma of Management and Cert. IV in Financial Services (Accounting), Cert. III in Financial Services (Accounting) as well as her Cert II in Bookkeeping.

Helping clients with personal tax returns, Calm Accounts also assist many small and medium businesses with data entry and daily bookkeeping services. We also help our clients with managing financial records such as business tax returns, cash flow statements, BAS statements, payroll, long service leave, accruing annual and sick leave, redundancy, bank reconciliation, general ledgers and preparing for end of year statements.

Lisa’s team of certified and experienced professionals are trained in the use of most online cloud based accounting packages including XERO, MYOB and Quickbooks, as well as traditional accounting software, and are always up to date with the latest changes in bookkeeping and financial accounting services.

Lisa is also a proud member of the Association of Accounting Technicians. She has been a registered BAS Agent since 2010 and is passionate about helping her clients save time and money.

Our Mornington Peninsula office services clients across Melbourne, from Frankston through to Cranbourne, Berwick & Narre Warren, down to Mornington, Rosebud and Sorrento.

We are now in Cairns too! With a location in Smithfield, we provide Cairns bookkeeping services around Cairns along with helping clients in Queensland from Brisbane, to Ipswich and down to the Gold Coast; and New South Wales from Sydney to Newcastle.

With our expertise with cloud based accounting software, Calm Accounts can help your business no matter where you are located.

OUR SERVICES

Professional Bookkeeping & Business Management

Bookkeeping

Save time and get organised!
We understand that your business is different so, whether you need a comprehensive bookkeeping service.

Software Training

Want to do it yourself but don’t know how?
We can provide training for MYOB, XERO and Quickbooks for you or your employees.

Payroll Services

Pay your employees on time, every time!
Miscalculation when it comes to leave, sick pay and superannuation can be costly!

Accounting

Maximise your tax benefit!
Calm Accounts will prepare your books in a format ready for your accountant (or one we can introduce you to)

We can also help you with:

• Workcover
• Bank Reconciling
• Accounts Payable
• Accounts Receivable
• Debt Collection

• Software Training
• General Bookkeeping Training
• Payment of bills
• Accountant Relationship
• Invoicing

• Employment Contracts
• Employment Recruitment
• Apprenticeships
• Long Service Leave
• Superannuation
• Redundancies

• Payroll entitlements
• Payroll Tax
• IAS
• BAS
• STP (Single touch payroll)

WHO WE ARE

Based in Langwarrin, near Frankston, Mentor Group are a dedicated team of client-focused accountants, financial mentors and taxation experts, providing tailored financial solutions for all your personal and business needs.

Company Profile

With over 40 years of collective experience, we proudly deliver a full range of taxation and accounting services, personally tailored to your financial situation. With an extensive suite of services including tax advice and planning, entity establishment services, self managed super funds, business mentoring and financial planning, our scope of knowledge and expertise allows us to bestow a wealth of financial wisdom to our clients with intelligence, efficiency and care.

We also have direct contact with mortgage and business brokers, risk brokers, conveyancers and solicitors.

SERVICES

TAX

Tax and Accounting

From simple tax returns to complex financial reporting, Mentor Group in Langwarrin provide a comprehensive range of tax and accounting services to optimise your tax position and minimise your tax.

SUPERANNUATION

Self Managed Superannuation Funds (SMSFs)

Self Managed Superannuation Funds let you control your retirement investments. Langwarrin’s Mentor Group are accounting, tax and SMSF specialists. We provide professional advice and assistance in SMSF setup and maintenance.

BUSINESS

Business Mentoring

Increase your business’s profitability and plan for success with a professional business mentor from Mentor Group in Langwarrin. Our mentoring services are invaluable for both start-ups and well-established businesses.

ENTITY

Entity Establishment Services

Mentor Group in Langwarrin are highly experienced in establishing entities including companies, trusts, guardian trusts and SMSFs. We provide the essential guidance, advice and documentation to successfully establish any entity.

ADVICE

Tax Advice & Planning

The Mentor Group team in Langwarrin are accounting and tax experts. We provide professional up-to-date tax advice and personalised assistance in tax planning, retirement planning, business structuring and financial management.

FINANCIAL

Financial Planning

Self Managed Superannuation Funds let you control your retirement investments. Langwarrin’s Mentor Group are accounting, tax and SMSF specialists. We provide professional advice and assistance in SMSF setup and maintenance.

ADMINISTRATION

We help you keep up to date with your book work

Mentor Group bookkeeping services can deal with the following products and services so you can get on with running your business and doing what you do best:

• Ongoing GST & BAS Compliance
• Invoicing & Accounts Receivable
• Expenses & Accounts Payable
• One-Touch Payroll
• Up-to-date Reporting & Data Entry
• New Business or Accounting Cloud Based Software Setup

ABOUT US

For over 30 years we at Marc Gilbert and Associates have made the process of getting tax returns and financial advice easier and more cost effective. We have succeeded in doing this by developing a friendly and professional team of Accountants who go out of their way to assist you.

SERVICES

Personal Tax

The thought of submitting a tax return every year fills most people with dread. With tax legislation constantly changing and tax returns becoming so complex, it can be overwhelming. But it doesn’t have to be that way.

At Marc Gilbert and Associates, we’re here to make tax time simple. We’re registered tax agents, so we’re perfectly positioned to streamline your tax and help you get the most out of your finances. Every year we provide our clients with a checklist of paperwork to collate, and we do the rest.

Business Tax

Running a business isn’t easy. It’s hard enough to focus on the day-to-day management of what you’re good at, let alone balance the books, manage your BAS and IAS lodgements, complete your annual business income tax return, and comply with your other legislative obligations.

At Marc Gilbert and Associates, we understand that you’d rather spend time working on your business than managing your financial records. And at the same time, we also know that you can’t make effective decisions without accurate, up-to-date and clear records.

Company Tax

Company tax management isn’t simple. Income tax and return filing are extremely detail-oriented, and you need a specialised team with the right expertise to handle the process.

Marc Gilbert and Associates can help. With over 35 years’ experience in preparing and lodging tax returns for companies, we manage the nitty gritty of your tax returns while you focus on strategies and business growth.

Financial Planning

The need for quality financial planning and advice has never been greater. Financial markets are continually evolving, making investing more and more complex. There are now more choices, leaving us overwhelmed. And there is now more risk via a volatile global economy.

With a desire to provide our clients with sound financial planning, we searched for the very best financial planners across Melbourne. Our financial planners specialise in insurance, investment management, retirement planning and superannuation.

Bookkeeping Services

At Pact, we partner with building owners and managers to keep your system running at its best, with customized service agreements designed to meet all your specific equipment and operational needs year-round. We offer a clear approach to service: a customized plan that is tailored to your facility, the particular equipment you own, and your performance and financial goals.

I.T. Services

If equipment fails unexpectedly, you face downtime and, potentially loss of revenue. With predictive maintenance, you can manage issues prior to breakdowns occurring. That brings you the luxury to schedule repairs before they become costly — and at times when they aren’t inconvenient. Using today’s latest monitoring methods, we can discover or rule out hidden infrastructure problems.

SMSF Services

Millions of Australians have taken the step to control their own superannuation and set up a Self Managed Superannuation Fund. From control over finances and investment decisions through to assets and fees, more and more Australians are taking the plunge.

Self Managed Superannuation Funds also offer the advantage of tax strategies that aren’t available in retail funds, but the downside is that they can be complex. However our SMSF solutions provide you with the services and support you need to really ‘self manage’ your fund.

Business Development

If equipment fails unexpectedly, you face downtime and, potentially loss of revenue. With predictive maintenance, you can manage issues prior to breakdowns occurring. That brings you the luxury to schedule repairs before they become costly — and at times when they aren’t inconvenient. Using today’s latest monitoring methods, we can discover or rule out hidden infrastructure problems.

Think Of Us As Your Virtual CFO And Financial Adviser

What sets us apart is our genuine will to understand your business or individual situation in order to provide tailored, timely and accurate solutions for your future success… all in a one-stop shop.

Whilst Kemp & Partners are well versed across a wide range of accounting practices, we have particular expertise in small-medium business advisory and individual financial planning including self-managed super funds. We also have a team to help you obtain loans and finance for your home loans, vehicle and equipment purchases.

Our Services

From individual tax returns to small & medium business planning, our specialist teams cover all aspects of accounting, finance and loans.

Business Advisory

Experts in small to medium business, we concentrate on 8 key areas that are fundamentals to achieving your financial goals – growth, profitability, cash flow, protection, taxation, retirement, sale of business and estate planning.

Cloud Accounting

Think of us as your virtual CFO. Cloud accounting makes life easier whilst saving time and money. It’s safer and more affordable than traditional accounting software and you can access your data from virtually anywhere! It’s an up-to-date single point of truth.

Taxation

Taxation is continually changing and evolving. From individual tax returns to comprehensive business taxation, we have a highly skilled and up-to-date team that deliver the right taxation advice, in a manner that you can understand.

Superannuation & Self-Managed Super Funds

Secure your financial future with a personalised plan. From retail or industry funds to creating a Self-Managed Superannuation Fund (SMSF), we’ll help you reach your retirement goals.

Financial Planning

We analyse your financial & personal situation to identify what a successful financial outcome looks like, determine your risk profile and construct a strategy which will assist in achieving it. We then review and revise on a regular basis.

Bookkeeping

Our bookkeeping team use the very best in cloud accounting software. Our tailored bookkeeping solutions are fully automated, super fast and efficient in keeping costs to a minimum.

Finance & Loans

Looking to buy a new car, truck, tractor or any
other commercial machinery? We’re specialists in sourcing, negotiating, buying, trading-in and financing your asset(s), eliminating the need for you to deal with banks, salespeople or even set foot into a dealership!

Our Areas Of Expertise

1. Growth
   What is your vision for the future growth of your business? We can help you set goals and tailor a plan to help achieve them.
2. Profitability
   We’ll work out how much profit your business is actually making and where that profit is going.
3. Cash Flow
   Do you know where your cash is and how much your debtors are? We can help.
4. Protection
   We’ll make sure your assets are adequately protected and you’re running your business within the correct tax structure.
5. Taxation
   Are you paying the least amount of tax legally possible? We can structure your business to minimise tax and implement super strategies to reduce your assessable income.
6. Retirement
   Do you have enough to retire on? We’ll tailor a solution to help you achieve your goals.
7. Sale of Business
   Do you have a succession plan? We can help you estimate the worth of your business and maximise its sale price.
8. Estate Planning
   You’ve worked hard to achieve your success. Have you got a plan in place to leave your legacy?

About Us

We Work For You, Our Client, To Maximize Your Return

Pender & Associates is a CPA accounting practice leading the way in providing personalised professional services without the cost of the large city firms.Our Principal, Tom Pender, established Pender & Associates in 1995 to help businesses and individuals manage both their taxation and business needs. Since its inception the firm has gained a reputation for providing practical solutions for clients in a wide range of areas. It may sound like a cliché however no problem is ever to large or small and neither is a client. Whether you are an individual wage earner, an international student, a small business owner, or larger corporate we can assist with the solutions.

We have an extensive network of people that we work with and we provide a broad range of services ranging from the traditional tax and accounting services to assistance in wealth creation and management consulting. We pride ourselves on exceptional client services and the continuing strong and successful relationship with our clients.

We understand that while these may be large complex matters to address the “little things” matter……. like answering and returning emails and phone calls in a timely manner. It is this commitment to excellent service that helps our clients returning and results in a high referral rate of their friends and associates. If we can’t assist you directly we draw on the knowledge of our trusted network partners to ensure you receive the right advice and correct solution.

Pender & Associates delivers great service, particularly in taxation, accounting, bookkeeping, and a variety of other areas.

Services

Taxation And Business Services

When it comes to accounting and business requirements, you can rely on the taxation and business services offered by Pender & Associates. We have more than two decades of experience in helping professionals and businesses. Our experts in taxation and accounting will provide the best assistance for organizations to accomplish their financial goals.

If you are on the quest to find a certified public accountant, you are in the right place. Our professionals offer several services to fulfil your requirements, from audit shield insurance to budgeting and tax advice. At Penders and Associates, our well-qualified and highly-trained team will provide the necessary assistance.

You can drop us a call, and our team will offer instant support. We offer taxation services to individuals, investors, companies and traders. Having a CPA will not only help in taxation, but their know-how and economic awareness can provide exceptional support for your organization. With the CPA’s knowledge and experience, you can create growth plans in the long run and survive competition in any industry.

Accounting And Bookkeeping Services

• Accounting Software Selection
• BAS Preparation
• Bookkeeping services inhouse and onsite
• Internal Administrative Review of Office Procedures

• Monthly and Quarterly SGC and Payroll Tax Reporting
• Payroll Services
• Preparation and Analysis of Financial Accounts

Self Managed Superannuation Funds

• Borrowing within SMSF
• Establishment of SMSF’s
• Purchasing Property SMSF

• Review of Super Performance
• SMSF audits
• Transferring Property to SMSF

Financial Planner Melbourne

• Advice Certificates
• Management of Investments
• Provision of Lending/Financial

• Retirement Planning
• Review of Insurances
• Wealth Creation

Lending Solutions

• Business/Commerical Lending
• Debtor Finance
• Home Loan Finance and Refinance

• SMSF Financing
• Vehicle and Equipment Finance

Personalised Care. Proactive Solutions.

Take the first step… towards a healthy financial outlook. “Connect with experts who speak your language.” For over twenty years, individuals and business owners across Victoria have turned to the team at R J Sanderson & Associates for all manner of accounting, wealth management, business advisory and finance services. Recognised by the industry and clients alike as one of the best, we are committed to providing the highest level of service: honest advice, personalised attention and proactive, all-encompassing solutions. Whether you require a tax return, solutions to accelerate your wealth, advice on restructuring your business,  a loan solution and anything in between, we will take the time to understand your unique situation and determine the steps you need to take. Experience, expertise and excellence — it’s how we create a better financial future for you.

About us

Our firm has been established for more than 20 years. We have a reputation of innovation and honesty. We have become one of the largest accounting firms in Victoria with multiple offices by placing our client’s needs first.

R J Sanderson & Associates has been built on genuine core values and a commitment to making a difference to every life we touch. Our passion for working seamlessly with RJS professionals across multiple disciplines is delivered with one focus… to help our valued clients achieve their financial potential.

We have a great team across all offices that are up-skilled to provide the highest level of client care and expertise. We care about our clients on a one to one basis and strive to ensure we are giving an overall service that is tailored specifically for your individual needs.

If you are looking for an firm that can provide a full range of services (including business structuring, taxation, business services, audit, superannuation, ASIC requirements, investment opportunities, financial planning, finance and lending)

Services

Taxation

We specialise in preparing individual returns and business statements, which means that in most situations, we are able to prepare your return in front of you, ensuring all income is included and all allowable deductions are claimed. As Accounting and Business professionals, our team knows that how much tax you pay is determined by the choices you make 365 days a year. That’s why we offer a pre-tax analysis to identify areas of improvement while you still have time to act on the advice.

Take the stress out of tax. Lean on our experience and never again pay a penny more tax than is necessary. Not only do we prepare your tax return, we can also provide assistance and advice

Accounting & Business Advisory

From pre-tax analysis to business accounting and taxation requirements to cashflows and budgets, the stressors every business owner must contend with on a day-to-day basis can seem endless. That’s where we come in, assisting with strategic financial and operational planning of your business so you can focus on profitable growth.

When you run a small business, you cannot afford not to know the numbers that effect its growth. We pride ourselves on delivering our business clients the financial facts along with the strategies to maximise performance – whether you’re a business of 1 or 1000.

Make this the year the year you get ahead of the day to day operation and take your business to the next level.

Wealth Management

The sooner you start, the more you’ll have

Everyone’s financial picture looks different. Maximising opportunities and realising your financial potential takes a strategic approach and structured plan that takes every aspect of your life into consideration.

SMSF

Rest easy knowing you have a professional at the helm of your SMSF

Running your own Self-Managed Super Fund is a complex affair. Although they boast unmatched flexibility in investment choices, asset protection and tax strategies, they are not easy. Managing SMSFs requires that you carry out legal duties specific to the director or trustee of the fund, understand how funds can be used, keep comprehensive records and arrange annual audits by an approved SMSF auditor – all while creating and following a sound investment strategy that will keep you on track for retirement.

Estate Planning

Estate planning is important now

Death is not something we like to think about, but a bit of pre-planning can save a lot of heartache for those we leave behind. What control do you have over your assets when you pass? It’s an interesting thought that most people don’t like to dwell on, however, with more wealth being created through superannuation funds, it’s a thought that will require action at some stage – and the sooner the better.

Bookkeeping

Xero Bookkeeping Packages

Online Tax Return

Minimise your tax. Maximise your wealth. Build your business.

Getting started

Once you submit the details below, your tax return will be completed by a qualified accountant, CPA or registered tax agent. You will be contacted by telephone or email to discuss the tax return and maximise your refund

Our fees can be deducted from your refund. Optional On The Spot Refund has a $2,000 cap for immediate payment – balance from ATO in approx 14 days.

About

Unique Strategies Pty Ltd was established in 2012 as a small office in Blairgowrie, we moved to our current premises in Frankston in 2017. Our dedicated and experienced team of accountants, bookkeepers, mortgage brokers, financial planners and administrative staff offer friendly and reliable service and, most importantly, excellent advice. This continuity of contact provides clients with a dedicated staff member who can deal with their business requirements with that personal touch.

We strive to provide our clients with expert advice on all areas of wealth management including, accounting, taxation, lending, retirement planning, investment, personal insurance and superannuation, including Self Managed Superannuation Funds.

Services

Accounting
Accounting involves more than simply preparing financial statements each year, and as such, we focus on providing effect value added services to ensure your business achieves its goals. One of our main focuses is to ensure that our clients compliance needs are taken care of allowing them to focus on their business.

Taxation Services
We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation including payroll tax, stamp duty and GST, our team will identify the best solutions for you.

SMSF
A lot of people do not have the time or skills to run their own SMSF. At Unique Strategies we can set up or take over the management, reporting and processing requirements of your SMSF.

Superannuation laws are complicated and investing in the market can be daunting. We ensure our clients funds are legally compliant and help them make smarter decisions with their investments.

Superannuation
Superannuation is more than retirement planning as Super touches every aspect of your financial planning. The way you manage your super impacts on how you manage your insurances, your other investments, your tax planning, your retirement planning, your marriage, your divorce, how and when you might help your adult kids out financially, your estate planning and even how you repay your own mortgage.

Protection
We help you calculate the type and amount of each cover that you might need, as well as discuss other ways that you can protect yourself against financial loss.

We provide the complete range of risk insurance services: total and permanent disability (TPD), death cover, income protection and trauma cover

Retirement
Our team will help you maximize eligible entitlements and government incentives (including tax incentives) to help you grow your retirement faster.

The structure of your assets and investments can make a big difference to the end result. Our advisers will work with you to identify the most beneficial ownership entities and finance structures to maximize your income, minimize your tax obligations and make your retirement income last longer.

Aged Care
Planning for aged care for yourself or a loved one can be a very stressful time. There are many options for assisted living in the home as well as residential care. The rules are complex and getting advice and guidance is very important. The cost of residential aged care can also be complex and difficult to understand.

Debt Management
Debt management is an individual process for everyone. There are many factors which need to be considered, such as existing debt, disposable income, interest rates, or unexpected events.

Estate Planning
There are many things to consider when you are planning your Estate. Writing your will is not enough to make sure your final wishes will be fulfilled. Expert advice is recommended to ensure that your assets will be distributed according to your will. There are many laws surrounding Estate Planning that should be followed and it is crucial to ensure that if you are making your will, it should be valid and effective

Investments
To advance your wealth you will need to invest in high quality assets that deliver the required rate of return over the long-term. Each investment asset class is distinct however an understanding how they differ and which is best for you is important to successfully creating wealth.

MORTGAGE BROKING

First Home Owners
Buying your first house or apartment can be an overwhelming experience. Finding the right home to buy is hard enough – and that’s only one of the many steps you need to take before you can move in and start living the Great Australian Dream. With so many things to take care of, the process can be stressful and overwhelming at times.

Refinance
Your life never stands still, and neither should your mortgage. Did you know that while the RBA might not have put the official interest rate up since 2016, many lenders have slowly and quietly increased their interest rates anyway? The lending market is more competitive than ever before and there are new loan options coming out regularly.

Investment
There’s no doubt about it – investing in property is one of the best ways to increase your wealth and set yourself up for the future. With the right property and financing, your assets will appreciate in value while returning a profitable yield from rental income. And since property value is not reliant on the unpredictable ups and downs of the stock market, it provides you with some much-needed stability and helps you to diversify your investment portfolio.

PROPERTY CONSULTING
You may already be aware that there are great opportunities in the Australia property market, but have yet to take the next step. Investors often feel they lack the market knowledge required to achieve optimal capital gain or rental income. They often have difficulty finding food professional contact such as a qualified mortgage broker, lawyer, accountant or property manager.

MORTGAGE BROKING
Self Employed
Are you self-employed or own your own business? If so, you might be aware that banks tend to make it really hard for clients like you to borrow money. In addition to the standard documentation, they ask for other information like tax returns and letters from your accountant. On the bright side, however, not every bank has the same requirements for self-employed clients. At Unique Strategies, we have experience in helping a wide range of clients secure the mortgage loan that they need. As a result, we can offer tips and advice for finding a bank that will be most amenable to your situation.

WHO WE ARE

Providing top quality accounting services since 1989

As an Accounting firm, of course we provide tax services, but we also focus on advice and strategies so that you can actively grow your business.

We work with business owners who are committed to their success and to building a lifestyle for their family.

Our clients rest easy knowing they are partnering with an Accounting team who are easy to reach, speak their language, and up-front about what you’re paying for. And most importantly are as committed to your results as you are.

OUR MISSION & VISION

Mission Statement: 

We are committed to helping small businesses flourish by providing the best possible personalised accounting, taxation and advisory services.

Vision Statement: 

To continue to grow our quality client base, who are driven and committed to their business success. To be recognised as the preferred accounting and taxation firm that strikes the right balance between outstanding client service, a focus on family and the financial success of our business.

SERVICES

START UPS

Building a new business from the ground up requires the right structuring and advice.

Our Startup Packages builds a strong foundation that is vital so you don’t get bogged down with ATO compliance and unnecessary hours spent on admin. Cashflow is an important element and is one of the main reasons why a majority of small businesses fail in the early years.

We Can Help You With This:

Let Binghay & Co tax accountants guide you on how to start a successful business from inception, where we will advise you on what business structure best suits your needs, how to manage BAS, GST & Tax lodgements and how to maintain your payroll for employees. We will also assist with setting up your cloud accounting software which will automate your paperwork & shoebox receipts.

We offer different levels of business growth programs depending on your needs and requirements.

BUSINESSES

Proper planning and advice can help you save money and reduce liabilities. 

 For tailor-made solutions for your business, partner with us now. 

We offer on personalised advice on the following:

Taxation Services

• Tax advice and planning
• Payroll Taxes and Workcover
• Goods and Services (GST) Tax
• Superannuation advice
• Capital gains tax (CGT) advice
• Fringe benefits tax advice
• Tax structures

Management Accounting

• Business advice and planning
• Budgeting and Cash Flow projections
• Assistance in structuring finance

Bookkeeping & General Accounting Services

• Establishment of accounting systems
• Maintenance of accounting books and records
• Preparation of periodic and annual accounts
• Advice on financial management
• Day to day accounting using MYOB, Xero, etc

Audit & Specialised Accounting Service

• Trust Account Audits
• Accounting advice
• Financial advice to management
• Non-statutory audits
• Audits to meet client needs
• SMSF audits

MIGRATION

Migration can be complex and stressful. Allow us to help you navigate your visa application successfully.

We specialise in the following types of visas:

Family Visas

• Spouse or Partner

Temporary Visas

• Working Holiday
• Business Long Stay
• Retirement
• Student

Skilled Visas

• Independent Skilled
• Skilled Independent Regional

Employer Sponsored Visas

• Employer Nomination
• Regional Sponsored

MORTGAGE & FINANCE

Confused about getting the right loan? Not sure how to structure your loan in the most tax effective manner?

We take the mystery out of choosing the right deal for you, whether you’re a first home buyer, first time investor or a seasoned investor. 

With over 25 lenders to choose from, we do all the hard work so you can get the best deal.

• Home Loans
• Residential Investment Loans
• Refinance
• Self-Managed Super Fund (SMSF) Loans
• Investment Property Options
• Car Loans

About

Shepard Webster & O’Neill Pty Ltd is a professional practice providing Taxation, Audit, Advisory and Business Services.

The firm was established in 1948 and over the years we have grown in size. The firm presently consists of 6 Directors, 14 professional staff and 6 administrative support staff.  Of the total complement, 13 are qualified accountants, with membership of either or both of the major accounting professional bodies.

The objective of Shepard Webster & O’Neill Pty Ltd is to provide high quality services that add value to our client’s business.  These services will be of a uniformly high standard, meeting client requirements and conforming to the professional standards and ethics set down by the major accounting bodies.

To achieve this objective, it is the policy of Shepard Webster & O’Neill Pty Ltd to establish and maintain an effective quality assurance system to ensure that we deliver services of a consistently high quality and to provide the basis for the continuous improvement of these services.

Our strength and future lies in the dedication, quality, commitment and professionalism of our principals and staff.  Accordingly, our high level of investment in staff development will be ongoing and support the achievement of our overall quality objective, as will the development and application of world class methodologies.  In our dedication to satisfying client requirements, the provision of quality service will take priority over other factors.

Business Services

As a modern business owner you require real time, accurate financial information in order to run and manage your business effectively and efficiently.

We can relieve you and your team of the enormous burden of all your bookkeeping and accounting needs, including preparation of your annual accounts and periodic management accounts for tax, business appraisal, and planning purposes which also creates greater capacity internally so you can grow your business.

We will discuss your requirements with you and provide information relevant to your particular situation, as well as constructive advice, on a regular basis.

At SWON, the Accounting services we provide are;

• Budgeting
• Business Advisory
• Cash Flow Management
• Ownership Structures
• Taxation Advice
• Trusts & Asset Protection

Audit

At Shepard Webster & O’Neill, we offer our clients a quality and professional approach to audit.   Whether your business is just starting out or operating on a large scale, we pride ourselves in understanding your business and maintaining staff consistency to ensure that your audit is performed smoothly and you have a constant point of reference if you have any questions.

Self-Managed Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, individuals are repeatedly required to deal with superannuation funds.

Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalized planning is required for each individual.

Our team are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

• Establishing self-managed superannuation funds
• Superannuation audits
• Advice on compliance matters
• Advice on taxation benefits
• Advice on employer obligations

Individual Tax Returns

At SWON we take the burden out of preparing your Individual Tax Return. Our team of professional experienced Accountants can prepare your return as well as advise on complex taxation issues.

Our services include:

• Investment Income
• Rental Property Investments
• Capital Gains
• Foreign Income
• Motor Vehicle Expense Claims

Our team of Accountants can assist and implement tailored tax strategies to save you. If you’re a late lodger or require amendments to a tax return we can certainly assist.

About Us

Rob Manley Accountants offers individuals and businesses on the Mornington Peninsula friendly expert accounting and taxation services at great rates.

As both Certified Tax Accountants and Registered Tax Agents, we offer a range of accounting and taxation services designed to suit the needs of our clients including:

• Individual Tax Returns
• Business Tax Returns for Sole Traders, Partnerships, Companies and Family Trusts
• Small Business Advice
• Establishing new businesses including Companies, Trusts and Partnerships
• Capital Gains Tax Advice and Calculations
• Bookkeeping services
• Establishing Computerised Accounting Systems

Tax Returns For Individuals

Standard Tax Return

Need a hand with your tax return? Our experienced tax accountants will prepare and electronically lodge your tax return within 24 hours with most refunds arriving in your bank account within 7 to 10 days.

About this service

This service is ideal for individuals with simple tax returns and includes the following tax items:

• Salary & Wage Income
• Centrelink and Government Payments (if applicable)
• Interest Income
• Dividend & Trust Distribution Income (Up to 5 investments)
• Work Related Deductions
• Private Health Insurance

Rental Property Tax Return

Do you own an Rental Property?

We specialise in rental property tax returns ensuring that you get the maximum tax benefit from your investment.

About this service

This service is ideal for individuals who own a rental property and includes the following items:

• Salary & Wage Income
• Dividend & Trust Distribution Income (Up to 3 investments)
• Rental Property Schedule (1 property)
• Centrelink and Government Payments
• Interest Income
• Work Related Deductions
• Private Health Insurance

Sole Trader Tax Return

Are you currently operating a business contracting your services with an ABN?

We specialise in preparing tax returns for sole traders and contractors working in a variety of industries including construction, professional services, retail and more. We ensure that you claim the maximum legal deductions and we are happy to provide constructive advice on the best way to manage your books.

Seniors Tax Returns

At Rob Manley Accountants, we value the contributions made by Senior members in our community and we continue to recognise their contributions by offering an affordable tax preparation service.

Tax Returns For Businesses

Partnership Tax Return

Are you currently operating a business as a Partnership?

We specialise in preparing Partnership Tax Returns for businesses operating in a variety of industries including construction, professional services, hospitality and retail. We ensure that you claim the maximum legal deductions and assist in helping to minimise your tax liability.

Comany Tax Return

Does your business operate as a proprietary company?

We specialise in preparing and processing company tax returns for businesses operating in a variety of industries including construction, professional services, hospitality and retail.

Family Trust Tax Return

Are you operating your business as a Family Trust?

We specialise in preparing and processing Family Trust tax returns for businesses operating in a variety of industries including construction, professional services, hospitality and retail.

Bookkeeping Services

With over 20 years experience in providing bookkeeping services to local small businesses, we consider ourselves to be experts in maintaining accurate and reliable accounting systems that will help you make timely decisions about your business.

We specialise in both manual and computerised accounting systems including MYOB, Quickbooks, Cashflow Manager and Excel.

Our clients operate in a variety of industries including retail, hospitality, building, manufacturing and professioanl services.

All our bookkeepers highly experienced and hold a minimum University degree in Accounting. As part of our service, our tax accountants also monitor your data to ensure regulatory compliance.

We can arrange one of our professional consultants to meet with you at your workplace, evaluate the needs of your business, and provide a customised service plan to help you keep your on track.