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lzr partners caulfield accountants


LZR Partners Accountants & Business Advisors

Address: Suite 1 Level 1 615 Dandenong Rd, Armadale VIC 3143
Email: lzr@lzr.com.au
Website: https://www.lzr.com.au/
Phone: 0385540201

Leaders in Accounting, Tax and Business Advisory

Our trusted auditing, business solutions, tax, financial advice and superannuation services are grounded in our values of knowledge, integrity, respect and lateral thinking. Making our clients’ businesses more profitable, valuable and enjoyable, is embedded in our mission.

We work with local, national and international clients we believe in including progressive start-ups, non-profits, privately owned businesses, and corporations who have made it to the next level and those that want to get there.

Combining accounting expertise with tech-savvy execution, we create simpler and faster services. As work culture is constantly shifting and becoming more agile, we work accordingly to ensure the most efficient way of doing business for your taxation, accounting and business advice.

 

Who we are

LZR Partners is the accounting, tax and business advisory arm of a group of wholly owned practices. With other highly compatible professional businesses, we make up the LZR Group.

The LZR Group includes LZR Partners, LZR Audit & Assurance, LZR Advisory and Super 360. We recognise that each of our specialised business entities have their own needs and way of working. Common ownership ensures that each separate business has to work with the others to maximise benefits for both our clients and ourselves.

Our clients include a wide variety of for profit, not for profit, businesses, individuals and organisations. Small and large multinational family business, schools, investors, as well as individuals and businesses that are looking for answers to questions such as why aren’t we making as much as we think we should?

Members of our team include specialists in each area of accounting, taxation and business advisory, audit and financial planning services. In addition to providing in-depth and experienced services to our clients, they adopt a human approach to ensure a successful client-relationship journey.

 

SERVICES

Genuinely Flexible

‘Accountant’ is a broad descriptive. Audit Specialists think differently to tax specialists who think differently to business services specialists who think differently to financial advice specialists. By bringing our people together where necessary, we can think laterally and offer genuinely flexible alternatives and solutions for our clients.

ADVISORY

Smart, straightforward, and cost-effective advice to assist you to achieve your financial and lifestyle goals. Whether you are looking for advice in how to optimise your assets or consolidate your security for the future, our partners have strong knowledge to get you where you need to go.

Combining accounting expertise with tech-savvy execution, LZR Advisory has a solution aligned to your needs in personal and organisational advisory.

 

TAX & BUSINESS SOLUTIONS

 

TAX

Strategic planning and systematic management of all of your domestic, international, personal and business taxation obligations.

Through industry best analysis forecasting and strategic advisory our partners work to actively ensure tax-saving opportunities are realised and integrated wherever possible.

Whether you are starting your organisation or looking to align with your long-term goals, our team thoroughly understands how to improve the successful completion of your organisation’s goals.

Our partners understand the way in which to manoeuvre the plethora of tax incentives, payments and brackets to ensure that you receive the very best outcomes for your organisation, both from a domestic and international setting.

 

BUSINESS SOLUTIONS

Accounting and Business Advisory provide the opportunity for us to share in your business passion. By using your compliance requirements as a base for providing assistance and advice, we aim to make your business more profitable, valuable and enjoyable for you.

From our Head Office in Armadale, Melbourne, we use various analytical strategies to consider the real world behind the data, find the sampling pattern that gives rise to the data, and then develop procedures that go backwards from the data to the underlying issue. From here, we use our experience and proven expertise to offer tangible solutions that will enhance the way your business runs.

 

 

AUDIT & ASSURANCE

“The secret of success is not in predicting the future but about creating a business that can thrive in a future that cannot be predicted.”

 

Focusing on the Business

‘Auditing is the art of working with businesses and organisations to provide professional assurance that is independent, trustworthy, proactive and adaptable while at the same time providing thorough and relevant insights on financial conditions and performance.’

Our audits deal with financial, operational, compliance and risk issues in business. The assurance provides you with the framework to deal with a world of globalization, digital and other interactions, complex regulations and the high standards that you have set for your business.

The LZR Audit & Assurance approach is not a bash and tick exercise. We carefully examine each client to ensure that their needs are not only met but their expectations are exceeded.

We use various analytical strategies to consider the real world behind the data, find the sampling pattern that gives rise to the data, and then develop procedures that go backwards from the data to the underlying issue.Our clients include a wide variety of for profit, not for profit, businesses and organisations. Large multinational family business, schools, and businesses that are looking for answers to questions such as why aren’t we making as much as we think we should.

 

SUPERANNUATION

Taking care of the administrative burden managing your self-managed super fund (SMSF) and providing proactive advice and assistance with the technical aspects of superannuation.

We take the pressure off our clients to ensure that they can get on with actually running their business. Our partners have developed a strong understanding of the initial and ongoing work that needs to be completed to ensure that superannuation remains consistent throughout an organisation.

Australian Made

Super 360 are based in Australia, processing all work right here as we believe in personal client relationships, whether that is with the trustee, accountant or planner.

Super360 is part of a wholly owned group of professional practices including LZR Partners and LZR Audit & Assurance.

We provide compliance and administration services to Self Managed Superannuation Funds. Our specialist team ensure that our clients meet all of their compliance and reporting requirements through proactive support and the highest quality technical advice.

In addition to directly assisting trustees, we provide white label solutions for accountants and planners and assist with technical support where required.

High end technical ability, appropriate licencing and the latest generation systems give us the flexibility to provide the support and service unique to each client.

 

office elsewhere the caulfield accountants


Office Elsewhere The

Address: 45 Royal Ave, Glen Huntly VIC 3163
Email: office@theofficeelsewhere.com.au
Website: http://www.theofficeelsewhere.com.au/
Phone: 0395710041

The Office Elsewhere was established in 2000 to meet the growing needs of businesses coping with the introduction of the GST. We have since expanded to include secretarial and office services. This ensures that a complete package of services is available to meet the needs of current and prospective clients.

 

ACCOUNTING SERVICES

 

BOOKKEEPING

The Office Elsewhere can enter your bookkeeping information into MYOB so you can get back to focusing your efforts on income producing activities

The Bookkeeping service comprises data entry of:

  • cheques written
  • deposits banked
  • bills paid
  • direct deposit/withdrawal transaction
  • petty cash transactions

Each week, fortnight, month or quarter The Office Elsewhere can complete your bookkeeping requirements either at our premises [we can collect your work] or at your premises.

 

DEBTORS MANAGEMENT/ ACCOUNTS RECEIVABLE

The Office Elsewhere will assist you in keeping your debtors listing to a minimum by working with you to achieve the best possible solution to meet your needs. This can include The Office Elsewhere invoicing your regular customers, allocating the payments correctly and regular telephone/correspondence for collection of your accounts.

 

REPORTING

The Office Elsewhere will provide GST, PAYG, Profit & Loss reports to your Accountant to keep them up-to-date with your business for planning purposes. Depending on when The Office Elsewhere does your bookkeeping will depend on the timeline of the reports to your Accountant, i.e. monthly, quarterly.
We will also manage your PAYG Payment Summaries ensuring that they are reconciled with your Business Activity Statement returns for the year.

 

MYOB TRAINING

The Office Elsewhere can assist you in getting the most out of your MYOB software. We can provide one-on-one training tailored to your specific needs.
Why pay for something that you don’t use – The Office Elsewhere provides a cost effective way of improving your bookkeeping skills.

 

PAYROLL

The Office Elsewhere will set-up all employee details [as provided by you], which includes pay rates, superannuation funds, leave accruals, etc. Upon receipt of employee timesheets, The Office Elsewhere can then process the pays, provide payslips, general payroll reports, monitor the entitlements and provide PAYG Summaries at end of financial year.
The Office Elsewhere will provide you with a file that you can use with your internet banking system so your can pay your employees electronically.
The Office Elsewhere will also calculate your employee superannuation contributions and provide you with the appropriate reports in order to make your obligatory payments.

 

BAS

With the introduction of GST in 2000, the ATO (The Australian Taxation Office) has placed a further burden on business in becoming their tax collector. This is where The Office Elsewhere can help your business.

If you have an Australian Business Number (ABN) and are registered for GST you are legally required to complete a Business Activity Statement at the end of each reporting period. This may be on a monthly, quarterly or annual basis.

As well as keeping your books up-to-date, The Office Elsewhere can prepare your Business Activity Statement (BAS). The reporting on the BAS includes:

  • GST [both collected & paid]
  • GST Deferred on Imported Goods
  • Pay As You Go (PAYG) amounts withheld from payments
  • PAYG Income Tax Instalments
  • Deferred Company/Fund Tax
  • Fringe Benefits Tax
  • Wine Equalisation Tax
  • Luxury Car Tax

As well as the above items, you are also required to provide:

  • Total Sales
  • Export Sales
  • Other –GST Free Sales
  • Capital Purchases
  • Non-Capital purchases
  • Total Salary, Wages and other Payments
  • Amounts withheld where no ABN is quoted

 

 

OFFICE SERVICES

 

PHOTOCOPYING

The Office Elsewhere has modern photocopying equipment. We can copy A5, A4, A3, double-sided as well as sort your document in black only.
Want to have your document stand out? We can also photocopy onto paper other than 80gsm white. A vast selection of coloured paper is available:

  • 80gsm Coloured & Tint Paper
  • 80gsm Fluro
  • Transparencies
  • Patterned Paper

 

FAXING/EMAILING

Need a fax or email sent or received? The Office Elsewhere can provide this service for you.
Sending a fax/email:: The Office Elsewhere will provide you with confirmation that your fax has been transmitted.
Receiving a fax/email: The Office Elsewhere will contact you upon receipt of your fax to our office.

 

LAMINATING

Laminating can protect your paper with a smooth plastic coating, this will minimise damage from constant handling. It is perfect for price lists, menus and certificates.
The Office Elsewhere can laminate from business card size to A3.

 

BINDING

No matter what your budget, The Office Elsewhere can help ensure that your documents are professionally presented. Talk to us about your requirements. You will find us competitively priced and our turnaround time exceptional.

 

 

SECRETARIAL SERVICES

 

WORD PROCESSING

The Office Elsewhere provides all your word processing needs: –

  • Correspondence
  • Reports
  • Thesis
  • Newsletters
  • Business Publications
  • Flyers
  • Certificates
  • etc.

We use modern equipment including Microsoft Office 2003, Laser Printers [colour & black and white) and scanner.
Be assured that The Office Elsewhere is proud of our efficient prompt service and attention to detail.

 

TRANSCRIPTION SERVICES

General, Medical & Legal Transcription Services
The Office Elsewhere offers a timely transcription service.
Let The Office Elsewhere help you with outsourcing, general overflow or just work that is backlogged and urgently needs to be done.
Our transcription service includes correspondence, reports, notes, interviews, etc.
We consider confidentiality to be the utmost importance and understand that documents are of a highly sensitive and confidential nature. We are happy to sign confidentiality agreements prior to the commencement of work.
We accept digital and tape formats.

 

DATA ENTRY

The Office Elsewhere can assist you with your data entry needs. Need to set-up a database of your customers/members. Talk to us to further discuss your requirements.

 

MAIL OUTS

Need that newsletter mailed out? The Office Elsewhere can organise to have your newsletter typed, folded, enveloped and mailed to your membership. Or maybe, you want a promotional flyer mailed to your customers.
Whatever your requirements talk to The Office Elsewhere and we will utilise our skills to meet your needs.

 

geoffrey cliff & associates caulfield accountants


Geoffrey Cliff & Associates

Address: 18 Washington Ave, Malvern East VIC 3145
Email: contact@geoffreycliff.com.au
Website: https://geoffreycliff.com.au/
Phone: 0395724401

Accountants & Registered Tax Agent – Geoffrey Cliff & Associates

Tax Practitioner Board (TPB) registration number 52510002 (confirm at www.tpb.gov.au).

Geoffrey Cliff & Associates (ABN 13 143 754 720) is a professional accounting firm based in Malvern East. We are public accountants and registered tax agents and offer a range of accounting and taxation services to individuals and businesses at affordable rates.

We offer “old fashioned” personal service at a competitive price.  No client is too big or more importantly too small.

Tax Returns

A complete tax return service for individual taxpayers.  Our aim is to (legally!) maximise tax refunds and minimise tax bills.  All your need to do is phone or email us to make an appointment.

Small Business Tax Accountants

Business tax returns for all types of business structures, self-managed super funds (SMSFs), and GST and BAS.

Appointments are available outside of business hours, weekdays and weekends, to suit your busy schedule.  Also, unlike most accounting firms, our affordable accounting fees are listed on our website for full transparency and consumer confidence.

 

About Us

For over 25 years, Geoffrey Cliff & Associates have provided friendly expert accounting and taxation services at great rates to individuals and businesses across Melbourne, Victoria and in other states.

The principal, Geoffrey Cliff, has also over two decades experience in lecturing and teaching taxation and accounting at TAFE level in both Melbourne and Adelaide, and has written a textbook currently widely used in taxation studies across Australia.

As both Public 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
  • Self-Managed Superannuation Fund (SMSF) Tax Returns and fund audit
  • All Tax Returns incorporating investment properties
  • Capital Gains Tax Advice
  • Business Activity Statements and Instalment Activity Statements

What makes us different from other accounting firms?

As a small, but expanding, accounting firm, we focus on customer satisfaction, value for money and a stress-free experience for our clients.

  • Our Price – we offer great rates at competitive prices
  • Expert Advice – we offer excellent advice from over 25 years of experience
  • No Delays – our aim is to complete your work quickly
  • Friendly Service – we focus on client satisfaction and respect
  • Responsive – we always return your phone calls or emails when you need help
  • Communication – we keep you informed and speak a language you understand (not accounting jargon)
  • Flexibility – we offer an after hours service and can come to your home or place of work

 

Our Services

Tax Returns

Individuals

We provide a professional Tax Return service for individuals.  We aim for the maximum (legal) tax refunds.

We will assist you in navigating through all the possible tax deductions available to you.  In all cases we aim to secure for you the maximum tax refunds and minimum tax bills that are legally possible and fully utilise the government tax breaks applicable to your personal circumstances.

Our individual Tax Return service includes:

  • Business schedules and Sole Traders
  • Rental income schedules
  • Depreciation schedules
  • Capital Gains Tax
  • Late Tax Returns
  • Foreign Source Income and Foreign Assets or Property
  • Individually owned investments (e.g. shares)

Business Tax Services

A large part of business accounting requirements is taxation.  We provide a range of business tax services for small and medium businesses.

Business tax can be a complex area of accounting and its application is often unique to each individual business situation.  The most common tax obligation for all businesses is income tax.  It is important to not only ensure that you are correctly reporting all of your business income but also that you are claiming all of the tax deductions owed to you, in order to maximise your return.  With our assistance you can be assured that valuable profits are not being lost as a result of paying too much tax.

Our business taxation services for the following entities include all tax compliance and tax return lodgment obligations:

  • Sole Traders
  • Trusts
  • Companies
  • Partnerships
  • Self-Managed Superannuation Funds

You are welcome to provide us with either source documents or electronic information (MYOB).

Registered ASIC Agent

As a registered ASIC Agent we are able to help fulfill your corporate obligations such as lodging documents or arranging payments.

Registered SMSF Auditor

As a registered SMSF Auditor we are able to help fulfill your SMSF annual audit obligations.

 

nexus accountants (aust) pty ltd caulfield


Nexus Accountants (Aust) Pty Ltd

Address: Lvl 1/ 33 Glenferrie Rd, Malvern VIC 3144
Email: it@nexusaccountants.com.au
Website: https://www.nexusaccountants.com.au/
Phone: 0395008661

Looking to Grow Your Business, Your Profits and Your Wealth?

If you’re a business owner looking for more than just financial statements and tax returns from your accountant, welcome to Nexus Accountants.

We are an innovative and proactive accounting and business advisory firm that specialise in helping ambitious business owners grow their revenue, their profits and their wealth. While we have a small firm personality, we have big firm capabilities and we are certainly not your average firm of accountants who just ‘keep the score’ for our clients. In fact, it is our services beyond compliance that distinguish us from other suburban Melbourne accounting firms.

 

About Us

 

The history of this accounting firm stretches back several decades and the firm is headed by our Principal, Domenic Tempone (CPA, B.Bus.).

As you can tell from our website, we are not your average firm of CPA’s who just keep the score for our business clients. We are proud to be different and while most suburban accounting firms in Melbourne view the preparation of the tax return as the end of the client process, we see it as the beginning.

For more than 20 years we have been servicing the taxation and financial needs of small business owners and have earned a reputation as taxation specialists. However, we also provide clients with business development, strategic planning, marketing and profit improvement strategies because part of our client brief is to help you grow your business, your profits and your wealth.

 

Our Range of Services

Our services to small business owners are both broad and deep.

We originally commenced operating as a traditional accounting firm offering clients taxation and general accountancy services. Over the years, as our client’s needs changed we expanded our range of services and we now offer an extensive range of accounting, taxation and financial services. This includes general consultancy, marketing consultancy, profitability diagnostics and benchmarking.

While our consulting services provide you with the ‘why and what to do’, our range of tools, templates and checklists provide you with the ‘how to do’.

Contact us today if you’re looking for:

  • Start-Up Business Advice
  • Advice regarding the Purchase or Sale of your Business
  • Advice and Assistance with the Establishment of Your Business
  • Tax Registrations including ABN, TFN, GST, WorkCover etc.
  • Preparation of Business Plans, Cash Flow Forecasts and Profit Projections
  • Accounting Software Selection and Training – Bookkeeping, Invoicing & Payroll
  • Preparation and Analysis of Financial Statements
  • Preparation of Finance Applications
  • Bookkeeping and Payroll Services
  • Tax Planning Strategies
  • Advice with your Website Development, Content and SEO
  • Wealth Creation Strategies and Financial Planning Services
  • Industry Benchmarking and KPI Management
  • Vehicle & Equipment Finance (Chattel Mortgage & Lease)
  • Monitoring and Controlling Labour and Sub-Contractor Costs
  • Advice & Assistance with Pricing your Services
  • Advice regarding Claiming Motor Vehicle Expenses
  • Recession Survival Strategies
  • Advice regarding Employee Relations and Workplace Laws
  • Business & Risk Insurances (Income Protection, Life Insurance etc.)
  • Business Succession Planning
  • Assistance with your Marketing including your Branding, Corporate Brochure or Business Launch

We primarily work with small and medium sized business owners who are generally ambitious people who want to grow their business and maximise their profitability and business value. They recognise the importance of marketing and are willing to invest in their business. They are prepared to work hard but they also want to work smarter and recognise the importance of strategy and tools.

We believe our offering is unique and our pro-active team is incredibly passionate about helping business owners succeed. If you’re looking to accelerate your business success we invite you to book a free, one hour introductory consultation to discuss your business, accounting, financial and marketing needs. You’ll get practical business, tax, marketing and financial advice designed to help you build your business and grow your wealth. To book a time, contact us today.

Nexus Accountants – Connecting Your Business to Profits

 

zanacorp accounting group pty ltd caulfield


Zanacorp Accounting Group Pty Ltd

Address: Level 1 2-6 Glenferrie Rd, Malvern VIC 3144
Email: info@zanacorp.net.au
Website: http://www.zanacorp.net.au/
Phone: 0395009481

Welcome to Zanacorp Accounting Group Pty Ltd. We are a professional accounting and taxation services company offering quality advice to individuals and all types of businesses.

Our focus is to deliver quality personal service and targeted advice whilst helping to create, maximise and protect wealth for all clients whether they are small, medium or large.

Our clients span a wide range of individuals and industries and we have developed several niches including negative gearing of commercial and residential property, builders, the trades, restaurants and cafes. We also consult with business start-ups and mentor clients through the various stages of their business life cycle.

Being a proactive firm we have responded to the needs of our clients and added a range of new services. We have evolved from a traditional tax and accounting practice to now also offer, through our alliance network, a full suite of financial services. Our role is to help you grow your revenue, profitability and business value using tax effective strategies such as negative gearing and superannuation.

As a progressive firm we continue to adopt technology and systems to achieve maximum efficiencies whilst always maintaining our commitment to personal service and achieving best outcomes.

Regular communication with clients is a priority and our newsletter is one way we can keep you in touch with what’s happening in taxation and economics and to provide updates in business development strategies and wealth creation tips.

 

Services

 

  • Taxation Returns for Individuals, Companies, Trusts, Partnerships and Superannuation Funds
  • GST advice & BAS preparation and lodgement
  • Preparation of Financial Statements for all entities
  • Strategic Tax Planning
  • Business Start-Ups
  • Cash Flow Projections
  • Corporate Advisory
  • Incorporation & Company Secretarial Services
  • Superannuation Planning & Fund Establishment
  • Retirement Planning
  • Finance of Business Assets & Mortgage Finance

In providing these services our aim is to achieve the best in financial, business and personal outcomes for our clients. Where appropriate, we work together with our business alliance network service providers who are professional specialists in their respective fields.

 

About Us

 

Tony Zanca – CPA, ACSA, CTA

Tony commenced practice as a CPA in 1985 and is a founding partner of Zanacorp Accounting Group Pty Ltd. He holds a Bachelor’s degree in Accounting from RMIT, he is a member of CPA Australia, a Chartered Tax Advisor with the Taxation Institute of Australia, a member of Chartered Secretaries Australia and a Registered Tax Agent.

With over three decades of professional experience looking after clients taxation and business concerns he is dedicated to applying integrity and skill in achieving the best outcomes for clients. His ability to translate technical matters into layman’s terms has enabled him to guide clients through the maze of local taxation complexities.

Tony is married to Sofia and his interests outside of work include supporting the hospitality industry, listening to meditational music, spending time with family and friends, watching movies and following the Sydney Swans with a passion.

 

link financial services caulfield accountants


Link Financial Services

Address: Level 2 205 Balaclava Rd, Caulfield North VIC 3161
Email: bk@linkfs.com.au
Website: https://linkfs.com.au/
Phone: 0395288681

YOUR LINK TO FINANCIAL SERVICES

Link Financial Services is consistently providing quality Statements of Advice (Financial Plans) and Portfolio Reviews which will provide strategic direction and ensure you are on the right path to achieve your financial goals and objectives.

Link Financial Services’ clients use the Portfolio Reviews to assist with making decisions and help empower them to achieve their financial goals.

From getting on track to realising your financial dreams, to making sense of your superannuation; Link Financial Services will help you map out your financial future and guide you along each step of the way.

Link Financial Services is a member of Connectus Wealth Advisers, a global consortium of boutique, client-centric financial advisers that deliver highly customized advice and bespoke client services. Connectus is a wholly owned subsidiary of Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms.

 

SERVICES

Link Financial Services have the responsibility to understand your financial position, your preferred financial risk profile, and your ongoing financial requirements.

Link Financial Services is able to provide advice on, and deal in, the following:

  • Fixed Interest and Managed Investments
  • Personal, Corporate, and DIY Superannuation
  • Retirement Income planning
  • Wealth Creation
  • Assistance with budgeting and cash flow management
  • Debentures, Stocks or Bonds issued or Proposed to be issued by Government
  • Social Security Entitlements
  • Wealth Protection Products and strategies
  • Estate Planning
  • Risk Insurance advice pertaining to life products
  • Interests in Managed Investment Schemes
  • Direct Shares
  • Restructuring of existing loans and mortgages
  • Corporate structures and establishment of discretionary trusts, unit trusts, companies and superannuation funds
  • Property syndicates and floats

LINK MAY ALSO PROVIDE

A personal consultation and strategic review, at least twice a year, with your Adviser which will include:

  • Review of your needs, goals and objectives
  • Strategic reviews, updates and advice
  • Technical and legislative development review
  • Centrelink benefit planning and calculations (if applicable)
  • Investment performance review
  • Comprehensive investment research
  • Benefit projections (if applicable)

Comprehensive management tools, including:

  • Portfolio valuations
  • Income and Growth reports
  • Cash flow
  • Lump sum tax calculations
  • Implementation of recommendations resulting from reviews
  • Newsletters via e-mail and normal mail discussing strategies and investments
  • Priority access to participate in limited investment opportunities including property syndicates and floats on ASX
  • Invitations to various seminars and corporate networking days
  • Access to experts in capital raising for SME’s (including seed capital raisings)

 

ABOUT US

Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm. Benjamin Kohn managing director of Link Financial Services has grown to be one of the most prominent financial planning service providers in Victoria.

Its financial planning practice offers services to individual investors, businesses, accountants and also retirees.

 

BUSINESS STRUCTURE

Link Financial Services is built on a foundation of superior personalised client service with the goal of developing lasting relationships. Benjamin Kohn has maintained very high reputations, drawing upon a depth of experience and involvement in the financial planning profession.

Link Financial Services has the insight, skill and ability to analyse trends and respond with solid and innovative solutions in a timely and accurate manner. Link Financial Services is domiciled in Melbourne with an office in Caulfield, Victoria. Link Financial Services staff will be dedicated professionals who are highly trained and provide a wealth of experience.

Link Financial Services provides tailored solutions for executives on a professional basis that expect and receive excellence in all facets of financial planning.

 

SIZE OF BUSINESS OPERATIONS

Link Financial Services has funds under advice in excess of $1Billion.

The type of clients that Link Financial Services will be looking after are primarily people who are self funded retirees, self employed people and high net worth individuals. Link Financial Services is renowned for also assisting younger professionals who are looking for an adviser to help them create and accumulate wealth.

 

 

sam laser & co caulfield accountants


Sam Laser & Co

Address: 598 Glenhuntly Rd, Elsternwick VIC 3185
Email: sam@samlaserco.com
Website: https://www.samlaserco.com/
Phone: 0395329431

Accounting & Taxation

  • Audits
  • Business Advisory Services
  • Taxation Advisory Services
  • Tax Returns
  • Business Activity Statements

 

Accounting & Taxation

Sam Laser & Co offer accounting and taxation serices for individuals and businesses. We offer audits, tax returns, business activity statements (BAS), business advisory services and taxation advisory services.

Taxation services

  • Preparation of income tax returns for Individuals & Couples
  • Income tax return preparation for Partnerships, Discretionary Trusts, Fixed Trusts, Companies
  • Self Managed Super Funds
  • Business Structures
  • Tax Planning
  • Salary Packaging
  • Negative Gearing – property, shares and other investments

 

Accounting and Business Services

  • Preparation of Financial Accounts
  • Preparation and lodgement of Business Activity Statements and Instalment Activity Statments
  • Advice on buying, selling and starting a business
  • Business finance and leasing
  • Bookkeeping advice and associated services
  • Business loans for expansion, acquisition,working capital or to restructure existing borrowings
  • Equipment financing

 

About Sam Laser & Co

Sam Laser & Co Pty Ltd is committed to providing a comprehensive range of quality accounting, taxation and business advisory services to our clients. Our professional team works closely with each of our clients to help them achieve their business and financial objectives. We do this by developing strategies to address issues relating to taxation, accounting and finance.

 

cp more than just numbers caulfield accountants


CP – More Than Just Numbers

Address: Suite 5 115 Hawthorn Rd, Caulfield North VIC 3161
Email: contact@cpnumbers.com.au
Website: http://www.cpnumbers.com.au/
Phone: 0395096201

With more than seventy years combined experience, CP provides specialist tax and accounting services across a broad spectrum of financial matters, both business and personal. Our clients enjoy friendly, personalised advice that is tailored to meet their specific needs. More than just an accounting practice, our expert team is well placed to partner you or your business in navigating the complex and sometimes challenging aspects of financial management, from starting a business to estate planning.

We are Australian owned and as such provide a level of care and one-on-one service that only a locally owned practice can deliver. Our team keep abreast of the ever-changing financial landscape to ensure every opportunity is realised. So if you’re looking for financial services with integrity, a firm with a wide breadth of knowledge and personable service at CP you’ll be in good company, just ask our clients.

 

Our Story

CP, formerly known as Clements Partners, was established by Kevin Clements in the mid 70’s. Originally based in Springvale and then Waverley Road in Malvern East, Kevin established a reputation for honest, informed advice and in doing so, built a loyal and diverse client base.

Stephen Culpitt joined the firm in 1996 and Damien Rys in 2002. Recognising the businesses’ potential both invested thereby enabling Kevin to initiate his transition to retirement in 2006.

The firm moved offices to the business precinct of Glenferrie Road, Malvern in October 2008. Since that time it has continued to grow and develop reflecting the vision of its partners, resulting in a recent move to Hawthorn Road, Caulfield North.

CP has always embraced values such as integrity, honesty and transparency. As the team grows it continues to embody the spirit of partnership and genuine concern for the financial prosperity of CP clients. To do this effectively the business provides a diverse range of financial services. From bookkeeping to taxation our personable team are well informed; their depth of knowledge enables them to add value well beyond just numbers.

 

Services

At CP we provide advice when your business needs it, not just when you ask for it. We help you manage every aspect because we establish a one-on-one relationship with each of our clients so advice is tailor-made for your business. To enable us to do this we’ve developed our traditional tax and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure you realise the best results.

We work across a range of industries and in particular, specialise in the following: Hospitality and Retail, Health and Fitness, and Building and Trade.

Getting down to business

This list of services is by no means exhaustive, so call us to discuss your specific needs.

 

Tax

  • Taxation
  • GST Management
  • Rental Property
  • Succession Planning

Taxation

At CP we offer a full range of taxation services. Our taxation consultants offer advice based on a depth of knowledge and experience. Our proactive approach ensures we deliver consistent service and build solid relationships that stand the test of time.

Taxation can be a major cost to your business. We will work with you to minimise your tax and help you achieve your key objectives. We provide a complete service of assistance and advice in each of these areas:

  • Preparing activity statements and advice on tax payments
  • GST/FBT obligations
  • Advice on, and implementation of, tax effective trust structures for asset protection and tax minimisation
  • Managing any ATO audits or disputes

 

GST Management

The GST system is a complex and confusing one. Consequently CP ensures our team remains up to date with any changes enabling us to offer you timely, accurate advice.

Every transaction now has an associated GST issue. We are experienced in these matters and can provide expert advice on the GST implications for your business. The GST related services we offer include but are not limited to:

  • Advice on registering for GST
  • Filing and adjusting GST returns
  • ATO audit assistance

 

Rental Property

At CP we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Advice on purchasing a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

  • Revenue returns
  • Financial position
  • Potential growth

Contact us today for more information on how we can assist you in the business of rental properties!

 

Succession Planning

To ensure the long-term success of your business it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation removing the stress from your shoulders.

Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business.

 

 

Accounting

  • Budgeting
  • Business Start-Up
  • Cashflow Forecasting
  • Corporate Compliance
  • Management Accounting
  • Selling a Business

Budgeting

A thoroughly considered budget is a necessity in good business planning. It’s one of the best business tools available to you enabling you to set informed financial targets and measure your performance. Our financial projection techniques also uncover potential future scenarios and goals to strive for.

In addition to goal-setting value, budgets often improve your chances of acquiring funding; financiers tend to require budgets as a prerequisite for funding approval.

There are many types of budgets and we will help design the right budget for your specific business.

Let us demonstrate how a budget can provide feedback that helps you and your business prepare for the future!

 

Business Start-Up

If you’ve got a good idea for a new business venture but don’t have legal or financial expertise we can help you:

  • Decide on and then set-up the most suitable structure for your business – whether it be a sole trader, partnership, trust, self managed superannuation fund 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
  • Registrations with the Australian Taxation Office where necessary for a Tax File Number, Australian Business Number, GST, PAYG Withholding
  • Complete incorporation and registration procedures with the Australian Securities and Investments Commission
  • Deal with company secretarial issues
  • Set up a recording system for your internal use to ensure compliance with statutory requirements

Let us help you turn your business idea into a reality!

 

Cashflow Forecasting

Are you holding too much inventory? Is this the right time to expand your business? Do you have enough cash to pay all your expenses every month? The answers to these questions can make or break your business. We can provide you with accurate, timely, informed cash flow forecasting reports that enable you to:

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

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

 

Corporate Compliance

Compliance with company legislation can be onerous and time consuming. The last thing a business owner needs is the stress associated with understanding Corporations Law, but the risk in failing to do so is significant. We can manage this for you. Our services include:

  • General advice on company law
  • Company formations
  • Filing annual returns on your behalf
  • Preparing all documentation related to minutes and resolutions
  • Maintaining statutory books
  • Assistance with changes of directors, shareholders, addresses, and office details
  • Bonus issues
  • Share transfers
  • Registered office facility

It’s our job to understand compliance complexities, so talk to us about managing this function so you can get back to running your business.

 

Management Accounting

Management accounting is concerned with the provision and use of accounting information that better equips business in management and control functions thereby enabling managers and business leaders to make informed business decisions. CP can assist in management accounting that can involve these aspects:

  • Primarily forward-looking, instead of historical;
  • Model based with a degree of abstraction to support decision making generically, instead of case based;
  • Designed and intended for use by managers within the organisation, instead of being intended for use by shareholders, creditors, and public regulators;
  • Usually confidential and used by management, instead of publicly reported;
  • Computed by reference to the needs of managers, often using management information systems, instead of by reference to general financial accounting standards.

Selling a Business

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At CP we take the unwanted burden from you.

The services we provide for the preparation to sell a business include:

  • Obtaining comparative results
  • Establishing a realistic sale price
  • Taking the business to the market
  • Negotiating with potential purchasers
  • Drafting a contract

Our friendly, professional team are there to help you maximise the return for your business.

 

 

Superannuation

  • Superannuation
  • Self Managed Super Funds
  • Insurance

Superannuation

The Government now encourages Australians to take responsibility for their financial retirement goals and therefore requires you to grasp the complexity associated with superannuation funds. Self-managed superannuation is a means of saving for retirement that enables you to control your investment strategy, reduce tax while obtaining tax benefits and control administration costs.

Superannuation law is a delicate area and personalised planning is required. The team at CP are superannuation experts able to 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

 

Self Managed Super Funds

There are several trust laws and legislative requirements associated with establishing a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At CP we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

 

Insurance

Insurance is all about managing risk – as the old saying goes, ‘better safe than sorry’. While none of us expect the worst, it is important to be prepared to protect yourself against financial hardship. Getting the right level of insurance cover can provide valuable protection against a range of consequences that are hard to foresee such as sickness, accident, theft or natural disaster. We can help cater for all your insurance needs including:

  • Business & Personal Insurance
  • Life & Trauma Insurance
  • Income protection insurance
  • Audit Insurance

 

veale partners caulfield accountants


Veale Partners

Address: Level 1 2-6 Glenferrie Rd, Malvern VIC 3144
Email: info@vealepartners.com.au
Website: https://vealepartners.com.au/
Phone: 0395082001

Accounting, taxation and business advisory services in Malvern.

  • Strategies for sustainable growth
  • Compliance for greater peace of mind
  • Tax-efficient strategies to minimise tax
  • More automation to free up your time

Grow your business. Our team of business accountants will get you moving in the right direction.

 

YOUR COMPLETE FINANCIAL SOLUTION

Veale Partners is a dynamic, proactive and innovative accountancy firm, with over 50 years of history.

We have grown to a three partner medium size firm, employing a team of professionals with a wide range of experience and backgrounds. Together with our associated business partners, we work to achieve the pinnacle in business and personal objectives for our clients.

 

TAXATION

Our expert business accountants can help you plan your tax and ensure compliance. Pay the right tax for your business goals.

 

ACCOUNTING

Expert accounting services can set your business up for sustainable growth and long-term success. Get set up to grow.

 

BUSINESS ADVISORY

Improve your skills as a business owner and learn what you need to do to take your business to the next level.

ABOUT US

With the right team of professional and administrative support staff, our primary focus is to give our clients the advice, support and direction to realise their true potential to create wealth and freedom.

We believe in building strong relationships with clients which withstand the test of time. In developing these relationships, we take the time, care and initiative to assist clients in determining their goals, enabling the implementation of long-term tax, financial and wealth creation strategies.

We boast a professional, yet friendly environment where one can demand and receive a superior service.

 

 

 

TAX & ACCOUNTING SERVICES IN MALVERN

Here at Veale Partners we are committed to helping our clients achieve their personal and business goals and do much more than just ‘crunch the numbers.’ We offer a full range of accounting services for individuals and businesses and provide a tailored service to meet your needs at any stage of your personal or business life cycle. By providing individual & businesses clients with a complete range of financial solutions, we are able to offer a complete package to help them achieve financial goals and dreams.

 

ACCOUNTING SERVICES FOR INDIVIDUALS

From simple tax returns to complex schemes Veale Partners can offer you the total solution with our personal accounting services. As an accounting  firm our dedicated professionals are committed to helping you with a range of accounting, taxation and financial services including:

  • Legal minimisation of your taxation liability
  • Preparation and lodgement of individual income tax returns
  • Budgeting
  • Cash flow Management
  • Protection of financial assets
  • Capital Gains Tax

Taxation

  • Income Tax Return Preparation
  • Tax Planning
  • GST Advice
  • PAYG Requirements
  • BAS Statements
  • Fringe Benefits Tax
  • Financial Report Preparation

Accounting

  • Bookkeeping Services
  • Workcover
  • Salary Sacrifice
  • Statutory Management Services
  • Annual Superannuation Reporting

 

 

ACCOUNTING SERVICES FOR BUSINESSES

The Veale Partners team pride themselves on simplifying complicated accounting matters for small to medium sized business owners. Whether you’re a new business owner or have been in business for years we offer a range of business accounting services to help your business grow or mature, all depending on your business goals. Most accountant firms can attend to the regulatory reporting and lodgement requirements of a business; however, at Veale Partners we also offer the following accounting services

  • Set up of companies, trusts and partnerships
  • Structuring Options
  • Trust, asset protection and estate planning
  • Preparation of business benchmarks
  • Structuring and advice around the sale or purchase of a business
  • Preparation of Business Valuations
  • Business Planning Growth Forecasts

Business Development

  • Management Advice
  • Bookkeeping Services
  • Business Plans
  • Budgets & Projections
  • Key Performance Indicators
  • Business Activity Statements
  • New Business Appraisals
  • Business Analysis Systems Review
  • Cashflow Reporting
  • Sale of Business Evaluation
  • Business Needs Analysis
  • GST Implementation & Reporting
  • Financial Reporting

Taxation

  • Income Tax Return Preparation
  • Tax Planning
  • GST Advice
  • PAYG Requirements
  • BAS Statements
  • Fringe Benefits Tax

So whether you require your tax return to be lodged, a review of current loans or superannuation and investment advice, we have specialist accountants, financial planners and financial advisers in Malvern to assist you. Contact Veale Partners today.

 

cranage partners caulfield accountants


Cranage Partners

Address: Malvern VIC 3144
Email: jim@cranage.com.au
Website: https://www.cranage.com.au/
Phone: 0395002371

About Us

Blending Personal Service with Expertise

Cranage Partners have been located at 31 Station Street, Malvern since June 1996, servicing clients in the local and surrounding areas, other states and overseas.  The firm was established in 1990 by its principal, Mr. James Cranage who had previously worked in large and medium sized accounting firms.

 

Jim realised that many smaller clients of larger accounting practices were not fully satisfied with frequent staff rotations and had the impression that their smaller account was used as a training ground for junior personnel. To address these concerns, he resolved to establish a practice consisting of experienced, stable personnel who would focus on smaller businesses and provide them with the same level of expert advice he had been providing to large corporations.

 

More than 20 years later, many of Jim’s original clients are still with Cranage Partners today.

 

Our strengths lie in our small size, our responsiveness and our ability to address a wide range of issues, complemented by the bonds of trust and friendship that we share with our clients.

Another strength is our focus on the client as much as the task at hand: when conducting an audit for example, we will volunteer ideas for business improvements as opportunities are identified. Similarly, our taxation work often comes with advice on business or systems improvements, financial or succession planning, or a mixture of these.

 

We like it that way, and would be delighted to explore how we could be of service to you.

 

FREE 1 HOUR CONSULTATION FOR NEW CLIENTS 

CONTACT US FOR ALL YOUR ACCOUNTING SERVICES NEEDS 

 

 

Our Services

Blending Personal Service with Expertise

Cranage Partners offer the following professional services to our clients.

  • Accounting & Tax
  • Business Advisory
  • Self Managed Superannuation
  • Corporate Compliance
  • Business Audit
  • Bookkkeeping

 

 

Accounting & Tax

Cranage Partners provide a full range of compliance services.

  • Financial Reporting
  • Company Statements
  • Tax Services & Tax Returns
  • Preparation and lodgement of Business Activity Statement (BAS)
  • Taxation Advice
  • Support in dealing with the Australian Taxation Office

Company compliance issues whether it be lodging your BAS on time, completing and lodging your Income Tax Return or maintaining appropriate records can be time consuming tasks.

At Cranage Partners we work with you to find the most effective and cost efficient way for you to meet your obligations.

We do this by providing you with many options on how to streamline compliance.

  • We have a full suite of MYOB and Quickbooks/Reckon software. This enables you to email your data files to us to prepare your BAS, Income Tax Return and Financial Statements.
  • We can log in remotely and work online with your live data file.
  • We can get data feeds from your bank to upload Bank Statements into our in-house accounting software.
  • We can work from your spreadsheets or manual records and convert them into compliant financial statements.

Working together with you, we will better know you and or your business; we will keep you informed of your responsibilities and obligations. We will help ensure that your tax compliance is achieved with minimum fuss and disruption to your business.

An important added bonus for our clients is that we are naturally proactive, and will spontaneously offer advice and suggestions for accounting solutions where we see opportunities for our clients. It is all part of our service, and comes at no extra cost.

We would be delighted to expand on our services during a free, no-obligation consultation.

 

 

Business Advisory Services

Cranage Partners understand small business.

We pride ourselves on our personal service and availability to our clients to discuss business issues, such as business reviews, cash flow management, planning and budgeting, obtaining finance, business structures or business systems. We are here for you when you need independent, unbiased expert advice.

You deal with senior experienced professionals who understand your needs and are readily available to assist you with the management and development of your business. Our aim is to provide constructive guidance towards achieving your business objectives.

Our team’s understanding of small business has been forged through collective experience spanning over 50 years. Small businesses turn to us for advice because we are knowledgeable, accessible, and always there when you need us.

Feel free to contact us for a no-cost meeting to discuss your business issues.

 

 

Self Managed Superannuation Funds

Cranage Partners provide administrative and compliance services for Self-Managed Superannuation Funds (SMSF).

  • Preparation of Statutory Financial Statements.
  • Preparation and lodgement of Income Tax Returns.
  • Preparation of Statutory Minutes.
  • Maintenance & administration of Pensions and Transitions to Retirement.
  • Advice and monitoring of contributions and pension payments.

We strive to minimise the compliance costs of administration of your retirement assets by automating the data entry process. We do this by getting automated data feeds from the fund’s bank accounts, share registry services and brokers. This approach eliminates time-consuming data entry duplication and the inherent risks for errors. It also saves significant costs, helping you achieve a better-funded, more enjoyable retirement.

We also provide a facility whereby you can access real-time, Cloud-based Superannuation reports. The facility also collects and collates broker’s notes and dividend records, reducing your need to keep paper records.

All these improvements relieve you from the more onerous and tedious aspects of meeting your Trustee responsibilities.

In addition, our SMSF management logistics enable us to answer your queries or make our own suggestions in the fastest, most efficient way.

Coupled with our taxation and accounting support, we believe that our services are at the cutting edge of the efficient, cost-effective administration of SMSF’s today.

If you would like to know how it all works, just call us: we would be only too happy to demonstrate these services to you.

 

Corporate Compliance

Full management of your corporate compliance records.

Do you find the maintenance of company records, the preparation of ASIC declarations, and the maintenance of regulatory company records such as company registers a burden you’d gladly do without? We can help here too!

We can maintain your company register at our office ensuring you meet your obligations under the Corporations Act:

  • We will prepare and lodge amendments to your company records such as changes in Directors, addresses and shareholdings.
  • We will remind you when your annual fee to ASIC is due and prepare the relevant minutes.
  • We will prepare other statutory declarations and submit the relevant minutes.

We maintain your statutory register electronically on our server and can lodge amendments directly to ASIC, relieving you of the compliance burden.

And the cost? Just ask us, you will be pleasantly surprised!

Contact Us To Discuss Your Corporate Compliance Needs.

 

Business Audit – Owners Corporation & Company Auditing

The audit team at Cranage Partners specialise in the following:

  • Owners’ Corporations, including Body Corporates.
  • Independent Assurance Practitioner’s Review Reports.
  • Branches and subsidiaries of local and foreign companies.
  • Private Company audits.
  • Not for Profit audit reports.

James Cranage is the principal of Cranage Partners and is a registered company auditor. Jim has over 30 years’ audit experience.

The audits are conducted in accordance with the Australian Auditing Standards by an experienced auditor on the basis of audit programs that are tailored to the organisation’s size and risk profile.

Cranage Partners will perform the audit, either at your business premises or at the Cranage Partners office located in Malvern, depending on the type, size and complexity of the assignment.

The Cranage Partners team are experienced auditors. We conduct our audits quickly, efficiently and economically, and are always happy to provide a competitive quote for the work.

Contact Us Today For All Your Auditing Needs.

 

Bookkeeping

We can tailor our services to your needs.

Our professional bookkeeping service will provide businesses with the opportunity to outsource their payroll, bookkeeping, record management and tax reporting obligations to experienced staff allowing you to optimise the skills and resources for the success of your business.

We have access to MYOB and Reckon bookkeeping software and can provide the service via the cloud, remote login, onsite or from our office.

Our services can be extended to incorporate Taxation, Preparation of Financial Statements, Finance Applications and Management Consulting.

Contact Cranage Partners to discuss how we can custom our service to best suit your needs.

 

sulman p & associates brighton accountants


Sulman P & Associates

Address: 570 Glenhuntly Rd, Elsternwick VIC 3185
Email: philip@psulman.com.au
Website: https://www.psulman.com.au/
Phone: 0395284071

GREAT FINANCE ADVICE NEVER LOOKED SO EASY

Our company specialises in accounting, tax and business advising, we develop and expand small to large businesses.

With over 20 plus years of consultancy hands-on experience, helping individuals and organisations to evolve.

WE WORK FOR YOUR BEST INTERESTS!

ABOUT THE COMPANY

Business owners turn to P. Sulman & Associates for a range of easy to understand services including accounting, taxation and business advice.

OUR PHILOSOPHY

Service means different things to different people.

To us, it means everything.
• Pro-active and innovative accounting and advice.

• More than accounting services. You benefit from a “business coach” level of service. We work with you, provide advice to grow your business.

• An approachable, easy to understand team of professionals.

• A thorough understanding of your individual needs. You receive technically sound and success driven advice.

• A commitment to deliver. No business or job is too small.

• Ongoing training and extensive development. We provide advice to you regarding the constantly changing tax and superannuation laws.

• Easy to contact. Your calls are returned promptly.

WHY US?
Leading business owners turn to P. Sulman & Associates for a range of easy to understand services including accounting, tax and business advice.

HELPING BUSINESSES GROW
Maximise profits – minimise tax
We’re the business experts that business owners turn to.

Our ongoing growth means we’re successful too!

We’re structured to help you achieve your business goals.

Clients tell us they do business with the people that they trust.

Being a trusted advisor to businesses takes more than an accounting degree.

The team at P. Sulman & Associates offer a variety of services including:
PROFIT IMPROVEMENT PROGRAMS
TAX MINIMISATION
MANAGEMENT CONSULTING
STRATEGIC FINANCIAL PLANNING & BUDGETING
ANNUAL COMPLIANCE AND YEAR-END TAX PLANNING
TAX, BAS, BOOKKEEPING AND PAYROLL SERVICES
SME / HOME BUSINESS / SOLE TRADER PLANNING & ADVICE
ESTATE STRUCTURE SO YOU CAN PROTECT YOUR ASSETS AND YOUR FAMILY

MORE THAN JUST ANOTHER ACCOUNTANT
Clients find our four steps to business success keeps them focused and moving in the right direction:

01 REVIEW EXISTING BUSINESS
identify clear business goals.
Your goals should be realistic, measurable, yet challenging.

02 ACHIEVING GOALS
Together, we identify your Key Performance Indicators (KPIs) that are critical to your success.
This is often an eye-opener.
Sometimes, a change to a few aspects of your business makes a massive difference to your bottom line, net profit and your bank balance.

03 IMPLEMENT PLAN
Together, we lay the foundations for your future plans and put them into action.
Our expertise in business coaching helps ensure your systems are up to speed and your marketing generates the required return.

04 MONITOR AND ASSESS YOUR PERFORMANCE
Like a business coach, we review your progress and, yes, you are held accountable for your actions (in relation to our plans).
You’re not left on your own.
We regularly meet to discuss your financial performance.
If any part of your business isn’t achieving what it should, you’ll be provided with structured, constructive advice.

jph group pharmacy accountants & finance caulfield


JPH Group – Pharmacy Accountants & Finance

Address: 5/607 St Kilda Rd, Melbourne VIC 3004, Australia
Email: info@jphgroup.com.au
Website: https://www.jphgroup.com.au/
Phone: +61396861101

ABOUT US

JPH Group is an integrated professional services firm with over 35 years of experience assisting clients in the areas of taxation, accounting, finance, financial planning, property, law and business advisory services, specialising in pharmacy.

We assist clients with advice on structuring, tax planning, business sales and acquisitions, valuations and compliance work. Being industry specialists gives us the opportunity to provide valuable business advice and benchmark client’s business performance against industry norms.

 

SERVICES

 

Taxation and Accounting

JPH Group offers a full range of taxation, accounting and business advisory services, specialising in pharmacy.

We assist clients with advice on structuring, tax planning, business sales and acquisitions, valuations and compliance work. Being industry specialists gives us the opportunity to provide valuable business advice and benchmark client’s business performance against industry norms.

 

 

Passionate About Inspiring Others

Clients have access through a range of Financial Services through our external referral arrangement with JPH Capital.

JPH Capital will assist you in reviewing the protection of your income and family lifestyle from death, disablement and illness in a cost effective manner.

Wealth Creation: JPH Capital has a simple philosophy when it comes to wealth creation – We use the cash flow of your business to build your assets outside of your normal business arrangements to achieve financial independence.

​JPH Capital is an Authorised Representative (No.1008171) of InterPrac Financial Planning (AFSL 246638).

 

Strategic drive to achieve

JPH Group takes great pride in being able to advise our clients in how to gain flexibility in structuring loans in the most tax effective way.

 

Unlike most mortgage brokers, we combine the benefits of our accounting and taxation knowledge to ensure you maximise your tax saving while enjoying greater flexibility in your loans. We believe the key with establishing a loan, is to not only consider what is happening now, but what may happen 10 years from now.

Our advice model gives us the ability to smooth the finance application process for you by assessing your lending capacity and providing all financial information required.

 

hbo accounting caulfield


HBO Accounting

Address: 3/83 Wellington St, St Kilda VIC 3182, Australia
Email: mail@hboac.com.au
Website: https://www.hboac.com.au/
Phone: +61395211281

WE ARE HERE TO HELP YOU

Our philosophy demands that we go beyond immediate responsiveness and we pro-actively seek opportunities on behalf of every client.

 

COMPLIANCE

ATO

SRO

ASIC

 

TAX

Individual

SME

Family Groups

 

AUDIT

Real Estate

Not For Profit

SMSF

 

SMSF

Accounting

Tax

Audit

 

STRATEGY

Tax

Business

Property

 

PROPERTY

Investment

Development

Finance

FINANCE

Negotiation

Guidance

Private Lending

 

SUCCESSION

Family Groups

Structures

Estate Planning

 

 

A STRATEGIC PARTNERSHIP

Commitment to superior service

Your appointment of HBO Accounting is the opportunity to begin a long-term strategic partnership with one of Melbourne’s most successful boutique accounting practices, whose commitment to superior service is equaled by few and surpassed by none.Like each of our clients, you will have unique reasons for choosing this practice as your accountants. As business people as well as accountants, auditors and in particular, advisers, we appreciate the individual nature of each matter we address.

 

To deliver the most effective results, HBO Accounting offers the full complement of corporate, commercial and business services, including all facets of commercial accountancy.

 

COMMITMENT

Provide clients with best quality advice

At all times, we provide our clients with best quality advice. We will present this advice as a clearly defined, recommended action plan, with an assessment of options, which address the immediate need to create future opportunities, while maximizing the client’s awareness and control of finances.

 

We will build our relationship with each client through a comprehensive understanding of that client’s opportunities and goals.

 

PRIME OBJECTIVE

Superiror client service

Our prime objective is to achieve successful outcomes for the client. All of our staff have been trained to systematically investigate and anticipate client need so that potential opportunities are realised and risk is minimised.

HBO Accounting has an established reputation for superior client service, in every sense, we exist and continue to grow because we can and have satisfied our clients’ needs.

Our philosophy demands that we go beyond immediate responsiveness and that we pro-actively seek opportunities on behalf of every client.

 

top accountants caulfield


Top Accountants

Address: 2/22 Derby St, Armadale VIC 3143, Australia
Email: info@topaccountants.com.au
Website: https://www.topaccountants.com.au/
Phone: +61 1300 009 001

All your accounting and taxation in one place

Whether you are big or small, Top Accountants has the tools you need to succeed in business

 

Services we offer with utmost guarantee and expertise

 

Tax Return Services

Tax return for Individuals, sole traders,
partnerships, trusts, companies and
self-managed super funds (SMSF)

 

BAS & IAS Lodgments

Business Activity Statements (BAS)
for sole traders, partnerships, trusts,
companies and SMSF

 

Bookkeeping Services

Cloud bookkeeping including accounts
payable & receivable, reconciliation,
payroll, audits and reports.

 

Registration Services

Registration of ABN, TFN, GST,
companies, trusts, SMSF and ASIC,
ABR, ATO applications

 

Advisory Services

The establishment of business structure,
due diligence, management & financial
reporting and business evaluation

 

Training Services

Xero software, MYOB software,
tax software and tax return courses from
Individual to company returns

 

Tax Return tips

 

TAX DEDUCTION FOR CAR EXPENSES?

Can I claim tax deduction for my car expenses? Yes but only if you use your car for work purposes, you are entitled to claim the expenses related to the business costs of your car.

 

TAX DEDUCTION FOR TRAVEL EXPENSES?

Can I claim tax deduction for my travel expenses? Yes but only if travel expenses you incur that are directly related to your work. There are specific record-keeping requirements for travel expenses…

 

TAX DEDUCTION FOR WORK CLOTHING & UNIFORM?

Do you need to wear a uniform to work? Or perhaps you need to wear industry specific clothing? If your answer is YES, then you may be eligible to claim deduction for work clothing or uniform expenses.

 

TAX DEDUCTION FOR COMPUTER OR LAPTOP?

Can I claim my computer as tax deduction? The answer is “YES”. However, you must genuinely use your computer for work purpose to be eligible to claim a tax deduction.

 

TAX DEDUCTION FOR PROTECTION, SUNGLASSES AND HEADGEAR?

If your employer requires you to work in the sun for periods of time then you are eligible to claim tax deduction for sun protection, sunglasses and headgear items.

 

TAX DEDUCTION FOR MOBILE PHONE?

Can I claim my mobile phone as tax deduction? The answer is YES. However, you must genuinely use your mobile phone for work purpose to be eligible to claim a tax deduction.

 

TAX DEDUCTION FOR PHONE CALLS?

The most common question asked at tax time is “can I claim work-related phone calls as a tax deduction?” The answer is “Yes”

 

TAX DEDUCTION FOR HOME OFFICE COSTS?

The way we work is changing. Increasingly, we demand flexibility in the way we work or run our business and it is now common for people to spend at least some of their time working from home…

 

TAX DEDUCTION FOR HOLIDAY RENTAL PROPERTY?

Many of us look forward to an annual getaway, either to the beach or the bush, as the best way to unwind and re-charge after another tiring year…

 

TAX DEDUCTION FOR PERSONAL GROOMING & MAKEUP?

Can I claim personal grooming or makeup as a tax deduction? Normally ATO does not allow tax deduction for such costs but exception is available for specific industry employees.

 

TAX DEDUCTION FOR PRINTER OR SCANNER?

Can I claim my printer or scanner as tax deduction? The answer is “YES”. However, you must genuinely use your printer or scanner for work purpose to be eligible to claim a tax deduction.

 

TAX DEDUCTION FOR DONATIONS?

There are lots of charities and worthy causes out there that rely on the generosity of taxpayer donations in order to help the less fortunate. The good news is when you give money to a charity, your gifts may be a tax deductible donation.

 

TAX DEDUCTION FOR INTEREST, DIVIDEND AND OTHER INVESTMENT INCOME?

Did you know you can claim a deduction for expenses incurred in earning interest, dividend or other investment income.

 

TAX DEDUCTION FOR SELF EDUCATION?

You may be able to claim a deduction for self-education expenses if your study is work-related or if you receive a taxable bonded scholarship.

 

TAX DEDUCTION FOR RENTAL PROPERTY?

Investments should always be selected on the basis of the returns generated and how well the investment will help you meet your individual goals.

 

TAX OFFSETS AND REBATES?

Tax offsets (sometimes referred to as rebates) directly reduce the amount of tax payable on your taxable income.

 

INCOME TO DECLARE ON TAX RETURN?

One of the most important requirement while completing your tax return is to declare all assessable income and tax withheld, this also ensures you are maximising your tax refund.

 

TAX DEDUCTION FOR TOOLS, EQUIPMENT AND OTHER ASSETS?

If I am required to use my own tools and equipment at work, can I claim them as tax deduction? The answer is “YES” only if buy tools, equipment or other assets to help earn your income.

 

garber & associates accountant caulfield


Garber & Associates – Accountant

Address: 2B Mercer Rd, Armadale VIC 3143, Australia
Website: https://garberassociates.com.au/
Phone: +61398320691

Accountants & Business Advisors

Looking for an accountant or business advisor?

We are a medium sized firm located inside Armadale. We act as accountants for an extensive number of companies, partnerships, trusts and self-managed super funds and individuals.

Our clients operate in a broad and diverse range of industries. We offer a service that is tailored to suit your individual needs and are second to none in being proactive to ensure our clientele is satisfied. Our enthusiastic and modern take on accountancy means you are provided with a friendly team of individuals that are able to flex their expertise and provide you with the most up-to-date services.

 

Why choose us?

FREE 1 hour Consultation

We have absolute faith in helping your business, we provide accounting and business advisory services for businesses on all levels. In fact, we have so much confidence in how we can help your business saves hundreds if not thousands of dollars we provide a FREE 1 hour consultation service to all new clients where we will answer any questions that you have or to tailor a plan to maximise your profits.

Expertise in every aspect

With our experienced team we offer a comprehensive range of skills that we can offer your business. We pride ourselves in offering accountancy and business advisory expertise to not only individuals looking to start businesses but small businesses looking for the next step. We offer a hassle free service that gives you more time to focus on what’s important.

You are our priority

We are not your typical accountant who is only worried about the numbers. We look beyond the numbers and search for ways that will take you or your business to that next step for growth. We understand every business and individual is different and we tailor our approach to you. We aim not just to do the work but to educate our clients on the approach and plan, we will be alongside you the entire way.

 

Our Services

We specialise in giving you peace of mind and helping you out in areas that may have you stumped.

Business Advisory

Whether you’re starting a new business, looking to expand your current business or interested in selling your business you’ll need an experienced adviser to partner with you and plan your success.

We deliver our success through a driven and integrated team of specialist consultants that pride themselves in being proactive and ensuring that they are able to develop tailored solutions that fulfill the clients needs.

 

Taxation Services

The Australian Taxation system is complex and difficult to understand. Garber & Associates is here to guide you or your business through not only managing your tax but also in helping you understand exactly what we’re doing for you.

At Garber & Associates, our licenensed and experienced tax agents are here to help you understand your tax and plan in advance to minimise the impact tax has on you or your business.

 

Grants & Tax Incentives

If you’re looking at sustainable ways to expand your small business nationally or internationally then we are able to offer you our expertise, we specialise in offering our clients expertise in the execution and success of receiving three specific grants that aid in small business growth.

Austrade Export Market Development Grant (EMDG)
Incentive Innovation Tax
R&D Tax

 

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Liston Newton Advisory Malvern

Address: 246 Glenferrie Rd, Malvern VIC 3144, Australia
Website: https://www.listonnewton.com.au/
Phone: +61395090361

Accountants & business advisors

Accounting and financial services available across Melbourne and surrounding suburbs.

Grow your business. Our professional team of Melbourne accountants will get you moving in the right direction.

 

Our Approach

 

Our approach to business and personal wealth building is to look at the big picture, based on your long-term goals. Once you know where you want to head, it makes it easier to create a plan to get there. Don’t just get financial help at tax time, there are year round opportunities to improve your business.

Proactive partnerships

Our approach is to build proactive partnerships with our clients. Creating a long-term relationship gives us a deeper understanding of your business so we can provide the best advice on reaching your goals.

40 years of experience

We have developed our approach throughout our long history. We have experienced and successfully navigated each phase of business growth ourselves. We know what works, and we can shepherd you through the growth process.

Audit guarantee

Our audit guarantee ensures that if you are audited, we do not charge you for the time taken to coordinate with the ATO on the audit. We make sure you are covered by attending to every little detail.

 

Our services

 

Accounting

Expert accountancy services can set your business up for sustainable growth and long-term success. Get set up to grow.

 

Taxation

Our expert business accountants can help you plan your tax and ensure compliance. Pay the right tax for your business goals.

 

Business Advisory

Improve your skills as a business owner and learn what you need to do to take your business to the next level.

 

Financial Advisory

When you’re a business owner, the best financial advice will come from your accountant. We provide expert financial advice informed by our understanding of your business.

 

Bookkeeping

Automate your bookkeeping tasks so you can spend your time doing the high-value work to grow your business.

 

SMSF

Take control of your super investments and wealth creation with expert SMSF advice from our business accountants.

 

Lending

Use lending to your advantage and fund your business growth. Our business accountants can help you get the right loan at the right time.

 

 

We understand the big picture so we can give you the best advice

A wealth of experience

We have more than 40 years of experience providing professional services and helping businesses grow. We can help you achieve your business and personal wealth goals.

Long-term client partnerships

Our relationships with our clients are an essential part of our services. We create long-term partnerships with an in-depth understanding of your business and goals.

Full range of service

All your financial services should help you move towards your goals. We take a holistic approach and are more than capable of providing all the financial services you need.

Leading industry innovation

Throughout our history, we’ve never been satisfied to rest on our laurels. We constantly embrace innovation. And with new technology, this is happening faster than ever.

 

 

foresight accounting malvern caulfield


Foresight Accounting – Accountant Malvern

Address: Level 1/24 Glenferrie Rd, Malvern VIC 3144, Australia
Email: mail@foresightaccounting.com.au
Website: https://foresightaccounting.com.au/
Phone: +61398273401

INTRODUCTION

Foresight Accounting is a national accounting firm with offices in Melbourne, Sydney & Brisbane.

We pride ourselves on being the most innovative & proactive accounting firm in Australia, providing our clients with real financial choices, whilst empowering them to achieve the financial goals that they never thought possible.

As accountants based in Malvern, our message is: “Your Vision Is Our Focus”. We have sourced and teamed up with the market ‘powerhouses’ in the following areas:

  • Strategic Business Advice
  • Self-Managed Superannuation Funds
  • Financial Planning
  • Investment & Tax Seminars
  • Property & Other Investing
  • Finance
  • Business Support Services
  • Bookkeeping –Xero, MYOB, Quickbooks
  • Overseas Business

 

SERVICES

Preparation of Individual, Company, Trusts, Partnerships & Self-Managed Superannuation Tax Returns

At Foresight we do not just prepare tax returns. We continuously look for ways to improve your tax efficiency. Here are some of our suggestions:

Individuals

  • Your industry can claim certain items you haven’t provided. We will make you aware of these and advise you on what evidence is required.
  • You may need to salary sacrifice for superannuation and/or motor vehicles etc.
  • You may be in a position whereby purchasing property is the best way to reduce your individual taxes.
  • You may be contracting out your services and be able to qualify as a business allowing you to increase your deductions and income split.

Company, Trusts & Partnerships

There is an abundance of ways to improve your tax efficiency. We cover a lot of these in our free reports, video feeds and seminars.

Some ‘not-so-obvious’ ways are as follows:

  • Reviewing your business structure each year to ensure you are operating one that is the most suitable
  • Contributing some assets you own in your name to the business since these are predominantly used by your company
  • Ensuring that directors loans are always kept in a position where your company owes you money
  • Ensuring you draw the correct amount of wages, directors fees and / or dividends
  • Do a stock take as your stock levels may be a lot less than you think
  • Choose the correct method of accounting being either “Cash”or “Accrual Method”
  • Account for staff entitlement liabilities
  • Set up your own self-managed superannuation fund and start contributing at the highest allowable rate that your cash flow permits
  • Give to a charity or start up your own

 

WHY CHANGE TO FORESIGHT ACCOUNTING

7 Reasons Why You Should Change to Foresight Today

  1. We will effectively integrate your tax, wealth, business growth & finance strategies GUARANTEED or we will refund your fees.
  2. We run education seminars on business growth, property investment& other wealth strategies absolutely free.
  3. We specialty accounting form for business &entrepreneurs, medical professionals, hair & beauty salon owners, property portfolio builders & the trades.
  4. Lawrie Carrozza the director of the firm is not only an accountant but also a business builder & entrepreneur & property developer. He has owned and operated a diverse group of companies both in Australia and overseas.
  5. Lawrie Carrozza the director of the firm has assisted in creating many accredited courses in wealth creation for doctors, dentists, medical practice managers & physiotherapists including the RACGP or Royal Australia College of General Practitioners.
  6. Lawrie Carrozza the director of the firm is a known public speaker and has presented too many business groups including the hair & beauty industry.
  7. Foresight is an accounting firm based in Malvern, but have national ties servicing Melbourne, Sydney & Brisbane

 

scott partners chartered accountants caulfield


Scott Partners – Chartered Accountants

Address: Suite 1 Level 2/2-6 Glenferrie Rd, Malvern VIC 3144, Australia
Email: info@scottpartners.com.au
Website: https://scottpartners.com.au/
Phone: +61386869001

FULL SERVICE ACCOUNTANTS MALVERN

Scott Partners are your business tax partners in Melbourne. We help to unravel the complex financial and legal web of taxation and accounting, giving you a clear path to build your business. Our mission is simple: to make our clients’ lives as easy as possible. When you choose Scott Partners as your personal or small business accountant, you benefit from:

  • Actionable business tax advice
  • More than 30 years of experience
  • Local people dedicated to your success
  • Personal contact with our Directors
  • Diverse, highly qualified team
  • Full service business and personal taxation advice

We have spent 3 decades helping our clients thrive. Today, the Scott Partners team are known for forward thinking business tax advice that really counts.

We are also experts in tax legislation, small business accounting, auditing, personal tax, investment and superannuation, estate planning…the list goes on. Contact us to find out how our business accountants in Malvern can help you simplify success.

We deliver tailored accounting solutions with the goal of helping you to sleep easy and stand tall.

 

OUR SERVICES

At Scott Partners, we want to make sure you make the best choices possible when it comes to planning your financial future. As one of Melbourne’s leading tax return accountants, we understand the complexities of tax legislation, small & medium business accounting & bookkeeping and succession & estate planning, and are able to guide you through the financial and legal complexities associated with these areas. The solutions we offer are tailored to make your life easier.

BUSINESS TAX

AUDIT & ASSURANCE

PERSONAL TAX

SELF MANAGED SUPER FUND

INVESTMENT

SUCCESSION & ESTATE PLANNING

 

BUSINESS TAX

We advise small and medium businesses on a wide range of taxation matters, providing business tax advice that is timely and concise. As a leader of accounting services in Melbourne, we are recognised for our tax planning services and business solutions.

 

AUDIT & ASSURANCE

Our team of qualified auditors have extensive experience in providing audit and assurance services. We work with a wide range of clients, including private and public companies, owners corporations, superannuation, subsidiaries of foreign organisations, not-for-profits (NFPs), charities, Australian Financial Services Licensee holders, real estate  and lawyer trust accounts.

 

PERSONAL TAX

Need help with your annual tax returns? Our tax specialists are able to save you valuable time by completing your tax returns for you, advising you on which tax deductions you can claim along the way. We can then quickly and accurately calculate your income tax obligations. Our fees are also generally tax deductible!

 

SMSF

A self-managed super fund (SMSF) is a superannuation trust account that is managed by you, giving you more control over the way your super is invested. As a SMSF accountants in Malvern, we are able to help with SMSF setup and establish your fund, as well as offer guidance and ongoing support on how it can be effectively managed for your retirement.

 

INVESTMENT

At Scott Partners, we are able to offer industry-specific, comprehensive investment advice on how to drive your dollar further. Regardless of whether you are interested in building a property portfolio or diving into the share market, we will help get you on your way.

 

SUCCESSION & ESTATE PLANNING

Scott Partners can assist with all your succession planning services, including establishing and implementing a succession plan to protect your business’ future. We can also assist you through the estate planning process and assist in identifying tax opportunities whether this be by way of testamentary trusts or other structures.

 

BUSINESS ACCOUNTANT MALVERN

Running a business of any scale is demanding. At Scott Partners, we provide trusted business tax advice to maximise return from your hard work. And we’re not just talking tax time. Our business tax accountants in Malvern work closely with clients to cultivate wealth, clarify their financial position to make better business decisions, and lighten the back-office burden.

Scott Partners provide comprehensive small business accounting that adds value to the bottom line. Our services include tailored compliance advice on tax returns, BAS, GST and payroll; efficiency and optimisation consulting; federal and state taxation system knowledge and more.

PERSONAL ACCOUNTANT MALVERN

Scott Partners provide tailored services around personal tax, including taxation and capital gain for property, shares, managed funds, salary packaging, self managed super funds and other individual tax return services.

As personal taxation experts, Scott Partners help our clients navigate through frequent tax legislation changes and ensure that our clients have the room to sleep easy and stand tall.

 

ABOUT US

Scott Partners have been helping locals reach their financial goals in Malvern, Glen Iris, Caufield and the surrounding south eastern suburbs for over 30 years.

Partners Scott Trevethan, Gavin Milner and Donald Shaw each bring a wealth of expertise and experience across all aspects of accountancy. As forward thinking personal and business accountants we work hard to deliver for all our clients.

Our experienced accounting team provide scalable services with no hidden fees by working closely with clients and focusing on what really matters to them. We seek to build long-term relationships with clients that enable them to build thriving businesses, or reach personal goals.

Above all else, we help clients simplify their lives with tailored, expert accounting services.

 

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BT Corporate Advisory Pty Ltd

Address: 61 Station St, Malvern VIC 3144, Australia
Email: info@btcorporateadvisory.com.au
Website: https://www.btcorporateadvisory.com.au/
Phone: +61390052131

BT CORPORATE ADVISORY

SPECIALISED ACCOUNTING SERVICES

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

 

About Us

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

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

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

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

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

 

Services

 

TAXATION & BUSINESS SERVICES

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

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

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

We also explain to you the following:

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

 

ACCOUNTING & BOOKKEEPING

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

We can assist you in the following areas:

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

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

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

 

INVESTIGATIVE ACCOUNTING SERVICES

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

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

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

 

SELF-MANAGED SUPERANNUATION FUNDS

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

We can assist you with:

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

 

FINANCIAL PLANNING

The services include:

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

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

 

RISK INSURANCE

The services include:

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

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

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

 

LENDING AND MORTGAGE SERVICES

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

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

 

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S & H Tax Accountants & Tax Agent Malvern East

Address: Tower 1, Level 8/1341 Dandenong Rd, Chadstone VIC 3148, Australia
Email: info@sahtax.com.au
Website: https://www.sahtax.com.au/
Phone: +61466744701

Practice business advice to help you grow
It doesn’t matter whether you’ve just started your business or have been running for years, S & H Tax Accountants in Melbourne can help you move your business forward. Our experienced team can handle the accounting, financial and tax side of your business and provide detailed business advisory as well. We’ll make sure you’ve got the tools, data, and insights you need to grow your business, without the stress. Our goal is to make you feel good about your business and where it’s going.

We are accountant for doctors and medical professionals in Melbourne and more. We are also your rental property accountant and property expert accountant across Melbourne and beyond.

 

About us

Hello and welcome to S & H Tax Accountants! The foundations of our firm were laid down by Parminder S Hehar (Parry for short). His vision when building our company was to create a place where businesses and individuals could be successful, no matter what that meant for them. For some people, success is getting to take a month long holiday from their business, for others, it’s retiring or starting a new venture. Everyone is different, and we appreciate that here at S & H Tax Accountants.

What we do

As tax accountants, there are no prizes for guessing that we specialise in tax and accounting. But we don’t just stop there. We help individuals reach their goals and we help business owners build the business of their dreams. Check out our Business Advice page to find out more.

Why Choose Us?

We know there are hundreds of accountants out there, and many even in our local Cranbourne and Chadstone areas. When you’re looking for a new accountant, it can be hard to know what you’re even looking for. Here’s how we’re different…

We save you time

Our goal is to make your accounting and tax more convenient and less time consuming for you. We know that you have better things to do than worry about reconciliations or reports. Our team will handle all this for you so you don’t have to worry.

We save you money

Our comprehensive services include accounting, tax and business advice, which are all tailored to suit you and your needs. The aim here is to keep more money in your pocket through smart tax strategies and other cost-savings.

We save you stress

We love to see our clients kicking goals, but we know you can’t do that when you’re stuck trying to work out accounting and tax reports. Our team will take this burden off your shoulders. We don’t stop there though. Our motto reads “Your Business Growth is Our Priority”, which means we’ll do everything we can to help you grow and improve.

 

Services

 

Business Advisory Melbourne

Your business growth is our priority

Guess what? We don’t just do accounting and tax! Yes, we’re great at crunching numbers, but we’ll also interpret your figures into advice that’s easy to understand. Parry and the team at S & H Tax Accountants have a base in Cranbourne and Chadstone, but we’ve helped businesses right across Australia grow and improve their businesses. How can we help you?

 

Business Tax Specialists

Save time and money

We know that most people cringe when they hear the word ‘tax’. Tax returns and compliance aren’t fun things for anyone. But that’s exactly what we specialise in. Our team at S & H Tax Accountants have seen firsthand just how stressed people can get when they think about their taxes. We’re here to change that.

All types of Business Tax Returns

Tax doesn’t have to be stressful. Our nationally accredited tax specialists in Melbourne can take care of your tax returns for you, so you can get back to what you love. We handle all types of returns including company, partnership, trust and individual returns.

 

Bookkeeping Service in Melbourne

An accurate record keeping is essential for small businesses. Maintaining good record will help you manage your cash flow and you can make business decisions based on that. It is your responsibility by law to keep clear records in your business. We offer monthly packages for eligible businesses at a very compititive price.

There are number of reasons why you should keep good records, here are some of them;

It will

  • Be easier to meet your tax obligation at the end of the year
  • show you how your business performing
  • help you Make sound decisions
  • help you run your business smoothly and efficiently
  • help to expand your business by taking improvement actions

This is legal requirement and you must keep for at least five years and may be longer if your business made loss in first few years. Poor recordkeeping is one of the reasons for the failure of small business.

 

Individuals

Tax help – no matter where you come from or what you do

Tax and compliance are confusing things for most people. We’ve seen firsthand just how stressed people can get when they think about their taxes. It’s the same for anything you don’t understand – we’ll often put it in the “too hard” basket. It doesn’t have to be that way with Parry and the team at S & H Tax Accountants.

 

Bookkeeping Training

We are providing a 6 weeks training/work experience to eligible candidates. This is once a week 6 weeks unpaid training. The training include

Bookkeeping using a Software

How to set up and operate accounting software

Bank reconciliation

and much more

This experience program will be helpful to recent graduates or overseas qualified accountants who wish get an industry feel. Real hands on work experience to enhance the chances of getting employed in future. Call us to discuss the fee. Certification from software provider and certification of completion will be provided

 

Bayside Collaborative - Laywers Bayside

bayside collaborative lawyer bayside

www.baysidecollaborative.com.au
P. 03 9596 8506
E. info@baysidecollaborative.com.au
217 Bay Street
Brighton VIC

We know how difficult it is to choose a family lawyer and other professionals you can trust to support you and your family, and we understand the process can be overwhelming. When you are ready, feel free to get in touch with any questions or to book in your FREE FIRST CONSULTATION so we can help you move forward.

We are a FAMILY LAW FIRM which understands that a separation requires more than just legal solutions.

We appreciate that going through separation and divorce can be a very overwhelming time.  We know you don’t want to be here, and we know you probably didn’t imagine this would happen, but we will make it as smooth as possible for you and your family to move forward.

 We offer alternative divorce and dispute resolutions that support both parties to reach fair and balanced solutions for everyone, without going to Court.

Bayside Law Co - Laywers & Solicitors Bayside

Ce Family Law Family Lawyers Based In Melbourne, (1)

www.baysidelawco.com.au

Address | 13/231 Bay Road, Sandringham

Phone | 0478 139 024

Fax | (03) 8692 2801

E-Mail | info@baysidelawco.com.au

Mail | PO BOX 2526, Cheltenham, Victoria, 3192.

LEGAL ADVICE

Be assured that your transaction is being handled by a solicitor. Our fees include contract advice prior to you signing the purchase contract, so you can proceed with confidence and know there are no hidden complications. We understand contracts, your rights and your transaction within legal frameworks. We act in your best interests with a deep understanding of property law.

FIXED PRICING

Rest assured you will not be charged for every phone call attendance and photocopy. We offer a fixed price with no hidden costs. Whether you are selling an existing home or off the plan our fee is $599 (inlc GST) + disbursements. Disbursements can range between $100 - $300 depending on the certificates required for your sale or purchase.

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