Beaumaris

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.

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

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.

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.

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

Who We are

We are an established accounting practice in Murrumbeena, focusing on small businesses, individuals, family trusts and companies.
Whilst the provision of taxation and accounting compliance services forms part of our core business, we aim to differentiate ourselves by acting as a trusted advisor to each client.
Many of our clients have come from referrals, so if you are visiting our website for the first time, hopefully we have been recommended to you by someone that has been impressed by our service and advice. Please feel free to browse our website for further information. If you feel our firm may be the right fit for you, please contact us. We can organise an initial discussion either at our office or at your home or office at a time that suits you.
Liability limited by a scheme approved under professional Standards Legislation.

Services

Tax and Accounting Compliance

We provide a full range of tax and accounting compliance services for individuals, partnerships, companies and trusts, including:

• • Preparation of income tax returns.
  • Provision of bookkeeping services and management accounts.
  • Business tax reporting requirements in the areas of GST (including preparation of business activity statements), fringe benefits tax (FBT) and payroll tax obligations.
  • Preparation of financial statements.
  • Attending to all other statutory requirements as required to ensure full compliance with the Australian Taxation Office (ATO) and the Australian Securities and Investments Commission (ASIC).

We can also advise on an appropriate accounting softwarepackage for your business needs.

Bookkeeping Services

• • • • Bookkeeping provided in house for small businesses
      • We also have connections with a team of self-employed bookkeepers who service the eastern and south-eastern suburbs of Melbourne – ask us for a referral if you require assistance in this area

Business & Structuring Advice

• • • • Provision of advice to small businesses regarding the appropriate structure for their needs
      • We can organise establishment of family trusts, private companies, etc as required.
      • We also attend to the preparation of ATO, ABR and ASIC documentation for each new entity.

Company Secretarial Work

We are a registered agent for Australian Securities & Investment Commission (ASIC) and can assist with your annual company statements and any other dealings with ASIC.

Tax Advisory Services

Looking for strategies you should implement to minimise that large year-end tax bill?

If so, then it is important that you speak to us about how tax planning can be used as an essential tool in addressing the ongoing issues that can impact your overall tax position.

We can provide tax advice on a large range of topics.

Some examples of the areas we have advised clients on are as follows:

• • • • Use of the small business capital gains tax concessions to eliminate or reduce the capital gain on the sale of a business.
      • Structuring the payment of dividends over a number of years from a private company to its shareholders in the most tax effective manner.
      • Advice on maximising superannuation contributions through salary sacrifice and personal contributions to benefit from the concessional tax rate in a superannuation fund.
      • Advice on the most appropriate structure or entity to commence or restructure a business. We have also provided similar advice for clients who hold investments. The structure or entity in question will depend on each client’s particular circumstances, but has in the past included the use of companies, unit trusts, family trusts and partnerships.

We also offer clients the opportunity to discuss any year end planning issues prior to 30 June each year.

Services Designed for Your Small Business

Small Business Accounting

Your business accounting services should save you time and worry, so you can focus on your business

As a business owner you have to take care of your core business: servicing clients, marketing, staffing, managing business relationships, etc. This often leaves little time for managing your financial affairs effectively and time overload can stifle your business’s ability to grow.

Keep your small business moving with Etax Local!

Etax Local understands small business. We understand how important it is to keep your accounts well structured, well recorded and up to date. We know how to create budgets and plans that help your business run smoothly today and grow tomorrow, without losing control and confidence in you business’s financial and tax affairs. You should never need to wonder if your small business accounts are in order! For a new start-up or for a mature SME, Etax Local provides the high quality business accounting advice and flexibility you need so you can concentrate your efforts where they are needed most in your business.

Company Tax Return

Get affordable, expert help for your company tax return

OUR TEAM OF EXPERTS TAKE THE WORRY OUT OF YOUR COMPANY TAX RETURN AND HELP MAXIMISE RETURNS FOR YOUR BUSINESS

Every registered Australian company must lodge a company tax return each year. It is crucial for the future health of your company that you stay on top of your company taxes.

Up to date company tax returns keep you ATO-compliant and help you avoid audits and penalties. More importantly, staying on control of your taxes means you are better placed to take advantage of opportunities quickly, when they arise.

A good tax agent works with you to minimise the tax your company pays, year on year. The tax agents and CPA accounting team at Etax Local, continually monitor changes in Australian tax legislation to make sure you stay ahead.

Founded on over 35 years’ experience in handling returns for Australian companies, Etax Local focus on convenience, quality and care for our clients.

With the team at Etax Local looking after you, it’s not just your business that’s in good hands, it’s you too.

In addition to our team working to ensure ATO-compliant, low cost returns. we focus on maximising deductions, asset structure and future planning. In turn, this strengthens the foundations of your business, to pave the way for stable growth.

BAS Services for Small Business and Sole Traders

A study by MYOB found that most small business owners spend up to 10 hours a month just inputting data for their regular Business Activity Statements (BAS). That’s a lot of time for a busy business owner!

We understand you have better things to worry about than your BAS

Lodging your BAS correctly and on time can be a difficult and confusing process. With Etax Local looking after everything for you, you avoid risk and stress – plus that inevitable drain on your time.

Our team make sure you have confidence that your deadlines are met with correct, timely BAS lodgements.

At Etax Local, our friendly, service orientated team offer a range of BAS services and lodgement options to suit all small business owners. Our B2B partnership gives you more time to do what you do best – run your business and make a living.

Small Business Tax Returns

Does your small business maximise deductions and minimise taxes?

Etax Local makes small business tax returns easy, risk-free and affordable for Australian small businesses in every industry.

As tax and small business accounting specialists, founded on more than 40 years experience, we monitor yearly changes in tax legislation and advise you on how to minimise risk of ATO problems AND minimise the tax paid by your business.

It’s not just about tax returns

Committed to convenience, quality and care, our team at Etax Local value long term, satisfied clients.

Our network includes tax and accounting professionals who specialise in small business tax returns for numerous industries. These include medical professions, education, trades, construction and more.

Aside from tax returns, there are a host of other obligations your small business needs to meet. Not to mention myriad other financial decisions you need to make along the way. Our in house team, along with a network of service providers throughout the country, focus on making sure those decisions are the right ones.

Our Public accountants and Tax agents seek to add value to your business.
Our objective is to work with you to help your business to grow profitably.

Professional full-service taxation, accounting and management accounting and tax return preparation

Tax returns preparation and lodgement

Companies
Trusts
Partnerships
Individuals

Services

Management and Accounting Services and Reporting

We aim to assist you from the development of your financial goals, through the preparation, interpretation and analysis of management accounts and financial statements.

Accounting services provided include:

• Preparation of Statutory Financial Statements
• Balance Sheet and Profit and Loss Statement on a periodic basis
• Preparation of Management Accounts
• Budgeting
• Cash Flow
• Interpretation and Analysis of Financial Accounts
• Dividend distribution strategy
• Trust distributions strategy
• Inventory management
• Fixed asset management

Bookkeeping services

Solid bookkeeping is essential to every successful business, however many people find they are just too busy to give this vital task the time it deserves.

We can assist you with all general bookkeeping requirements including preparation and lodgement of BAS and IAS, and administration of GST, PAYG, Superannuation and Workcover.

We can also provide support for computerised accounting software, to help you manage your affairs in a more effective and efficient manner.

Bookkeeping services we provide include:

• Bookkeeping Service with regular reporting
• Accounts Payable reconciliation, including postings and payments
• Accounts Receivable reconciliation, including postings and receipts
• Payroll services
• Debtors Reporting
• Administration of GST, PAYG, Superannuation, Workcover and Leave Management
• Preparation and Lodgement of BAS and IAS
• Training and Support on manual record keeping and Computerised accounting software including MYOB, QuickBooks
• Advice on Bookkeeping and Administration Systems
• Balance Sheet Reconciliations
• General Ledger Management
• Reconciliation of Bank Statements
• Chart of Accounts Maintenance

Accounting Software

•  Training and Support on manual record keeping and Computerised accounting software including MYOB, QuickBooks
• Installation of computerised accounting systems
• Remote support of computerised accounting systems

Taxation Services and Reporting

• Tax Returns Preparation and Lodgement for Individuals, Trusts, Partnerships, Companies
• Tax Planning
• Income Tax
• Goods & Services Tax (GST)
• Activity Statements (GST,IAS,PAYG WHT, PAYG IT Instalment)
• Capital Gains Tax
• Rental Properties
• Shares
• Fringe Benefits Tax
• Payroll Tax
• ​Taxable Payments Annual Report (TPAR)
• Management and Accounting Services and Reporting
• Cash Flow Management
• Payroll Reporting – PAYG, Superannuation, Single Touch Payroll)
• Workcover​

Welcome to I K Accounting Services

‘With change and increasing complexity in accounting and taxation laws, practices and standards, it is vital to have the right advice. I K Accounting Services has the skills and knowledge to provide the best possible advice and service.’

We provide the full range of accounting & business services to Individuals & Businesses from various backgrounds and industries.

At I K Accounting, it’s not about us. It’s all about you. When it comes to providing personalised and commercially astute accounting, tax and business advisory services, it simply can’t be anything else.

We partner with you to understand you, your business, your needs, your challenges and, most importantly, how you define your success.

Explore our site to find out more about how we can help you and your business succeed.

Let us review your tax affairs, understand your plans and goals and advise you on opportunities to reduce your tax liabilities!

About Us

Ivan Klepikov – Managing Director

Ivan Klepikov – managing director of I K Accounting Services with over 10 years of practical experience in taxation, accounting and business advisory. He has graduated from Monash University with a Bachelor of Commerce (Majors in Accounting & Finance). He is a Registered Tax Agent, member of the Institute of Public Accountants, member of Self Managed Super Fund (SMSF) Association & Fellow of The Tax Institute.

His innovative and enthusiastic approach to problem solving and people management made I K Accounting a successful and vibrant firm committed to its clients.

Memberships & Registrations

• Registered Tax Agent
• Member of the Institute of Public Accountants (MIPA)
• SMSF Specialist Advisor (SSA)
• Fellow of The Tax Institute (FTI)
• AFS Licence Holder (No. 488626)

Why us?

At I K Accounting Services, we help businesses & individuals to achieve their goals through understanding and providing an efficient tailored service solution specific to their needs. Our close, personal service ensures timely, relevant and effective advice.

Our mission is to help our clients maximise their success. We do this by getting to know our clients business as if it was our own.

We provide integration, investigation and management of ideas and concepts to challenge, improve and, most importantly, achieve ultimate business objectives specific to each client.

At I K Accounting Services we fight to reduce your tax!

Our Services

ACCOUNTING

We provide proactive accounting services to individuals and businesses, tailored to meet your specific requirements. Our focus is always to provide value-added services to ensure that your business achieves the goals.

TAXATION

We offer a full range of taxation services. Our knowledge and experience in Australian Taxation Law enable us to provide best tax strategies and solutions to you and to ensure that you don’t pay more in tax than you have to.

BUSINESS ADVISORY

We aim to become a trusted business advisor to our clients providing reliable, strategic guidance and support through the various stages of their business life cycle in order to improve your performance.

SUPERANNUATION

We have many years’ experience in providing professional Advice, Establishment, Administration and Compliance of Self-Managed Superannuation Funds.

WHO WE ARE

Gartly Advisory – Chartered Accountants have been advising business clients and high wealth clients for over 20 years in Ormond.

Our clients enjoy our combined years of business experience from an experienced team of advisers and registered tax agent.

Geoff Gartly, Chartered Accountant, and his professional and enthusiastic team are focused on achieving your business results for you and your business.

Our Vision , Mission & Values

Mission

Through expert knowledge we provide taxation, business planning and innovation to our Business Clients.

We do this with integrity, reliability and efficiency, every day!

Our Vision

Our Vision is to be a leading guide in our Small Business Community.

We will provide an environment that grows both clients and our team in business and life successes.

Our Values

Integrity & Communication

Teamwork & Innovation

Learning & Continuous Improvement

Reliability, Respect & Courage

Services

We aim to assist our clients to grow their wealth and businesses. Our Accounting advice is timely, professional and practical.

We work with our small business clients to plan and guide them to take action in their personal and business world, resulting in amazing outcomes and achieve results.

• Tax Management Services
• Financial Modeling & Profit Performance Management
•  Estate Planning and Strategy

• Budgeting Analysis
• SMSF Administration & establishment
• Accounting Services and ongoing accounting advice
• Retirement Planning, Estate planning and family business structure advice

• ATO Representation for audits and debt
• Entity Selection for your business & investments
• Payroll Services

TAX  & ACCOUNTING SERVICES – ACCOUNTANTS ORMOND MELBOURNE

Personal & Corporate Tax Preparation

• Tax Management & Lodgement Services
• GST & BAS Lodgement
• Capitals Gains Planning & Calculations and planning
• Bookkeeping – Cloud based help and problem solving
• Registered Tax Agent

ATO LODGEMENTS, CLOUD ACCOUNTING, ATO AUDITS

In a Sticky Situation? We Can Help

• ATO Representation, Repayment Plans and ATO Lodgement
• Entity Selection – Let us help you structure the best way forward for your tax and Estate Planning needs.
• Payroll Services – Meet Your STP Obligations
• Tax expense planning and ATO repayment plans

ESTATE PLANNING

Planning Your Future small business and family

• Review Of Assets & Legal Ownership
• Accountants for family businesses
• Exit Planning Of Your Business
• Asset Taxation & Capital Gains Strategy
• Estate Strategy Planning – Documenting your wishes
• Helping you and your family finalise end of life tax obligations

ACCOUNTING MANAGEMENT FOR SMALL BUSINESS

We Keep Everything Organized For You In One Place

• Cloud Accounting – Helping You Setup To Capture And Analyse Your Accounting Data online and timely
• Budgeting Analysis – Cashflow Planning and profit monitoring
• Tax Lodgement , GST & PAYGI Management
• Accounting Services , payroll and sales analysis
•  Systems to make things easier

PROFIT CHECK

We Monitor Business Growth

• A workable business plan and 90 day action plan
• Ongoing KPI monitoring extracted from your data
• Helping you set achievements that Grow your business
• Setting Goals To Get Results
• Plan your succession or business exit

BUSINESS REALESTATE

Buying & Selling Your Business

• Advice About considering a potential Business purchase and how the numbers stack up!
• Working out the right structure to work under in your business
• Valuing the price of your business for purchase or sale
• Planning your business sale