Beaumaris

We are an established boutique Chartered Accounting practice focusing on tax and self managed superannuation funds, located in the Melbourne bayside suburb of Brighton.

Whilst the provision of a comprehensive taxation and accounting compliance service forms part of our core business, our aim is to differentiate ourselves by acting as a trusted advisor to each client.
Most of our clients in the past have come from referrals, so if you are visiting our website for the first time, hopefully you have been recommended to us 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 so that we can organise an initial discussion to determine if we are able to assist you further.

About Us

Established in 1990, the firm originally commenced as a Chartered Accounting and financial planning practice in the Melbourne bayside suburb of Black Rock.

Today, the firm is owned and operated by Andrew Yim and specialises in the provision of tax and accounting services. We also have a strong focus in the ever growing area of self managed superannuation funds and continue to be a member firm of Chartered Accountants Australia and New Zealand (CAANZ), arguably one of the world’s most trusted accounting brands.

In February 2011, the firm moved to Hampton, and relocated to Martin Street, Brighton in March 2019.

Our core client base includes high net wealth individuals and their families, medical practitioners, company executives, business professionals and self funded retirees. We pride ourselves on the fact that a large number of these clients have remained with the firm for many years.

Whilst the majority of our clients are located in Melbourne, we also act for a number of clients in country Victoria, interstate and even overseas!

We have a number of referral partners that we work closely with, providing additional services for many of our clients. These additional services include:

• Financial Planning
• Insurance Advice
• Mortgage Property Financing
• Asset Financing (eg. for purchase of motor vehicles or equipment)
• Estate Planning and Wills
• Depreciation Reports (for investment properties)

Tax and Accounting

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 statutory accounts.
• 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, set up and even provide training on an appropriate accounting software package for your business needs, such as MYOB or Xero.

Accounting & Taxation

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

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.

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 VAT

Looking for a complete business financial services hub?   Look no further than Vawdrey Axton Turner.   Our team is structured to provide your business with the support, expertise and advice you require.

Sustainable business growth and wealth creation are where our focus lies.   We know that our vast business and financial expertise can assist clients in achieving these objectives.   After all, your business is a conduit through which your major financial and lifestyle goals are realised.

Every ingredient you need for strong business growth is right here under our roof. From our two Melbourne offices, we deliver total financial solutions encompassing:

• Business start-up support
• Business growth strategies
• Financial planning and superannuation
• Efficient, timely and accurate bookkeeping and payroll
• Intelligent software encompassing Xero and other cloud computing options.

No two businesses are identical.   That’s why Vawdrey Axton Turner has a refreshing approach to meet each client’s specific needs. So you can be sure our practical solutions are tailored specifically to your business requirements.

Convenient location

The bayside area and surrounding suburbs can lay claim to a rich business heritage. We serve these vibrant business communities and surrounding areas from our office in Cheltenham.

We offer a range of general and specialist services to support the growing wealth of local businesses in our thriving bayside suburbs.

From our welcoming Cheltenham we offer:

• Business start-up and sale strategies
• Succession and estate planning
• Superannuation advice and support
• Financial planning solutions
• Investment portfolio and risk management
• Income tax preparation and financial reporting
• GST advice and Activity Statement preparation
• Capital gains tax advice
• Accounting, bookkeeping and cash flow planning
• Mortgages, finance and insurance
• Company secretarial services.

Your Specialist Team

Small business accounting and financial management can seem complex — but it doesn’t have to be. At Vawdrey Axton Turner, our 20+ strong team simplifies business growth and compliance. You will find us to be proactive straight-shooters who work tirelessly on your behalf. Working with us gives you access to our wealth of in-house specialists including accountants, financial planners and client services professionals. Some prominent faces in our team are our directors.

Retirement Planning

Now is the right time to begin planning for your desired retirement. Our advice and support help build your secure retirement on the strength of long-term wealth creation through smart investment. We support you in gaining additional ongoing income streams outside your business or employment earnings. Plus we prime your investment portfolio for top tax efficiency. With Kingston Private Wealth on your side, you can have the financial security to take full advantage of the lifestyle opportunities retirement presents.

Investment Advice

Investment opportunities abound but the key to growing your wealth lies in strategic selection. Our advice and expertise support you in making informed investment decisions.

We deliver an individualised investment solution that surely yet steadily builds your wealth and protects your assets. Ask us about our investment analysis process too.

The IF Group is pleased to announce the acquisition of Peter Crabb and Associates, and we welcome these clients to our suite of accounting and financial expertise.

Peter Crabb and Associates’ accounting professionalism is an important part of The IF Group’s strategy of providing the highest levels of client fulfilment across the range of complex financial matters facing individuals, families and businesses today. Take a look at what you can expect from our expert accounting team.

We celebrate this expansion of service and solutions. We are expanding our services to better meet the needs of our clients and technology. Our offerings range from financial, tax and business strategies to help clients manage their financial affairs, cash flow planning, reviews of existing and / or new investment ownership, loan structures, superannuation planning, tax planning, wealth protection for family benefits and more.

If you were previously a client of Peter Crabb and Associates, or you live locally (e.g. around St.Kilda, Elwood, Elsternwick, Brighton or South Yarra) and require the service of an accounting professional, please take some time to explore The IF Group website and discover how our growing service solutions can assist you, your family and businesses. If you would like to discuss how The IF Group can assist you, contact us today.

The IF Group provides a comprehensive range of financial services to meet the needs of businesses and social organizations of all kinds. We provide a range of financial and accounting services tailored to your specific business goal.

Our aim is to help you with your business today, and to assist in your strategic planning and preparedness for what your business will need in the future—where you want it to go. We will work closely with you to get you there.

Future Vision
Where is your business headed? Is it developing as you want it to? The IF Group takes special pride in how we work in partnership with our business clients to shape their financial profile to their business culture and long range planning goals.

Accounting & Tax
If tax effectiveness is important for individuals and families, it’s absolutely vital for any kind of business enterprise. There are serious legal ramifications for mistakes, and there can be great opportunities to access and develop if your accounting is well managed and your cash flow remains strong. We have the experience. We have the answers.

Property & Investments
Property offers one of the most available, and reliable forms of investment. We can advise and assist on all aspects, from a business point of view.

Superannuation
Employers today must offer superannuation advice and programs that meet a very high standard. It’s one of the key things people examine in making a decision about taking a job. Our expert knowledge will ensure that what your business has to offer is best practice, for the needs of your business, and for your people.

Salary Packaging
Australian salary packaging options offer the basis of a solid and sustainable savings program, and a crucial means of managing the personal tax situation for business owners and management. They also provide attractive incentives and support for employees and staff. Retaining talented and dedicated people has a great deal to do with the flexibility employers can deliver.

Loans
As a full service provider, we want to be sure we offer clients the facility of loans, tailored to your needs. Speak to one of our Financial Colleagues.

We have a team of professionals who are dedicated and looking forward to providing you with quality service and advice.
MG is a blended taxation, accounting and financial planning firm offering a suite of services to a diverse client base including individuals, small to medium businesses, property investors and self-managed superannuation funds.
MG offers full range of accounting and taxation services to ensure compliance and save on tax.

Our services include: *Accounting & tax, *Business advice & planning, *Finance & mortgage services, *Self-managed superannuation fund client services, *SMSF audit services, *financial planning.

MG provides a full range of financial planning services including investment, retirement and personal risk insurance advice and service.

Our focus is on making sure you’re in the best possible financial position.
How Do We Do This?
We apply knowledge that extends for over 25 years, to your business and personal situation.

With a multitude of experience in providing specialised advice to small to medium businesses, MG Partners will better position your business to achieve optimum financial results.

Our Promise To You
We will pinpoint areas of your business and personal financial position and improve them.

At MG Partners, we have the capability to serve a range of clients, are you…
AN INDIVIDUAL
A SMALL TO MEDIUM BUSINESS
A PROPERTY INVESTOR
A SELF MANAGED SUPER FUND OWNER
We have the expertise when it comes to offering you a complete finance solution for you or your business.

WILL THE CHANGES TO SUPER AFFECT ME?

As you might have heard in the news, a number of changes are being made to Australia’s superannuation system. These changes will apply from 1 July 2017.

If you meet any of the following criteria, the changes are likely to affect you:

• You make concessional contributions (such as salary sacrificing)
• You make non-concessional contributions (extra contributions you make to super from your after-tax income)
• You’re looking to make extra contributions to super in coming years
• You have an existing retirement phase account with a total value of $1.6m, or your account is nearing this amount
• You have an existing TTR (transition to retirement) income stream
• You are qualifying to commence a TTR income stream

If you’re listed above or are worried about your super savings for the future, now is the perfect time to seek financial advice.

Stay on top of your business, with current and accurate financial data.

Put your financial information in the trusted hands of professionals who can take care of all your accounting needs.

We specialise in:

• Tax planning advice
• Financial Statement preparation for sole traders, partnerships, trusts, companies, and superannuation funds
• Preparation of taxation returns for individuals, partnerships, trusts, companies, and superannuation funds
• Establishment service to create trusts, companies and self managed super fund

Ensuring all your compliance obligations are up to date for the:

• Australian Securities and Investments Commission
• Australian Taxation Office
• Advising on and setting up your record keeping system

MG Partners are committed to providing you with ongoing reporting and providing active commentary on your financial situation.

OUR BUSINESS IS LEADING YOUR BUSINESS TO THRIVE.

Welcome to Brighton Accountants & Advisors

Operating in the Brighton area for over 25 years. It commenced as a taxation practice but has branched into other areas in order to provide a comprehensive service to our clients.

About Us

Starting out as an accounting practice over 25 years ago, we soon realised that our clients wanted more. We found that clients preferred to see one accountant for all of their finance-related needs – whether it was tax, super, business advice, audits or financial management. Taking this information on board, we fast became a full service agency – expanding our knowledge and repertoire of services.

Brighton Accountants & Advisors offers a broad range of financial services – meaning our clients only need to visit one firm. In the 21st century time is precious, and we know that our clients appreciate having one point of contact for all of their financial needs.

Our services include financial and management accounting, taxation, auditing, corporate services, business advice, superannuation and succession planning. Whether you’re looking for financial advisors, superannuation experts or tax accountants in Melbourne, you’ll find the professional assistance you’re looking for when you walk through our door.It’s important to note that we are not ‘jack of all trades, master of none’.

Our experienced team members are backed by a wealth of education and hand-on experience across the full suite of services that we offer – ensuring only the highest standards are maintained.Contact Brighton Accountants & Advisors today to see how we can help you.

Taxation & Tax Planning

With over 25 years of experience in providing taxation services to all entity types, whether that be companies, trusts, partnerships, superannuation funds, individuals of not-for-profit entities, Brighton Accountants & Advisors work alongside our clients to provide expert taxation advice and service from the preparation of income tax returns to all areas of taxation compliance.

Our experienced team can provide service and advice from the foremost taxation requirements through to the most complex of tax law issues, such as:

• lodgement of income tax returns
• managing cross-border transactions in regard to residency issues, transfer pricing and experience in providing advice in relation to Double Tax Agreements
• advice in respect to indirect federal and state taxes, including GST, stamp duty, land tax and payroll tax
• advice in regard to utilising the small business CGT concessions
• advice in relation to executive and employee share schemes
• advice in regard to establishment of the most appropriate business and investment entity type, corporate and other entity restructures and advice around CGT rollover relief.
• dealings with the Australian Taxation Office in regard to income tax, GST audits and reviews and responding to High Net Wealth questionnaires
• preparation of tax planning memorandums for client groups including complex entity structures
• dealing with Division 7A changes in particular the unpaid beneficiary entitlements to corporate beneficiaries.
• preparation and lodgement of Business Activity Statements
• preparation and lodgement of Instalment Activity Statements
• drafting and preparation of Fringe Benefits Tax Returns
• preparation of Payroll Tax returns
• preparation of Workcover rateable remuneration statements

Brighton Accountants & Advisors can work with you to provide expert taxation and business advice to ensure the best business outcomes while complying with the ever-changing requirements of taxation legislation.