Beaumaris

Our team of friendly Chartered Accountants and Business Specialists are here to help you manage the financial and taxation affairs of your business, family wealth and self managed superannuation funds.

We are proactive, responsive and technically accurate and always have your best interests in mind.

Speak to us today if you want trusted advisors on your team that can navigate the complexities of your unique situation, resolve any challenges and effectively manage your affairs to help you grow and succeed.

Who we work with

• Small to medium businesses
• Large companies
• ASX listed companies
• Offshore companies with Australian subsidiaries
• Entrepreneurs
• High net worth individuals
• Self Managed Superannuation Funds (SMSF)

Our Specialties

• Business Accounting
• Tax Compliance
• Risk Management
• Corporate Reconstruction
• International Solutions

Our Services

Business Accounting

Do you want your business to thrive? Do you want to outsource your company’s full accounting department?

At Pager Partners we help small business owners, seasoned entrepreneurs and large companies and enterprises manage their business accounting for focused growth and success.

 

We can help you

• Manage your yearly and quarterly ATO tax requirements and statutory reporting
• Manage your monthly and quarterly accounts
• Play an active role in managing the finance and operations of your business through business consulting
• Deal with third parties such as banks, mortgage brokers and lawyers on your behalf
• Remove the headache of day-to-day accounting and manage the whole accounting department – bookkeeping, accounts, payroll, cash flow, tax returns, banking etc.
• Seek and connect you with specialist advisors for complex requirements
• Proactively anticipate any problems before they become issues
• Proactively plan to achieve best results for business success
• Provide advice on any business transactions
• Provide monthly financial reviews

Our Services

Tax Services

Do you need a reliable accountant to manage all your tax affairs and make sure you are not paying too much tax?

At Pager Partners we help our clients navigate all tax and statutory requirements and can be involved as little or as much as you need us to be in managing your tax affairs.

 

We can help you

• Prepare and lodge your annual tax return
• Prepare and lodge your quarterly BAS statements
• Prepare your financial statements
• Advise on tax effective business structuring
• Provide domestic and international tax advice
• Assist with ATO audits and review
• Provide assistance with tax planning to avoid surprises
• Provide general tax consulting

Our Services
Australian Stock Exchange (ASX)
Listed Companies / Public Unlisted Companies

Do you have a company that has been listed on the ASX, gone into administration or entered a deed of company arrangement?

At Pager Partners we have specialist technical expertise to support you with the complex reporting required when dealing with the ASX for a corporate reconstruction.

 

Through our proactive, more personal consulting, we can help you

• Provide timely information
• Prepare thorough and technically accurate reports
• Provide specialist technical advice and consulting
• Provide fast turnaround during time critical ASX demands
• Provide clean and technically correct accounts
• Continue management of day to day accounting operations during transition period
• Work with auditors and abide by any statutory requirements
• Save on audit fees and provide competitive rates

Our Services

SMSF Compliance

Do you have a Self Managed Superannuation Funds (SMSF) but want some guidance in controlling your money to maximise your assets?

The Pager Partners team includes specialist advisors that are leaders in this complex field. We actively seek the latest information on SMFSrules and regulations, attend tax office working groups and regularly attend SMSF seminars and training.

 

We can help you

• Understand your unique portfolio and requirements
• Provide specialist technical tax knowledge
• Understand and explain the complexity of SMSF tax laws
• Advise on SMSF rules and ensure you are compliant
• Provide financial statements
• Conduct annual compliance work
• Prepare and lodge tax returns and meet tax lodgment deadlines
• Proactively provide latest SMFS information
• Work with external auditors to issue annual audit certificates for your SMSF

Our Services

Wealth Management

Do you need to manage your own or your family’s personal wealth but are struggling to find the time to do it properly?

At Pager Partners we help high net worth individuals protect their wealth through correct financial management. We work closely with all relevant experts including financial planners and stock brokers and lawyers

We can help you

• Manage family wealth and finance
• Review and understand your lifestyle and family needs
• Provide specialist advice to build and protect your wealth
• Connect you with other specialists and trusted partners to build wealth like financial planners and lawyers
• Take care of day to day financial affairs
• Manage tax
• Navigate and resolve any challenges
• Provide support during times of change such as death or divorce

Our Services

International Solutions

Does your offshore company have a subsidiary in Australia?

At Pager Partners we have a proven track record of helping global organisations navigate Australian tax and business laws to successfully run their business.

 

We can help you

• Manage your day to day bookkeeping and accounting in Australia
• Manage all Australian tax and statutory requirements
• Provide timely comprehensive reporting
• Learn your local systems and software and reduce double handling between countries
• Remove the stress and headaches knowing you have a local team you can rely on so you can get on with running the business.

 

Who Are We?

We are a well established Melbourne based accounting practice specialising in a range of accounting, taxation and other business services to doctors, dentists and other health professionals.

Tax advice is our forte. It is not uncommon to save clients thousands of dollars in tax by implementing effective structures and strategies and ensuring they are used correctly.

Does your current structure or financial position need a health check?

We recognize that every practice and situation is unique and each of you has your own individual set of financial circumstances. Accordingly we provide a review of your current position and offer tailor made advice applicable to your current situation…

A detailed letter of advice summarising the suggestions made during the meeting is provided. In addition to accounting and taxation matters, MADA offers the following services:

• Implementing Business Structures
• Restructuring Practices
• Tax Planning

• Superannuation strategies and advice
• Retirement Planning
• Asset Protection Strategies

• Practice Development
• Book keeping services
• Finance (through our established links with banks and brokers)

 

It should be noted that we do not flog products to our clients.

inancial Planning and Advice

We have arranged for quality financial planning services to be provided to our MADA clients. Such services include implementing and reviewing insurances and preparing financial plans to ensure financial goals are met.

Achieving financial security is a greater challenge than ever. Success depends on making careful choices while building solid strategies to support your long term goals.

To determine your need for a financial adviser answer these 10 simple questions.

• Do you have the time and interest required to look after your own financial affairs?
• Do you have the liquid funds as and when you need them?
• Do you know how will you meet your lifestyle goals – eg beach house, private school education, sports car?
• Does your money work as hard as it could?
• Do you know where you will invest your surplus cash?
• Will you have sufficient assets to live on in retirement?
• Do you know where the money will come from to fund your retirement?
• Do you invest enough in superannuation?
• Can you pay the bills if you or your partner can’t work, and may never work again?
• Is your life and income earning ability appropriately protected?

 

Legal Services

We have arranged for quality legal services to be provided to our MADA clients by various solicitors who are expert in their chosen fields.

The areas of law we can assist clients with and which are applicable to our client base are:

• Preparing various practice service agreements including independent doctor agreements.
• Preparing unit holder and shareholder agreements.
• Sales and purchases of existing businesses.
• Wills (including testamentary trusts) and estate planning.
• Property law including sale and purchase of residential and commercial property, transfer of property between spouses and to superannuation funds.
• Preparing retail and commercial leasing documentation.

Finance

Through our contacts with banks and brokers we can offer MADA clients competitive rates and terms in relation to finance, whether residential, commercial or business i.e. goodwill.

For example we can organize 95% finance without mortgage insurance in some instances.

 

KK Partners Group is a progressive firm of Chartered Accountants conveniently located 20 minutes from the CBD.

Originally established in 1979 as Kayman Chartered Accountants, the firm has progressed throughout the years to become the largest accounting firm in Brighton.

Throughout our history, we have assisted individuals, businesses and self-funded retirees, with a particular focus on the small to medium business market. Remaining true to our core client base has enabled us to develop a depth of knowledge and expertise specific to our clients’ needs.

ACCOUNTING

We understand that reliable, timely and accurate accounting is essential to the success of every business.

Our experienced team are your go-to cloud accountants.  We’ll take the hassle out of tax accounting and optimise all of the benefits available through our up-to-the-minute knowledge of taxation legislation and thorough understanding of your business and personal situation.

Our services include:

• Accounts preparation
• Analysis of financial data
• Budgeting & cashflow forecasts
• Management Accounting
• Bookkeeping and Software Support

BUSINESS & MANAGEMENT

At KK Partners Group, we recognise that all businesses are different.

Our team strives to develop strong partnerships with you, enabling us to provide pro-active suggestions and solutions to assist you in achieving your desired goals.

Our business and management services include:

• Succession Planning
• Finance & Business Working Capital
• Business Management Consulting
• Asset Protection and Planning
• Business Restructuring
• Strategic Planning
• Corporate Compliance Services
• Business Start-Up

TAXATION

At KK Partners Group, we take pride in our level of technical knowledge and expertise.  We offer a wealth of practical experience and specialist tax knowledge to help you meet all your tax and regulatory requirements.

We are dedicated to helping you preparing your business or personal tax returns and aim to get the best possible result for you and your entities.

Our services include:

• Tax Lodgement and Advice
• Income Tax Planning
• Goods & Services Tax (GST)
• Fringe Benefits Tax (FBT)
• Capital Gain Tax (CGT)

The team at KK Partners Group can assist you whether you’re an individual, a start-up operation or have been in business for many years.

SMSF

KK Partners Group is a comprehensive provider of Self Managed Superannuation Fund (SMSF) services.  We offer in-depth experience and specialist accounting expertise to meet your tax and regulatory requirements.

Our team has many years experience in the SMSF field and boasts the expertise of a CA SMSF Specialist.  We can take care of all the compliance, tax and administration paper work related to your SMSF.

Our services include:

• Accounting, administration and annual compliance
• Tax lodgement and advice
• Preparation of Financial Statements
• Trustee Minutes & Declarations
• Independent audits

 

Your Partners in Success

Taxation | Business Advisory | Audit | SMSF

BGL Partners are dedicated to providing our clients with the advice and support they need, so they can get on with doing what they do best – running their business.

Talk to us now about your business, taxation, SMSF or audit needs.

Our Services

At BGL Partners we pride ourselves on delivering the best possible service to our clients. Whether you are an employee working for wages, a sole trader in your own business or you operate a larger enterprise, BGL can assist you in maintaining compliance with Australia’s complex taxation system. Through the use of online technologies, we are able to offer real time assistance to our clients and take much of the headache out of your business administration. See below for more on our service offering:

Business Services and Taxation

We understand that the Australian taxation landscape for individuals; and large and small businesses can be complicated, and that you need someone to help you navigate the maze so you can get on with what you do best – running your business.

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Whether you’re starting or acquiring a new business, looking to grow or anticipating retirement, our aim is to become your trusted advisor on all business and tax related matters. We’ll get to know you and your business so we can help you meet your taxation and reporting obligations, explore ways to improve existing processes, and look for innovative ways to help you maximise growth opportunities and achieve your goals.

Audit & Assurance

At BGL Partners, we have extensive audit assurance experience with a variety of commercial and not-for-profit audit clients. Our audit assurance clients in the commercial environment include:​

• Small and medium companies and trusts
• Travel agencies – including IATA audits
• Australian Financial Services Licenses (AFSL)
• Franchise agreement audits

Our audit assurance clients in the Not-For-Profit environment include:​

• Registered training organisations
• Trade unions
• Peak employee organisations
• Owners corporations

We are also registered SMSF auditors with extensive experience in this sector.

Self-Managed Superannuation

At BGL Partners we take care of the administrative burden for our clients so that they can focus on the most important part of having a SMSF – investing for the best possible returns.
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Clients who require estate planning  or financial planning and investment advice are also catered for through our referral network of qualified and highly experienced advisers who have assisted many of our clients with their affairs.
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​Whether you are interested in setting up a new SMSF or already have an established fund, talk to us today about how we can assist you on your journey.

Not-For-Profit

We understand that the Not-For-Profit environment presents some different challenges to the commercial environment. Particularly with ever increasing regulatory obligations.

These together with other requirements that are unique to the Not-For-Profit sector results in different accounting and reporting considerations.

​Due to our extensive experience with Not-For-Profit entities we are in an ideal position able to assist with specific accounting solutions as well as provide audit assurance services that are required by regulatory bodies as well as the public’s demand for increased transparency.
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Our Not-For-Profit clients include:​

• Registered Training Organisations;
• Trade Unions;
• Peak Employee Organisations;
• Government and Other Grant Funded Entities; and
• Owners Corporations.

 

WHO WE ARE

MW Partners Specialist Dental Accountants is a boutique accounting practice providing tax services and advice to individuals, business and self-managed superannuation funds, specializing in the dental, medical and professional services area.

MW Partners, headed by Albert Gigl and his team of specialist accountants, is an Accounting Practice focused on Dentists.

We specialise in Dentists, be they employee or contractors, Dental Practices or Dental Surgeons . We have purposely focused on this one industry to truly give you a specialised Dental Accounting Service. As such we have literally seen 1000s of dental accounts over the years and have built up a wealth of benchmarking expertise to show dentists where they are winning and losing.

We advise clients on improving their wealth through services such as practice acquisitions and disposal, setting up in practice, cash-flow forecasts, calculating expense sharing agreements for associates, implementing business management systems and use of corporate structures.

We are passionate about our work and appreciate being part of a professional and hardworking team we call MW Partners.

OUR VISION
“We balance your books so you have more time to balance your life.”

We focus on educating our clients on all aspects of their financial affairs so they can make an informed choice of the services they need to achieve their lifetime goals.

Should you need the advice of several different specialists, MW Partners’ experienced team will work together as part of your team, providing a seamless, comprehensive solution. We connect you with our network of trusted resources available outside of our firm.

Our highly experienced team, have a comprehensive approach with our clients, which translates into simple and understandable solutions for your business. We maintain close contact with our clients and set out to establish lasting relationships. We specialize in the personal touch from the early days of a new venture right through to retirement planning. Our individually tailored service is designed to match each business’ special requirements, and remains open to change as your business develops and moves forward.

Our team continually develop their knowledge through seminars and conferences. This ensures our clients always receive the most up to date and correct advice. Accounting firms may all seem the same on the surface – but MW Partners is different. We have put the personal touch back into accounting services. At MW Partners you will receive individual attention at reasonable rates that actually reflect the work that is done for you.

OUR MISSION
Trust – To develop long-term relationships with our clients and maintain our unblemished record of confidentiality.

Knowledge – We ensure that our taxation knowledge and accounting services are consistently updated with changing legislation & technology.

Commitment – As part of our commitment to our clients, we aim to ensure that you have a complete understanding of the financial side of your practice. We break down the technical terms so that you know 100% exactly where you are at, so that you can confidently make important decisions.

Find out more about Tracey Redman-Slater
If you are looking for an accounting firm offering accounting and taxation compliance services with a strategic focus, you are in the right place.

Located in Brighton, Melbourne, we are passionate about helping our clients grow their profits and their wealth. We make it our focus to create long lasting, trusting relationships with our clients and understand the need to deliver personal, timely, quality advice to them with cost effective strategies and solutions.

In an age of increasing financial complexity we have responded to the needs of our clients and now offer a complete range of accounting, taxation, business advisory and financial services.

Our clients extend across a number of industry sectors and we understand the issues that confront micro, small and medium sized businesses. Please contact us today, confident in the knowledge that we have the experience and expertise to help small business owners in all areas of accounting and taxation services.

What is Cloud Accounting?

Cloud accounting is best described as ‘online accounting’. Instead of installing and running your accounting software on your local computer you access the software and your data files over the internet. Your data is securely stored ‘in the cloud’ rather than on your local hard drive or server which means you have access to your financial data from anywhere, at any time, using any device including your mobile phone or tablet. All you need is an internet connection. Most people now use the cloud for applications like internet banking.
Is cloud accounting right for you?

We aim to help you unlock the financial potential of your business. One of the foundation stones in your business ‘wall’ is your accounting software and one size certainly doesn’t fit all businesses. There are a number of software packages on the market and they vary in functionality and price. Before we recommend any accounting software package we always ask two key questions:
What does your business need? Payroll, inventory, debtors, creditors, invoicing or a full blown general ledger so you can produce your own financial statements?
What is your level of accounting skill?

As such, your choice of accounting software will depend on your business needs and level of accounting skill. For that reason we support a number of programs including cloud based solutions. Increasingly our clients are opting for cloud based bookkeeping solutions because of the flexibility. You can run your business from home, work or on the go. The cloud also has the benefit of 24/7 access and all you need is an internet connection and your password.

You can access your financial data via the internet and invite your accountant or bookkeeper to view your accounts at the same time. This means you can get bookkeeping assistance and valuable advice in real-time. Log in online anytime, anywhere on your Mac, PC, tablet or smart phone to get a real-time view of your cashflow. Your data is completely secure, even if your computer is lost or stolen. Your data is automatically backed up and stored at various secure offsite locations.

All your invited users have access to the latest version of your financial data and you never need to worry about installing software or updates. Your data is never out-of-date and provided your subscription is current, software updates are automatically available when you login. Large upfront fees and switching costs are eliminated using cloud based solutions. These services run on a pay as you go basis so you only pay for what you use and the costs are 100% tax deductible.

Ultimately the idea is to let you spend more time working ON your business and less time on your record keeping. If you would like a demonstration of a cloud based software solution to assess the suitability to your business, contact us today.

We are a family business.

In 1945 George Holland returned home from his time at war to welcome his first child, Margaret, and to begin his Accounting career. In his early days in practice, he would take the train to regional areas of Victoria, primarily around Nhill, and walk from farm to farm sourcing clients to build his business. Proudly, some of these families are still clients of the practice today.

When George’s son Michael joined the practice in the late 1970’s, GJ & MP Holland was born. The business grew into a flourishing family practice and became an important part of Gardenvale’s local business hub.

The practice looks quite different today.

Fiona (George’s granddaughter) joined the team with Michael and took over the practice in 2017. Her father Iaan, who trained with Michael many years ago, then joined Fiona. Iaan brought his many years of accounting and auditing training, experience (and clients). Fiona continues to build and maintain strong relationships with Michael’s clients, as well as welcome newcomers to the business. The evolution of the Holland (and Dick) family practice continues.

Business Structures

Deciding on a structure is an important first step when setting up a business – it is also one of the most daunting.  We can help you structure the legal and financial aspects of your new business.  We have assisted many start-up businesses with the following:

• Deciding on the most suitable structure for your business – Sole trader, partnership, or a limited company. It is important you start your business with the right foundation to achieve your goals
• 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
• Business & personal risk mitigation and asset protection

Business Formation

Once you have decided on a structure we can assist you with:

• Australian Business Number and Tax File Number registration
• Completing registration procedures with the Australian Securities and Investments Commission
• The management of your ongoing company secretarial obligations
• Setting up a recording system for your internal use and for complying with statutory requirements
• Financial modelling and forecasting to help you come up with a realistic picture of cashflow and capital needs
• Identifying risk factors to your industry and business model
• Short and long term planning and sustainable growth advice
• Building a strong working relationship with your bank
• Referrals to various lending specialists from our network if required

Cloud Accounting Solutions

We can help you choose the right technology solution for your business.  A good cloud solution can put you in a strong position to fully realise your business potential.  It should also allow you to spend less time with your head in the books and more time running your business.  We partner with both Xero and MYOB and have experience with a host of other industry specific platforms.

Whichever solution you choose, it should:

• Facilitate up to the minute accurate reporting to track your business performance
• Help you understand your numbers at a glance
• Provide a level of data security
• Provide you with opportunities for improved efficiency through automation

If there are particular systems you use for invoicing or Point of Sale there may be opportunities to “App Stack” – integrate these systems with a cloud solution to build a dynamic user interface specific to your business needs.

Quarterly Reporting and BAS Lodgement

We offer a variety of services around monthly and quarterly BAS reporting:

• We provide training in BAS lodgement to give you the freedom to lodge these yourself
• We can provide full BAS support by reconciling, preparing and lodging BAS on your behalf. For many clients we provide support as needed and only with BAS variations and Ad HOC queries
• We are qualified in a full range of services and accounting software to keep all your business compliance up to date

Single Touch Payroll Compliance

Single Touch Payroll (STP) is a recent regulation that changed when and how small businesses report payroll activity to the Australian Tax Office (ATO).  Historically businesses reported this information to the ATO at the end of the year. Now, they send a report each pay day. Those reports must be submitted digitally, using a very specific format.  The setup and ongoing maintenance of an STP platform can be daunting.

We offer:

• Advice on setting up Single Touch Payroll to ensure you and your business are up to date and compliant
• A full service STP lodgement program for small businesses who need support with technology platforms
• Expert knowledge in the current and ever changing rules and regulations around STP as they are released by the ATO

 

Fringe Benefit Tax

FBT is paid by employers on certain benefits they provide to their employees or their employees’ family or other associates. FBT applies even if the benefit is provided by a third party under an arrangement with the employer.

We can provide advice around the best way to manage employee benefits to minimise FBT exposure.

Tax Returns

Tax compliance requires diligence and proactive work throughout the year. We are always up to date with legislative changes and Australian Tax Office policies.  As well as full-service accounting work we offer once a year tax return preparation.  We can help with your individual and business tax returns.

We keep ourselves abreast of all opportunities for industry specific deductions for individual clients all current concessions available for small business to minimise/defer tax payable.

Tax Planning and Advice

It is beneficial to be proactive and get some help with tax planning during the financial year.   We can arrange tax planning meetings with our clients prior to June 30 each year to make sure you have the strategies in place to minimise unnecessary tax. We build a tax planning strategy for both the short and long term, tailored to your circumstances and future plans.

We can provide specific advice on many areas of tax law including:

• Small business capital gains tax concessions
• Capital Gains Tax and its impact on you
• Owner Builder and the tax implications of different choices you make along the way
• Employee share schemes
• Redundancy
• Fringe Benefits Tax (FBT) and salary packaging
• Research and development tax concessions
• Assistance with ATO tax audits and investigations
• Self Managed Superannuation Fund administration and regulatory compliance

Corporate Secretarial

We provide company secretarial services including expert advice and practical assistance in the setup and ongoing maintenance of companies and their boards.

Some of the services we can help with include:

• Registering a company (company formation)
• Business name registration
• Incorporation of association registrations
• Change of company details including company name, registered office/business address, officeholders and shareholders
• De-registrations
• Company and personal searches
• Preparation of Australian Securities and Investments Commission (ASIC) database updates
• Annual ASIC company statements.

We can register and establish companies, discretionary trusts, unit trusts and Self Managed Super Funds. We can help you interpret clauses within an entity’s constitution or deed to ensure proposed commercial transactions tie onto the framework.

Financial Reporting

As part of the tax return preparation for business we review your financial position and prepare an adjusted set of Financial Statements.  In addition to this yearly service, we can work with you to understand your goals so we are able to:

• Understand your unique financial reporting needs
• Prepare all financial statements required to fulfil your internal reporting requirements
• Provide professional financial statements ad hoc to present to lenders, stakeholders or potential investors
• Conduct a financial statement compliance audit to identify any possible risks

 

JDFA is a family business with shared values.
We care about our clients and treat them as if they were family or friends.
Our employees are friendly and fun-loving, who enjoy answering your calls and responding to your questions.
We look forward to you joining our family.

Services
At JDFA we offer a range of services that are designed to offer financial benefits to our clients.

Financial Reporting
We help clients understand how their businesses are performing, and how to improve the profitability of their businesses.

Tax Compliance
We provide business advisory services, including the preparation of income tax returns, BASs, IASs and FBT returns for all types of entities, as well as consulting services in relation to capital gains tax, taxation implications of rental properties, GST and other tax related issues.

Tax Planning
Let us understand your tax position before the end of the financial year, so we can implement any tax saving strategies before the year end.

Structuring Advice
Partnership, company, trust or SMSF? There is no right structure for your business, only the best structure for your business. It is vital that we continually assess whether your current structures are still the best structure for your business.

Cash Flow & Budgeting Analysis
The key success for any business is cashflow. Let us help you match your cash flow to your debts when they fall due.

Office Automation
Covid 19 has shown all business the importance of technology. Let us help you investigate how we can improve the efficiency of your business by implementing new technology ideas.

 

Our clients
Who we work with
We work closely with our clients, most of whom are small to medium businesses and self-managed super funds. Our clients have a diverse range of businesses, including:

• Commercial property investors/managers
• Residential property investors/managers
• Medical
• Electrical contractors
• Commercial & residential landscapers
• Travel agents
• Hospitality
• Website developers
• Marketing consultants
• Print design, production and distribution

Our clients Business Structures

Our clients have several different types of structures, for their businesses, employment and/or investments, including:

• Companies
• Trusts
• Partnerships
• Sole Traders
• Self Managed Super Funds

 

We are a boutique, local accounting practice, who have been providing specialised taxation services for businesses, individuals and Self Managed Superannuation Funds since 2003.

Reading Accounting Services pride themselves on their personalised service, tailored for each individual case. Our focus is on getting the best result for all of our clients from basic individual tax returns to complex corporate structures.

We are small enough to offer a professional, customised service and experienced enough to provide you with all the expertise required so you get your desired outcome. We also try as much as possible to make it an enjoyable process, well, as enjoyable as taxation and compliance can be!

OUR SERVICES

Self Managed Superannuation Fund
At Reading Accounting Services, this is our speciality! We can provide you with all the tools necessary to ensure your Self Managed Superannuation Fund is compliant with current legislation including audit requirements. We can also attend to all the administration needs of your Self Managed Superannuation Fund.

Tax Returns
Don’t wait till the last minute to do your tax! We can do the work for you. All you have to do is make sure you keep your receipts together and we can do the rest.

Our taxation specialists can handle your returns for individuals, business, trusts, partnerships and companies.

If you haven’t done last year’s tax return, now’s the time to get on to it before the Tax Department does!

GST & BAS Advice
At Reading Accounting Services we can help with all areas of GST including business, property, Margin Schemes, investment properties to ensure you are compliant and have all your Business Activity Statements (BAS) lodged on time.

Feel free to give us a call to discuss registering and the requirements relating to BAS.

Taxation Planning
Before submitting your Tax Return for processing, give us a call to go over some Tax Planning. We’ll discuss what you need to bring with you so you are fully prepared and how we can maximise your deductions and receive all allowable rebates.

ASIC
We are here to help ensure all of your company’s Annual Reviews and any company updates are lodged correctly and on time.

WHEN SHOULD YOU CONTACT US?
Before you do any of the following, please call us so that we can guide you to give you the best results. We are just a phone call away.

• Buying or selling a property
• Purchasing an investment property
• Starting a new business
• Registering a company
• Buying a car

 

Accounting & Taxation

Accounting and taxation are integral components of running a smooth business.  Keeping proper accounting records and compliance with statutory standards are vital for a business of any capacity.  Phalanx Accounting Services has extensive experience in attending to all aspects of tax compliance matters for various types of businesses and structures. In addition to that we offer our clients accounting record keeping and financial reporting services. Our objective is to provide an efficient, accurate, timely reporting and lodgement and cost-effective service to our clients.

Financial Planning & SMSF

Financial Planning is much more than obtaining wealth. Everyone needs comprehensive financial planning to achieve their current and future financial objectives. We at Evolve Financial Planning develop strategies to help solve our client’s financial problems and achieve their short term, medium term and long term financial goals. We recognise that each client’s financial objectives are different, based on individual circumstances, attitudes, goals and needs. In our first interview with the client, we gather client’s personal and family data and financial details for those people who are to be

Strategic Finance

We at Phalanx Accounting can assist our clients in sourcing solutions for their lending needs. We work with a range of lenders with the appropriate expertise and skills required to settle your finance requirements with very competitive rates.We add value to your financing requirements by considering tax effective strategies and structuring of finances. Your Professional Phalanx Accounting adviser can guide you through the process and ensure the finance solution provided by the lenders is a good fit for your business.

Strategic Property Advice

Strategic planning is the key to success in modern competitive business environment and therefore, investing in property must also be planned strategically to create and optimize wealth of the owner. Investing in property is a developing trend which brings you significant return on investment resulting from soaring real estate market prices not only in urban areas but also in suburbs all over. You will definitely be delighted to explore what is on offer at Phalanx. Financing is vital in any property development project. Our integrated knowledge of Finance and Taxation would

Business Consulting

Many small to medium businesses are looking for experienced business focused accountants to assist them in running their businesses. At Phalanx Accounting we offer your businesses our commercial experience and expertise across a wide number of industries. As your business confidant, we form an integral part of your business success. We listen to our clients and respond with creative and innovative solutions along with insightful strategic planning. Your success is the best measure of the value of our services.

We at Phalanx Accounting can assist our clients in sourcing solutions for their lending needs. We work with a range of lenders with the appropriate expertise and skills required to settle your finance requirements with very competitive rates.

We add value to your financing requirements by considering tax effective strategies and structuring of finances.

• Home Loans
• Mortgage Refinance
• Property Development Loans
• Debt Consolidation
• Line of Credit
• Equipment Finance
• Asset Hire Purchase

Your Professional Phalanx Accounting adviser can guide you through the process and ensure the finance solution provided by the lenders is a good fit for your business.