Beaumaris

About Us

 

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

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

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

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

 

Why you should work with us

Not just business accounting

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

Tailored advice

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

We’re on your team

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

 

 

 

 

Services

 

Accounting & Tax

Tax Accountants for Individuals & Small Businesses

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

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

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

Turn tax management from a burden to an opportunity.

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

 

Business Advisors in Melbourne

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

Business improvement

Our business advisory services involve:

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

Risk Management

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

Management Accounting and Advice

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

 

Mortgage Brokers

K Partners – Mortgage Brokers

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

Depend on us for mortgage broking and advice

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

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

 

Financial Planning

K Partners – Your financial advisers in business and in life

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

Is financial advice for you?

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

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

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

 

Insurance Brokers

Life Insurance & Personal Insurance Services

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

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

Income Protection Insurance

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

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

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

Life Insurance

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

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

TPD Insurance

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

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

Trauma Insurance

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

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

 

Self-Managed Super Funds

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

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

 

About Us

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

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

 

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

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

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

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

 

Services

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

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

 

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

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

 

Our services include

Compliance Services

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

Advisory Services

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

Rose Health, Health Industry Experts

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

Transactional Services

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

 

Welcome to South Melbourne Accounting

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

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

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

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

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

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

 

About

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

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

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

 

Our services

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

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

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

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

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

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

Taxation Planning
Simple – we minimise your tax.

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

 

About Us

A wealth of experience in Accounting and Business Management.

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

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

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

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

Our Vision

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

Our Mission

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

 

Our Services

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

 

Business Support

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

 

Business Advisory

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

 

Bookkeeping

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

 

Taxation

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

 

Accounting and Audit

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

 

Self-Managed Superannuation Fund

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

ABOUT US

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

 

SERVICES

Income Tax

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

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

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

 

Small Business Accounting

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

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

 

Tax & Business Planning

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

 

Accounting Software

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

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

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

 

About Us

 

Our History

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

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

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

• taxation
• business advisory services
• financial services

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

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

 

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

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

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

 

Services

 

Practice Areas

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

 

ACCOUNTING FOR TRADES PEOPLE

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

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

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

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

 

INCOME TAX – HOW WE CAN HELP

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

 

BUSINESS START UPS AND SALES

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

​

FINANCIAL PLANNING

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

 

INSURANCE

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

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

 

LOANS , MORTGAGES AND EQUIPMENT FINANCE

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

 

SELF MANAGED SUPER FUNDS

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

 

 

ACCOUNTING FOR TRADES PEOPLE

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

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

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

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

 

ABOUT

Guiding clients on their journey to a better financial future

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

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

 

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

ACCOUNTING & ADVISORY

 

Tax & Accounting

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

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

 

Business Advisory

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

 

Cloud Accounting

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

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

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

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

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

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

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

 

 

BOOKKEEPING

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

 

COMMERCIAL FINANCE

Pinnacle Road specialise in a number of commercial finance options.

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

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

 

EQUIPMENT FINANCE

we finance a broad range of equipment across several industries.

ASSET FINANCE
Some of the industries we specialise in are:

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

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

 

WEALTH MANAGEMENT

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

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

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

 

OUR LOANS FOR: CLEAN ENERGY ASSETS

 

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

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

 

VENDOR FINANCE

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

 

ABOUT US

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

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

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

 

TAXATION PLANNING

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

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

Talk to us about:

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

 

 

SELF-MANAGED SUPER FUNDS

Specialist SMSF accounting, advice and services

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

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

Talk to one of our specialists about:

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

 

FINANCIAL PLANNING

Strategies for building wealth and managing risk

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

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

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

Talk to us about:

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

 

FINANCE

Trusted advisors with ongoing and tailored advice

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

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

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

 

COMMERCIAL ADVISORY

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

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

Talk to us about:

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

Best reviewed accountant in Melbourne CBD for Tax Return

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

 

 

We will look after your Accounting and Tax

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

 

 

Get to know our services

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

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

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

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

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

Who we are

 

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

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

 

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

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

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

Access to detailed knowledge of local regulations, cultures and customs

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

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

 

What we do

 

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

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

 

Accounting & Tax

Audit and Assurance

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

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

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

 

Forensic Accounting

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

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

 

Taxation Consulting

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

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

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

 

Business Advisory

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

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

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

 

Corporate Advisory

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

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

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

 

Lease Accounting Solution

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

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

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

 

Litigation Support

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

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

 

Personal Wealth

Finance & Lending Services

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

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

 

Financial Services

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

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