Brighton

ABOUT US

The Mischel & Co Group Pty Ltd

endeavours to go beyond the traditional accounting framework to achieve the best commercial solutions for our clients.

We strive to do this with integrity and professionalism.

The Mischel & Co Group Pty Ltd becomes an integral part of our clients business and forms a genuine and reliable partnership in business with our clients.

The introduction of the best practice principle in the way we care for our clients allows us to best service the broad needs of each of our clients.

Our Client Commitment

We will provide you with top quality accounting services and business advisory services by:-

• Always being proactive
• Recording the past events accurately
• Focusing on our client’s business future
• Continually updating and enhancing our technical knowledge and skills
• Communicating with our clients regularly
• Being available to our clients at all times and caring about our client’s business
• Finally always maintaining our client’s information and Intellectual Property is kept confidentiality

Our Community Commitment

We are very actively involved in our community support of various charities both locally and abroad.

We encourage an active lifestyle for both our staff and associates.

Naturally being part of the sporting mad community of Melbourne we also love our sport.

We are proud to be the Platinum Sponsors of the
Port Melbourne Football Club in the Victorian Football League.

 

 

SERVICES

 

Accounting & Advisory Services

The Mischel & Co Group Pty Ltd specialises in providing clients with accounting, corporate structure and business advisory services to assist in the development and enhancement of their businesses in an environment that has numerous legislative obligations.

The Mischel & Co Group Pty Ltd are able to prepare General Purpose Statutory Accounts complete with Accounting Standards to suit clients specific needs.

 

Auditing

The Mischel & Co Group Pty Ltd has a specialist division providing clients with auditing services specialising in the audit of Not For Profit, Small Business Enterprises, Superannuation Fund Audits and Trust Account Audits. We are also able to assist with Government Acquittals.

Along with our business advisory services our audit services enhance and protect our clients and their businesses in an environment that has numerous legislative obligations.

Auditing client’s systems also provides additional benefits such as determining that the Internal Controls and Procedures used by clients are adequate and mitigate risk.

 

Bookkeeping & Record keeping

Modern business demands up to date accurate financial information. We can relieve you and your staff of an enormous burden by taking care of all your bookkeeping and accounting needs, including the preparation of your annual accounts and periodic management accounts for tax, business appraisal and planning purposes.

We will discuss your requirements with you and provide you with tailored information and constructive advice on a regular basis.

 

Taxation

Our taxation consulting practice known as Mischel & Co (Professional Services ) Pty Ltd is continually keeping up to date with the latest changes which mean we can offer advice based on proven knowledge and experience. Our proactive approach ensures we deliver a consistent service and build solid relationships which stand the test of time.
Taxation can be a major cost to your business. We will work in partnership with you to minimise your tax and help you achieve your key objectives.

We provide a complete service of help and advice in all of the following areas:

• 1. Preparation of Income Tax Returns including:
     1. Personal, Company, Trust , Partnership and Superannuation Fund
  2. Preparation of Business Activity Statements including:
     1. Goods & Services Tax and PAYG Withholding determinations
  3. Business Structuring including:
     1. Advice on and implementation of tax effective tax structures
     2. Advice on and implementation of tax effective business structures
     3. Asset protection and tax planning

 

Superannuation Services

The Mischel & Co Group Pty Ltd has specialists in providing clients with accounting, tax and business advice within the scope of RG146 and the new Financial Service regime. This very popular and growing industry is strictly governed by statute and our specialists are able to provide continued assistance and advise to clients of the latest tax obligations and information on superannuation rules in an environment that is constantly changing. Our registered and qualified internal auditor also provides specialist SMSF audit services in relation to the auditing of Superannuation Funds financial reports.

 

Payroll Services

Administering your payroll can be time-consuming and divert you from the core activities of your business. Payroll & employment legislation is growing increasingly complex. We can relieve you of this burden by providing a comprehensive and confidential payroll service, including:

• 1. Customised pay slips
  2. Administration of PAYG, statutory sick pay, annual leave etc
  3. Summaries and analyses of staff costs
  4. Administration of incentive schemes, bonuses and termination payments

 

Business Start-up

Advice in correctly establishing a business structure including the various registrations needed to commence business including:

• 1. Company Formation
  2. Trust Formation
  3. Direct Clients to Specialists in Superannuation Fund Formation
  4. Australian Business Number Registration
  5. Goods & Services Tax Registration
  6. Tax Withholding Registration
  7. Tax File Number Registration
  8. Workcover Registration
  9. Payroll Tax Registration
  10. Assessment of Stamp Duty on various Trusts

 

Establishment of Accounting Systems

In today’s mechanised world that demands prompt reporting both of a Statutory nature and that of Corporate Governance there is need to maintain a proper set of books of accounts that conform to the various statutes and will withstand scrutiny from various government instrumentalities as well as government audits.

To establish the correct form of reporting and establishment of books of accounts a suitable computerized accounting system has to be created. There are various accounting packages available in the market place, The Mischel & Co Group Pty Ltd will determine the appropriate accounting package that suits your business and assist in the installation of the software and set up of the accounting package. It will also assist in customizing the accounting system to best suit the client’s business.

 

Business Planning & Corporate Governance

Apart from the establishment of a corporate structure, there is also a need to plan ahead. A successful business is not one that opens today and closes tomorrow, before taking the step of setting up a business there is also a need to plan ahead, often this requires the need to:

• 1. Prepare a Business Plan
  2. Prepare Cashflow Projections
  3. Prepare Budgets and Trading Forecasts
  4. Establishing a Strategic Plan
  5. Define your objectives and financial goals as part of a Marketing Plan
  6. Ascertain suitable staffing
  7. Determining your IT Requirements
  8. Recruitment and vetting of staff
  9. Personality profiling for key positions
  10. Assess your finance requirements
  11. Establish a good working relationship with your bank
  12. Dealing with company secretarial issues
  13. Establishing a Board of Directors and Management Team

The Mischel & Co Group Pty Ltd has considerable experience in these areas and also has strategic alliances with other professionals that may assist in all of the above mentioned areas.

 

WELCOME

Have you ever had the feeling that you are putting in long hours and hard work into your business but you keep going backwards?

Perhaps there has been a severe downturn in your industry, a debtor you were relying on to pay you has gone broke or maybe you are just a victim of a tough economy where people don’t spend like they used to.

Bills are mounting up. The Tax Office, creditors, landlords and banks are all calling you and you don’t know what else you can tell them.  Sometimes you don’t even know what went wrong.  Sometimes it’s obvious but you can’t do anything about it.

At Maybiz Solutions Chartered Accountants, we deal with these situations almost every day so we are fully aware of the emotions and pressures associated with owning a small business and particularly when everything seems to have gone wrong.

We can offer light at the end of the tunnel.  We pride ourselves on always providing our clients with a better outcome than if they had just given up and walked away. We understand how the tax, legal and insolvency business works and we know how to make it work in your favour. We will act in your best interests and not those of your creditors

We are qualified professionals with many years experience in tax, accounting, financial services and small business consulting.

 

WHAT WE DO

We offer a range of high-quality accounting, financial and business services. At Maybiz Solutions, we understand that no two clients are the same. We would be delighted to meet with you to determine how you can make best use of our team and the services we provide.

 

PRE-INSOLVENCY SERVICES

Maybiz Solutions will guide and represent Company Directors & Individuals contemplating insolvency or who are under financial crisis.

Maybiz Solutions will develop and assist in the implementation of strategies to achieve the best possible result for you personally and for your business. We have over 25 years experience in dealing with insolvent Companies and Individuals and have a thorough knowledge of Bankruptcy & Insolvency law.

Like anything else, implementing a properly planned and executed strategy in consultation with someone who knows the ropes may provide you with significant benefits and allow you to start planning for the future, free of financial stress.

At Maybiz Solutions, our primary concern is getting the best possible result for you. We understand that financial pressure is stressful and emotional. Let Maybiz Solutions guide you with unrivalled support and confidence.

 

BUSINESS SUPPORT AND ADVISORY

Thinking strategically about future changes in the marketplace can be the key to running a sustainable business. Our aim is to ensure your business has the flexibility to sidestep foreseeable difficulties and better respond to the unexpected ones. Should you run into trouble, our team will assess your business, identify its weak spots and do everything possible to return your company to profitability.

We want to help improve your bottom line, not just tell you what it is!

 

FINANCE SERVICES

We can help you to secure the essential finance for you and your business. Areas where we can assist include:

For businesses:

• • Commercial finance
  • Leases
  • Secured loans
  • Asset finance
  • Invoice discount finance

For individuals:

• • Line of credit facility
  • Residential home loans
  • Investment loans

 

TAXATION SERVICES

We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation including payroll tax and GST, our team will identify the best solutions for you. We are a registered tax agent and have affiliations with the Institute of Chartered Accountants in Australia and the Taxation Institute of Australia which allows us to maintain continuing education and keep abreast of current issues. We also engage external consultants on complex issues.

 

ACCOUNTING SERVICES

In the constantly changing business environment, you can rely on our business services team to provide expert and up-to-date advice and be on hand to assist you with your business requirements. Whether your concerns are taxation, accounting, business planning, cashflow and budgeting, or business valuation, rest assured that our staff are available to advise you.

 

MANAGING YOUR WEALTH

Make sure you take advantage of prosperous times or even lock in a reward for operating your small business through tough times.

 

INSURANCE

Allow us to assess your business and personal risk. You work hard in your business and the last thing you want is for it all to be put at risk through sickness or even worse, death, to a key member of your team.

 

About Us

Bent & Cougle Pty Ltd was established in 1963 and has always operated as a specialist insolvency practice.

Recognised as one of the most active insolvency specialists in Melbourne and throughout Victoria, Bent & Cougle specialises in servicing the needs of other professionals such as accountants, solicitors, consultants and financial institutions whose clients may be experiencing financial difficulties.

We do not conduct audits, provide tax advice or the other services that Chartered Accounting firms usually provide.

 

Services

 

Personal Services

With two registered Trustees in Bankruptcy, Bent & Cougle is able to conduct the formal administrations provided for under the Bankruptcy Act, specifically, Arrangements under Part X of the Bankruptcy Act.

Part X Arrangements

Part X of the Bankruptcy Act allows a debtor to authorise a Registered Trustee to take control of the debtor’s affairs and to facilitate the negotiation of a settlement between a debtor and their creditors.

These arrangements are referred to as Personal Insolvency Agreements.

Bent & Cougle Pty Ltd can assist a debtor to formulate the most appropriate proposal to submit to creditors.

Bankruptcy

The process whereby a debtor seeks protection from their creditors. It can be initiated by the debtor themselves or by a creditor obtaining an order from the Federal Court that a debtor be declared bankrupt.

Bankruptcy is usually resorted to where one is unable to come to a settlement with their creditors.

Bent & Cougle Pty Ltd can:
• advise whether bankruptcy is the appropriate course to follow
• advise on the consequences of bankruptcy
• act as trustees of bankrupt estates.

Informal Arrangements

In some instances it is not practical or economic to settle with one’s creditors via an arrangement under Part X.

In those circumstances, Bent & Cougle Pty Ltd are able to organise and implement informal arrangements for debtors seeking a settlement or compromise with their creditors.

 

Business Services

With three Registered Liquidators, Bent & Cougle is able to act as:
• liquidators
• receivers and managers
• controllers
• administrators.

Liquidation

Bent & Cougle Pty Ltd conduct both Voluntary (director initiated) and Official (generally creditor initiated) Liquidations.

For companies in financial difficulties or creditors seeking to wind up a company, we can advise on and assist in conducting Liquidations.

Receivership

Bent & Cougle Pty Ltd can act as receivers for lenders so as to oversee the operations of a business and/or realisation of its assets to enable the lender to be repaid.

Voluntary Administrations

These provisions were introduced in 1993 with the objectives being to:
• maximise the chances of a company, or its business continuing in existence, or
• if that is not possible, results in a better return for the company’s creditors and members than would result from an immediate winding up of the company.

The process allows a company a moratorium period from essentially all its creditors whilst the administrator in conjunction with the directors and their advisors, investigates the formulation of a proposal for a Deed of Company Arrangement to maximise the return to creditors.

It provides for a settlement between a company and its creditors. A Deed of Company Arrangement may provide for a company to trade on after re-organisation or cease trading but avoid liquidation.

Controller

Bent & Cougle Pty Ltd can act for mortgagees who wish to take possession of specific assets over which they have a charge, with a view to being repaid moneys they have advanced.

Consulting

With experience derived from administering all types of insolvency appointments we are able to:

• report on the assets and financial position of companies for directors, lenders, debtors and creditors
• provide solvency reports for directors, creditors and litigation purposes
  • assist in monitoring a businesses performance and managing a turnaround, and
• assist company boards when there is disagreement about the management and future direction of a company.

 

Who we are

Davidsons is a leading accounting and business advisory firm with offices in Geelong (Head Office) and Torquay.

By working to build long term relationships with both business and private clients, providing upfront pricing and by delivering specialist advice and knowledge to our clients for over 100 years we have established ourselves as a firm of choice within Geelong and our other operating regions.

We take pride in our values as they guide how we operate and include forming trusted relationships, having a client first approach to doing business, being forward thinking, operating with discipline and persistence and supporting family and community.

Whether you are looking for services to assist your business to grow and prosper, or as an individual to secure your financial future, we have a team of dedicated professionals ready to listen and work with you to achieve your goals.

With services including;

• Taxation Services
• Business Succession and Transition
• Business Advisory
• Audit & Assurance Services
• Bookkeeping & Cloud Accounting
• Specialist Services

We can assist you on any stage of your financial journey and if you require complementary professional services, our excellent relationships with associate organisations ensure you find the services and advice that are needed.

 

 

Services

At Davidsons we work with both business and private clients, providing upfront pricing and delivering specialist advice and knowledge for over 100 years. We have established ourselves as a firm of choice within Geelong and our other operating regions.

Discover peace of mind that comes from having all your financial needs being professionally cared for all under the one roof. We bring together a broad range of accounting and business expertise so you can have consistent and highly tailored solutions to your needs.

 

Core Services

TAXATION SERVICES

Davidsons can help you navigate the complex tax environment by delivering future focused solutions you can trust. We have the resources, expertise and passion about what we do to exceed your expectations and build great relationships.

 

SELF MANAGED SUPERANNUATION FUNDS (SMSFS)

Superannuation is a tax-effective vehicle for building wealth in the longer term.

Self-managed superannuation funds (SMSFs) combine all the tax advantages of superannuation with greater flexibility in investment choice and access to a wider range of wealth building options than are available in public-offer superannuation funds.

Davidsons offers specialist SMSF services. Our SMSF team is highly technical and experienced and will work with you to establish your SMSF as well as provide a full ongoing SMSF administration service.

Based on a ‘Client First’ approach, our dedicated and specialist team is able to provide proactive solutions and advice on all aspects of SMSFs in a constantly changing legislative environment.

 

AUDIT AND ASSURANCE

Whether you are a listed company, private business or community organisation, Davidsons can help you improve the value and sustainability of your business.

We are the local Geelong, Surf Coast and Western Suburbs Audit specialists, with a substantial portfolio of clients across the following sectors:

• Private and Public corporate businesses
• Not-for-profit organisations
• Education
• Health and Community Services
• Government bodies
• Professional Organisations

 

BUSINESS ADVISORY

Strategic advice and forward thinking to help you measure, manage and improve your business.

At Davidsons we understand the challenges facing business owners so we offer small, SME and multi-owner businesses a unique service to reduce their risks and run a better business.

Our solution to achieve these goals is the Better Business Program.

 

BUSINESS TRANSITION AND SUCCESSION

We understand what it means to build a business, and that for many people their business is their ‘superannuation’. Ensuring the maximum value is received for the business without creating an excessive tax bill has a major bearing on the level of comfort in retirement. Whatever the reason for selling, our expert team is ideally placed to assist in the successful transition of the business to new owners or the next generation.

 

BOOKKEEPING & CLOUD ACCOUNTING

Let us balance your books while you grow your business.

We provide cost effective services across all aspects of bookkeeping by utilising our expertise and specialised knowledge whilst maximising the benefits of technology to get the best solutions for your business.

Bookkeeping

At Davidsons we use the very best in cloud accounting software, our bookkeeping is fully automated, fast, streamlined and efficient to keep costs to a minimum. Our Bookkeepers can work on-site or remotely to service your business.

 

SPECIALITY SERVICES

Company Secretarial Services

Australian businesses are faced with various regulatory and reporting requirements that at times can be very complex.

Save time and resources by engaging with our Company Secretarial services to assist you with day-to day company secretarial needs, allowing you to focus on what you do best.

 

About Us

The leader in smart financial and investment advice for medical professionals

We’ve provided medical professionals with financial advice throughout their career from student to specialist for over 50 years. Success is helping you achieve your financial goals to match your brilliant career.

 

 

We specialise in financial services for doctors, helping them through their career

At DPM, we’re there with you from medical student through to retirement.

Our expertise in providing financial advice for doctors means we understand your unique professional and financial considerations and can guide you as your career and circumstances advance.

We offer an integrated range of financial services tailored to your specific needs.

 

Services

 

Tax & Accounting

Maximise opportunities with proactive tax planning and structuring.

Providing financial services for the medical profession for over 50 years, we know the exciting career journey ahead of you! Commencing your medical internship is a careeer milestone, and an important financial one too. DPM helps you lay the foundations for sound financial health while you focus on your career.

 

Personal Insurance

Ensure financial protection for you and your family into the future.

Personal insurance is about protecting your greatest asset – you and your ability to generate an income.

With the right cover, you know you and your family will be cared for and safeguarded if something should happen to you. It can replace all or parts of your income if you’re unable to work due to illness or injury, and provide funds for unavoidable expenses such as rent, mortgage repayments, education and feeding your family.

These costs don’t stop simply because you can’t work, whether briefly or indefinitely.

 

Private Wealth

Your finances should work as hard as you

Life’s good. You’ve reached a point where you’ve got a little money aside or have a stable situation that provides a consistent income. You may want to consider some investment options so you can start doing more with your money.

You’re thinking about the future. You have goals you want to accomplish. The time is ripe to seek out and put in place strategies that will turn your imagined financial future into a reality.

Self Managed Super Funds​

Determine your retirement with a self managed super fund

We understand the importance of being in control of how and where your capital is invested, which is why we provide services focused on superannuation for medical professionals.

Our specialised advice on the administration and compliance of SMSFs for doctors means you can focus on choosing assets aimed at building wealth.

 

Lending Services

Suitable and highly competitive lending solutions

Experts in finance for doctors, we understand lending requirements from home loans for doctors to practice acquisiton, leveraging our lender relationships to meet your goals.

 

Property Advocacy

Maximise opportunities with proactive tax planning and structuring.

The Property Advocacy team provides specialist advice on buying and selling residential and commercial property. Backed by exacting research and market insight, your skilled property advocate will apply their real estate knowledge and negotiating expertise to deliver quality property outcomes that suit your needs, now and in the future.

 

Legal Services

Secure your financial future with expert legal advice

As your professional responsibilities increase, it can be a good idea to seek out legal services specific to doctors.

The specialist team at Fletcher Clarendon offers comprehensive legal advice for doctors, covering all aspects of their medical career path ranging from will preparation to conveyancing services as you need them.

 

 

Accountants in Melbourne With A Difference

As trusted professional business advisers and accountants in Melbourne for 100’s of businesses in Australia, our goal is to improve your business journey through deploying integrated business management solutions encompassing the latest cloud based technology to save you time, money and improve your business journey.

As one of the best tax and accountants in Melbourne we offer tailored business solutions, automate processes and utilise cloud based software to ensure seamless service delivery. Our professional team, industry knowledge and quality management systems work congruently to effectively manage our service delivery and help you to minimise risk whilst achieving business success.

Contact our accountants in Melbourne today for an obligation free discussion on the benefits of implementing a holistic approach to managing the tax and accounting side of your business.

 

Financial Expertise You Deserve

Our highly experienced and educated team are focused on providing the optimum solutions, with a particular focus on quality of service, ensuring you understand every refund or payment.

All Encompassing Taxation & Management

We offer the full range of financial and taxation services to make financial business management convenient, consistent and congruent with your needs.

Holistic Accountants In Melbourne

We believe the ONLY way to do business well is through complete collaboration and partnership, to assist you in achieving your goals, you need to work with our accountants in Melbourne.

 

 

Our Services

We offer professional cloud based, taxation, bookkeeping, business management and financial services to help you achieve your business goals.

The following is a brief summary of our service range:

 

Bookkeeping Melbourne

We offer Bookkeeping in Melbourne and the full spectrum of bookkeeping services, including establishing a cloud-based system for you to work from, to lodging BASs quarterly, right through to paying all your bills on a regular basis.

Our services include data entry, accounts payable/receivable, debt collection, payroll, super, GST and BAS.

Whatever your bookkeeping needs, we bring data to your fingertips, on any device, at any time, so that you can complete tasks, track progress and examine performance in real time from anywhere with an internet connection.

 

Business Management Melbourne

WNR Business Consulting offer Business Management in Melbourne and are partnered with an array of market leading cloud based solution providers to transform & modernise the way your business works and interacts with its customers.

Why utilise our cloud based business management?

• Administration, avoid human error, double entry, multiple systems and increased labour costs associated with ensuring sound administration.
• Access, data, metrics, performance and reports from anywhere in the world on any device in real time.
• Automation, our platforms all speak to each other (using APIs) to automate the flow of information that may otherwise have been held by individuals, separate platforms or processes previously.

Imagine…. the extra time you could allocate to focusing on more important areas of your life and business..

 

Taxation

As Taxation Experts in Melbourne, WNR Business Consulting can assist you in keeping abreast of changing Tax regulations and approaches in Australia and internationally, with tax decisions under scrutiny like never before. At WNR Business Consulting our tax expertise coupled with deep industry knowledge will help you realise planning opportunities and meet your compliance responsibilities. We think beyond the present and beyond borders to deliver long-lasting value.

 

Self-Managed Superannuation Fund

A Self-Managed Superannuation Fund is a popular vehicle for wealth accumulation, tax planning, retirement planning and asset protection purposes.

 

About Us

 

By combining our Expertise & Passion we will achieve the best experience and result for YOU!

Are you looking for an Accounting Firm, Tax Accountant or Financial Planner, then look no further.

At Black & Krantz we are more than just Accountants, you are getting a firm that will look after all your taxation, accounting and financial planning needs.

We are based in South Melbourne and look after clients throughout the Melbourne metropolitan area and also interstate.

We are specialists in our field. We guide you through complex situations to ensure all your decisions are made simple. We help you plan for your future and ensure your business is structured in the most tax effective way possible.

We have years of experience behind us and want to help you succeed. Not all Accountants or Financial Planners offer such a holistic service. We are big enough to cover all your needs and small enough to care and offer a warm and friendly service.

By combining our expertise and passion we will achieve the best experience for you. We will even set you up with the right amount of Life Insurance and income protection insurance to ensure your loved ones are protected because we know how important family is.

Give us a call today to arrange a meeting. You have nothing to lose, it could be the best phone call you’ve ever made. We can make the difference you need. We can help you get started or we can help you restructure your business to maximise and increase your wealth.

Make Black & Krantz your next decision, and we will ensure that all your decisions are made simple.

 

Services

A Holistic Service Offering

Whether you want Accounting Services, Tax Advice, Tax Agent Services or Financial Planning you have come to the right place. We are more the just Tax Accountant Melbourne. We will help your business grow. We will help you choose accounting packages (in the cloud, if you desire) to run your business efficiently.

We can protect your assets by making sure you have the right structure in place. There are the right times to choose a Company or a Trust or another entity such as a Self Managed Super Fund. It’s all about helping you achieve your goals. And that’s what our real job is.

 

At Black & Krantz we aim to provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We’ve also developed our traditional auditing and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results.

Listed below are the services we offer. This list is by no means exhaustive, and our team of friendly staff are more than happy to talk about any services not listed here that you might require.

 

Tax Services

Are you dreaming of life without tax?

GST, CGT, FBT, PAYG, BAS returns, Tax returns, ZZZZZZ – we understand why it’s enough to put you to sleep.

Tax is a necessary part of running your business. The good news is your business tax and compliance doesn’t have to be boring or complex. In fact we are crazy enough to love it and we’ll show you how to love it too. (Well, at least like it a LOT more).

With Black and Krantz all your tax decisions are actually made simple.

 

 

Business Advice

Are you looking to start a business for the first time or do you need to revamp an existing one?

Here’s four foolproof ways to kick start your business and get you smiling again!

 

Superannuation

Okay, we all know that super is important, but do you know how to work all the angles for the best, stress free retirement possible?

If not you risk losing money to unnecessary taxes and missing out on available tax deductions. With Black and Krantz you maintain control of your investments and your future.

• Establishing Your Self Managed Superannuation Fund
• Retirement Planning
• Accumulation and Wealth Control^©
• Maintaining Compliance
• Superannuation
• DIY Superannuation

If retirement is a long way off then life is for enjoying now, not for administrating super funds.

Superannuation is made easy with Black and Krantz with qualified staff dedicated to your own Self Managed Superannuation Fund in all areas including Financial Planning, Wealth Control©, Audit, Compliance, and Accounting.

 

Bookkeeping

Bookkeeping is to profits as lungs are to breathing – essential.

You can breathe deeply and relax, knowing that with Black & Krantz your bookkeeping decisions are made simple.

There are four absolutely essential areas for your bookkeeping solution:

1. Review of systems and needs
2. Training services
3. Bookkeeping services
4. Payroll services

 

 

Wealth Control^©

Let’s be honest here – everyone, yes even you, would like to be wealthier than they are now.

Managing and protecting your wealth is no joking matter. (Especially those jokes about how many accountants it takes to change a light bulb!). You deserve a serious and comprehensive program to manage your wealth and your decisions – with Wealth Control^© you get exactly that.

Why Wealth Control^© is for you

Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams. We have developed a Financial Planning Pyramid^© to visually represent the four tiers of the wealth control system.

 

ABOUT US

​

Who are we?

Melbourne Tax Advisory is an accounting firm of business accountants that provide small business services to a range of clients, we are located in Port Melbourne, Mount Waverley and North Melbourne.

 

The directors of Melbourne Tax Advisory have over 15 years of solid practical experience in taxation and business advisory. Our members are Certified Public Accountants (CPAs), Chartered Accountants (CAs) and licensed Tax Agents.

 

We have the capacity to find solutions that work for our clients, their businesses and offer expertise throughout the financial industry. We are passionate about helping you achieve your goals. We highly value client relationships and provide simple, clear honest advice to clients.

 

What we stand for

Our firm is committed to providing the best quality service coupled with in depth technical knowledge to deliver outstanding results to each and every single one of our clients. We differentiate ourselves from other accountants through our proactive approach with a team and service that’s focused on you.

 

 

 

OUR SERVICES

 

TAXATION

Tax Time… Let’s make it enjoyable!

At Melbourne Tax Advisory we can help you manage a range of taxation and accounting services. As qualified and professional accountants we work with you to achieve your goals and minimise your tax.

 

We are equipped with all the knowledge and expertise needed to manage your accounting and tax requirements. We are big believers in technology and utilise cloud accounting software. We assist a range of clients from small start-ups to large organisations providing a streamlined and efficient service.

 

ADVISORY

Your money matters…

Yes, all accountants can prepare tax returns, but at Melbourne Tax Advisory we encourage business owners to constantly reflect on their short term and long term goals.

 

It’s easy to lose sight of what you set out to achieve. Take back control of the direction of your business by undertaking our advisory service, it will give you comfort knowing the direction of your business.

 

 

MANAGEMENT ACCOUNTING

Let’s have a look at those numbers…

At Melbourne Tax Advisory we like to get involved in your business, management reporting will give you the tools necessary to make better business decisions. Our management accounting services are tailored to suit your requirements. It could be a simple phone catch up or a comprehensive monthly management meeting to discuss your business performance.

 

The management service provides a business health check to see where things are going wrong, what needs to improve and where the business is performing. This ensures your business is heading in the direction of your goals.

 

BOOKKEEPING

Boring… Let us take it off your hands so you can focus on your business!

At Melbourne Tax Advisory we know that running a small business isn’t easy, our bookkeeping team can save you valuable time. We are bookkeeping specialists and happy to assist with all your bookkeeping needs. We provide high quality, cloud-based bookkeeping services. You will be able to access your reports and records at any time you want.

 

We are proficient in using a range of accounting software such as Xero, Quickbooks and MYOB. Bookkeeping software is capable of integrating into various applications such as debtor control, CRM, point of sale and inventory management. Integrations such as Hubdoc and Receipt Bank can further automate the bookkeeping process.

 

 

BUSINESS START UPS

Idea? We are all ears!

As a new starting business, it’s important to ensure your accounts are in order.
At Melbourne Tax Advisory we offer the best starting point for your aspiring business.

 

Thoughtful planning prior to establishing your new business and an effective business plan will give you a sound basis to see if your new business venture aligns with long term goals.

 

One of the most important decisions as a new business owner is the structure of your business. At Melbourne Tax Advisory we consider all factors which include asset protection, the flexibility of the structure, control and longevity.

 

 

XERO ACCOUNTANTS

Xero Accounting.  Why we love it!

At Melbourne Tax Advisory we are all about Xero.  Cloud accounting software has revolutionised the way we do business. Below is a list explaining why we love Xero and why we recommend it to our clients:

Real time data 

​Xero is cloud software, which means it provides users with auto-updated, real time financial information about your business. You no longer have to wait for the latest version of your accounting software. Now our clients can see the inflow and outflow of money 24/7. They can access this information from their smart phone or laptop.

Time saver

​Xero has allowed for a streamlined and automatic financial data management. This allows business owners to focus on running their business and allows us accountants more time on advising clients.

​Reduced costs

​Easy access to financial information and less time consuming processes means less time taken for the accountant. This will in turn reduce your bill for accounting fees.

​Let your accountant advise you

​By having access to real time date with Xero, this enables your accountant insight into your figures straight away. Your accountant could tailor a simple phone call or comprehensive monthly management meeting to discuss your business performance. This kind of service provides a business health check to see what is going wrong, what needs to improve and where the business is performing. This ensures your business is heading in the direction of your goals.

​Add Ons

​An Add On is a system that integrates with Xero to provide deeper and more advanced management of a certain operating task. There is guaranteed to be an Add On that can benefit your business. Some of the Add Ons we use include Hubdoc, Stripe, Go Cardless, Receipt Bank to name a few.

 

WHO ARE WE?

At AIM S Australia our highly qualified professional accountants are CPA qualified or in training. Having a diverse variety of professional staff whom have undergone the industry’s most comprehensive training or are currently in training, allows us to provide high quality financial services using up-to-date knowledge, innovative solutions and the most effective strategies. We pride ourselves on our ability to create and maintain strong relationships with our clients to guide and assist them in attaining their financial goals.

 

Why Choose Us?

At AIM S Australia, we aim to understand each of our clients’ needs and desires to ensure we can provide the best solution to maximise business growth and financial gain.

Our dynamic team of highly qualified and committed Melbourne based tax return accountants and bookkeepers represent a combination of decades of experience and young fresh ideas. We will work hard to ensure that any personal or business tax services are as tax-effective as possible. We can conduct a comprehensive analysis of your income, assets and debts, and recommend solutions that will fulfil your financial needs.

Our accountants in Caulfield and Melbourne understand that selecting a firm to entrust your accounting, financial and business advisory needs to is an important decision requiring great care and forethought. Uncertain times, rapid economic changes and increases in competitive pressures magnify this significance. That is why at AIM S Australia, we strive to provide our clients with valuable and advantageous advice to assist them in making the right decisions with tools such as benchmarking, budgeting, cash-flow forecasting and more.

 

 

Our Services

Accounting and Bookkeeping

Includes preparation of annual accounts, management of accounts for tax, business appraisal, planning purposes and constructive advice on a regular basis.

Taxation

Involves preparation and lodgement of tax returns, preparing activity statements and advice on payments. GST/FBT obligations, tax minimisation and advice on implementation of tax and effective trust structures for assets protection. Management of ATO audits or disputes.

Business Services

Our team of small business tax accountants guide businesses to reach their full potential in profit, focus and competition by offering flexible strategies and solutions.

Business insight

Get real time visibility into your business’ financial performance and opportunities to improve.

 

Tax Services

Tax Agent Services in Melbourne

AIM S Australia understands that every client has their own unique taxation requirements. That’s why our firm offers a wide range of tax preparation services that are suitable for both individual and business clients. Our clients get the results they desire when they hire us for our highly sought after individual tax preparation services or business tax preparation services.

Our qualified tax agents take every facet of Australia’s tax laws into consideration prior to filing any tax returns on your behalf. We use our extensive knowledge of taxation to maximise your tax refund and ensure you pay the least amount of tax possible by taking all possible deductions into consideration. The fee for our tax agent services is fully transparent and affordable, making us the best choice for handling all your tax lodging requirements.

Our Tax Preparation Services

We can complete:

• Individual Tax returns
• Sole Trader Tax returns
• Company Tax returns
• Trust Tax returns
• Self-Managed Superannuation Tax Returns
• Partnership Tax returns
• Estate Tax Returns
• Fringe Benefit Tax returns
• BAS obligations
• Payroll Tax obligations
• Capital Gains Tax registers
• Withholding Tax variations

To assist in the collation of records, for the preparation of the above returns and financials, we have a number of entity-specific checklists available.

Individual Tax Preparation Services

AIM S Australia is a premium individual tax preparation services provider. Our tax agents have helped many individuals file their tax returns with ease. With our years of experience in diligently filing and lodging taxation on behalf of our clients, we fully understand the complications and parameters related to filing tax returns for individuals from all walks of life. We will calculate your wages, pensions and other information pertaining to your financial situation to help you file your tax return.

Business Tax Preparation Services

Just like how individuals pay income tax that comes from their wages, businesses that are registered in Australia also must pay company tax. We understand that you would prefer to spend more time focusing on your business’s day-to-day operations than keeping your financial records up to date. However, it’s impossible to make good business decisions without having a full understanding of your business’s financial state.

If you require the expertise of a Melbourne based accounting firm, you can trust AIM S Australia to deliver the best business tax preparation services and advice that will greatly benefit your business. Our tax agents will assess how much your organisation spends on business expenses, profits, losses, how much tax has to be paid, and if there are any tax deductions and concessions that can be taken advantage of. Doing so will ensure that your business pays the right amount of money at tax time, helping you to save money in the long run.

 

 

Small Business Accounting Services

ACCOUNTING & BOOKKEEPING

Modern business demands up-to-date accurate financial information. At AIM S Australia, we can provide small business accounting services that can relieve you and your staff of an enormous burden by taking care of all your bookkeeping and accounting needs, including the preparation of your annual accounts and periodic management accounts for tax, business appraisal and planning purposes.

We will discuss your requirements and provide you with tailored information and constructive advice on a regular basis as part of our small business tax preparation services, business appraisal services and planning services.

BENCHMARKING

Have you ever wondered how your business performs compared to your competitors? Are you spending enough on advertising? Are you paying too much rent? Are your staff costs too high? What is the average bottom line of your competitors?

Survival in today’s business climate requires you to spend more time working on your business rather than in the business.

We can provide you with accurate, timely and informative benchmarking reports, allowing you to:

• See how your business compares against your competitors
• Understand how the rest of your industry works
• Analyse the key performance indicators of your industry

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

BUDGETING

A good budget is a necessity in a good business plan. It is one of the best business tools we have, allowing us to set financial targets and measure our performance.

In addition to goal setting value, budgets will often improve your chances of acquiring funding. Financers often require budgets as a prerequisite for funding approval.

The techniques we utilise in the formation of financial projections will allow you to consider future scenarios and give you goals to strive for in your business. There are many types of budgets and we can help you design the right budget for your needs and requirements.

Let us show you how a budget is able to provide feedback to allow you to prepare for the future of your business.

BUSINESS START-UP

Let us help you turn your business idea into a reality. If you have a good idea for a new business venture but don’t have expertise in the legal or financial aspects of creating a new business, we can help you:

• Decide on the most suitable structure for your business – sole trader, partnership, or limited company
• Prepare a business plan, cash flow projections, budgets, and trading forecasts
• Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
• Establish a good working relationship with your bank
• Register for an Australian Business Number with the ATO
• Complete registration procedures with Australian Securities and Investments Commission
• Deal with company secretarial issues
• Set up a recording system for your internal use and for complying with statutory requirements

CASHFLOW FORECASTING

Have you ever wondered if you are holding too much inventory? Is this the right time to expand your business? Are you going to have enough cash to pay all expenses every month?

Survival in today’s business climate requires you to spend more time working on your business rather than in the business.

We can provide you with accurate, timely and informative cashflow forecasting reports – allowing you to:

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

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

MANAGEMENT CONSULTING

Our aim is to ensure your business achieves the potential it’s capable of. We have the knowhow and experience to offer advice to help you run your business more effectively.

We are practiced in acting as a sounding board for management, bringing to the relationship years of experience in business growth. We can identify key performance indicators in your business, through which you will see the positive changes occurring with the help of our professional consultants.

We are able to check that your business is as competitive, focused, and profitable as it can be. We then offer flexible strategies, designed to address the issues affecting your business.

Let us give your business a health check. Take the practical advice we can give to ensure the continual success of your venture.

OFFICE DUTIES

Here at AIM S AUSTRALIA, we understand the day-to-day office duties are not everyone’s cup of tea. To this end, we are happy to help out with some or all of the following services:

• Wages Processing
• Payment and processing of creditors
• Collection and banking of debtors
• Various secretarial tasks
• Training in Office duties

PAYROLL SERVICES

Administering your payroll can be time-consuming and divert you from the core activities of your business. Payroll & employment legislation is growing increasingly complex.

We can relieve you of this burden by providing a comprehensive and confidential payroll service, including:

• Customised payslips
• Administration of PAYG, statutory sick pay, annual leave etc.
• ATO filing
• Summaries and analyses of staff costs
• Administration of incentive schemes, bonuses and termination payments
• Even if you have only a few employees, you will make savings by engaging us to administer your payroll.

SOFTWARE SOLUTIONS

Let us help you make the right choice when it comes to accounting software. A decent accounting system will help you keep track of your cashflow and give you the option to complete GST Returns easily.

Choosing the right system for your business can be a difficult one – after all, there are over sixty different accounting packages available in Australia. Here at AIM S AUSTRALIA we have invested considerable resources into on-going staff training to ensure we are able to recommend the best accounting solution for your business.

STRATEGIC PLANNING

The pressures of daily business can often mean strategic planning takes a back seat – but to have a successful business you must plan ahead.

We’ll help you establish a strategic plan that looks at where you want your business to be in the next 3- 5 years and exactly how you and your team can achieve these aims and objectives.

Your strategic plan will:

• Define the characteristics of your company in three to five years
• Identify your competitors
• Define your objectives and financial goals
• Put in place an effective implementation plan to achieve your goals

 

 

Service we provide

 

COMPANY SECRETARY

Company legislation requires businesses to perform many administration tasks take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you are complying with the Corporations Law.

The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

Our services include:

• General advice on company law
• Company formations
• Filing of annual returns on your behalf
• Preparation of all documentation related to minutes and resolutions
• Maintenance of statutory books
• Assistance in changes of directors, shareholders, addresses, and office details
• Bonus Issues
• Share transfers
• Registered Office Facility

 

TRUSTS

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

We are able to:

• Prepare and execute the vital documentation involved in Trust formation
• Attend to the special requirements involved in reporting for Trusts
• Trust administration
• Minute keeping service
• Annual accounts
• Taxation
• Asset management
• Investment monitoring
• Income distribution

BUYING OR SELLING A BUSINESS

Buying or selling a business can be a difficult, often disheartening time. In this state the tasks involved in buying or selling a business can seem particularly arduous. Here at AIM S AUSTRALIA we are able to relieve that stress for you.

The services we provide in relation to organising the buying & selling of a business include:

• Obtaining comparative results
• Establishing a realistic purchase or sale price
• Taking the business to the market
• Negotiating with potential purchasers
• Drafting a contract
• Our friendly and professional staff are able to assist in such a way that a maximum return for your business can be achieved.

SUPERANNUATION

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Superannuation funds. Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Services we offer include:

• Establishment of Self-Managed Superannuation Funds
• Advice concerning Compliance Matters
• Advice concerning Taxation Benefits
• Advice on Employer obligations

 

About Us

We are a boutique firm helping small businesses and sole traders who either don’t want to take the hassle of dealing with accounting operations of their business or can’t afford to hire accountants/bookkeepers to work for them.

Our team of experienced bookkeepers & accountants are passionate about working with numbers across industries. Sole Traders, Freelancers and Start-up businesses who work and operate remotely can really benefit from our services since you don’t need any office space to get an accountant manage your books.

 

The BusinessBooks Way

We are proud to say that we our one of the very few if not the only firm in Australia providing and building its own Mobile & Web Platform to serve its clients. Our in house developed Systems make it easier for us to communicate and report to each other.

In addition to that, you get key information about your business’ financial performance on your fingertips. At BusinessBooks, we believe in being environmentally friendly and support paperless operations. Most of our Standard operating Procedures are designed to ensure the least use of paper.

Realtime stats on the go.

• Track Profit/Loss.

• Track GST Overdue.

• Track Expenses.

 

 

Services

Stand out for our firm is that we work with your situations, style of operations and analyse your goals to advise you manage your books in most efficient and cost-effective way. We serve small businesses and Not for Profits to tailor solutions based on their specific needs. We understand that every business is different, so our packages are tailored to your specific business needs.

Work can be conducted at either your place or ours.

 

BOOKKEEPING SERVICES

We provide ongoing bookkeeping services to help keep your business on track and let you focus on your core Business Activities and grow. We work with all mainstream Accounting Softwares providing you with freedom to choose the one you are comfortable with. We will help you manage your cash flow, forecast income and expenditure and regularly check to see if your business is operating as planned.

 

PAYROLL MANAGEMENT SERVICE

We take the stress out of payroll. We know payroll management can be very time consuming and can be a lot of effort for start-ups who want to concentrate on their core product/service and not take stress of bookkeeping and accounting issues.

 

OUTSOURCED ACCOUNTS DEPARTMENT

This service is particularly useful for small to medium businesses and those who just don’t want the headache of hiring and taking responsibility for the financial operations of their business. We can manage all your accounts payable, accounts receivable, and payroll processing for you. We customise our Service SOP according to the nature of your business operation to require as less input as possible from your side.

 

BAS & GST

Completion, review and lodgement of your Business Activity Statements (BAS) is a standard part of our all Bookkeeping packages. We will make sure your ATO deadlines are met on time, every time. Being BAS Agents & accountants, we know what the ATO needs and when; and we make sure your deadlines are met every time.