Caulfield

SERVICES

 

TAXATION CONSULTING

Taxation, whilst only one consideration to your overall business activity, is vital to appropriately plan and structure in order to achieve the best outcomes for today and the future. Careful planning is required to achieve your overall objectives and maximise your wealth creation opportunities, whilst ongoing review of your situation is paramount to ensure the best outcomes are achieved as circumstances change.

Maroulis & Co specialise in the following areas for tax planning and ongoing tax management:

• Business structures and reviews – assess tax as part of the overall approach to structures, asset protection and wealth creation;
• Establishment of the most effective tax structures;
• Taxation planning throughout the year – this is an ongoing monitoring process as legislation and client situations changes;
• Capital gains tax (CGT) considerations for restructuring business structures and arrangements
• GST advice and planning
• Salary packaging;
• Fringe benefits tax management and planning;

 

 

ACCOUNTING & BUSINESS SERVICES

Maroulis & Co provides a full range of accounting and business services including meeting clients’ compliance requirements efficiently and cost effectively. These include:

• Preparation of financial statements
• Assistance with clients compliance requirements including lodgement of returns with statutory authorities including ASIC, Superannuation Funds and WorkCover Authority
• Assistance with provision of business advisory services including systems reviews, management accounting, forecasting and report analysis.

The team works closely with a network of other specialists to ensure that clients’ needs are met when such requirements extend beyond the services provided by this division.

 

 

CORPORATE SECRETARIAL SERVICES

Maroulis & Co offers a comprehensive service in this area, including:

• Creation of all structures, companies, trusts, partnerships and all related documents
• Company registrations and searches
• Advice in relation to the most suitable structures
• Preparation of all associated minutes, resolutions and related documentation
• Preparation of all required forms for lodgement with ASIC and related government departments
• Maintenance of company registers, including attending to formal ASIC lodgements where required

 

SELF MANAGED SUPER FUNDS

Self Managed Super Funds provide a tax effective method for clients to take control and achieve greater financial independence.

The experienced team at Maroulis & Co, in consultation with you and your financial planner, can advise and implement a solid superannuation structure and provide the ongoing administration and support to tackle the sometimes complex superannuation laws, and provide the best financial outcome for you.

Services include assisting clients’ in structuring their superannuation fund to allow for the effective purchase of property utilising the complex borrowing rules applicable to superannuation funds.

 

Services

 

Accounting

We will help make your annual compliance a breeze with the preparation of your business’ financial statements.

Our expert team will assist you with choosing, implementing, and managing the most appropriate accounting system for your business, utilising a range of cloud or desktop based applications.

Whether it be management accounts, cash flow forecasting, or reporting to your bank, we will ensure that all of the requirements of your key stakeholders are met in a timely and accurate manner.

We will ensure all of your company’s corporate secretarial records are up to date.

Our goal is to be your trusted advisor and assist with the key decision making in your business to help you achieve your goals.

Our services include:

• Financial Statements
  • Statutory Requirements
• Management Reports
  • Bookkeeping Services

 

Auditing

We have all of your audit needs covered.

Whether it be the audit of statutory accounts, your SMSF, for private and public companies, for the bank, or simply to audit your trust account, our third party service providers will ensure your requirements are met.

They can also provide audit services in relation to business fraud reviews, a review of your accounting systems and controls, a due diligence on the acquisition of a business, or an acquittal of a government grant.

Services include:

• Statutory Audits
  • Private & Public Companies
  • Trust Account Audits
  • Business Fraud Reviews
• Accounting System and Controls Review
  • Due Diligence
  • Acquittal of Government Grants

 

Taxation

Nobody likes paying tax! Our promise to you is that we will ensure that you pay the least amount of tax legally possible.

We will manage the lodgement of your income tax returns, business activity statements, fringe benefits tax returns and payroll tax to ensure you comply with all relevant laws.

Our specialist team can advise in the establishment of the most appropriate tax structures for you, your business and your investments and utilise all small business tax concessions where possible.

Not a resident of Australia? No problems, we can assist with all of your local taxation obligations

Our services include:

• Income Tax Returns
  • GST Returns & Advice
  • Fringe Benefits Tax Returns & Planning
  • Appropriate Tax Structures
• Planning & Specialist Advice
  • State & Employment Taxes
  • Tax Risk Audits
  • Taxation for Non-Residents & Expatriates
  • Small Business Concessions

 

Superannuation

We can assist with all ongoing compliance needs of your SMSF, from preparation of financial statements and annual return, to the management of the audit.

Through our associated business, TWB Super Advice Pty Ltd, we can assist with the establishment of an SMSF, advise on the benefits of commencing a pension, and planning for your retirement.

Our services include:

• Planning for Retirement
  • Establishment & Maintenance of Self Managed Superannuation Funds
  • Statutory Requirements
  • Financial Reports and Taxation Returns
  • Preparation & Implementation of Investment Objectives
• Consulting
  • Superannuation Investment structuring
  • Fund Administration
  • Assist with Super Fund Rollovers
  • Compliant Borrowing Strategies
  • Audits

 

Business Planning & Family Matters

Looking at buying a business? We can assist with appraising and valuing the business to help you get the best result possible. We will help you structure it to ensure you protect your assets, meets your needs and provides the optimal tax outcome.

We will provide advice in relation to grants and government incentives that may be available to your business, like Research & Development incentive and Export Market Development grants.

We will help you manage your relationship with your bank through assisting with finance applications, cash flow projections, budgets and forecasts.

And when it comes time to sell, we will help you with your succession planning and achieving the best sale price possible.

We pride ourselves on being a business that caters for all of the financial and taxation needs for families and their businesses.

Our goal is to assist these families in achieving their personal and business objectives.

We advise on planning for succession of the business from one generation to the next, and engage specialists to ensure all estate planning matters are addressed.

Our services include:

Business Planning

• Business Valuations
• Business Appraisals
• Due Diligence Reviews
• Finance Application Support
• New Investment Assistance
• Asset Protection
• Business Integration Support
• Business Plans
• Strategic Planning
• Government Grant Applications
• Succession Planning
• Cashflow, Budgets & Forecasts

Family Matters

• Succession Planning
• Estate Planning
• Family / Business Objectives
• Organisation & Management Structure Review

 

Financial Planning

Through our associated business Obelisk TWB Pty Ltd we can provide our clients with quality financial advice.

We will advise on matters relating to wealth creation, asset management, superannuation, finance, insurance and retirement planning.

Services include:

• Wealth Creation
• Asset Management
• Portfolio Management
• Finance Facilitation & Broking
• Custodial Services
• Retirement Planning

 

Welcome to GF Galbraith & Associates | Accountants Melbourne

 

GF Galbraith & Associates Tax Agents and Accountants Melbourne are a ONE STOP SHOP for all of your tax and accounting needs. Offering quality advice with value for money, we do it all for you.

Our Aim is to help grow your business, improve your cash flow, Wealth and Profits, Minimise the Tax you pay, advise on Asset protection, assist to become more efficient and any succession planning.

G F Galbraith & Associates have been Tax Agents and Public Accountants for the past 50 years. We are a family business with 4 highly qualified CPA Accountants and tax advisers that have an excellent relationship with the ATO.

• Preparation of all types of tax returns
• Expert Taxation advice
• Business consulting and cash flow projections
• Setting up Business structures, including Trust, companies and partnerships
• Acquiring and Selling Businesses
• GST and BAS services
• Tax planning and strategies
• Auditing of self managed superannuation funds
• Self managed super fund specialists in tax and accounting
• Wage and workcover assistance
• Share record maintenance and capital gain calculations
• Registered company auditor status
• Other small entity audits such as professional associations, foundations, Conveyancing trust accounts and radio licences

Financial Planning

A & M Galbraith Pty Ltd have been Financial planners for 20 years and have 2 experienced planners that can give expert advice to help you plan for your future.

SMSF

Self Managed Super funds (SMSFs) are one of the fastest growing segments in the superannuation market.

 

Services

 

Auditing

Registered company audit licence (ASIC). Specialise in SMSF and other small audits

• SMSF’s
• The SMSF audit clients consist of both new and longstanding clients and are completed via accountants and administrators, and directly with some clients.
• Foundations
• Conveyancing Trust Accounts
• Professional Associations
• Radio Licences
• Accountants Trust Accounts

Accounting / Tax

• Preparation of all types of tax returns
• Expert Taxation advice on all aspects of tax
• Business consulting and cash flow projections
• Setting up Business structures, including Trust, companies and partnerships
• GST and BAS services

We use a program called BankLink in conjunction with Solution 6 which allows to us to gain access to your bank statements with your authority to prepare your accounts for you. This is a simple program to use and allows you to do the data entry to save money.

We provide all types of accounting work to suit the personal needs of all businesses including management and cost accounting, actual and projected cash flows, setting up procedures and systems to improve the efficiency of how your business operates and the best way for you to keep the records required to meet the compliance burden with minimum fuss, time and cost.

• Tax planning and strategies
  We provide extensive tax planning during the year and before the end of each financial year to minimize the tax payable.
• Wage and work cover assistance
  We prepare your PAYG Payment summaries and Work cover actual figures and estimated remuneration for the following year.
• Share record maintenance and capital gain calculations
  We update and maintain your share information in preparation for your annual tax return and can provide “What ifs” for capital gains to assist in your decision making re selling.
• SMSF tax
• Investment trusts with shares

Self Managed Super Fund

• Accounting
• Advice
• Taxation
• Technical advice
• Share register maintenance
• Annual minute preparation
• Assistance in setting up pensions
• Assistance with documents for Centrelink

 

Acting in your best interest

Factor1 is a fresh and progressive accounting firm delivering top class financial services with superior technical know-how and client engagement.

Our accounting practitioners and business advisers are experienced, reliable and you can rely on us to always take care of you and your best interests.  We are driven by a core set of values that has been key to our success which continue to be the backbone of everything we do. With Factor1 by your side, you will have the edge to strive forward and progress in a dynamic commercial environment.

 

Services

 

Management Consulting

Taxation Consulting

Corporate Secretarial for companies

Investment & Financial Planning

Business Valuations

Superannuation & SMSF

Estate Planning and Business Succession

Franchising

Insurance and Risk Services

Taxation Compliance

 

 

Working with Factor1

 

Simplicity

Tax & compliance can be trying & time consuming. Let us provide you with hassle-free, timely and cost-effective essential compliance services. You know your business inside out so why not let us take care of that part of your business we know best.

 

Focussed

We focus on you and your business. We recognise that your business is unique and your requirements are too, and develop solutions that work for you specifically, tailoring solutions that will work best for both you and your business.

 

Technology

Today’s world revolves around technology. Our hands-on experience and expert knowledge of your industry has helped us develop the right software to help your business thrive.

 

Experience

We have more than 21 years’ experience in serving businesses like yours. You can focus on your core business while we handle the rest.

 

 

SERVICING A RANGE OF INDUSTRIES

Industries

 

AUTOMOTIVE MECHANICS

BUILDERS

CAFES AND COFFEE SHOPS

CARPENTERS

MANUFACTURERS

IT SPECILAISTS & CONSULTANTS

FRANCHISES

ELECTRICIANS

HOTELS AND BARS

MEDICAL

REAL ESTATE

RETAILERS

TRADES PEOPLE

TRAVEL AGENTS

WEDDING INDUSTRY

 

 

END OF YEAR TAX RETURNS

Saving money at the end of the tax year
As the Chancellor tries to abbreviate documenting due dates, the most performance oriented organization will have the capacity to provide relevant documentation to the customers. We trust that our framework and knowledge help us to give you the best administration.

Our target is to:
Help you with tax filing, return on income, and calculation from profit and loss account to balance sheet and other tax related reports
Systematic data storage and on time procedures
Assist you in charges or installments with the given working TAT
ll the process is carried on in touch with the customer for better work efficiency

 

 

STP COMPLIANT WORK

Hassle free and affordable

Since 1st July 2019, businesses are required to report employees’ payroll information, such as salaries and wages, pay as you go (PAYG) withholding and super information to ATO before each pay. That’s extra work for administrators and could be an annoyance if overlooked. This is where we come in. Let us help your business take the hassle out of Single Touch Payroll (STP) work so that you can focus on your bottom line.

 

 

MANAGEMENT CONSULTING

Progressing your business

Utilizing our experience and some Key Execution Pointers we measure and screen imperative parts of your business.

Regardless of the span of your business, we can execute administration bookkeeping systems to guarantee a stream of customary, important money related reports. The planning of spending plans, figures and capital projections guarantees your business techniques stay on track. Once finished they empower appraisal of current execution against your administration arranges. The outcomes can then be utilized to settle on choices on advertising, estimating, authoritative structure, overheads, and capital speculation.

RANCHISING

Progressing your business

Franchising Establishments are enormous business in Australia turning over $70 billion a year. When you purchase an establishment you are fundamentally purchasing another person business or brand, alongside every one of the frameworks, procedures and promoting that accompanies it. You may think it resemble ‘purchasing a business in a case’ however it isn’t so much that straightforward in light of the fact that there are strings and lawful formality appended.

ESTATE PLANNING AND BUSINESS SUCCESSION

Taking care of your assets

Estate Planning is characterized as the way toward foreseeing and organizing the savings of a man. Ordinarily, it includes attempting to remove insecurities by diminishing any overhead charges. But the truth is, everyone has their niche domains and they must stick to their expertise. If your domain is ensuring your success, then Factor 1 will look after the rest. You need to look into home, cars, venture properties, ledgers, offers, speculations, extra security arrangement, furniture, and individual belongings. Regardless of how enormous or how little, everybody has a bequest and you must take care of it, for later.

 

SUPERANNUATION INCLUDING SMSF

Looking after your retirement plans

A few people want to look after their retirement plans on their own which could mean that you must be ready to invest your precious time and energy in the process. Self-Managed Superannuation Funds (SMSF) can be appropriate for individuals with a considerable measure of abilities in budgetary and legal matters. Irrespective, you must know what you are getting into because at the end of the day, you will be answerable.

 

USINESS VALUATIONS

Advise on business purchase and sale

When you’re researching purchasing a business it’s imperative to do a point by point survey of the business’ operations, funds, notoriety and industry as a component of what is known as the ‘due perseverance’ process.

Research attempted by Griffith College’s Asia-Pacific Community for Franchising Greatness incorporated an overview of a little more than 600 patterns and previous franchisees and autonomous entrepreneurs; the discoveries were very amazing. The greater part of new autonomous entrepreneurs and franchisees depend on their “gut feel” when setting up or purchasing a business. Unbelievably, almost all of these business administrators are not acquainted with the expression “due constancy”.

 

INVESTMENT & FINANCIAL PLANNING

Dedication to your monetary security

As an entrepreneur, we trust you need to develop your business as well as need to develop your riches and ensure your advantages. Money related arranging is vital to the riches creation process and our key partnership with a main budgetary arranging bunch implies we can benefit your requirements.

 

CORPORATE SECRETARIAL FOR COMPANIES

Progressing your business

It is a myth that a corporate secretarial is someone who needs to sit on a desk and dial numbers, all day long. But in reality, a secretarial role is much more diverse and can be really spontaneous and fun. If you can find someone who is ready to take lead in different situations, get your work done, and help you lighten your chores; then you have found your person. The aptest person for a corporate secretarial will be someone who knows the tips and tricks to handle corporate bookkeeping, which means that they do not just see the company records, but also understand them.

 

TAXATION CONSULTING

An individual approach

Tax assessment law in Australia can be extremely confusing and our GST framework places tremendous weight on consistency and due dates. To keep up with the most recent authoritative improvements our expert staff embraces broad expert techniques. They guarantee that you get convenient and precise bookkeeping and tax assessment guidance, at all points. The main goal of our Taxation Consulting is to give successful tax saving advice and minimizing expense methodologies. Factor1 offers an individual approach and can give master counselling guidance along with meeting your necessities.

 

 

TAXATION CONSULTING

An individual approach

Tax assessment law in Australia can be extremely confusing and our GST framework places tremendous weight on consistency and due dates. To keep up with the most recent authoritative improvements our expert staff embraces broad expert techniques. They guarantee that you get convenient and precise bookkeeping and tax assessment guidance, at all points. The main goal of our Taxation Consulting is to give successful tax saving advice and minimizing expense methodologies. Factor1 offers an individual approach and can give master counselling guidance along with meeting your necessities.

 

At Hansens, we’re a little bit different.

We’re a team of accounting professionals that love what we do. When you love what you do, you can have a lot of fun and do amazing things.

We love your business.

Some call it boring… we call it taking care of business. Our team move you smoothly through each step of your financial evolution and make life easier. Because at Hansens, taking care of the essentials is something we’re really good at.

More than just accounting.

Not only do we love the financials of your business, we love helping your business grow. Looking after more than just accounting, we have the expertise to solve many of your business problems and life transitions.

Ask us how.

 

What we do!

We provide perspective and advice when it comes to the financial aspects of your life.

We take care of the boring bits so you don’t have to, because it’s important to your family, your business and your life.

It may be boring to some, but we love it!

– Budgets and Cashflow
– Valuations
– Tax Planning
– Corporate Compliance
– Financial Statements
– Withholding Variations
– Capital Gains
– Payroll and HR Support
– Bookkeeping
– Tax returns, BAS + FBT
– Self Managed Super Funds
– Software Installation and Training
+++ Other Clever Stuff

 

 

Business Accounting

Some call it boring… we call it taking care of business.

We love your business and we love working with passionate business people as they grow their business.

Understanding your business is very important for us and there is nothing better that visiting you on-site to give us a deeper understanding of you, your team and the business you’re growing.

Whether you need bookkeeping, financial budgeting, strategies to minimise tax or even a Virtual CFO, we can help. Assisting you to structure your business start up, manage finance to grow your team and even sell your business or transition to retirement. We love being there for every stage of your business evolution.

Because at Hansens, taking care of the essentials is something we’re really good at.

 

Personal Accounting

Some call it boring… we call it taking care of our clients.

Your personal accounting is where financial wealth can be won or lost.

Taking care of your personal accounts is taking care of your family and the people you love. We want to help you do that.

Whether we’re assisting you to protect your assets, minimise your tax, structure your self managed super fund or work with you as you transition to retirement, we are with you at every step of your journey.

Because at Hansens, taking care of the essentials is something we’re really good at.

 

Are things currently changing in your life?

Change is one of the constants in life and from time to time we experience more intense change as we transition from one version normal to another.

A death in the family. One business begins another business ends. Partnerships formed and others dissolved.

Even when changes are positive, major transitions in life such as these can create significant stress on you and your loved ones. That sort of stress can seriously get in the way of creating the life and business you deserve.

We don’t like seeing clients in a state of confusion not knowing what the next step is for themselves and their families. So our team have made the decision to focus on helping people during transitions like yours.

It’s our role to help you create clarity about where you are and what tomorrow looks like. We then help you through each step on making that future a reality. Whether it’s major changes to your business, to your finances or even your personal situation you don’t have to do it alone. The team at Hansens are here to support you, keep you on track and having fun along the way.

Our expertise, experience and passion around change are just some of the reasons why clients call on us to help when things are in motion. It’s the thoughtful caring and fun way we handle transitions that keep clients working with Hansens for decades.

 

Welcome to team future

 

Number crunching, tech loving, gin drinking, footy kicking nerds that are here because they *love* helping people.

We are for the future – here for you now, so you can enjoy the later. We do your tax, financial planning, bookkeeping and mortgage broking, so you can focus your efforts on the things that matter most.

 

Our story

Life is too short and business is too stressful to have an average accountant. We decided to do things differently: back to the drawing board, so we can work for the future.

We take away the bits that people often find hard or boring so you can focus your efforts on the stuff that matters, like extra family time or working on the business rather than in it (an overused term, but for good reason).

Good accounting doesn’t just consider the now. It considers and plans for the future. We work with people playing a long game, people looking to partner with someone willing ride those waves together.

 

Our Services

We’re a high-tech, innovative, number-crunching team of accountants with a twist: we care about you. At the heart of it, we’re a customer service business. We’re here to make your life as easy as possible, which is where the advisory comes into it. Can we do your BAS? No worries. Can we also teach you how to read your numbers, run an epic culture day for your team and plan for your future? Absolutely.

 

Accounting and Tax

Our accounting services go beyond the books. We don’t just run the numbers – we take a look at your overall business goals and pave the path to get you there.

• Tax & Compliance
• Business Advisory
• Business Structure Reviews
• Forecasting & Budgets
• Tax Planning
• Virtual CFO

 

Bookkeeping

There are two key things that every business shares: money earnt and money spent. By outsourcing your bookkeeping and payroll, you’ll spend less time ruffling through receipts and day-to-day transactions, and more time focusing on growing your business.

• Payroll (including single touch payroll)
• Management of accounts payable and accounts receivable
• Xero setup training and conversions
• App advice and implementation

 

Financial Planning

Whether you’re building a business, feeding your family or climbing the career ladder, we’ll set you up for success with a financial strategy uniquely tailored to you.

• Superannuation
• Insurance
• Investment Strategies
• Retirement
• Budget & Finance Structures

 

Mortgage Broking

Demystifying the mortgage process isn’t easy, and taking out a loan can be an overwhelming, uncertain and time-consuming experience for many. We’ll lend our knowledge and be with you every step of the way to make sure you feel confident and secure in your move.

• Home Loans
• Construction Loan
• Business Lending
• Refinancing
• Development Finance

 

Xero Accounting

Our accounting services go beyond the books. We don’t just run the numbers – we take a look at your overall business goals and pave the path to get you there.

• Tax & Compliance
• Business Advisory
• Business Structure Reviews
• Forecasting & Budgets
• Tax Planning
• Virtual CFO

 

At Equus Partners we don’t waste time telling the world how good we are. Talk is cheap! Action Counts!

Our purpose is to make our clients and their families wealthier. We do this by partnering with them to simplify the complex and create clear strategic pathways to success.

We aim to understand you better than anyone else, are passionate about business and wealth creation and UNLIKE other accountants, won’t charge you in 6 minute blocks!

We are on a mission to create $1 Billion of wealth for our clients and their families by 2023! If you’re fed up with your current form-filling accountant and need an adviser in your corner that will make a difference to your business and your life, please contact us to see if we’re a perfect match.

EQUUS PARTNERS. Our Relationship. Your Success.

 

 

ACCOUNTING & TAX

Accounting:
We can prepare special purpose financial statements for clients of all sizes, from all industries.

Income Tax Returns for Businesses, Individuals and Investors:
We ensure you obtain every deduction you’re entitled to and your affairs are effectively structured.

We also provide advice on GST, Capital Gains Tax, FBT, Land tax, Payroll tax and the R & D Tax Incentive.

Activity Statements (BAS and IAS):
We can prepare or review Activity Statements that you have completed.

Statutory Reporting & Corporate Secretarial:
We can handle all your corporate secretarial requirements, including liaison with the ASIC and preparation of company resolutions and minutes.

 

BOOKKEEPING

We can handle all your bookkeeping requirements, including paperless accounts payable and regular reporting for any sized business with payroll for up to 100 employees. We have fixed price monthly packages which can be tailored to suit your size and needs.

 

BUSINESS ADVISORY & COACHING

We partner with business owners to:
– Improve cash flow;
– Increase profitability; and
– Grow the business.

By identifying what your goals and aspirations are, we develop clear future targets and then get in the trenches with you to implement our key action plan. We’re all about accountability. Keeping business owners on track to succeed is our key objective.

We work with you by providing:
– Structuring advice and implementation of business structures;
– Business Performance Reviews;
– Coaching & Mentoring;
– Forecasting, Budgeting and Benchmarking analysis;
– KPI Development and Goal Setting;
– Strategic Planning including development, implementation and ongoing monitoring;
– Business Valuations; and
– Buy, Sell, Merge and Divest due diligence.

 

XERO & CLOUD INTEGRATION

Want to experience the advantage of moving your operations to the cloud?

We can integrate Xero and complementary add-on software into your business, and work with you to ensure your business operation systems are in the cloud, running optimally and automated to allow you to do what you do best.

Contact us for a free system review consultation.

 

SELF MANAGED SUPER FUNDS (SMSF)

We can assist with the following SMSF services:

– Establishment of SMSFs;
– Borrowing in Superannuation to acquire Property and other investments;
– Investment Strategy review and implementation;
– Rollovers from existing superannuation funds;
– Management and Administration of your fund;
– Preparation of Annual Financial Reports and associated obligations;
– Advice on compliance and taxation matters; and
– SMSF annual Audits;

 

CAPITAL & DEBT RAISING

Do you want to launch or grow your business? If you require funding, we can assist with:

– Capital raising advice;
– Structure and compliance advice;
– Advice on becoming Investment ready;
– Preparation of your Information memorandum (IM); and
– Potential seed capital funding and private equity support services.

 

HOME LOANS & BUSINESS FINANCE

We can help you find, compare and structure your debt arrangements to increase tax effectiveness and accelerate debt repayments.

We can assist with:

Property Finance:
– Home Loans
– Construction Loans
– Refinancing
– SMSF Loans
– Commercial Property Finance
– Self Employed Borrowers

Business & Equipment Finance:
– Business Loans
– Car Leasing, Chattel Mortgage, and Commercial Hire Purchase

 

PROPERTY ADVISORY

Having the optimum structure in place before you sign a contract is paramount when buying or selling real estate. We can advise on using the most appropriate structure, obtaining maximum tax benefits, and minimising tax implications when purchasing, subdividing, developing or selling residential and commercial property.

Who we are!

Top Modern Accounting Firm in Melbourne!

FOUNDED IN 2013

Our team of experienced and qualified accountants, bookkeepers, mortgage brokers & business advisors in Melbourne are passionate about helping individuals, families and businesses find integrated yet affordable solutions while eliminating the stress and hassle that comes with any business or personal financial situation.

We do this by assessing all aspects of your current business or personal financial situation, helping you to articulate clear goals, and identifying what you need to do (and how best to do it) to get to where you want to be.

Whether you’re a business owner looking to grow your business with less stress, or a wage earner/investor/trader wanting to maximise your money and build multiple streams of income for when you choose to stop working, our holistic approach to your financial situation will give you the flexibility to live life on your terms.

Contact us today to arrange a free discovery meeting so we can help you achieve your goals sooner and safer.

 

Uplift’s Personal Finance & Tax Solutions

for Individuals or Business Owners

Individual income tax return
Timely and accurate income tax returns for wage-earners, investment property owners, other investors and small sole-traders.

Personal budgets
Helping you plan, prioritise, prepare for and manage your hard-earned money.

Self-Managed Super Funds (SMSFs)
From SMSF set up to ongoing administration including accounting, tax and audit compliance.

Tax debt advisory
From setting up payment plans to complicated tax debt matters such as tax debt release, bankruptcy, formal debt agreements and insolvency situations.

Cash flow management
Working together with you, we can help you set up a cash flow management solution to create better savings and investment decisions. And eventually create and accumulate wealth.

Superannuation
Administer a super consolidation process for you to consolidate your super from multiple funds into a single super fund or administer the departing Australia claim process when eligible.

Business set-up & structuring
Advice on new business structuring and subsequent business set up for business owners.

Home loans & refinance
Looking to secure your first home or refinance your home loan? We take your hand from the initial assessment to post-settlement, helping you make some of the biggest financial investments of your life.

 

Accounting services in Melbourne

Uplift’s Business Service Solutions

 

Bookkeeping services

Everyday bookkeeping to bring clarity and order to your business finances.

 

Payroll services

From taking the stress out of payroll, to managing PAYG, STP, superannuation, redundancy, payroll tax and more.

 

Business accounting & tax

Put all the red tape aside for us to handle whilst you focus on making your business grow.

 

Tax planning

Helping you review your tax position prior to the year-end to ensure that you make better and more timely financial decisions.

 

Xero advisors

Setting up Xero or switching from another cloud accounting software? Need someone to handle your Xero integrations? We’re Xero certified advisors and integrators.

 

Tech advisory

From setting up Xero, MYOB, QuickBooks or conversions, to leveraging the best technologies that suit your business to stay ahead of the game, our tech advisory for business systems will keep you on point.

 

Accounting software training

Complete cloud accounting training for you or your staff.

 

Commercial loans

Expanding your business? Buying business equipment or a commercial property? We will help you find, fund, settle and manage.

PERSONAL

 

TAX RETURNS

SMART SOLUTIONS CUSTOMISED TO OPTIMISE YOUR TAX RETURN.

Life is busy. Time is valuable. Completing and lodging a tax return takes time.

You want to maximise any tax return due to you, or minimise any income tax you need to pay.

We thrive on complexity. We can get right under the technical nuances and details to get you the most out of your tax return. We’ll keep it simple for you, saving you time and money.

 

GENERAL INSURANCE

WE’LL FIND THE SMARTEST INSURANCE SOLUTION FOR YOU.

Wading through pages and pages on general, personal or domestic insurance options is baffling. Comparing apples for apples is near impossible.

We know our insurances. We love getting to know people. We can find you the best possible insurance policy tailored to your individual needs.

Our choice of insurance products is extensive to cater for the full range of individual circumstances. We only source products from proven, reputable, trusted providers.

We’ll work through with you to tick the boxes. We’ll answer all your questions before you sign on the dotted line of your new insurance policy. Our goal is to make sure you, and your family are adequately protected.

We’ll do the research for you – leaving you to simply choose from a shortlist tailored for your needs, or your family’s.

To get the best deal for your insurance needs, call us today or fill out our simple contact form. Let’s get you, and your family, covered.

 

FINANCIAL PLANNING

A SMART FINANCIAL PLAN IS LIFESTYLE INSURANCE FOR YOU, AND YOUR FAMILY.

Australians are motivated to insure material assets, but often forget the bigger picture ⎯ their lifestyle and financial future. We’d like to shake this up and turn this view around.

The fate of assets like cars and house and contents are reasonably predictable. We know they can break, or be stolen or lost.

Our health, careers and longevity are far less predictable. If you or a loved one fell ill and an income wasn’t guaranteed for a period of time – financial planning is your safety net.

 

 

SELF MANAGED SUPERANNUATION FUND

IS A SELF MANAGED SUPERANNUATION FUND A SMART SOLUTION FOR YOU?

There is a lot of debate about the benefits and challenges of Self Managed Super Funds. The simple truth is an SMSF will work for some people, and not for others.

We won’t throw you yet another list of generic pros and cons. Guiding you to the right solution calls for a hearty, honest conversation. Our team will work with you to discover your lifestyle goals, and what is achievable.

Being rewarded with financial independence and freedom in your retirement years is of paramount importance to us. Our trusted team of experts can explore a range of wealth growing solutions tailored to realising your desired lifestyle.

 

 

BUSINESS

 

ACCOUNTING AND FINANCIAL REPORTING

ACCOUNTING AND FINANCIAL REPORTING IS THE TYPE OF COMPLEXITY WE THRIVE ON.

We put our Tax Store team around you and your family – embracing a whole of life, whole of business approach to delivering your accounting, taxation and financial solutions.

Your business is the child you have planned, delivered and put countless hours and passion into nurturing. We respect this relationship and will treat your business needs as if they were our very own.

Business accounting and financial reporting is our strength. You don’t have the time, knowledge or technical expertise to make it one of yours. You’ve got a business to grow.

We will happily shoulder the burden of making sure that your business accounting and financial reporting obligations are perfectly in order.

Our business accounting and financial reporting services

Our team of Accountants are experienced and methodical experts in all the complexities of staying ahead of accounting and financial reporting obligations including:

• Annual Financial Statements
  • Periodic Management Accounts
  • Bookkeeping<br• income=”” tax=”” returns=””
  • Fringe Benefits Tax Returns
  • Applications for Research & Development Tax Concessions
  • Compliance requirements associated with any other indirect taxes.</br•>

We absorb the complexity and make it easy for you to understand. You can get on with running a great business!

 

ASSET FINANCE

WE’LL FIND THE SMARTEST BUSINESS LENDING SOLUTION TO GROW YOUR BUSINESS.

We understand that setting up and running a business is a huge undertaking. Sourcing and choosing a smart funding solution may be the best way to get you off the ground and keep you there.

Your Tax Store team includes diversity of expertise in asset finance across a range of industries.

We’ll do the grunt work to research and find the best asset lending and leasing solutions for your unique business needs.

 

SELF MANAGED SUPERANNUATION FUND

WE’LL LESSEN THE DISTRACTION OF INDEPENDENT AUDIT REQUIREMENTS.

Depending on the structure of your business a statutory, independent auditor reviewing your accounting records and reports may be a requirement.

An audit can be stressful for business owners who have been lagging behind in their bookkeeping. This is one of many reasons why it is imperative that your records are kept in pristine condition. Our team can help. Visit our Accounting and Financial Reporting page to learn more. {link here to the Business accounting and financial reporting services page}.

The team we put around you includes qualified, trusted auditors when you need them. Your Tax Store team will make the auditing process as simple and painless for you as we can.

 

 

AUDITING

WE’LL LESSEN THE DISTRACTION OF INDEPENDENT AUDIT REQUIREMENTS.

Depending on the structure of your business a statutory, independent auditor reviewing your accounting records and reports may be a requirement.

An audit can be stressful for business owners who have been lagging behind in their bookkeeping. This is one of many reasons why it is imperative that your records are kept in pristine condition. Our team can help.

The team we put around you includes qualified, trusted auditors when you need them. Your Tax Store team will make the auditing process as simple and painless for you as we can.

OUR AUDITING SERVICES

From the auditing and review of financial reports or self-managed superannuation fund audits, to internal auditing processes and systems and control reviews — Tax Store is your one stop shop for your business accounting and financial services needs.

We live and breathe compliance. And we’re great at it.

 

about us

Founded as recently as January 2012, ThinkBig Accountants has been growing ever since. The founder and director, Gaurav Kakkad is a Certified Practising Accountant, Chartered Accountants India , Registered Tax Agent and Registered ASIC Agent .
He has over 8 years of experience in Australian Public Practise and is expert in
Tax Planning and Tax Compliance for start-ups for small and medium businesses.

 

ThinkBig Accountants is committed in offering you with prompt and personal solutions for all your accounting needs. At ThinkBig, we start with working out your individual objective and situation and then tailor our solutions to help you achieve the optimum outcome. We believe in establishing a one-to-one relationship with each one of you.

 

We strive to provide our clients with the most insightful, innovative and expert financial advice from complex taxation issues to business accounting services and more. Our tailor-made approach will ensure you get the best results, suited to your requirements.

 

Our mission is to deliver service excellence and high quality advice to our clients based on our values of trust, honesty, integrity, accessibility, and professionalism. We work with a variety of clients across all sectors, ranging from Business, Professional to Individual. We pride ourselves in offering a range of services best suited to your needs.

 

 

services

At Thinkbig Accountants, we are committed in offering you with prompt and personal solutions to all your accounting services. We provide a wide range of expertise services in the areas of Tax Returns, Bookkeeping and ASIC Compliance. Our services and advice are tailored to meet your individual needs and goals.  

 

Tax Returns

Australian Tax Law is complicated and constantly changing. At ThinkBig Accountants, we offer a full range of taxation services.

We specialize in the area of Tax Returns. We can offer advice based on proven knowledge and experience. Our proactive and one-on-one approach is meant to deliver optimum results.

We provide range of services and advice in all of the following areas:

• Individual Tax Returns
• Company Tax Returns
• Partnerships
• Trusts
• Superannuation

 

Bookkeeping

We are committed in providing our clients with customised, flexible and cost effective bookkeeping solutions.

We offer complete bookkeeping services in the following areas:

• Day to Day Bookkeeping
• Bank Reconciliation
• Payroll Services
• Onsite & Offsite work
• GST – BAS/IAS
• Financial Statements
• Business plans
• Cash Flow Managements

 

ASIC Compliance

​​We offer the following services as part of ASIC Compliance:

• Company Registrations
• Trust Formations
• Business Name Registrations