Services
Eight services, one accountant to call.
We keep your tax lodged with the ATO (the tax office) and your numbers clear. We also set up companies, trusts and super funds the right way.
What we do
Ongoing work and one-off setups.
Use one or all eight, and the accountant who knows your file answers the phone.
Ongoing
Accounting
We keep your books (the record of money in and out). We send management reports and year-end accounts on a schedule you agree up front.
Learn moreTax & Compliance
We lodge your BAS (the form you send the ATO to report GST, goods and services tax) and your income tax return. We tell you each due date in advance. When the ATO writes to you, we answer the letter.
Learn moreFinance Management
We track your money in and out (cash flow) every month. We build budgets and forecasts that show where the business is heading.
Learn moreAdvisory & Payroll
We give you advice when a big decision comes up. We run payroll so your people are paid the right amount.
Learn moreSetups & registrations
Business Structuring
We compare sole trader, partnership, company and trust for you. We look at tax and how well each one protects you. Then we recommend one and put the reasons in writing.
Learn moreCompany Registration
We register your Pty Ltd company (a private company) with ASIC (the company regulator). Then we set up the tax registrations the company needs.
Learn moreTrust Setup
We set up family (discretionary) trusts and unit trusts (where each owner holds units, like shares). That includes the trust deed (the document that creates the trust) and registrations.
Learn moreSMSF Establishment
A self-managed super fund (SMSF) is a super fund you run yourself. We set it up under ATO rules, ready for contributions (money paid in).
Learn more
Where to start
Five common situations and where to start.
Most people arrive with a problem, not a service name. Find your problem in the left column and follow the link.
| Your situation | Start with | What we do first |
|---|---|---|
| I am behind on BAS | Tax & Compliance | We work out which BAS are overdue and lodge them in order. |
| I want monthly numbers | Accounting | We take over the books and send you a report each month. |
| I am starting a company | Company Registration | We register the company with ASIC, then its tax registrations. If you are unsure a company is right, read Business Structuring first. |
| I want a family trust | Trust Setup | We arrange the trust deed, then register the trust with the ATO for a tax file number and ABN (Australian business number). |
| I want to run my own super | SMSF Establishment | We set up the fund under ATO rules so it can take contributions. |
Still not sure
Bring the question and we will name the service.
If your situation is not in the table above, tell us what is going on. Payroll, budgets and big decisions sit under Advisory & Payroll and Finance Management.
Get in touch
Start with one call.
New to us? See what happens after the call, or try the quick calculators.