An accountant that is preparing tax returns. Accounting and tax return documents, pages and calculators. An elderly couple planning with their superannuation funds. A business man working on his investment property in Gordon.

Audit and Assurance

Business

Larger businesses may be required to produce audited financial reports for the purposes of the Corporations Act or for the needs of stakeholders. We are not company auditors, however we can prepare the company financial report for audit.

SMSF - Annual Audit

We possess comprehensive superannuation and SMSF experience. We do not audit client SMSF's to ensure we remain independent at all times. We welcome SMSF audit enquiries for non-clients or other professional firms. We generally recommend our preferred auditor but can work with your nominated auditor.

SMSF - Non-Compliance

SMSF compliance issues can pose a significant concern to some auditors who may have comprehensive knowledge of basic fund issues but struggle with some advanced SIS Act concepts. We can either provide expert opinion to support their audit view or can take-on that audit which may include matters that are considered non-complying. Our approach is to identify, if possible, any means to rectify a potential breach and ensure that the fund may be held to be a complying fund although an adverse audit opinion is provided. We provide a management letter to the Trustee/s. If necessary we will assist and support representation to the Australian Taxation Office if this can be supported.

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Tax Specialists

We specialize in providing proactive tax planning strategies for our clients. High earning individuals and business clients can benefit by speaking to one of our tax advisors.

Bookkeeping

Good, fundamental book keeping will ensure that your accounts are up to date and give you proper control of your business. With over 85% of business failure attributed to poor financial control, skilled and professional bookkeeping will give you results that speak for themselves.

Superannuation Planning

Taking the time to plan for your future makes good financial sense. Ensure you have the money to live the lifestyle you'd like during your retirement.

Investment Properties

Preparation of negative gearing tax schedules for all investment properties. Including Depreciation Calculations and Special Building Write offs.