Our Services

Individuals and families

  • Helping you prepare and lodge individual income tax returns for the family
  • Advice about the claims that are appropriate to your specific occupation.
  • Ensuring that the appropriate action is taken substantiating those claims.
  • Handling any correspondence with the Australian Taxation Office (ATO) on your behalf.
  • Taking the appropriate action if the ATO dispute your claim.

Family businesses (including partnerships & trusts)

  • Advice about the appropriate legal structure through which to run your business both from start-up to growth stages.
  • Financial record-keeping that is appropriate to your circumstances
  • Assistance with applications for ABN and TFN
  • Assistance in the registration with respect to GST
  • Preparation and lodgement of Business Activity Statements (BAS)
  • Preparation of financial statements and income tax return
  • BSA reporting for the construction industry


  • Company set-up including applications for ABN and TFN and other registrations such as GST
  • Maintenance of corporate register
  • Financial record-keeping
  • Preparation of financial statements and income tax returns
  • Assisting with applications for finance for expansion, new equipment, further investment
  • Analysis of your business

Superannuation, retirement planning & estate planning

  • Advice regarding various options available with respect to industry funds, retail funds and self-managed superannuation funds (SMSF)
  • Attending to administration of SMSFs and arranging for the audit of the fund
  • Strategic planning for the various stages of life to ensure that the wealth that has been built is there for ultimate retirement
  • Looking after the future for the next generation (s)
  • Centrelink & aged-care assistance

Investment & Capital gains

  • Planning for the eventual gain that has been made on the sale of a business, property and shares, etc.
  • Whose name should a property be held in, while taking into account the individual and family situation and future needs.
  • Helping you make decisions about investments

Access to other specialists who visit our office

  • Financial planner
  • Legal
  • Mortgage and finance broker