Phone: (03) 5337 6117 - 35 Ring Road, Alfredton, Vic, 3350

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  • Business Consulting – Budgets; Cash flow projections; Business Registrations (ABN, TFN, WorkCover, Payroll Tax); Structure advice (sole trader, partnership, company or trust); succession planning; finance applications; De-registrations (company or members).

  • Accounting – BAS statements, Income Tax Returns, Preparation of Financial Statements; Payroll, Superannuation and other employee requirements; assistance with software such as MYOB, Quickbooks and XERO; Lodgement of Corporate Secretarial requirements.

  • Tax Management Advisory – this includes areas including: Fringe Benefits Tax, Tax Planning Strategies, GST Registrations and Capital Gains Tax.

  • Superannuation and Self - Managed Super Funds (SMSF) – Portfolio Management; Tax and Super; SMSF administration and compliance advice.

  • Estate Administration - Estate Planning and Assest Management and Trust Advice.

  • Wealth and Investment - Guidance from being involved in planning for your financial future, in concert with an external financial planner; discussing investment asset classes; Centrelink information; Portfolio administration and management, Being a conduit with an external expert for a variety of insurance needs.
Call 03 5337 6117 to talk today.