Taxation

I use the latest technology to prepare and lodge all classes of income tax returns and activity statements using the ATO approved Electronic Lodgment Service (ELS). I also provide advice on how to optimise your tax position while remaining within the requirements of the law. If specialist advice is required I have referral sources available to solicitors, barristers, or other accountants.

Business Advice and Planning

This covers everything from starting a new venture to monitoring the performance of an existing business or planning for expansion. My basic approach is that if you can measure something you have a better opportunity to control it.  A business needs good systems in place if they are to accurately measure the things they wish to control. Creating good systems is not always easy, there are many variables and cost is always a factor. I have a particular interest in helping people to develop better business systems.

Information Technology (IT)

I don't build computers for a living, but I am very much in favour of getting the most out of business technology. I have some preferred accounting software that I usually recommend to clients. see the Fact Sheet on Accounting Software. I also like to outsource the development of computer systems to IT specialists. It is important that the equipment used by a business is capable of delivering the outcomes required and that this equipment is part of an ongoing strategy that will serve the needs of the business well into the future. The internet is also an important business tool and there are many ways to have a web presence. Please contact me if you would like to know more about any aspect of Information Technology.

Financial Planning

It is easy to be cynical about financial planning. We have developed a financial planning industry in Australia that in some cases amounts to nothing more than the sale of commissioned based financial products. It is therefore important to be able to obtain independent advice, particularly in the important area of superannuation and retirement income planning. As a sole practitioner, I have decided to deal with this by outsourcing financial planning to a carefully selected group of suitably qualified professionals. I see my role as ensuring that my clients receive unbiased advice and that they understand the advice they have been given. There is no one size to fit all and I am careful to match the needs of my clients to the financial planner.

Superannuation Fund Administration

Some clients like to have their own Self Managed Superannuation Fund. This provides the opportunity to directly control the investments of the fund. I support clients who choose this method of funding their retirement by preparing audited financial statements and lodging the required documents, including income tax returns. Specialist advice is sometimes required in this area and I am able to outsource this to properly qualified people.

Audit

I provide audit services for superannuation funds in cases where  I am not required to perform any accounting of taxation services for the fund.  For other audits that require an ASIC registered auditor I am able to refer clients to an appropriate audit specialist.