Accountants & Wealth Advisers
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Winner Service Packages


Excellence is not a skill. It is an attitude.
— Ralph Marston

Our Service Difference

1. Proactive Approach: We want to help you grow your business and personal wealth. We choose to work with clients who want to achieve these two goals. We will work with clients who are proactive and want to take their business and personal financial position to a higher level.

2. Practical Solutions: Our financial mentoring program for business and life are aimed at helping you make more money in your business and taking that extra profit to build your personal wealth. For investors on a salary we help you reduce your tax to build your personal assets.  

3. Personal care: We take interest in your business and personal financial position and genuinely want you to succeed. We proactively ask you questions to maximise benefits to you - whether it's to do with your tax return or financial plans.

4. Quality Assurance: We ensure that your accounts and tax returns pass an ATO audit. Our 25 point checklist ensures zero errors and compliance with the Australian Taxation law. Our work is done by junior accountants and senior bookkeeper our office who are supervised by a dedicated Senior Accountant. We don't outsource our work to contractors or offshore companies. 

5. Simply understood: No accounting and legal jargon is used. We communicate clearly, openly and honestly with you at all times.

6. Response time: We ensure we get back to you by end of the day whether you email or call us.

7. Fixed Fees: Our Fixed Price Agreements provided upfront and in writing mean that you don't get any surprise invoices. You know upfront what the accounting fees will be for the next 12 months. Should you need more services we will give you an estimate fee upfront before we do any extra work.

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Our Service Packages

 

just compliance

From $330/month

This is our basic service to get your taxes done. Whether it's end of year tax returns and accounts that you need or quarterly accounts and BAS lodgements, we have resources to help you lodge your tax obligations on time. This service includes: 

  • Xero/MYOB Setup and Training
  • Monthly/quarterly/yearly accounts
  • Monthly/Quarterly/Yearly Business Activity Statement lodgement with the ATO 
  • End of year Financial Accounts and Tax Return lodgement for your business - Company, Trust, partnership or Sole Trader
  • Personal Tax Returns lodgement for directors and family members
  • Tax Planning Meeting May/June
  • Tax advice on best business tax structures to suit your personal and business circumstances - company, trust, partnership or sole trader. 
  • Ongoing questions and queries
  • Handling all tax office correspondence throughout the year

 


financial boo$ter

From $550/month

This service includes our Just Compliance + financial management service to help you understand the numbers. This service includes:

  • Xero/MYOB Setup and Training
  • Monthly/quarterly/yearly accounts
  • Monthly/Quarterly/Yearly Business Activity Statement lodgement with the ATO 
  • End of year Financial Accounts and Tax Return lodgement for your business - Company, Trust, partnership or Sole Trader
  • Personal Tax Returns lodgement for directors and family members
  • Tax Planning Meeting May/June
  • tax advice on best business tax structures to suit your personal and business circumstances - company, trust, partnership or sole trader. 
  • Ongoing questions and queries
  • Budgeting and cash flow forecasting at the beginning of the financial year
  • Half Yearly Meetings/Quarterly meetings (you choose) to review the bi annual or quarterly accounts against the budgeted accounts, Key Performance Indicators (KPI's) and set the business plan for the next period

smsf service - Accounting & ADMINISTRATION From $1100/ year

We want to help you build and protect your wealth into the future. We believe that as a business owner in charge of your destiny, you should also be in charge of your retirement money. Setting up your own SMSF (Self Managed Super Fund) is not only a smart strategy, it's your democratic right to protect your hard earned money!

But not everyone can setup an SMSF. There are rules and regulations. We hep you navigate these rules and support you to ensure that you take control of your retirement money and build your wealth over 2-3 decades (sorry no get rich quick schemes here!).

Our SMSF Service includes:

  • Comprehensive Financial Strategy
  • SMSF Setup structures signed by a lawyer
  • SMSF Yearly Tax Compliance with ATO & ASIC
  • SMSF Administration and Support
  • SMSF Investment bank loans
  • SMSF and Direct Property Advice
  • SMSF and Share Portfolio Advice
  • SMSF and farm Purchase Advice