What We Offer
Our Services
Comprehensive accounting for individuals, sole traders, and growing businesses — all from a single IPA-registered practice.
All prices shown are "from" fees (GST-exclusive). Final fee confirmed at your free initial consultation.
Tax Planning Packages
Proactive planning before 30 June and beyond.
1
Individual
Personal tax planning made simple.
- Pre-30 June review
- Estimated tax position
- Deduction opportunities
- Super contribution planning
- Follow-up meeting
- Written action summary
2
Sole Trader
Everything in Individual, plus business essentials.
- All items in Individual
- Asset purchase timing
- GST / instalment review
3
Company
Smarter planning for your company.
- All items in Sole Trader
- Structure review
- Cash flow tax planning
4
Trust / Group
Integrated planning for multiple entities.
- All items in Company
- Multi-entity planning
5
Complex
Full-service planning with year-round support.
- Full-service planning
- Year-round strategy support
Final scope depends on complexity⛨and the records provided.
Why plan early?
- •Reduce tax legally — Identify and act on opportunities before year-end.
- •Strengthen cash flow — Make informed decisions that support your cash flow.
- •Stay compliant — Avoid surprises and late rush fees.
What to prepare
- •Financial statements & year-to-date reports
- •Loan statements & liabilities
- •Any planned purchases or major decisions
Plain English Glossary
BAS: Business Activity Statement — a quarterly form businesses lodge with the ATO to report GST collected and paid.
IAS: Instalment Activity Statement — a monthly form for businesses that pay PAYG instalments.
STP: Single Touch Payroll — mandatory ATO reporting each time you run payroll.
PAYG: Pay As You Go — the ATO system for withholding tax from wages and paying business tax instalments.
GST: Goods and Services Tax — a 10% tax added to most goods and services in Australia.
FAQ
Frequently Asked Questions
Not sure which service you need?
Book a free, no-obligation consultation and we will point you in the right direction.