Our Services
Every accounting service your business or personal tax needs — under one roof
From a simple individual tax return to complex ATO audits, virtual CFO, crypto tax, SMSF, FBT and everything in between. One registered tax agent. One point of contact.
Our core service areas
Dedicated expertise in each area — not generalist advice.
Individual & Personal Tax Returns
Maximise your refund. Lodge on time. Pay only what you owe.
From simple salary returns to complex investment income, rental properties, and side businesses — we prepare and lodge individual tax returns for clients across Australia.
- Salary & wage earner tax returns
- Investment income (shares, dividends, managed funds)
- Rental property schedules
- Work-related deductions review
- Medicare levy exemption & surcharge
- HECS/HELP repayment reporting
- Foreign income & tax offsets
- Prior year tax return lodgment
Average individual refund increase when switching to ANH: $800–$2,500
Business Tax Compliance
Pay exactly what you owe — no more, no less.
Company, trust, partnership and individual business tax returns. We handle the complexity so you stay compliant, optimised and protected.
- Company, trust & partnership tax returns
- Sole trader tax returns
- Tax planning & strategic structuring
- ATO liaison & dispute resolution
- Private rulings ($160k CGT saved for one client)
- Division 7A & loan account management
- Year-end tax position review
Average tax reduction found for new clients: $5,000–$20,000+
Tax Planning & Minimisation
Stop paying more tax than you legally need to.
Proactive tax planning before year end — not after. We review your position, find opportunities, and implement strategies before 30 June.
- Pre-30 June tax review & planning
- Trust distribution resolutions
- Superannuation contribution strategies
- Income splitting & family tax planning
- Business structure review for tax efficiency
- Small business tax concessions
- Capital works & depreciation planning
- Timing of income and deductions
Clients with proactive tax planning save an average of $8,000/year
Rental Property & Investment Tax
Every deduction found. Every property obligation met.
Negative gearing, CGT, depreciation schedules, land tax, and rental income reporting — all handled for residential and commercial property investors.
- Rental income & expense schedules
- Negative gearing calculations
- Depreciation schedule coordination
- Capital gains tax on sale
- Land tax advice
- Short-term rental (Airbnb) tax
- Multiple property portfolios
- SMSF property compliance
Depreciation schedules alone recover $3,000–$12,000/year on average
Cryptocurrency & Digital Assets Tax
Crypto tax done correctly — the ATO is watching this space closely.
The ATO has data-matching programs specifically targeting crypto. Every trade, swap, and disposal is a taxable event. We prepare accurate crypto tax reports.
- CGT calculation on crypto disposals
- DeFi, staking & yield farming income
- NFT sales & purchases
- Crypto trading (active trader vs investor)
- Lost & stolen crypto claims
- ATO crypto data-matching compliance
- Integration with Koinly, CoinTracker & others
- Prior year crypto catch-up returns
Correct crypto tax treatment prevents ATO audit exposure
Virtual CFO Services
CFO-level financial insight without the CFO salary.
For growing businesses that need strategic financial leadership. We provide monthly reporting, forecasting, KPI tracking and financial decision support.
- Monthly management accounts & commentary
- Cash flow forecasting (13-week & annual)
- Budget vs actual reporting
- KPI dashboards & business performance review
- Board & bank reporting packages
- Funding & finance application support
- Scenario & sensitivity analysis
- Strategic financial advice & planning
Virtual CFO clients grow revenue 2–3x faster than compliance-only clients
Bookkeeping (Xero)
Clean, accurate books every month — no backlogs, no surprises.
Xero-focused bookkeeping that gives you real-time visibility. We handle the numbers so you can run your business.
- Xero setup, migration & ongoing management
- Monthly bank reconciliations
- Accounts payable & receivable
- Catch-up & clean-up bookkeeping
- Management reporting
- Receipt & expense management (Hubdoc, Dext)
- Multi-entity bookkeeping
Most clients free up 5–10 hours per month
Payroll & STP
Compliant payroll, on time, every time — including Payday Super.
End-to-end payroll management including Single Touch Payroll, superannuation, and the new Payday Super obligation (live July 2026).
- Payroll processing (weekly/fortnightly/monthly)
- Single Touch Payroll (STP) compliance
- Superannuation & Payday Super management
- Leave & entitlements tracking
- PAYG withholding & payment summaries
- Termination & redundancy calculations
Zero ATO payroll penalties for our clients
BAS / IAS Lodgment
Every activity statement prepared, reviewed and lodged on time.
Quarterly BAS and monthly IAS preparation by a registered BAS agent. GST, PAYG and compliance managed without the stress.
- BAS preparation & ATO lodgment
- IAS monthly lodgment
- GST reconciliation & review
- PAYG withholding reporting
- Instalment rate management
- GST registration & cancellation
100% on-time lodgment rate — no late-lodgment penalties
ATO Tax Debt & Payment Plans
Resolve your ATO debt without losing sleep.
Unpaid tax, ATO letters, and overdue lodgments — we negotiate on your behalf, arrange payment plans, and get your obligations back on track.
- ATO payment plan negotiation
- General interest charge (GIC) reduction requests
- Overdue lodgment assistance
- ATO audit representation
- Penalty remission applications
- Director penalty notice (DPN) advice
- Voluntary disclosure assistance
Most ATO debts resolved with a structured payment plan within 2–4 weeks
Fringe Benefits Tax (FBT)
FBT calculated correctly — no underpayments or surprises.
Car fringe benefits, expense payments, living-away-from-home allowances, and employee entertainment — we prepare your FBT return and advise on minimising the liability.
- FBT return preparation & lodgment
- Car fringe benefits (statutory & operating cost method)
- Expense payment fringe benefits
- Living away from home allowances (LAFHA)
- Employee entertainment & meals
- FBT planning & minimisation advice
- Salary packaging & novated lease advice
Correct FBT planning reduces liability by an average of 20–35%
Business Start-Up & New Business Setup
Start with the right structure. Save thousands from day one.
Getting the structure right at the start saves thousands in tax and avoids costly restructuring later. We set you up properly from the beginning.
- Business structure advice (sole trader, company, trust)
- ABN, ACN, GST & PAYG registration
- Company & trust registration (ASIC)
- Xero setup & chart of accounts
- Tax obligations briefing
- First-year tax planning
- Business name registration
Right structure from day one saves $5,000–$15,000 in tax annually
SMSF Services
Your self-managed super fund: compliant, optimised, and audit-ready.
SMSF establishment, ongoing compliance and annual returns prepared by registered professionals.
- SMSF establishment & trustee setup
- Annual financial statements
- SMSF tax return preparation
- Independent audit coordination
- Investment strategy compliance
- Pension phase transitions
- SMSF property advice
All SMSF audits completed without ATO intervention
Specialist & Complex Tax
Complex tax situations handled correctly the first time.
CGT, Division 7A, international tax and ATO audits. We thrive in complexity.
- Capital gains tax planning & reporting
- Property CGT (including historic purchases)
- Division 7A compliance & restructuring
- International tax (residents & non-residents)
- ATO audit representation & private rulings
- Deceased estate tax returns
- Foreign resident tax returns
- Working holiday maker tax returns
Saved clients over $160,000 in CGT through proactive planning
Financial Reporting
Clear financials that tell you exactly how your business is performing.
Accurate, timely financial statements for management, banks, investors or compliance.
- Profit & loss statements
- Balance sheet & equity reports
- Cash flow statements
- Monthly management reports
- Year-end financial compilation
- Statutory financial statements
- Business valuation reports
Reporting delivered within 10 business days of month end
ASIC Agent Services
All ASIC obligations handled without you lifting a finger.
Company registration, share restructuring and ASIC compliance by a registered ASIC agent.
- Company & trust registration
- Share allotments & transfers
- Officeholder changes
- Annual ASIC review responses
- Company deregistration
- Registered office services
Most registrations completed within 48 hours
Every service we provide — the complete list
If you cannot find the specific service you need, it is almost certainly in this list. If it is not, call us — we handle virtually every accounting and tax situation.
Personal & Individual Tax
- Salary & wage earner tax returns
- Investment income returns
- Rental property tax schedules
- Sole trader tax returns
- Side hustle & gig economy income
- Working holiday maker (417/462 visa) returns
- Foreign resident tax returns
- Non-resident withholding tax
- First home buyer schemes (FHSS)
- Superannuation co-contribution
- Private health insurance rebate & surcharge
- Medicare levy exemption
- HECS/HELP repayment management
- Deceased estate tax returns
- Prior year (late) tax returns
- ATO amendment requests
Property & Investment Tax
- Negative gearing calculations
- Rental property deductions review
- Capital gains tax (residential)
- Capital gains tax (commercial)
- Depreciation schedule coordination
- Land tax advice
- Stamp duty advice
- Property development tax
- Short-term rental / Airbnb tax
- Property in SMSF
- Subdivision & development CGT
- Vacant land tax
- Foreign investor tax obligations (FIRB)
- Vendor duty
Business Setup & Advisory
- ABN / ACN registration
- GST & PAYG registration
- Business name registration
- Company formation
- Discretionary (family) trust setup
- Unit trust setup
- Partnership agreement accounting advice
- Business restructuring
- Business acquisition due diligence
- Business sale tax planning
- Business exit & succession planning
- Franchise accounting setup
- Joint venture accounting
- Business valuation
- Goodwill assessment
- Asset protection strategies
Tax Compliance & ATO
- ATO payment plan negotiation
- General interest charge (GIC) remission
- ATO audit representation
- Private ruling applications
- Voluntary disclosure
- Director penalty notices (DPN)
- Superannuation guarantee charge (SGC)
- Tax amnesty applications
- ATO objections & appeals
- Administrative Appeals Tribunal (AAT) support
- Tax debt settlement
- Hardship applications
- ATO correspondence management
- Notice of assessment review
Payroll, Super & Employment
- Single Touch Payroll (STP) setup & reporting
- Payday Super compliance
- Superannuation guarantee compliance
- SuperStream implementation
- Employee vs contractor assessment
- PAYG withholding variation
- Termination & redundancy calculations
- Workers compensation payroll
- Leave entitlements calculation
- Salary packaging advice
- Novated lease accounting
- Fringe Benefits Tax (FBT) returns
- Living away from home allowances
- Remote area concessions
Specialist & Niche Tax
- Cryptocurrency & NFT capital gains
- Crypto staking & yield income
- DeFi protocol tax treatment
- Share trading tax
- Employee share scheme (ESS) reporting
- Research & development (R&D) tax incentive
- Export market development grants (EMDG)
- Fuel tax credits
- Wine equalisation tax (WET)
- Luxury car tax (LCT)
- International tax planning
- Transfer pricing
- Double tax agreement claims
- Foreign investment fund (FIF) rules
- Controlled foreign company (CFC) rules
Bookkeeping & Software
- Xero setup & configuration
- MYOB setup & support
- QuickBooks setup & support
- Software migration (to Xero)
- Bank feed setup & coding rules
- Accounts payable management
- Accounts receivable management
- Catch-up & clean-up bookkeeping
- Receipt & expense app setup (Hubdoc, Dext)
- Inventory management in Xero
- Job tracking & project accounting
- Ecommerce bookkeeping (Shopify, WooCommerce)
- POS integration (Square, Lightspeed)
SMSF & Superannuation
- SMSF establishment
- SMSF annual compliance & tax return
- Independent SMSF audit coordination
- SMSF investment strategy
- Pension phase & account-based pensions
- SMSF borrowing (LRBA) advice
- SMSF property purchases
- SMSF wind-up
- Super fund rollovers
- Transition to retirement (TTR) strategies
- Concessional contribution limits management
- Non-concessional contribution strategies
- Division 293 tax advice
- Spouse super contribution splitting
- Government co-contribution advice
Company, Trust & Structure
- Company tax returns
- Trust tax returns & distribution resolutions
- Partnership tax returns
- Corporate trustee setup
- Share restructuring & capital reduction
- Loan forgiveness & Division 7A
- Related party transactions
- Corporate group tax consolidation
- Franking credit strategies
- Corporate tax rate eligibility
- CGT small business concessions (15-year, 50% reduction, retirement, rollover)
- Small business roll-over relief
- Demerger advice
Cannot find what you need?
We handle accounting and tax for virtually every business type and personal situation. If it is not on this list, call us — we have almost certainly dealt with it before.
From deceased estate returns and foreign resident tax to ATO audit representation and R&D incentive claims — we thrive in complexity.
Ask us about your situationOur track record
Not sure which service you need?
Book a free 30-minute strategy session. We review your situation and tell you exactly what you need — no obligation, no sales pitch.
IPA & IFA member firm · Staff hold CA & CPA qualifications · Registered Tax Agent RN 26258346 · Est. 2018