Our focus is on understanding and utilising the latest accounting technology to offer our clients the tools and systems required to simplify and successfully run their businesses whilst also saving them time and money.
The tools to help you strike
at the right moment.
at the right moment.
We are versatile, adaptable and open to new thinking. We will ease you through the complex process of managing your accounting needs. That way, you can focus on running your business, knowing you’re in safe hands.
Make informed business and personal decisions, and walk away with the information that you need to know. Make use of our business forms and resources below to get you on track.
There’s no shortage of remarkable ideas, what’s missing is the tools to execute them.
Forms.
Individual Tax Return
Please complete this form in order for our team to commence the preparation on your tax return.
Client Information Form
New Individual
In order to get your personal journey started with us, please complete this form with your contact information.
Client Information Form
New Entity
In order to get your business journey started with us, please complete this form with your contact and business information.
Client Engagement Form
New Entity
Now that you’re ready to take the next step with us, please complete this form in order to prepare your business proposal.
Resources.
EOFY Tax Planning Strategies
As the end of the financial year approaches, it’s the perfect time for business owners to get a head start on annual tax planning. This critical period offers a golden opportunity to review financial performance, maximise tax savings, and set your business up for a prosperous new year. Discover essential steps and strategies to streamline your tax planning process and ensure your business is financially prepared.
TFN Declaration Forms
Complete this form before you start to receive payments from a new payer. Information you provide in this declaration will allow your payer to work out how much tax to withhold from payments made by you.
TFN Application Forms
As an Australian resident, applying for a tax file number (TFN) is free and identifies you for tax and superannuation purposes. It’s yours for life. You keep the same TFN even if you change your name, change jobs, move interstate or go overseas. If your details change, you need to let us know.
BAS Lodgment Dates
The due date to lodge and pay your monthly BAS is the 21st day of the month following the end of the taxable period. For example, a July monthly BAS is due on 21 August.
ATO Due Dates
Click here to refer to the up-to-date ATO listing. The monthly due date information may be helpful to you if you run your own business. Of course, our team will ensure that you are kept compliant and lodge in accordance with these dates as part of our yearly service.
Fringe Benefit: Employee Contributions
In order to withstand with Australian Taxation Office (“ATO”)’s heavy focus on Fringe Benefits, we have developed the following templates outlining an Employee’s obligation and FBT arrangement towards an Employer.
How to negotiate and lower your home loan rate
We all want a better rate for our mortgage. What most of us don’t want, though, is having to call the bank to negotiate or move to another bank to get a better deal. Read our tips on how to negotiate and lower your home loan rate.
