About Us

We are an accounting firm in the Lockyer Valley providing taxation, bookkeeping, audit, and business advisory services.

We provide cost-effective solutions to individuals, businesses (sole traders, partnerships, companies, and trusts), incorporated associations and self-managed superannuation fund trustees.

We specialise in supporting small and medium-sized family businesses to achieve financial and lifestyle goals such that wealth, once generated, can benefit current and future generations.

Obligation Free Quotes & Fixed Monthly Fee Options

Depending on your requirements and the scope of the job, we may be able to provide you with certainty about the costs of engaging us to attend to your accounting, taxation, and business advisory requirements.

We welcome the opportunity to meet with you, discuss your circumstances, and collaborate on how we can best support you and/or your business.

Our Commitment to Your Satisfaction

Our service always starts with an initial meeting, where it is our goal to understand your current personal, business and overall financial circumstances. By taking the time to understand your individual circumstances, we can tailor our service offering to align with your requirements and budget.

 

More than taxation & compliance services

With the Australian Taxation landscape continually changing, it is important to engage with a firm that will ensure your affairs are managed in a way that is tax effective and compliant with relevant legislation. 

We pride ourselves on our holistic perspective and ability to add value to compliance services by considering your individual circumstances and goals when undertaking the preparation of:

• Financial Statements / Annual Accounts
• Income Tax Returns
• Business Activity Statements

The educational and tax planning tools that we provide empower our clients to make informed decisions based on an understanding of the taxation consequences of their decisions.

We also provide advisory services and strategies related to:

• Goods & Services Tax (GST)
• Fringe Benefits Tax (FBT)
• Fuel Tax Credits (FTC)
• Pay as you go (PAYG) withholding & instalments
• Single Touch Payroll (STP)
• Superannuation obligations
• Payroll tax, land tax, transfer duty & other state taxes
• Tax incentives (including R&D tax incentive)
• Personal superannuation contributions & SMSFs
• Primary production income averaging

In addition, we also look at your individual circumstances and consider your possible eligibility for various other things including:

• Family Tax Benefits
• Farm Household Allowance
• Seniors Health Care Card
• Aged Pension
• Concessional loans e.g. QRIDA / QRAA
• Government grants e.g. Drought Resilience Grant
• Land, Tax concessions / exemptions

 

business advisory services

Whether you are just starting out and wanting to apply for an Australian Business Number (ABN) or a large multi-generational family business, we can tailor our service offering to meet budget and service level requirements.

Our business advisory services are both proactive and responsive, designed to help your business improve, automate and adapt. We believe in starting with the end in mind and work backwards from your goals to your current position and create budgets, strategies and interim milestones to support you on the journey.

The business support and advisory services we offer include:

• Tax-effective corporate structures
• Process automation
• Cash flow forecasting
• Budget preparation
• Tax planning services
• Monthly reporting
• Exit strategy / succession planning
• Contingency planning