What can I do for you?
Well…
- I can do all the things that a large Chartered Firm can do for you. I am a registered tax agent and hold a Public Practice Certificate issued by the Chartered Accountants Australia and New Zealand (CA ANZ), I am also a Fellow of the Taxation Institute of Australia and an ASIC registered self-managed superannuation fund auditor; I am bound by the ethical and professional obligation’s that bind all professional chartered accounting firms
- I am also particularly interested in working with business owners/stakeholders in turning their financial and business “wishes” into reality, by talking to you re what you wish to achieve and how I can help you do it. I am also able to “project manage” those projects utilising your existing staff if that will keep your costs down and it is viable to do so.
“I am a proactive person who believes that I can deliver quality services for a reasonable cost, this includes planning and effective communication so you are always up to date with any work I am doing for you.”
I have an established network of Financial Planners, Lawyers and other tax and business specialists that I can utilise to perform the best service for my clients.
In addition, I have significant experience in the following:
- Business Valuations
- Business Plan preparation including monitoring and follow up (preparation of a hard copy plan for your reference and monitoring)
- Sale of Business including ways of structuring the deal for best possible outcome for client
- Individual, trust, company, partnership, deceased estates and super fund taxation
- All aspects of Federal and State tax and superannuation regulatory compliance
- Restructuring, tax and business.
- Research and Development including the daunting application process.
- CGT, GST, PAYG, Salary Packaging and FBT
- Tax planning and tax strategies going forward
- Superannuation Strategies
- Business strategy, development, organisation and procedures/policies
- Statutory/contractual compliance with building requirements and finance/banking