232 Boundary Road, Braeside, Victoria, Australia, 3195

Assisting Clients to Prosper
 

Menu of services

Growth, Development and Results

  • Financial reports
  • Budgeting
  • Cash-flow forecasting
  • Business Health Check
  • Director/stakeholder meetings & reviews
  • Management Accounting, including job costing and taking the role of "Chief Financial Officer" (CFO)
  • Tax Planning and Minimisation
  • Strategic Planning, Key Performance indicators, development & monitoring
  • Business Benchmarking & Positioning
  • Systems Analysis and Technology Report (Efficiency)
  • Business finance options
  • Business Coaching & Mentoring

Review of Business structures for asset protection & tax effectiveness

  • Company set up including shareholder agreements
  • Discretionary & Unit Trust set up
  • Partnership set up, including basic partnership agreements
  • ABN, TFN, GST, PAYG applications & registrations
  • Succession planning
  • Fuel Tax Scheme

Cash flow & Reducing your paperwork

  • Cash flow forecasting
  • Debtor receivable & creditor payable processing & management
  • BAS Statement preparation & reports
  • PAYG and IAS Variations
  • Bookkeeping & transaction processing & analysis
  • Business Health Check and Reports
  • Budgeting
  • PAYG Withholding Variation
  • Business Structures, Protection & Registration

Tax Return & Business Activity Statement Preparation & Lodgement

  • Individuals & Sole Traders
  • Discretionary & Unit Trusts
  • Companies
  • Fringe Benefit Tax
  • Partnership
  • Payroll tax registrations.
  • Self Managed Superannuation Funds
  • Division 7A compliance & agreements
  • BAS reconciliations
  • Audit protection insurance.
  • Workcover registrations & annual reconciliations
  • Tax Advice & planning

Financial Planning

  • Arrange for your Financial Planning requirements
  • Plan Business Succession
  • Set out Retirement strategies

Legal

  • Discuss the need for wills
  • Discuss the need for Powers of Attorney
  • Discuss Business legal matters

 

Tax planning & diaries

  • Salary packaging & salary sacrificing
  • Superannuation contributions
  • Tax effective investment advice
  • Capital gains tax advice & planning

Self Managed Superfund (SMSF)

  • SMSF financial reports & compliance check & advice
  • Arrange for SMSF full Investment management & reporting
  • SMSF investment reports to members.
  • Arragne for establishment and SMSF Deed Setup
  • SMSF Audit
  • SMSF ABN, TFN, GST Applications
  • Arrange for SMSF Instalment warrants
  • Arrange for property trust setup & management

ASIC maintenance and Compliance

  • Corporate secretarial & ASIC compliance
  • Adding or removing Directors
  • Adding or removing shareholders
  • Change of address for members if not your registered ASIC agent
  • Electronic Lodgement of Compliance documents
  • Solvency Declarations (compulsory every year)
  • Registration of business names & intellectual property
  • Winding up Companies

Audit, Risk & Insurance

  • Business & personal risk management & review
  • Insurance needs
  • ASIC & company audit
  • Internal audits, system integrity, controls & procedure analysis & review

Property Investment

  • Portfolio Planning Impact and Analysis
  • Broker Finance and Mortgage loans Setup and Structuring
  • Capital Gains Tax Planning & negative gearing strategies
  • Depreciation & capital allowance schedules

Share investment

  • Investment strategies
  • Income & growth
  • Leveraged investments, margin loans, futures & options

Social Security

  • Reporting of private trust or company ("Mod PT" or "Mod PC" forms)
  • Family tax benefit & maternity payments advice
  • Child support agency planning & advice
  • Centrelink payments & pension advice

Payroll services

  • Employment forms, TFN declarations, Super choice forms & fair work information

Business

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Comments from our clients

  • "Hi Ross, I just thought that I should tell you that Monty has been helping me with a problem I had with Gracott over the past few months. In this time, his help has been well above what would normally be considered normal for an accountant's role. I have been very grateful for his assistance. …… I thought I should pass this on to you personally."
    - Jill Miglietti, Bervic Engineering Co Pty Ltd
  • "Thanks for the business valuation I am very happy as was my Solicitor with this, the valuation was quite detailed and you went into great detail showing the different methods used in calculating the value also supplying figures to substantiate your calculations. Great work thanks."
    - Jon Everitt, Signarama Moorabbin
  • "It is refreshing to see that your understanding of property transactions and your proactive approach goes much further in depth compared to an average accountancy practice. My recommendation to our clients to seek your expert advice would be without hesitation and encouraged!"
    - Michael Libman, Director (Licensed Estate Agent) Property Choice Pty Ltd
  • "The Planning Session: The process was very good in assisting us to clarify our personal and business goals and objectives. In our case, with each of us running separate businesses, it was particularly helpful in highlighting the directions we were both heading, and where simplification could be applied to create more efficient management..."
    - Kevin Ezard Aquarian Developments (Aust) Pty Ltd - Marketing and Consulting
  • "Many thanks for your work this year. A friendly and efficient company. Our contact with you over the many years of our association has been a pleasure and we look forward to continuing this in the future."
    - Linda and Ray Eades - Carpentry Business and Super Fund
  • "Thank you very much for your help to me and Damian recently. The matter discussed has now been concluded. We feel very fortunate to have you not only as our account but also as our trusted friend."
    - Veronique Moloney – Long standing client

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