Xero Bookkeeping,
Support & Training

Individuals & Private Wealth

Self Managed
Super Funds

Business Services

Business Structuring

Getting the right structure from the start is vital. This is a crucial step for asset protection, wealth creation and tax effectiveness moving forward.


We handle all the financial statement, income tax return and business activity statement preparation as well as payroll processing, payroll tax obligations and superannuation obligations so you don’t miss a due date or a payment.

Business Advisory

Management reports produced on a monthly or quarterly cycle will help management evaluate the performance of the business and to ensure it is heading in the right direction.

Tax Planning

Failing to plan is planning to fail. Management of tax obligations has never been easier through our effective tax planning strategies. 

Cloud Based Technology

Embracing and implementing cloud based technologies will future proof your business. By understanding what systems you can automate and which processes to document will free up your time to focus on other areas of the business.

Stakeholder Management

We deal with key stakeholders of your business on your behalf, such as, Australian Taxation Office, banks, mortgage brokers, lawyers, government bodies, employees and insurance brokers.


Xero Bookkeeping, Support & Training

Bookkeeping has never been easier with Xero. Run your business anytime from anywhere on any device with Xero. Our tailored service in recording and reconciling your financial information is important to running a successful business.  

Need training? As a Xero partner and Xero certified adviser, we are experts that you can count on. Our structured training will get you to where you want to be. 

Require support? We provide unlimited Xero support to all our clients. Either give us a call or flick us an email and we will help you out with whatever solution you need. 

Time to convert to Xero? Converting from MYOB/Quickbooks software to Xero can be a challenging task. However, for us, with our years of experience and our tailored process, we will ensure it is a seamless transition.

Are you a start up? Say no more, we are here to get your start up set up! Getting the Xero subscription set up correctly from the start is crucial for getting timely information for decision making in the early days of running a business. 

Is this a pain point in your business? Currently spending hours at night on invoicing and bookwork? We’ll free up your time by automating the steps and saving you hours per week.

Individuals & Private Wealth

Individuals, getting your tax return prepared and lodged with us is an efficient and smooth process. We work with you to understand your situation and to ensure that you are maximising your deductions.  

Private wealth, we provide accounting and taxation compliance services for trusts and private companies that hold your private wealth. We can also assist with the establishment of various trust structures and private companies for investment purposes. 

Hold an investment property? We work with you to keep you on top of all the elements of holding an investment property. Such as income tax return reporting, cost base record keeping, tax impacts if positively or negatively geared, land tax considerations, obtaining quantity surveyors reports, capital gains tax and tax planning.  

Hold a share/managed fund portfolio? We work with you to keep you on top of all the accounting and tax related areas of holdings these investments such as income tax obligations, cost base record keeping, understanding components of dividends and distributions and understanding the tax impact of gearing.

Tax Planning. Thinking of selling an investment and not sure how much tax you will be up for? We can work with you to understand your situation and provide you with tax planning advice on a particular transaction. 

Need finance? Getting your information in a timely manner is important when seeking finance. We pride ourselves on our turnaround time so you can access your information on demand. 

Self Managed Super Fund

Tax Compliance, every year the self  managed super fund will need to prepare a SMSF Annual Return and lodge it with the Australian Taxation Office. We have the systems and processes in place to ensure the highest quality service standard and compliance is provided.   

Accounting Compliance, each year the SMSF needs to prepare financial statements. Our efficient and systematic process provides detailed information on the performance of the fund by disclosing its income and expenses, assets and liabilities, investment holdings and movement for the year as well as detailed member balances and component breakdowns.  

Audit, every year the self managed super fund needs to be audited by an independent auditor who is registered with ASIC. We liaise with the independent auditor to ensure the SMSF complies with both Australian Taxation Office and Superannuation Industry (Supervision) Act regulations. 

Process, as a registered tax agent and a member firm of Chartered Accountants Australia and New Zealand, we are bound by the highest standards of quality which are embedded into our systems and processes. 

Need a SMSF setup? We can assist with the entity creation for the self managed super fund and corporate trustee, as well as all documentation required to be registered as a complying SMSF with the Australian Taxation Office.  

We work directly with your financial adviser to ensure any advice provided is implemented and accounted for in an efficient and timely manner, such as, investment strategy, contribution strategy, pension advice, insurance advice and any binding death nominations being entered into. 

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