Specialised Advice areas

Self Managed Superannuation Funds (SMSF)

We understand Self- Managed Superannuation Funds and we can let you know whether this type of structure is appropriate for you. 

Services we offer include:

  • Establishing self-managed superannuation funds
  • Arrange Superannuation Audits (outsourced for independence)
  • Advice on compliance matters
  • Advice on taxation benefits
  • Preparation of specialised SMSF financial accounts (using Desktop Super software)
  • Preparation and lodgement of SMSF Tax Returns
  • Management and preparation of compliance and pension documentation

Our friendly, professional team are available to assist in all aspects of self-managed superannuation.


Business Advisory

Your plan is important as it will allow you to focus on what you need to focus on today to help you achieve your future goals. 

Working together with you we can help you formulate a strategic plan that will:

  • Define your future goals
  • Define what your business will look like in 5 years
  • Establish financial targets and how they will be measured
  • Determine an implementation plan

Most business owners know that they need to plan but very often are so busy and get caught up with running their business that they never get around to creating their own strategic plan or just don’t know where to start.


Taxation laws are always changing. Therefore our team of highly professional Accountants are always undertaking training and education so that we can help our clients understand their obligations and legally minimise the tax that they pay. 

Our specialist taxation knowledge and broad commercial accounting skills, enables us to provide practical and professional advice on:

  • Income Tax.
  • Capital Gains Tax
  • Fringe Benefits Tax
  • Goods & Services Tax
  • Negative gearing and property investments
  • Tax audit support
  • Tax office dispute resolution
  • Taxation structures
  • Remuneration packaging
  • Tax effective trust structures for asset protection and tax minimisation


Estate Planning


Our Services Include

  • Wills
  • Enduring Powers of Attorney
  • Probate
  • Estate Administration
  • Trusts
  • Succession Planning