Chartered Accountants who go deeper

Natural disasters take many forms and touch all of us in some way. Our Chartered Accountants have many years of experience dealing with the aftermath of taxation, finances and property post natural disaster — fire, cyclone, flood and COVID-19. We excel at supplying information, assistance and applying for all government funded support applicable to each business structure, going above and beyond so every client receives any assistance available to them.

By incorporating a company you establish a separate legal entity that can limit liability and act as a catalyst for growth. We guide you step by step through setting up your company, including advice on the types of shares issued and company structure.

An incorporated association is a legal entity separate from its members, usually established for recreational, cultural or charitable purposes. We are experienced in the formation process including ACNC registration and applying for ATO tax concessions, and can advise on association rules and auditing requirements.

Trusts and partnerships are widely used for investment and business purposes. We assess your business needs to determine the appropriate structure to suit you — not only now, but moving into your future.

SMSFs are a way of saving for retirement where the members are usually also the trustees. Our team guides you through the entire establishment process, then takes care of day to day processing, the end of year compliance audit and income tax return lodgement, while our Financial Planning team advises on investment options.

• Choose individual or corporate trustee
• Appoint your trustees
• Create the trust and trust deed
• Check the fund is an Australian super fund
• Register your fund and obtain an ABN
• Set up bank account and electronic service address

The Australian Charities and Not-for-Profits Commission is responsible for registering charities and not-for-profit reporting. If you are considering starting a charity, registering your organisation, or operating a not-for-profit, our experts help you register and guide you through the process and eligibility requirements.

When selling capital assets such as real estate or shares you usually make a capital gain or loss that must be included in your income tax return. All assets acquired since 20 September 1985 are subject to CGT unless specifically excluded. If you are an Australian resident, CGT applies to your assets anywhere in the world. We are highly skilled in calculating the cost base, advising on the timing of a sale and delivering the best taxation outcome.

Fly in fly out is a method of employing people in remote areas with a unique set of deductions, allowances and residency considerations. Our accountants understand the industry and make sure FIFO workers claim everything they are entitled to.

Primary production accounting is a specialist area requiring an understanding of specific business, financial and taxation issues, including Farm Management Deposits. Our team has worked with primary producers and farmers since the firm began in 2000, with David Pointon's experience going back many years before.

• Plant or animal cultivation
• Fishing or pearling
• Tree farming or felling

We guide you through the processes and applications for various Centrelink assessments including Family Tax Benefit estimations and eligibility for allowances such as Youth Allowance and the Aged Pension.

WET is a tax on the last wholesale sale of wine in Australia. If you make wine, import it or sell it by wholesale you generally have to account for WET.

• Registering for WET
• When and how much you have to pay
• Pricing of wine for WET purposes
• Calculating and claiming your rebate
• Reporting and paying WET

We facilitate yearly tax planning for individuals and businesses with the aim of minimising your taxation liability. Effective tax planning must make financial sense, be consistent with your business objectives and never run foul of anti-avoidance provisions. We encourage planning to start at the beginning — rather than the end — of the financial year, focusing on both tax strategies and legal structures while taking new and prospective legislation into account.

We are registered SMSF auditors and provide auditing services to clubs, associations, private schools and trust accounts. Our auditors hold an ongoing Department of Education & Childhood Services contract auditing numerous public schools across the Adelaide Hills, Northern Suburbs, Gawler, Barossa, Clare and Far North districts. We are thorough, and we work with clients so the next audit runs smoothly.

A wide ranging portfolio including bookkeeping, payroll, superannuation and Return to WorkSA registration, lodgement and advice, compliance guidance, ABN registration, company incorporation, trust and partnership establishment, and the preparation and lodgement of BAS, IAS, PAYGW and Taxable Payment Annual Reports.

We care about your business as much as you do. Services include succession planning, estate planning, business valuations, cash flow and budgeting, business plans, Form 2 business sale agreements, property searches and assistance with conveyancing.