Services

Tax and accounting services in Carrum Downs

Six core services, one point of contact. Every engagement starts with a free consultation and a fixed price.

For individuals

Individual tax returns

Most people overpay tax because nobody asked them the right questions. We go through your income, work-related expenses, investments and any side income properly — then lodge with the ATO and explain exactly how your refund or bill was calculated.

Book a free consultation

What's included

Salary, wage and contractor returns
Work-related deduction reviews
Investment and dividend income
Sole trader and side-business income
Prior-year returns and ATO catch-ups
Amendments and ATO correspondence

For business owners

Small business accounting & compliance

Bookkeeping, BAS, payroll reporting and year-end accounts, handled monthly so nothing piles up. Most clients move onto a fixed monthly package so the cost is predictable and the compliance never runs late.

Read the full guide

What's included

Monthly and quarterly BAS / GST
STP payroll reporting
Bookkeeping in Xero or MYOB
Annual financial statements
Company, trust and partnership returns
ASIC compliance and annual reviews

For property investors

Property investor tax

Built for mum-and-dad investors with one to five properties. We make sure your depreciation, interest apportionment and holding costs are claimed correctly, and we plan for capital gains well before you sell — not after.

Read the full guide

What's included

Rental schedules and negative gearing
Depreciation schedule coordination
Interest and loan apportionment
Repairs vs capital improvements
Capital gains tax planning and timing
Ownership structure reviews before purchase

Getting set up right

Business structuring

The structure you choose in year one decides how much tax you pay in year five and how exposed your family home is if something goes wrong. We model the options against your actual numbers before you commit.

Book a free consultation

What's included

Sole trader vs company vs trust analysis
Asset protection review
Company and trust establishment
ABN, GST, TFN and PAYG registration
Restructuring an existing business
Succession and exit planning

Advisory

Virtual CFO

For owners who've outgrown a shoebox of receipts but aren't ready for a full-time finance hire. Monthly reporting, live cash flow forecasting, and a quarterly meeting where we work through the numbers together.

See the Advanced package

What's included

Monthly management reporting
Budgeting and cash flow forecasting
Break-even and pricing analysis
KPI tracking and dashboards
Quarterly strategy meetings
Bank and lender reporting support

Self-managed super

SMSF administration

Running your own fund means the compliance burden sits with you as trustee. We keep the accounts, statements and returns current year-round and coordinate the independent audit so nothing gets missed.

Book a free consultation

What's included

Annual SMSF financial statements
Member statements and allocations
SMSF annual return preparation
Independent audit coordination
Contribution and pension compliance
Investment strategy documentation support

Not sure which service you need?

Tell us what's going on and we'll point you the right way — even if that's somewhere else.

Call 0406 042 666 Send an enquiry