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Services

Accounting

 

CPA Public Practice Certificate.  Bookkeeping and accounting services for a range of entities, namely, Companies, Unit Trusts, Partnerships, Self-managed Superannuation Funds, Sole Traders and individual investors in property and shares and Farmers.

Other services include the set up of entities.
 

Self-Managed Superannuation Funds

 

Prepare and lodge accounts for Self-Managed Superannuation Funds.  Services provided to for the establishment and set up of SMSFs; updates to existing SMSFs; change of trustees; registering of Corporate Trustee and other SMSF related areas.

Taxation

 

Registered Tax Agent.  Taxation services for entities, namely, Companies, Unit Trusts, Partnerships, Self-Managed Superannuation Funds, Sole Traders, Individual investors in property and shares, Individual returns including farmers. 
 

SMSF Auditor

 

Initially regulated by Australian Taxation Office, now regulated by ASIC, the Practitioner is an Approved SMSF Auditor

Australian Financial Service Licence No. 484853 (2016-2021)

The Practitioner is an Australian Financial Services Licensee pursuant to section 913B of the Corporations Act 2001 subject to the conditions contained in the Licence, which is regulated by Australian Securities and Investment Commission (ASIC).

 

Authorisation

This licence authorises the licensee to carry on a financial services business to:

  • provide financial product advice for the following classes of financial products:

    • superannuation limited to:

      • self-managed superannuation fund;

      • a person’s existing holding in a superannuation product but only to the extent required for:

        • ​making a recommendation that the person establish a self-managed superannuation fund; and

        • providing advice to the person on contributions or pensions under a superannuation product;

​

  • provide class of financial product advice for the following classes of financial products:

    • ​deposit and payment products limited to:

      • ​basic deposit products​

    • general insurance products;​

    • ​life products limited to:

    • life risk insurance products;

    • simple managed investment schemes;

    •  securities; and

    • superannuation; and

 

  • deal in a financial product by:

    • ​arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:

      • superannuation limited to:

        • ​self-managed superannuation fund; and

    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:

      • superannuation limited to:

        • self-managed superannuation fund;

 

to retail and wholesale clients.

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