Our Services
Business Advice
We pride ourselves on our reputation in working with
small to medium sized businesses.
We hold a close relationship with our clients and
we are constantly in contact with them, ensuring they
are kept up-to-date at all times with the ever changing
legislation.
We offer genuine value with our
staff’s commitment to providing realistic and timely
advice. Our
team possesses the right tools and expertise that will
enhance our clients’ knowledge of their business. We
will work with you to ensure your business’ value and
profitability.
GST
Given that most people understand
the notion of goods and services tax, its legislation
can be wide-ranging. We
can help with all your GST requirements including:
. preparation
and lodgment of your return
. help
with implementing the right computer system to correctly
collect all your data
. accurately
pricing your product
. training
to ensure all your needs have been covered
Self Managed Super Funds (SMSFs)
Self Managed Superannuation Funds
(SMSFs) are commonly known as "Do It Your Self Funds" (DIYs).
We provide the necessary accounting, tax and audit
requirements that are mandatory under the current legislation. In
this constantly changing industry, we ensure we are
always up-to-date with changes to governmental requirements.
Stephen Mason through his association with Lonsdale
Financial Group Limited is properly licenced to be
able to give full advice on your existing SMSF or advise
you on the appropriateness of a SMSF to your personal
situation.
Super Guarantee
As part of our client services we do our best to ensure
clients don’t miss their deadlines for the payment
of their Superannuation Guarantee requirements.
Where clients have an email address we will forward
a reminder prior to the due date.
Where a client has not met their obligations we are
able to prepare the necessary documentation to ensure
compliance as well as where possible we have the knowledge
and the skills to minimise the amount payable.
Taxation
We have the expertise and experience
to provide clients with all your taxation solutions. Our friendly
team can assist our clients with all their taxation
needs. Our services include:
. preparation
of financial statements and income tax returns for
individuals, partnerships, trusts, companies and superannuation
funds.
We also have the tools and contacts to be able to
source information and solutions when needed.
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ASIC Management
Your time is valuable. Performing company secretarial
tasks is time consuming. We can take the stress
out of these administrative tasks and the risk of penalties
for not undertaking these tasks correctly, can be high.
We can relieve your load with the following services:
. general
advice on company legislation
. filing
of annual returns
. preparation
of minutes and resolutions
. changes
in directors, shareholders and other office details
. share
and bonus issues
Fringe Benefits Tax
A fringe benefit is a ‘payment’ to an employee, but
in a different form to salary or wages.
According to the fringe benefits
tax (FBT) legislation, a fringe benefit is a benefit
provided in respect of employment. This effectively
means a benefit provided to somebody because
they are an employee. The
‘employee’ may even be a former or future employee.
Fringe benefits include rights,
privileges or services. Some
examples are:
When an employer;
- allows an employee to use a work car for private
use
- gives an employee a cheap loan
- pays an employee’s gym membership
- provides entertainment by the way of free tickets
to concerts
- reimburses an expense incurred by an employee,
such as school fees, and
- gives benefits sunder a salary sacrifice arrangement
with an employee
Financial Planning
We provide a full and comprehensive financial planning
service via Customised Financial Planning.
Stephen Mason and his partner, Russell Orr offer a
very personal and comprehensive service covering:
- Wealth Creation
- Retirement Planning
- Mortgage Reduction
- Superannuation
- Personal Insurance
- Mortgage and Lending Services
- Estate Planning
- Aged Care
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