1. Holistic approach
We are not just focused on your accounting, tax and business advice. We partner with specialist businesses in many financial and legal areas. This ensures that you are always able to access industry leaders to help you with what you need. This encompasses financial planning, personal insurances, finance and debt management, SMSF management, insolvency and business recovery, family law, commercial law, personal injuries, estate planning - in every conceivable area connected with your financial well being, we have a solution for you. We liaise with these specialists to provide you with an integrated approach to managing your finances.
2. Your work completed on time, every time
Our work load is managed using job process software that we have developed in-house. It is our priority to meet ATO on time lodgement targets every year. Keeping up to date with your compliance responsibilities is a crucial part of keeping up to date with vital information about your financial affairs. And up to date information is what good decision making is all about.
3. Calls returned and emails answered
We take your business as seriously as you do. It sounds simple but one of our points of difference is - We return phone calls! We answer emails! You will have the Director's mobile phone number and home phone number and are encouraged to call whenever you feel the need.
4. Easy access and free parking
For your convenience, we have free roadside parking as well as a free visitors parking area. We are located on the peninsula in South Perth near Mill Point Road There is a freeway North and South entrance and exit less than one minute from our door. And it is just across the Narrows to the CBD.
5. Practical advice you can trust
We have a wealth of business, investment and day-to-day life knowledge built over more than 20 years of first hand experience. This includes:
- business management
- property ownership and development
- property syndicates
- business syndicates
- self managed superannuation
- share market investment and trading
- options trading
- international dealings
- company share register management
- business turnarounds
- dispute resolution
- marital and family breakdown
Real knowledge is not attained from a text book - it comes from first hand experience.
6. Hear what you need to know
We are candid in all communication with our clients so that you are never left guessing what we really think. It will not always be what you want to hear but it will always be with your best interests at heart. We provide an objective view of the performance of your business and seek to reinforce where we see that you are headed down the right path. We also take responsibility for making sure that you are aware of times where you might be headed down the wrong path.
7. Our first concern with your taxation affairs is that you will pass an ATO audit
We will help you execute a tax plan that allows you to minimise your taxes within the limit of the law. Every tax return that we lodge has been appropriately reviewed and is considered ready to face ATO scrutiny should this arise. This includes personal income tax, company tax, FBT, payroll tax, land tax and stamp duty. We use our extensive knowledge both of the taxation law as well as the way that the ATO applies the law. Using this approach results in our lodgements producing statistical "normality" which means less likelihood of exposure to ATO audit processes. But in the event that an audit does occur, we are ready!