We provide a full accounting, taxation and advisory service for individuals and businesses. Everything below can be handled in person at our Cairnlea office or entirely online.
Individuals and salary earners
- Individual tax returns, including late and multi-year catch-up lodgements
- Work-related deductions, home office and motor vehicle claims
- Rental property schedules and depreciation
- Capital gains tax on shares, property and digital assets
- Medicare levy, HELP/HECS and private health assessments
- Amendments, objections and ATO correspondence
Small business and contractors
- Tax returns for sole traders, partnerships, companies and trusts
- BAS and IAS preparation and GST lodgements
- PAYG instalments and withholding obligations
- Payroll processing — weekly, fortnightly and monthly
- Single Touch Payroll (STP) reporting and finalisation
- Superannuation guarantee calculations and payments
- Fringe benefits tax (FBT) returns
- Financial statement preparation
Property investors
- Rental property schedules and negative gearing analysis
- Depreciation and capital works deductions
- Capital gains tax calculations, including the main residence exemption and the 50% discount
- Structuring advice for buying in a company, trust or personal name
- Subdivision, development and GST margin scheme guidance
SMSF, crypto and complex matters
- Self-managed super fund accounting, tax returns and compliance
- SMSF establishment and audit coordination
- Cryptocurrency and digital asset gain/loss reporting
- Complex capital gains tax and Division 7A matters
- ATO audits, reviews, disputes and payment arrangements
- Voluntary disclosures and penalty remission requests
Bookkeeping and cloud accounting
- Xero and MYOB setup, migration and chart of accounts design
- Ongoing bookkeeping and bank reconciliation
- Software training for you and your staff
- Catch-up bookkeeping for behind-the-books businesses
- Receipt capture and document management workflows
Company, trust and ASIC compliance
- Company, trust and partnership setup
- Business structuring and restructuring advice
- ABN, TFN, GST and PAYG registrations
- ASIC annual review and company secretarial services
- Shareholder and unit holder changes
- Business name registration and renewals
Financial and business advisory
- Strategic tax planning before 30 June, not after
- Cash flow forecasting and budgeting
- Business performance review and KPI reporting
- Monthly profit and loss and balance sheet reporting
- Project and job profitability tracking
- Business purchase and sale due diligence
- Finance and lending documentation support
Not sure what you need?
Most clients start with a short conversation. Tell us your situation and we will tell you honestly what is involved and what it will cost — before any work begins.
Samrat Sharma & Associates 