Our Services

From everyday tax returns to complex SMSF administration and crypto tax — affordable, CPA-backed accounting services for individuals and businesses across Australia.

BIZ

Business Services

End-to-end accounting and tax support for all business structures — from sole traders to companies and trusts.

Services Include
  • Company, trust & partnership tax returns
  • Financial statements preparation
  • Business structure advice
  • GST registration & BAS lodgement
  • PAYG withholding obligations
  • Business activity & cashflow reporting
  • Fringe Benefits Tax (FBT)
  • ATO correspondence & audit support

Business Services

Running a business comes with a significant tax and compliance workload. We take care of it so you can focus on what you do best. Whether you operate as a sole trader, a company, a partnership, or a family trust — we provide accurate, timely accounting and tax support tailored to your business structure.

We prepare financial statements, lodge all required tax returns, and ensure your business stays fully compliant with the ATO. We also provide practical advice on structuring your business to be as tax-effective as possible from the outset.

Our approach is straightforward — we understand your numbers, flag issues early, and make sure you never miss a deadline or an opportunity to improve your tax position.

All business structures
Financial statements
BAS & GST lodgement
ATO compliance support
Business structure advice
Proactive tax planning
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Taxation Compliance

We help individuals and businesses meet all their Australian tax obligations accurately and on time. From a straightforward individual tax return to a complex multi-entity structure, we handle every aspect of preparation and lodgement.

Our focus goes beyond compliance — we take a proactive approach to identifying deductions and planning opportunities that legitimately reduce your tax liability. Every return we prepare is reviewed for accuracy and optimised for your situation.

Neal Patel is a Registered Tax Agent with over 13 years of experience across a wide range of clients, including high-net-worth individuals, investors, professionals, and business owners.

Individual & business returns
Registered Tax Agent
Negative gearing strategies
Trusts, companies & partnerships
FBT & salary packaging
GST, BAS & PAYG
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TAX

Taxation Compliance

End-to-end tax compliance and advisory for all entity types.

Services Include
  • Individual income tax returns
  • Company & trust tax returns
  • Partnership returns
  • Financial statements preparation
  • Depreciation analysis
  • Maximising allowable deductions
  • GST, BAS, FBT & PAYG compliance
  • ATO instalment variations
BKG

Accounting & Bookkeeping

Efficient, trustworthy solutions that minimise compliance costs and give you clear financial visibility.

Services Include
  • Existing systems review & software setup
  • Data entry & transaction processing
  • Monthly management reports
  • Payroll services & STP compliance
  • Accounts payable & receivable
  • Bank reconciliations
  • Cashflow tracking
  • Xero, MYOB & QuickBooks support

Accounting & Bookkeeping

Keeping your books accurate and up to date is the foundation of good financial management. We provide reliable bookkeeping services that give you a clear picture of your business finances throughout the year — not just at tax time.

We work with Xero, MYOB, QuickBooks, and other major platforms. Whether you need us to set up your system from scratch, take over day-to-day processing, or simply review and clean up your existing records, we can help.

Our monthly management reports are written in plain language, so you always understand your cash position, income, and expenses — and can make informed business decisions with confidence.

Xero, MYOB & QuickBooks
Monthly management reports
Payroll & STP compliance
Bank reconciliations
Cashflow tracking
Scalable to your business
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SMSF Administration

A self-managed super fund gives you control over your retirement savings, but it also comes with significant compliance obligations. We handle the full administration of your SMSF, from preparing annual financial statements to coordinating the independent audit — all at a fixed price for standard funds.

Our SMSF specialist Viraj Popatia has over 10 years of experience working with all types of funds, including high net worth and complex pension-phase funds. She provides strategic advice on contributions, pension payments, and fund investments alongside the compliance work.

We work with your preferred auditor or can arrange one through our panel of independent approved auditors.

Fixed price for standard funds
10+ years SMSF experience
Pension & contribution strategy
Audit coordination included
TBAR lodgement
All fund types
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SMSF

SMSF Administration

Full compliance, reporting, and audit coordination. Fixed-price for standard funds.

✦ Fixed-Price Service
What's Included
  • Annual financial statements
  • Trustee minutes & resolutions
  • Annual Return lodgement
  • Independent auditor coordination
  • Member benefit statements
  • Investment & CGT reports
  • TBAR & BAS lodgement
  • Actuarial certificate (if required)
CGT

Capital Gains Tax

Expert CGT advice and reporting for property, shares, and other assets.

Services Include
  • CGT calculation & reporting
  • Property sale CGT advice
  • CGT discount eligibility (50% rule)
  • Small business CGT concessions
  • Investment property depreciation
  • Shares & managed funds CGT
  • Inherited assets & estate CGT
  • CGT planning before asset sale

Capital Gains Tax

Capital Gains Tax applies whenever you sell or dispose of an asset — whether that is a property, shares, managed funds, business assets, or cryptocurrency. Getting it wrong can be costly, and getting it right often means significant tax savings.

We calculate your capital gain or loss accurately, apply any eligible concessions (such as the 50% CGT discount for assets held longer than 12 months, or the small business CGT concessions), and ensure everything is correctly reported in your return.

If you are planning to sell an asset, speaking to us beforehand can make a real difference. We identify the best timing and structuring options to minimise your CGT liability before the transaction takes place — not after.

Property, shares & crypto
50% CGT discount advice
Small business concessions
Pre-sale tax planning
Inherited asset advice
Accurate ATO reporting
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Not for Profit

Not-for-profit organisations operate under a specific set of tax rules and obligations that are different from standard businesses. Getting the right advice from the start is important — particularly around tax concessions, GST, and financial reporting obligations.

We assist charities, community organisations, sporting clubs, and other NFPs with their accounting and tax compliance needs. We help ensure your organisation meets its ATO obligations while making the most of any exemptions or concessions it may be entitled to.

Whether you need help with your annual financial statements, BAS lodgement, payroll, or understanding your FBT concession entitlements, we can provide straightforward, practical support.

Tax concession advice
Annual financial statements
GST & BAS lodgement
FBT concession entitlements
Payroll & STP compliance
ATO compliance support
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NFP

Not for Profit

Accounting and tax compliance tailored to charities, community groups, and NFP organisations.

Services Include
  • Tax concession review & advice
  • Financial statements preparation
  • GST registration & BAS lodgement
  • FBT concession entitlements
  • Payroll & STP compliance
  • Treasurer support & reporting
  • Annual income tax returns (if required)
  • ATO correspondence support
CRYPTO

Crypto Currencies

Accurate tax reporting for Bitcoin, Ethereum, and all other crypto assets under ATO guidelines.

Services Include
  • Crypto CGT calculations
  • Buy, sell & swap transaction reporting
  • DeFi & staking income treatment
  • NFT transactions
  • Lost or stolen crypto advice
  • Exchange transaction review
  • Annual tax return with crypto schedule
  • ATO record-keeping guidance

Crypto Currency Tax

The ATO treats cryptocurrency as property, which means capital gains tax rules apply every time you sell, swap, or dispose of a crypto asset. This includes trading between cryptocurrencies, using crypto to purchase goods or services, and receiving crypto as income from mining or staking.

Many crypto investors are unaware of the full extent of their tax obligations until they receive an ATO query. We help you get on top of it — whether you made a handful of trades or have hundreds of transactions across multiple exchanges.

We can work through your transaction history, calculate your gains and losses correctly, apply any available CGT concessions (such as the 12-month discount), and ensure your return is lodged accurately. We also provide guidance on record-keeping so you are well-prepared for future tax years.

All crypto assets (BTC, ETH & more)
CGT calculations & concessions
Staking & DeFi income
Multiple exchange histories
NFT transaction advice
ATO-compliant reporting
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Accounting for every situation.

Our team serves a wide range of clients — from individuals filing their first return to businesses, investors, and SMSF trustees with complex needs.

Individuals

Tax returns, rental income, investment gains, salary packaging, and deduction maximisation for employees and contractors.

Small Business

Sole traders, companies, partnerships, and trusts — full compliance, BAS, payroll, and tax minimisation.

Investors

Property investors, share traders, and crypto holders — CGT strategies, negative gearing, and investment structuring.

Family Groups

Family trusts, high net worth individuals, and business structures — tax-effective planning across generations.

Professionals

Doctors, lawyers, consultants, and other professionals — salary packaging, PSI rules, and practice structuring.

Not for Profits

Charities, clubs, and community organisations — compliance, concessions, BAS, and financial reporting.

Not sure which service you need?

Send us a quick enquiry and we will point you in the right direction — no obligation.

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