Services


Taxation

 
  • Ernest and Travis are both registered Tax Agents.

  • Preparation and lodgement of Taxation Returns for Individuals, and Business structures e.g. Companies, Trusts, Partnerships, and self-managed superannuation funds.

  • Taxation obligations attending to deceased estates.

  • Lodge information with the Australian Taxation Office (ATO), in relation to compliance obligations e.g. Business Activity Statements.

  • Represent clients in dealings, disputes and audits as required with ATO.

  • Property taxation issues, including developers and investors.

  • Represent clients in relation to taxation disputes at administrative bodies and instruct counsel in court disputes.


Accounting

 
  • Compile annual and interim financial statements.

  • Prepare budgets and variance reports.

  • Bookkeeping services as required.

  • Advise on emerging accounting issues.


Corporate Services

 
  • Source and establish business structures including those controlled by the Australian Securities and Investments Commission (ASIC).

  • Preparing and filing information and returns as required by the regulator.

  • Corporate administration including obligations for Shareholders and Directors.

  • Drafting and filing of Director or Shareholder Resolutions and Minutes.

  • Advice on corporate governance issues.

  • Maintenance of Statutory Registers.

  • Attending to your annual company statement.

  • Business structuring advice, including establishment restructuring & winding up.


Advisory Services

 
  • GST advice.

  • Capital Gains Tax advice.

  • Fringe Benefits Tax advice.

  • Payroll Tax advice.

  • Superannuation Guarantee Charge advice.

  • Estate Planning and administration advice.

  • Retirement & succession planning.

  • Budget and cash flow projection advice.

  • Western Australian stamp duties advice.

  • Motor vehicle registration and transfer advice.


Auditing

 
  • Travis Wohlsein is a registered SMSF auditor.


SMSF

 
  • Self Managed Super Fund (SMSF) Advisory & Execution services.

  • Please click on our SMSF Financial Services Guide Part 1 for more information, and Part 2 for the Fee Schedule.