Client Services

Financial Accounting

  • Annual and Periodic Financial Statements for:
    • Sole Traders
    • Partnerships
    • Companies
    • Trusts
    • Self Managed Superannuation Funds (Accumulation and Pension Phase)
    • Consolidated Financial statements
    • Divisional Accounting

Taxation Services

  • Income Tax Returns for:
    • Individuals
    • Partnerships
    • Companies
    • Trusts
    • Superannuation Funds
  • Quarterly and Monthly Business Activity Statements for all entities
  • Fringe Benefits Tax Returns
  • Liaise with ATO regarding taxation administrative matters on behalf of clients
  • Liaise with ATO regarding taxation law matters on behalf of clients
  • Liaise with taxation lawyers in relation to legal opinions on specific transactions if required
  • Capital Gains Tax planning
  • Taxation planning and taxation liability estimates
  • Advice regarding salary sacrifice
  • Holistic Taxation advice for Business Family Groups

Management Accounting

  • Cashflow Budgets
  • Profit and Loss Budgets
  • Break Even Calculations
  • Cost Versus Actual Analysis
  • Prior period versus current results analysis

Self Managed Superannuation Funds

We attend to compliance work for Self Managed Superannuation Funds including preparation of annual financial statements and taxation returns. We facilitate the audit process with our fund audit providers making it a streamlined process.

These entities will often be a part of the overall taxation planning strategy.


Business Advisory Services

  • Business Plans
  • Finance Submissions
  • Monthly and Quarterly management Meetings
  • Key Performance Indicator recording
  • Restructuring and Succession Planning
  • Form 2 preparations for Business Sales
  • Assistance with Business Sales strategies
  • Review of Form 2 and other data for proposed Business Acquisitions
  • Liaise with Commercial Lawyers assisting with shareholder, unit holder, Buy-sell agreements etc

Audit Services

  • Self managed superannuation fund audits are outsourced to ASF Audits in Adelaide, so as to retain our independence due to the fact we undertake compliance work for the fund
  • All other audit work is outsourced to a local third party audit firm which is a Registered Company Auditor with Australian Securities and Investments Commission

Estate Planning

  • We often are involved in this process together with legal firms to ensure adequacies of Wills and Powers of Attorney documents , Super Death Benefit Nominations etc for clients, their family groups and businesses

New Trading or Investment Structures

  • Setup of new Pty Ltd Companies with Australian Securities and Investments Commission, including ACN
  • Setup of new Unit Trusts, Discretionary Family Trusts and Partnerships
  • Setup of Self Managed Superannuation Funds
  • Attending to statutory documentation for such setups and ongoing compliance and taxation administration
  • Application for all entity ABN, GST registration, PAYG withholding registration, Fuel Rebate registration, where applicable
  • Business name applications
  • WorkCover registrations
  • Payroll tax registrations

Financial Planning and Risk Management

  • We have a joint venture known as Hillier Ellis Financial Services, administered under the umbrella of Halpin Financial Services, operating at 121 King William Street, Adelaide. Halpin Financial Services are Licenced Financial Planners.
  • Wealth management, Investment Reviews, Risk Insurance (Life, Trauma, TPD and Income protection covers)
  • We also have several fee for service share brokers in Adelaide with whom we deal with in regards to client investments etc

Corporate Secretarial Services

  • Attending to company Annual Return administration
  • Preparation of documentation on behalf of officeholders for company changes to officeholder details, Corporation related addresses, changes or new allotments of shareholdings and unit holders
  • Preparation of documentation of behalf of office holders for deregistrations
  • Applications to Revenue SA regarding Stamp Duty Assessment opinions

Accounting Package Software

  • Our team uses MYOB, Reckon QuickBooks, Cashflow Manager, Xero and Phoenix accounting packages, and we are Professional Members of most of these business software providers
  • We have several contacts who offer specific services for troubleshooting or general advice on these systems, if we feel that it is outside the scope of our use of such systems

Bookkeeping Services

  • We can refer you to bookkeeping service providers where appropriate. This may be a short-term engagement or long-term engagement depending on your desired outcomes

Other Services

  • As Accountants and Business Advisors we are regarded as sounding boards on many and varied matters - you would be surprised at some of the business related issues we get involved in!!
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