TAXATION SERVICES

  • Tax Returns: Resident & Non-resident Individuals & Partnerships
  • Small to Medium Business, Companies (GST, BAS, FBT)
  • Trusts, including Family / Discretionary / Testamentary / Unit / Hybrid Trusts
  • Rental Properties (CGT, Land Tax, Negative Gearing)
  • Tax Planning & Consulting (Salary Packaging, CGT, Year-end Strategies)

CHARTERED ACCOUNTING SERVICES

Financial Accounting

  • Financial Statements
  • Reporting to Banks & Other Lenders
  • General Ledger Reconciliations
  • Chart of Accounts (setup & maintenance)

Financial Analysis including Benchmarking and Industry Comparisons

  • Business Set-up & Establishment (Sole Trader, Partnership, Trust & Company)
  • Business Planning & Mentoring (Expansion & Contraction)
  • Compliance with Regulatory Authorities
  • Management Accounting & Internal Analysis
  • Cash flow Forecasting & Budgeting
  • Financial Analysis including comparison with Industry Benchmarking and Comparisons
  • Franchising

Bookkeeping

  • Trial Balance
  • MYOB, Quick Books, E-Records and Others
  • Business Activity Statement (BAS) & Pay As You Go (PAYG)
  • Bank Reconciliations
  • Payroll
  • Asset Registers
  • Debtors / Creditors

FINANCE

Financial Planning

  • Wealth Creation
  • Wealth Protection
  • Insurance
  • Succession Planning
  • Retirement Planning
  • Estate Planning

Superannuation Funds

  • Self Managed Superannuation Fund Tax & Audit
  • Self Managed Superannuation Fund Investment Advice
  • Retirement Planning

Obtaining Finance

  • Car & Equipment Finance
  • Home & Rental Property Loans
  • Business Loans
  • Debt Consolidation & Refinance
  • Investment & Margin Lending

Besides being Sydney-based chartered accountants, through the DUGAN GROUP and our network of external consultants we also provide specialised advice regarding:

  • Audit & Assurance Services
  • Business Acquisitions, Sales, Mergers and Takeovers
  • Conveyancing
  • Human Resources
  • Insolvency & Corporate Restructuring
  • I.T. Systems
  • Legal
  • Quantity Surveyors
  • Real Estate & Property Management
  • Sales & Marketing