How we can help you

Need advice on starting, running and growing your business? Tax and personal wealth strategies? Mortgage broking or financial planning services through our PSZ Partners? Your own special combination of these? We can tailor a bespoke suite of services to suit you.

Tax Compliance & Advice

Income tax returns for businesses and individuals

GST and BAS returns

Tax planning strategies

Payroll tax

Fringe benefits tax

Tax advice for property investors

Family trusts


Xero Accounting

Australia’s most popular accounting software tool

Cloud-based mobile technology

Manage your business on the go

Work with us as your virtual CFO

Setup, customisation and training

PSZ is a Xero Gold Partner


Structuring New & Existing Ventures

Advice on buying or starting a business

Advice on the most appropriate business structure

Tax and asset protection issues

Setup of a company or trust if required

Employer obligations

Cashflow projections and profit estimate


Business Forecasting

Advice on startup costs

Staffing costs

Ongoing expenses

Sales and profit forecasts

Cashflow forecasts

Costing alternative options


Business Health Checks

Regular or one-off reviews

Discuss how your business is travelling

Rate your business against industry benchmarks

Identify problems and opportunities

Plan necessary changes to achieve your goals


Business Mentoring

Fresh inspiration and insights

Brainstorming

A sounding board for your ideas

New opportunities and growth strategies

Guidance, support and encouragement


Corporate Compliance

Ensure compliance with all regulatory obligations

Avoid expensive fines and penalties

Audits including not-for-profit organisations and SMSFs


Self-managed Super Funds (SMSF)

Take full control of your super investments

Specialist SMSF advice

SMSF compliance services


Mortgage & Finance Broking

In collaboration with Casa Finance

Housing loans for owner occupiers and investors

SMSF loans

Business finance

Debt consolidation

Insurance


Financial Planning

In collaboration with Strand Financial Planning

Wealth creation and protection strategies

Family trusts

Superannuation

SMSFs

Investment selection and review

Insurance


Transition to Retirement

Supplement your salary from super while working less


Estate & Succession

Wills

Asset protection

Superannuation fund and trust deed structures

Review of business structures, private companies and trusts

Family business succession

Business buy and sell agreements

Philanthropic trusts and foundations


If you’d like to talk over these or any other accounting or wealth creation services, please contact us.

Get in Touch
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