Taxation

We have extensive experience in taxation matters for individuals, companies, trusts, partnerships and self-managed superannuation funds. We provide a personalised, friendly and efficient taxation service for all forms of entities.

Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We are pro-active with tax planning for share and property investments, including negative gearing and capital gains tax strategies.

Tax Return Preparation

Personal Tax Returns from $220 for employees with basic deductions.

Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today’s tax laws are so complicated that completing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits you are entitled to. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by e-mail or over the phone – whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Tax Problems
We’re here to help you resolve your tax problems and put an end to the misery that the ATO can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.

Self Managed Super Funds

More and more people are realising the advantages of making their own investment decisions and taking control of their retirement strategy. An increasingly popular way of doing this is by setting up a self managed superannuation fund (SMSF).

An SMSF gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific assets such as listed securities, investment properties, managed funds, cash and term deposits and so on.

How can we help?
Moore & Co. Accountants offers a variety of services for SMSFs, including structure, setup, rollovers, investments and administration compliance. We specialise in superannuation and have a technical research team that provides updates and support on the latest in superannuation developments.

Financial Planning

Financial planning you can trust.

To assure the best quality financial planning advice for our clients we have partnered with Morgans to give you access to their vast resources and expertise. The partnership ensures a smooth cooperation between your accounting and financial advice.

The advice you are given does not have any conflict of interest.  Because of this, you can be sure we will put your interests before our own.

Our focus is to build strong and lasting relationships with our clients. We work for you.

How we can help?

Our objective is to help you make smart decisions with your money so you can achieve financial security. We listen to your issues and take the time to understand your needs, concerns and values.

Together we can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary. We are experts in self-managed superannuation funds (SMSFs), retirement planning, life and income protection insurances, investment strategy and advice, tax planning, asset protection, estate planning etc.

Audit & Assurance

In today’s volatile business environment, organisations and businesses face a wide array of complex business risks. These risks come in many forms and include regulatory compliance, litigation, competitive market pressures, changing technology, stakeholder demands, corporate governance, business ethics and accountability.

What we do

We have more than 35 years’ experience providing audit and assurance services to a diverse client base, including small and medium and large privately owned/family businesses, schools and institutes, state-owned corporations and not for profit organisations.

Our range of audit and assurance services includes:

• Accounting and financial reporting
• Compliance audits – financial and regulatory
• Corporate governance assessments
• External audits and reviews

Accounting & Business Advisory

Whilst statutory compliance and tax consulting may be seen by many as the core tasks of a professional public accountant, this view is somewhat one-sided. When it comes to our small business clients we at Moore & Co. Accountants see our role as involving much more than compliance services.

As professional accountants we are in a unique position to advise clients at all stages of the small business lifecycle, from starting a business, to managing the business, to eventually selling the business. Below are just some of the business services that we can provide aside from taxation consulting;

New Business
If you are setting up a new business or are contemplating purchasing a business you must consider the best structure for tax and business purposes. Our over 35 years experience and knowledge of the small/medium business sector is available to you. We can arrange the setting up of companies and trusts.

BAS & GST Issues
We provide a cost efficient monthly, quarterly and annual accounting service, including preparation and electronic lodgment of your BAS and giving advice on quarterly or annual general ledger adjustment entries.

Business Advisory
We feel it is our obligation to offer your value-added services beyond bookkeeping and compliance. We acknowledge that as a business owner, the everyday challenges and issues you face. Our role is to interpret the plain financial figures into advice and help you to meet your business goals.

Solicitor, Real Estate & Accountants Trust Audits

We do Trust audits from about $800 unless the trust account only has a handful of transactions a month. Or is starting out in business.

What we do:

We are specialized in compliance audit of real estate trust accounts, solicitors or accountants trust accounts.

Our range of audit and assurance services includes:

• Accounting and financial reporting
• Compliance audits – financial and regulatory
• Corporate governance assessments
• External audits and reviews

Starting out in Business? Need an Examiner?

We help new practices get setup and follow the rules. Feel free to give us a call and we can guide you through the process.

Rule 66 says:
The law practice must give to the designated local regulatory authority:
(a) within 30 days after first receiving trust money (other than transit money) in the
jurisdiction concerned—written notice of the external examiner appointed by the law
practice as its external examiner; and
(b) within 7 days after an external examiner ceases to be the external examiner of the law
practice—written notice of that fact; and
(c) within 30 days after an external examiner ceases to be the external examiner appointed
by the law practice—written notice of the successor external examiner appointed by the
law practice as its external examiner.

Deceased Estates

Unfortunately, having to deal with managing a deceased estate is a task many of us will have to shoulder at some stage in our lives – but having someone who is familiar with what’s involved can ease the burden.

 What the estate comprises

The property and assets belonging to a person who has died, called their deceased estate, may include real estate, money in bank accounts, shares, and personal possessions. Some types of income can also form part of the deceased estate. However, some assets will not be included because the deceased may have made other arrangements to distribute them or own the assets as a joint tenant.

The deceased estate holds the assets of the deceased in trust from the time of the death of the person concerned until the transfer of the property and assets to their beneficiaries as nominated in their will.

Superannuation and life insurance payments may or may not form part of the deceased estate.

How can we help?

At Moore & Co.Accountants we have many years of experience in handling the tax responsibilities and capital gains (CGT) implications involved in deceased estates. We can help lodging the final tax return as well as any outstanding tax returns, lodging any trust tax returns, and providing beneficiaries with the information they need to include distributions in their own returns.

Bookkeeping

We manage all of your bookkeeping and financial controlling requirements, so you can focus on growing your business. We provide as much or as little help as you need and sit down with you to evaluate your requirements.

Our services include:

• bookkeeping set up and training
• accounts receivable and payable
• bank reconciliations
• BAS preparation and lodgement
• debtor management
• invoicing
• payroll processing
• superannuation
• month and year end reconciliations and reporting
• tax return preparation

Whether you have 20 transactions or 500 transactions a month, our bookkeeping packages are designed to meet your business needs.

Outsourced CFO

We can give you the capabilities of a full-featured accounting department at a fraction of the price of an in-house solution. As a growing start-up we can provide advise that will strengthen your finance and accounting function and help you realise your company’s potential.

Our services include:

• Accounting Adviser – accounting department with all the features at a fraction of the price
• Compliance reporting – income tax return, fringe benefit tax return, GST and annual payroll reporting
• Bookkeeping – payroll, ledger, trade creditor function and and fixed asset management
• Financial modelling
• Financial Statements
• Tax advice – general accounting and tax advice

 

Outcomes:

• You get a fully outsourced comprehensive financial service
• You get the wisdom of a CFO at a fraction of the cost
• You get fresh insights that will lead to a sound strategy
• You will save time and energy

 

Whether you have just started or have already gotten of the ground, we can design a package that will meet the needs of your business. Our Outsourced CFO Packages begin at $200 per month.