What matters to you, done properly.
Our clients run their own businesses, look after family wealth or manage their own super, in Sydney, across Australia and overseas. Whatever you need, you deal with one team that knows the business, the family and the fund, and fees are agreed before we start.
What we do
01 Tax and audit
Who it is for: Individuals, companies, trusts and partnerships who want their tax done properly and on time.
What is included: Income tax returns, activity statements, FBT, payroll tax and ATO correspondence. If the ATO writes to you, we deal with it, including reviews and audits.
How we work: Every client can have a planning meeting before 30 June, so we look ahead before the year ends rather than reporting after it. We contact you before each lodgement deadline, and fees are agreed before we start.
02 Business services
Who it is for: Owner-run businesses that want numbers they can make decisions with.
What is included: Financial statements, management reporting, cash flow forecasts and budgets, business structuring, ASIC and company secretarial work, and help when you are buying, selling or restructuring.
How we work: We sit on your side of the table and tell you what the numbers mean for the decision in front of you, even when the answer is no.
03 Cloud accounting
Who it is for: Businesses moving to Xero, or already on it and not getting the most out of it.
What is included: Xero set-up, migration and clean-up, bookkeeping, payroll and Single Touch Payroll, training, and the add-ons that save you admin time.
How we work: As a Xero Platinum Partner we set it up properly the first time, so your books stay current all year and our advice is based on today, not last quarter.
04 Self-managed super funds
Who it is for: Trustees who run their own super and want it done right.
What is included: Fund establishment, annual accounts and tax returns, and audit coordination.
How we work: Handled by people who do SMSF work every day. We keep the annual cycle moving, from collecting your records to lodgement, and tell you early if something needs attention.
05 Specialist tax
Who it is for: Business owners and family groups with the questions most firms send elsewhere.
What is included: Division 7A, trust distributions, capital gains on property and business sales, and restructures.
How we work: We work through the detail with you before you act, so the structure and the tax outcome are settled before the decision is made.
06 Financial services
Greg Adams is authorised to give advice on setting up and running a self-managed super fund, and on super contributions and pensions, so your business, family and fund decisions are planned together. We do this as an authorised representative of Adams Triglone Pty Limited (AFSL 487370) under a limited licence, which means we can advise on the type of product that suits you but do not recommend specific investment or insurance products. We are paid by you, not by product providers, and we do not receive commissions. Full details are in our Website Disclosure Information.
Ask us a question.
Tell us a little about your situation and we will come back to you within 48 hours with the right person. Or book a free 30-minute chat with Greg or Allison and talk it through.