Services

Services Overview

Finance Group offers a variety of services covering almost every need of modern
businesses. Learn more about our services below.

SMSF Accounting & Administration

We offer full services relating to accounting and administration for SMSFs. We can assist you in setting up and administering your self-managed super fund (SMSF), which enables you to take control of the investment decisions of your superannuation with the primary objective of providing retirement benefits for your members and their dependants. We know it is a major financial decision with long term implications if not done correctly and as your trusted partner, we ensure that we spend time to understand your requirements and ensure that we deliver our services in an efficient and timely manner. We use cutting edge technology to ensure delivery of cost effective solutions. We are a team of tax agents and financial advisors and have the requisite knowledge to deal with and advice on even the most complex issues relating to SMSFs. Our support and technical services ensure that trustees remain fully informed and the fund remains compliant to the latest SIS regulations and up to date with the latest tax concessions available to SMSFs. Our services include:

Self Managed Super Fund set up with individual or corporate trustee
SMSF Deed Update
Daily SMSF reporting
Annual financial accounts & tax return preparation & lodgment
Monthly / Quarterly / Annual BAS lodgments
SMSF Borrowings including Bare Trust / Property Custodian Trust set up
Pension establishment
Binding death nominations
Actuary certificates
Liaising with ATO, ASIC & Centrelink

SMSF Advice

We offer easy to follow cost effective SMSF advice solutions to SMSF trustees. We are a Corporate Authorised Representative No. (127 7392) of the SMSF Advisers Network Pty Ltd (SAN). The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), and is a fully owned subsidiary of the NTAA.
The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds. Our practice is pleased to be a member of this association, and benefits from the education they provide.
SAN supports our practice in providing advice regarding:

Establishment of SMSFs
Contribution strategies (amounts, types, withdrawal and recontribution)
Pension strategies (account based and transition to retirement)
Transfer of business real property into superannuation
Withdrawals, commutations and death benefit payments
Limited Recourse Borrowing Arrangements
Provision of an asset class investment strategy (based on an assessment of your risk profile)
Winding up of SMSFs

Business Services

We provide a comprehensive range of Business Services to take care of your accounting and tax matters relating to your business. We understand when running a business, managing back office functions including keeping tidy books of accounts can be an extremely daunting task. Hire a dedicated accountant to take control of your accounting and tax work can certainly help you work towards growth. Our business services include:

Setting up business structures including companies, partnerships, trusts etc
Day to day recording of transactions on cloud based softwares like Xero, MYOB, QuickBooks etc
Preparation of Statutory Annual Accounts
Preparation of periodic Management Accounts & Reports
Bank reconciliations
Monthly / Quarterly/ Annual ATO lodgments for BAS
Company Tax returns
Employee Payroll Processing
Wages and PAYG reconciliations
Preparation of PAYG summaries and STP lodgments
Accounting software set up and support for Xero, MYOB, QuickBooks

What We Do

Finance Group provides unparalleled guidance on audit, review, and other financial assurance
and attestations matter in a cost effective way without draining your internal resources.

Advisory

From strategy through execution, Finance Group’s Advisory practice helps clients build their next competitive advantage.

Assurance

Working closely with public and private companies, we help solve complex business issues that our clients face.

Tax Services

Our Tax professionals are problem solvers, providing value to their clients through analyzing and interpreting tax policy, advising on intricate tax matters.

Public Sector Practice

We often help federal, state & local and multilateral development agencies address complex business issues; manage risk; and improve financial measures.

Business Management

Our business management services provide companies and the individuals who run them with tools and strategies to improve operations and plan for the future.

Financial Planning

We help you build and maintain a desirable position on the market through a combination of financial planning services.

Why Choose Us

We are passionate about developing long lasting relationships with our clients. Therefore, we will communicate with you frequently and continuously endeavor to add value to your business by patiently understanding your business environment and objectives. As your auditor, we will take a keen interest in helping you achieve your business objectives by identifying weaknesses in your business and pointing you in the right direction for your company to succeed.