Our Service Offerings


Compliance Services

Compliance services refer to the preparation of the annual Special Purposes Financial Accounts, preparation and lodgment of income tax returns, support provided to SMSF trustees in exercising their duties (such as preparation of the minutes of meeting, pension documents, liaising with the SMSF’s auditor, etc); assistance provided or preparation and lodgment of your Business Activity Statements; and preparation and lodgment of your annual company statement and other associated forms with ASIC. 

Typically, we will have an annual meeting with clients to discuss through the compliance matters unless the clients feel that this process is not necessary due to the fact that their financial affairs and/or income tax returns are straight forward and without any issue.


Planning and Strategies

Embedded in our internal review process is exploring appropriate strategies that can be adopted for the client.  The strategies could range from Improvements to your existing record-keeping process to asset protection strategies. 

We would usually explore these strategies initially with you at the Annual Meeting and where the strategies require more work, we will discuss with you on the scope of the work to be undertaken.


Wealth Monitoring

As part of your annual report, we could include financial analysis such as your consolidated financial position (total net assets), return on investments (or assets) for the year with past year(s)’ comparatives, asset allocation and other analysis as appropriate.  We encourage clients with substantial assets to select this as part of their annual service package as we have found this to be of value to clients who have had this.

As an option, you could also include as part of the annual service package, periodic reporting of the financial analysis on a quarterly basis or half yearly basis.


Wealth Transfer

Initial planning and strategies discussions with you may point to the need to review your Estate Planning matters; or there may be a need to review your Business Succession plan.  In addition, we have developed expertise in handling a large part of decease estate administration.


Family Governance

This cluster of services refers to our involvement in facilitating family board meetings and this could extend to Investment Committee meetings and Executive meetings.  This part of the service is highly customized to the needs of the family group.



A large part of that underpins the service clusters above is all the record-keeping functions that we provide to our clients.  This ranges from maintaining all your records pertaining to your investments in an online investment software platform that allows viewing access to keeping all your Wills and Powers of Attorney in our Safe.


Standard Annual Packages

Our standard Annual Package would usually include a large part, if not all elements of the Compliance Services, some elements of Record-keeping (for example, updating and maintenance of your Investment Portfolio in the cloud software platform that provides for capital gains tax records amongst other functions), Financial Analysis, Planning and Strategies which are usually delivered and discussed at the Annual General meeting and/or Year-end Planning meeting.


Non-recurring Work

Non-recurring work can take many forms, ranging from our assistance in transitioning from existing accounting software to Xero to Deceased Estate administration.  It could also involve dealing with a technical issue which has a high non-compliance risk requiring advice that we may have to refer onto other specialist.