Accounting services in Albury Wodonga.
Lodged on time, done right, and the advice that should come with it.
Overview
Seven jobs. One team. All done in Albury.
Most of the week is small business tax and self managed super. The rest of the list usually belongs to the same clients. Need something not listed here? You will be told, and pointed to someone who does it.
Service 01
Business Tax & Compliance
Returns lodged right and on time, whatever structure you trade through.
Most businesses come for this and stay for the advice around it. You get the financial statements and returns for a company, trust, partnership or sole trader. We deal with the ATO direct, so you do not have to.
What this covers
- Annual financial statements and income tax returns
- Company, trust, partnership and sole trader structures
- BAS and IAS preparation and lodgement
- Fringe benefits tax and payroll tax where they apply
- ATO correspondence, payment arrangements and audits
- Catching up prior-year returns that were never lodged
Service 02
Self Managed Super Funds
The accounts, the return, the audit and the reporting. For trustees who would rather run the fund than chase paperwork.
The ATO holds you, the trustee, responsible for the fund. The deadlines arrive whether anyone watches or not. You get accounts that reconcile. A return lodged on time. An audit arranged each year. Pension events reported when they happen.
What this covers
- Annual financial statements and member statements
- SMSF annual return preparation and lodgement
- Independent audit arranged with an ASIC-registered SMSF auditor
- Transfer balance account reporting (TBAR)
- Pension commencement documents and minimum drawdown checks
- Contribution cap tracking during the year, while there is still time to fix an excess
One line, said straight. Whether an SMSF suits you, and what it should invest in, is financial product advice. That needs an AFS licence. You get the accounting, tax and admin here. Your licensed adviser covers the rest, and we work with them.
Service 03
Business Advisory
The call before the decision. Not the paperwork after it.
Compliance tells you what already happened. Advice is about what happens next. Does the structure still fit? Do the numbers back the plan? What is the tax cost of each option?
What this covers
- Business structure and restructuring
- Cash flow forecasting and budgeting
- Buying or selling a business
- Benchmarking against your industry
- Succession and exit planning
- Finance applications and lender reporting
Service 04
Bookkeeping & Payroll
Books kept current, so June is not a dig through boxes.
Books kept up through the year cost less to finish at the end of it. They also tell you something useful along the way. You can hand it all over, or get help for whoever does it in your office.
What this covers
- Ongoing bookkeeping and account reconciliation
- Payroll processing and Single Touch Payroll reporting
- Superannuation guarantee obligations and deadlines
- Accounts payable and receivable
- Xero setup and training for your staff. DWA is a Xero Gold Partner
- Catching up books that have fallen behind
Service 05
Investment Property
From the first purchase to the day you sell.
How you own a property sets what you pay every year you hold it. It also sets what you pay when you sell. That is far easier to get right at the start than to unwind later.
What this covers
- Ownership structure before you buy
- Negative and positive gearing outcomes
- Depreciation schedules and capital works deductions
- Repairs versus capital improvements
- Capital gains tax on disposal, including the main residence exemption
- Portfolios held across several entities
Service 06
Individual Tax Returns
Personal returns, mostly where there is more than one payment summary.
A simple return is a simple job. We will tell you if that is what you have. Rent, shares, a capital gain or work claims that need proof are worth getting right.
What this covers
- Salary and wage income, including multiple employers
- Rental property income and deductions
- Shares, managed funds and capital gains
- Work-related deductions and substantiation
- Sole trader and contractor income
- Prior-year and amended returns
Service 07
Deceased Estates
Handled with care, usually alongside your solicitor.
This work comes at a hard time. It is rarely as urgent as people fear. You get a sensible pace. A clear order of what has to happen. One line to the solicitor, so you are not passing messages between us.
What this covers
- Date-of-death individual tax returns
- Estate tax returns during administration
- Testamentary trusts and their ongoing obligations
- Capital gains on assets passing to beneficiaries
- Working alongside your solicitor through probate
- Advice to executors on their obligations
Start with a free consultation.
Half an hour, no charge. You leave knowing what you need. The fee follows in writing.