A complete year-end package for Pty Ltd companies, from the books through to lodgement.
Small and medium private companies across Brisbane and Australia, including family groups with trusts.
How it works
Bank statements, your Xero / MYOB / QuickBooks file and loan or asset details — or bring them to our Sunnybank office.
We check the books, confirm our fee and flag any tax issues such as Division 7A or franking.
We prepare the financial statements and tax return, take you through the result, then lodge with the ATO.
Companies that are base rate entities — aggregated turnover under $50 million and no more than 80% passive income — pay tax at 25%. Other companies pay the full rate of 30%. We confirm which rate applies to your company each year.
Common questions
Yes. A company is a separate taxpayer and generally lodges its own income tax return every year, separate from the directors' personal returns.
Base rate entities — aggregated turnover under $50 million with no more than 80% passive income — pay 25%. Other companies pay 30%.
Yes. With your permission we'll arrange the handover of prior-year records so nothing is missed.
If a shareholder or their associate takes money or assets from a private company, it can be treated as an unfranked dividend unless it is handled correctly, for example under a complying loan agreement. We review this every year.
It depends on the size and condition of the records. We review your information first and confirm the fee with you before starting.
Walk in to our Sunnybank office at 342 McCullough St — open 7 days, no appointment needed — or get in touch online.