Our practice areasWe offer a broad range of taxation, accounting and business advisory services to small and medium sized businesses and individuals. Our core values of integrity, discipline and excellence define our behaviour and attitude. With continued professional development as CPA’s we are constantly up to date with all current developments in accounting, tax and superannuation issues.
Taxation & Accounting
Essentia’s taxation and accounting services extend beyond the delivery of traditional business compliance. In addition to the preparation of tax returns and financial statements we facilitate the delivery of proactive knowledge to assist your business growth and profitability. Our services in this area include: • Taxation planning and minimisation strategies • Advice on income tax, capital gains tax, GST and fringe benefits tax • Advice on state taxes including stamp duty, payroll tax and land tax • Preparation of tax returns and statutory compliance • Periodic management accounting and reporting • Business Activity Statement preparation • Banking and finance submissions • Board advisory and corporate secretarial services • Remuneration packaging We aim to provide specialist taxation advice that is technically accurate, meets legislative and regulatory requirements and is delivered in a timely and cost effective manner.
As specialists to the small and medium sized business sector, we offer a range of business management tools to help our clients realise the full potential of their enterprise. Our business management support services include: • Business structure advice • Business sale, purchase and merger advice • Due diligence reports for business acquisitions • Finance, funding and refinancing strategies • Business planning through to strategic plan development • Financial management • Cash flow projections and live-working budgets • Business performance reviews and KPI analysis • Benchmarking against industry standards • Asset protection • Estate and business succession planning • Information systems Our team aims to enhance your business’ cash flow, growth and profitability, protect your assets, and provide a clear succession plan.
Self-managed superannuation funds (SMSF) are a real alternative to many investors, particularly if you want more control over your superannuation assets and desire more flexibility with your investments. Our superannuation network of advisors manage the total SMSF process, ensuring clients are able to take full opportunity of the wider investment flexibility and choices available. Whether you are a retiree wanting to implement a retirement income strategy or you are still working and accumulating your superannuation asset for retirement, we offer you security and peace of mind that your SMSF is well managed. We can provide: • Complying SMSF strategy advice • SMSF planning, establishment and registration • SMSF administration, including updates of deeds, changing members and trustees • Compliance reviews • Retirement planning • Pension allocations and administration • Applications for Government social security entitlements including the Age Pension • Estate planning • Salary sacrifice superannuation advice Superannuation is now arguably the most important financial vehicle for retirement savings. Investments held within a complying SMSF environment enjoy concessional tax treatment, ensuring maximum retirement benefits are accumulated.
Essentia Accounting works closely with McLardy McShane to provide financial planning services. McLardy McShane aims to deliver the most professional and comprehensive financial services to all clients. Amanda Freeman, the managing Director has had a long association with Essentia and will listen to your needs and concerns enabling customised plans to be developed that will achieve your goals. Services provided by McLarday and McShane include: • Retirement Planning • Wealth Accumulation • Life Insurance/Trauma/Income Protection Insurance • Investment Advice • Superannuation/Rollovers • Shares and Trusts • Esate Planning This extensive choice can be beneficial in providing you with the strategies to suit your financial situation.