It is usual for us to perform the following work for you each year.
 | Preparation of Fringe Benefits Tax Return. |
| Preparation of Financial Statements. |
| Preparation of Income Tax Returns. |
| Preparation of management reports. |
| To update you financial plan when appropriate. |
| Review your investment portfolio. |
| Meeting with you at least annually to discuss tax, investments and business generally. |
The above work is usually prepared from your records which as a minimum would include bank statements, cheque butts, deposit books and any other relevant source documents.
Annual work is usually prepared in the order in which it is brought in. The time taken varies over the year in line with our work flows. If you require you work urgently please let us know in advance and we will do our best to meet your requirements.
Other matters which arise during the year are attended to promptly usually within a few days of a request being received.
You are free to bring in your work at the time of year that is convenient for you. If a lodgement deadline is approaching we will contact you in advance to arrange completion of your work on time.
We are happy to assist and support you if you would like to maintain records additional to the above including transferring transactions to us electronically via Banklink, maintaining computer records for example Quicken or MYOB.
We are happy to advise you in the following areas. We have expertise and knowledge in each of these areas and if your problem requires the advice of specialists then we have ready access to many specialists and will willingly refer you or obtain the necessary advice on your behalf.
Business & Corporate
| Buying and selling businesses. |
| Company and trust establishment. |
| Computer selection, installation & training. |
| Data processing and bank reconciliation. |
| Business and financial plans, Cash Flow & Financing |
| Tax minimisation planning. |
| Investment advice, counselling and management. |
| Retirement Planning and self managed super funds. |
| Preparation of financial plans. |
| Advice on all aspects of income tax. |
Also see Investment Advisory Services page
| Negative gearing |
| Capital gains tax on property transactions. |
| Advice on commercial lease conditions. |
| Charitable collections act. |
| Corporation Law. |
| Auctioneers and Agents Act. |
| Commonwealth and state grants audits. |
| Legal Practitioners Act |
| Minutes, Shares & company officer appointments |
| Business Names. |
This Page Last Updated: 06 December, 2003 04:11 PM
Send e-mail to: 
Psco@Csi.Com
Copyright © 2000 by Paul Sayers & Co Pty Limited, All rights reserved.
