Trilogy Accounting provides an extensive range of accounting and taxation services including:
Financial Statements
Financial Statements will include at least a profit and loss statement and balance sheet for a given period. We at Trilogy Accounting make sure you understand what the numbers mean and coupled with our benchmarking reports we can use the information to compare you to your competitors and identify areas of improvement.
We prepare financial statements for all types of entities including
- Discretionary Trust’s (also known as family trust’s)
- Unit Trust’s
- Company’s
- Partnerships
- Sole Traders / Individuals
Tax Returns & Business Activity Statements
We prepare tax returns and business activity statements for all types of entities including
- Discretionary Trusts (also known as family trusts)
- Unit Trusts
- Companies
- Partnerships
- Sole Traders / Individuals
Self-Managed Superannuation Funds & Superannuation in General
We prepare financial statements and statutory returns and can take care of the audit of your self-managed superannuation fund.
We can help you understand your trustee responsibilities and duties.
If you are nearing age 55 we can discuss the tax benefits of commencing a pension and help you decide what best suits your circumstances.
Superannuation is a great tax planning tool, but the wrong advice can cost you money and additional tax. We can help you navigate through the complexities.
Tax Planning
As part of completing your tax return we will advise a timeline of tax payments based on your taxable income. You will also be invited to contact our office from March to discuss tax planning opportunities for the following year. This will allow you to take control of your tax and manage your cash flows. It also allows us to review your accounts and advise strategies you may be able to employ, to reduce your taxable income for the year.
Have you had an unusual tax event, such as sale of a rental property, sale of a business or shares? Please call us before it’s too late, you may miss opportunities that can help reduce your income tax.
Business Structuring
You need to get is right from the start. Protection of your assets is your first consideration when setting up a business. Different structures such as companies have significant differences for the treatment of capital gain tax.
We can assist you in selecting the best structure for your business.
Business Analysis
A break-even analysis is an important business tool as it can identify what your turnover (sales) needs to be to cover your costs. It can also help you identity how much you need to charge per hour to cover your overheads and what a change in staff productivity will do to your bottom line.
We can assist you with implementing monitoring and key performance indicators that will hold everyone (including you) accountable to the business.
We can help you with developing a business plan and direct you to marketing personnel.
Any many other strategies…
Corporate Compliance
Trilogy Accounting is a registered company agent. We can maintain company registers, attend to all ASIC related matters.
Financial Advisor
Available in our office by appointment only.
Applications with the ATO
Applications for Tax File Numbers, Australian Business Numbers & GST, PAYG withholding registrations. We can act as representatives with the Australian Taxation Office on your behalf.