Accounting, Taxation & Compliance^
RBA Chartered Accountants will not only prepare your financial statements, we will help you to ensure that all legal taxation requirements are met using our expertise to ensure that valuable opportunities are not overlooked.
Areas of expertise include:
- Income Taxes
- Goods and Services Tax
- Capital Gains Tax
- Fringe Benefits Tax
- Territory Taxes including stamp duty
We also offer Corporate Secretarial facilities and ASIC registered agent services.
^Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
Taxation Planning & Business Advice
No one likes to get to the end of the financial year and receive a surprise result. During the year, we work closely with you, providing tax planning advice as a matter of course and ensuring that your taxation expenses, whether Income Tax, Fringe Benefits Tax or otherwise, are legally minimised.
We can also assist you by reviewing your current structures and consider whether these are the most effective for you going forwards.
SMSF, Superannuation & Retirement Planning*
We’re able to help you complete the compliance requirements for your Self-Managed Superannuation Fund (SMSF), ensuring that your fund meets its legal obligations for taxation and superannuation regulatory purposes.
We can provide you with the expert information regarding contribution limits, pension withdrawal limits, legislative changes and more.
We are also able to provide you with more specific advice tailored to your superannuation needs. These services are provided by RBA Financial Services Pty Ltd (follow the link for more information).
*Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
Budgets & Forecasting
Budgets are an important tool in planning for the future of your business. We can help with budgeting and financial forecasting techniques to assist you making the best decisions for your business’ future financial position.
We can help you budget and monitor the ongoing performance of your business. Assistance can range from regular meetings to plan and review business performance, to simply providing professional advice or coaching in preparing a budget.
Whether your software of choice be MYOB, Xero, Reckon or any of the other programs available, we have staff in the office who are experienced and/or accredited and will be able to assist you with any processing issues you may come across.
It’s important to seek ongoing advice when processing in your software to limit the adjustments required at year end and to this end, our staff strive to make themselves available to assist with such issues.
Succession & Estate Planning
Sooner or later, every business owner reaches a point where they have to pass the reins onto someone else. This could involve handing them on to another family member or selling up entirely. We have extensive experience in managing successful transitions in business ownership. Providing advice on succession planning to ensure that when the time comes, the transition causes minimal disruption and financial strain to you and the business, and achieving the desired outcome.
With the complexity of our legal and taxation system, planning for the financial consequences of death is not something that can be left until the need arises. We work with you and your solicitors to ensure that your wishes are transcribed into a form that is legally binding and ensure that your wishes are carried out. What’s more, we can help you plan now for the Income Tax and Capital Gains Tax implications of your estate, and can structure your financial affairs to minimise tax and stress, and maximise the benefit for your beneficiaries.
*Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.