Services provided by the firm include;

  • Payroll Tax reconciliations and returns
  • Taxation Consultancy and Planning
  • Tax Return Preparation and Electronic Lodgement
  • Superannuation and Retirement Planning
  • Accounting and Financial Statement Preparation
  • Corporation Law and Company Secretarial Compliance
  • Personalised Business and Investment Advice Capital Gains Tax Advice
  • Business Structure and Financial Advice Audit and forensic accounting
  • Cash Flow, Budget and Profit Analysis
  • Business Sale and Valuation
  • GST, FBT and Land tax returns
  • Record management and retention

Our firm specialises in the establishment and administration of Self Managed Superannuation Funds. (SMSF)

From 1 July 2016, ASIC requires any accountant who gives advice about acquiring or disposing of an interest in an SMSF to hold an AFS licence or be a representative of an AFS licensee. Widdup Barilla personnel hold an AFS licence and as such are able to assist with the following SMSF matters:

  • Rollover of existing funds and locating lost super opportunities
  • The setup of a bank account of your choice and advising employers and share registries direct credit instructions for employer contributions, dividends and distributions
  • Collection and maintenance of superannuation source documents sent directly from banking institutions and share companies throughout the financial year
  • Off-market transfers into the superannuation fund from personal or company holdings
  • Assistance in purchasing non-standard assets such as plant and equipment for an associative company
  • Assistance in purchasing property using SMSF funds including compliance with current regulations
  • Transition to Retirement Tax Planning & Retirement Tax Planning
  • Preparation of minutes for trustee meetings including commencement of pension
  • Year end advice letter on recent changes to superannuation law, ensuring all compliance requirements and trustee wishes are satisfied before 30 June each year
  • Estate planning and succession issues including the preparation, management and retention of BDN forms, Trust deeds, Minutes and Wills at our secure premises
  • Ensuring Trust Deeds are current and up-to-date
  • Ensuring the compliance of corporate trustees & individual member trustees

Widdup Barilla Chartered Accountants Accreditation