Services
Services We Provide
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
Accounting and Bookkeping
Preparing activity statements and advice on tax payments
Preparation of BAS/IAS
Advice on, and implementation of tax effective structures for asset protection and tax minimization
Accounting and Financial statement preparation
Payroll tax reconciliations and returns
Business Advisory & Setup
Design the suitable structure of your business: Sole trader, Trust, Partnership, Company & SMSF
Help in preparation of business plan, cash flow, budget & profit analysis
ATO registration for ABN, GST, PAYG
Corporation law and company secretarial compliance
Process changes of company details and shareholder requirements
Taxation Advice & Tax Returns
Preparation of yearly financial statements
Company and personal tax returns with electronic lodgement
Preparation of annual accounts for individuals, Partnerships, Trust, Company & SMSF
GST, FBT & Land tax returns
Maintaining PAYG & GST records and associated returns
Personalised Business and Investment advice relating to capital gains tax, fringe benefits tax and Goods and services tax
Acting on behalf of yourself or business when dealing with the ATO/ASIC
SMSF Setup & Advice
Assistance when rolling money over 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
Apply for an ABN, TFN & obtain ATO approval to become a complying SMSF
Transition to 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
SMSF Audit & Support Services
Implementing a deed that is up to date and adaptable to changes in legislation
Off-market transfers into the superannuation fund from personal and company holdings
Assistance in purchasing assets such as property, plant and equipment for an associative company using SMSF funds including compliance with current regulations
Estate planning and succession issues including the preparation, management, and retention of BDN forms, Trust deeds, Minutes and Wills at our secure premises
Collection and maintenance of superannuation source documents sent directly from banking institutions and share companies throughout the financial year
Our firm specializes in Self-Managed Superannuation Funds (SMSF)
From 01 July 2016, ASIC requires accountants who give advice on acquiring an interest in a SMSF to hold a ASF license or to be an authorized representative of an AFS licensee. Widdup Barilla holds its own limited AFS license and can provide financial advice pertaining to Self-Managed Superannuation Funds and a client’s existing superannuation holding. We can assist in the following:
- Advising you on whether a SMSF is a suitable superannuation structure for you, and if so, helping you to establish a SMSF
- Initiating rollovers of existing super into a SMSF on your behalf
- Helping you to develop financial goals and appropriate investment strategies for your SMSF
- Advising you on superannuation contributions and retirement strategies
- Advising you on pension and lump sum benefit payments.
- Assistance in purchasing property using SIS Act complaint Limited Recourse Borrowing Arrangements