Taxation & Accounting

Stay up-to-date in today's continually changing business and financial environment with SMSF, Tax Planning and Business Advice.

Introduction

As many of our clients are small to medium businesses, we refer them to Core Accounting. As specialists to the small and medium sized business sector and individuals, our team of accountants offer a range of management tools to help our clients realise the full potential of both their business and individual financial goals.

Our accountants take an in-depth look of your business and personal finances and advise you on the best financing structure to benefit your goals.

In today’s continually changing business and financial environment, it’s vital to stay up-to-date with the many accounting industry improvements and compliance amendments. At Core Accounting Group, our team have the specialist knowledge required by you deliver the maximum financial benefits of any new accounting industry and government policies and the impact these changes may have upon your account.

SMSF Specialists

Our specialist SMSF advisors work with our clients to ensure that your fund meets your current and future financial needs.

  • SMSF establishment and advice
  • SMSF administration and compliance

Tax Planning

Our team provides clients with full taxation planning services including:

  • Tax returns
  • Trust/Company establishment
  • Tax minimisation strategies
  • Audit
  • Establish ABN and GST registration
  • Lodgement of BAS.

Business Services

Our team have developed a range of Key Performance Indicators (KPS’s), applicable to most business operations. Working with our clients, these KPI’s are a valuable tool in measuring and managing the performance of a business – with the ultimate aim of increasing profits and net wealth.

Our business management support services include:

  • Advice regarding business structure and management procedures
  • Business sale and acquisition advice
  • Business valuations and financial management
  • Business planning through to strategic plan development
  • Reviews across business performance.

Download our financial services guide:

Financial Services Guide

2023 © Core Wealth Advisors Pty Ltd.

Core Wealth Advisors Pty Ltd (ABN 21 623 746 430) are an authorised representative of Core Advisor Group Pty Ltd (ABN 19 109 451 916) which holds an Australian Financial Licence (No: 281394) and is a Registered Life Insurance Broker.

Past performance is not an indication of future performance. In preparing this content, individual circumstances, for example tax implications, have not been taken into account and it may, therefore, not be applicable to an individual’s situation. Before making an investment decision, you should consider your circumstances and whether the information is applicable to your situation, personal objectives and circumstances.

As this information (including the statements on taxation which are of a general nature only and based on current laws, rulings and interpretation) has been prepared without considering your objectives, financial situation or needs, it is not to be considered as advice; you should, before acting on this information, consider its appropriateness to your circumstances, objectives, financial situation or needs.