PRACTICE AREAS

 

RM Accounting & Financial Services covers areas including accounting and taxation; superannuation; financial planning; corporate set up and auditing.

CALL US

For an appointment today

(02) 9786 8240

Accounting & Taxation

 

As individuals and businesses get absorbed with the day to day operations of their lives and businesses, are the seeing their accountants too late?

A good accountant knows that no two clients are the same. They understand that you and your business need to know about changes in the economic and legal environment. They need to appreciate that you and your business relies on their skills and expertise, has an expectation of their knowledge relating to legislative changes and their experience to anticipate changes to help you continue to grow.

 

We endeavour to provide you with the personalised service you require. This can include the accounting services such as:

  • Bookkeeping

  • Payroll

  • Ensuring all of your obligations are met (i.e PAYG tax withholding, superannuation, long service leave, insurances, etc)

  • Tax minimisation options

  • Preparation of Business Activity Statements (BAS), or assistance

  • Fringe Benefit Taxes

  • Preparation of financial updates to allow forward planning

  • Preparation of returns

 

These services and many more are available.

Superannuation

 

Have you considered a review of your current Superannuation? Have you considered a Self-managed Super Fund? Do you understand the requirements? 

 

There are many questions surrounding superannuation and there is always the uncertainty as to whom you should contact to find out more. Our staff are RG146 compliant and able to answer your questions associated around superannuation. We can assist you in doing an assessment of your current fund versus a self-managed superannuation fund. We are able to review and advise whether these options are suitable for your needs.

 

There are a number of restrictions under the Superannuation Industry (Supervision) Act 1993 (‘SIS’) relating to the administration of a SMSF. These restrictions look at the acquisitions of assets and whom these are purchased from; it prevents the lending or borrowing of monies to a related person. Whilst there are these restrictions, there are still numerous investment options available, including shares, fixed interest and real property.

 

The sole purpose of the SMSF is to provide for the retirement of its members. 

 

Call to arrange for your superannuation check up today.

Financial Planning

 

This service is no longer offered in house, however we have collaborated with a Financial Adviser who values her clients as much as we do.

Her details are: Jacqueline Ernstzen, mobile: 0410 556 952.

Speak to us today for a referral.

Corporate Set Up

 

RM Accounting is a registered agent with ASIC and can assist you with the set up and registration needs.

 

We use the services of a reputable corporate services entity and documents are provided in a timely manner and presented in a formal and professional way.

 

We also ensure you have been set up with all of your compliance requirements, including Australian Business Number (ABN), Tax File Number (TFN), and any other professional entity you need.

Auditing

 

Rochelle is an ASIC registered SMSF Auditor and can provide the auditing services required to ensure compliance matters have been met.

 

As a member of the Institute of Public Accountants, which means that provided the Constitution of the entity permits, we can audit the records of Not-For-Profit Organisations including Primary School Parents & Friends Associations.
 

Contact us to see if we are able to assist you.