Frequently Asked Questions

  • We provide a comprehensive range of accounting and advisory services including:

    Accounting: Financial reports, tax planning and minimisation strategies, and growth advice

    Taxation Services: Business and individual tax returns, BAS (Business Activity Statements), and taxation compliance

    Business Advisory: Cash flow budgets, strategic planning, exit and succession planning, and coordination with your financial advisers

    Bookkeeping: Software support, payroll setup, and provision of bookkeeping services including data entry

    All services are delivered with a personal, hands-on approach tailored to your specific needs.

  • We work with a diverse range of clients including:

    • Agriculture and farming businesses

    • Aquaculture operations

    • Trades and local businesses

    • Building and construction companies

    • Growing businesses in expansion phases

    • Individuals and smaller businesses

    • Small businesses with teams

    Whether you're a sole trader, family farm, or growing business, if you value clear communication and personal service, we're here to help.

  • We take a proactive approach to tax planning that goes beyond just lodging returns. Our strategies include:

    • Strategic tax planning throughout the year, not just at tax time

    • Identifying deductions and offset opportunities specific to your situation

    • Structuring advice for business owners and farmers

    • Timing strategies for income and expenses

    • Depreciation and asset purchase planning

    • Industry-specific strategies such as farm management deposits and primary production averaging for farmers

    • Reinvestment strategies for growing businesses

    We focus on responsible tax minimisation that's compliant and sustainable, helping you keep more of what you earn while meeting all obligations.

  • Yes, we can help you determine the most appropriate structure for your business. Choosing the right structure—whether sole trader, partnership, company, or trust—has significant implications for tax, liability, and future growth.

    We'll assess your current situation, future goals, and industry factors to recommend a structure that:

    • Minimises your tax obligations

    • Protects your personal assets

    • Supports your growth plans

    • Aligns with your succession or exit strategy

    • Meets compliance requirements

    This is particularly important for family farms, growing businesses, and those planning for long-term succession.

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  • No, you don't have to live in Ceduna to work with us. While we're proudly based in Ceduna and deeply connected to the local community, we serve clients across the Eyre Peninsula and further afield.

  • Absolutely. Supporting business growth and planning for the future is a core part of our Business Advisory services.

    Business Growth: We help businesses in expansion phases with strategic planning, forecasting, cash flow management, and structuring advice to support sustainable growth.

    Succession Planning: We work with family businesses and farms to develop exit and succession strategies that ensure smooth transitions, minimize tax implications, and preserve wealth for the next generation. We coordinate with your financial advisers and legal professionals to ensure your broader strategy is aligned.

    This is especially important for agricultural and family-owned businesses where succession planning needs careful, long-term consideration.

  • Yes, cash flow budgeting and forecasting are key components of our Business Advisory services.

    We help you:

    • Develop realistic cash flow budgets based on your business cycle

    • Forecast future performance and identify potential challenges

    • Plan for seasonal fluctuations (particularly important for agriculture and aquaculture)

    • Make informed decisions about expansion, equipment purchases, or hiring

    • Monitor actual performance against budget

    Good budgeting and forecasting give you confidence in your numbers and help you stay ahead of potential cash flow issues before they become problems.

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