Accounting & Tax
Accounting shouldn't stop at lodgement. Accurate, up-to-date financial information gives us a clearer picture of where you stand, helping us identify opportunities, plan ahead and have meaningful conversations about your future.
Our focus isn't just on what's already happened, but on helping you prepare for what's next.
Entity Set-ups & Restructuring
The right structure lays the foundation for your business or investments. Choose and establish the entity that suits your goals, balancing tax, risk and flexibility.
Personal Tax Returns
Getting your tax right goes beyond lodging a tax return. Identify your obligations, claim what you’re entitled to and stay on top of your tax position, year after year.
Payroll & Bookkeeping
Accurate records keep your business running smoothly. Manage your payroll, day-to-day bookkeeping and super obligations, so you have clear numbers and more time to focus on running your business.
Business Financials
Your numbers tell the story of your business. Get financial statements and management reports that show where you stand, how you’re tracking and where to focus next.
Business Activity Statement
Staying compliant is only part of the picture. Keep your GST and ATO obligations under control with BAS lodged correctly and ahead of every deadline, without the last-minute scramble.
Business Advisory
Every business faces critical decisions. Draw on specialised, industry-aware advice to lift profit and cash flow, plan with confidence and map out what’s next, from budgets and forecasts to succession.
The most common reasons are a lack of proactive advice, slow responses, or a practice that no longer suits the size of your business. Changing is straightforward. Your new accountant requests your records from the previous one through a standard ethical clearance process, and you can switch at any point in the financial year.
A bookkeeper records day-to-day transactions and keeps your accounts current: invoicing, reconciliation, payroll and BAS preparation. An accountant works at a higher level, preparing financial statements and tax returns, advising on structure and tax planning, and interpreting what the numbers mean. Most businesses benefit from both.
An SMSF puts you in the trustee's seat, which brings control and responsibility. You're accountable for the investment strategy, record keeping, annual audit, and compliance with superannuation law. Most trustees work with an accountant to handle administration and reporting. It suits people who want direct control and have enough in super to justify the running costs.
Falling behind is more common than most people assume, and it's fixable. The first step is establishing exactly what's outstanding, then bringing lodgements up to date. The ATO generally takes a more favourable view when you approach them proactively, and payment arrangements can often be negotiated. We can also deal with the ATO on your behalf.
Our focus, your future.
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SA Wealth Management Pty Ltd ACN 149 628 222 ABN 87 149 628 222 is responsible for all financial planning advice and is a Corporate Authorised Representative (No. 000402699) of SA Wealth Solutions Pty Ltd ABN 72 634 162 422, AFSL 525627.
SA Financial Services Pty Ltd ACN 606 737 553 ABN 80 606 737 553 is responsible for ALL credit advice and is as a Corporate Credit Representative of Buyers Choice Licencing Pty Ltd (ACL 509484) ACN 626 172 281.
SA Wealth Property Services Pty Ltd ACN 656 180 782 ABN 83 656 180 782, RLA 316149 is responsible for Real Estate services (Residential and Commercial) under SA Wealth Group & Encore Real Estate.
SA Tax and Accounting Service Pty Ltd ACN 629 612 648 ABN 52 629 612 648, is responsible for taxation and accounting services under SA Wealth Group.
SA Wealth Group business name is owned by SA Wealth Management Pty Ltd ACN 149 628 222 ABN 87 149 628 222, SA Financial Services Pty Ltd ACN 606 737 553 ABN 80 606 737 553, SA Wealth Property Services Pty Ltd ACN 656 180 782 ABN 83 656 180 782, and SA Tax and Accounting Service Pty Ltd ACN 629 612 648 ABN 52 629 612 648.