We focus on ensuring your annual taxation, accounting and compliance requirements are satisfied. We meet with you to obtain an understanding of your situation, to determine the best possible outcome for your small business and personal tax affairs.

Small Business

Our small business services include:

• Annual compliance for Companies, Trusts and Sole Traders including: Financial Statements, Income Tax Return and Business Activity Statements.
• Management reports and future projections for the performance of your business.
• Bookkeeping assistance utilising your existing cashbook or BankLink.
• Start up Business pack including meeting, written advice and relevant business registrations.

BankLink

At Alyansa we subscribe to the BankLink service, which streamlines the time consuming function of data entry. We receive an electronic copy of your bank and/or credit card transactions, allocate these transactions “automatically” and generate relevant interim and annual reports.

For more information on the BankLink system please click here.

Personal Tax

We discuss your situation and provide you with tax estimates, along with prompt turnaround of income tax assessment.

Where you keep detailed records and prepare your own summaries we would utilise these reports where possible to reduce any duplication of data input.

We can assist you with: a business in your own name, investment income, overseas and non-resident income and tax returns for deceased estates.

For more information please refer to our Small Business and Personal Tax Brochure.

Portfolio Administration

For active investors, we also provide a portfolio management service through our alliance with Invest Track. This simplifies your annual compliance by collecting all relevant share and investment correspondence. You simply view your investment information; with a login for daily online access.

For more information on the Invest Track portfolio management service please click here.

Please contact us on Free call: 1300 552 903.