SERVICES
Services provided by the firm include;
- Payroll Tax reconciliations and returns
- Taxation Consultancy and Planning
- Tax Return Preparation and Electronic Lodgement
- Superannuation and Retirement Planning
- Accounting and Financial Statement Preparation
- Corporation Law and Company Secretarial Compliance
- Personalised Business and Investment Advice Capital Gains Tax Advice
- Business Structure and Financial Advice Audit and forensic accounting
- Cash Flow, Budget and Profit Analysis
- Business Sale and Valuation
- GST, FBT and Land tax returns
- Record management and retention
Our firm specialises in the establishment and administration of Self Managed Superannuation Funds. (SMSF)
From 1 July 2016, ASIC requires any accountant who gives advice about acquiring or disposing of an interest in an SMSF to hold an AFS licence or be a representative of an AFS licensee. Widdup Barilla personnel hold an AFS licence and as such are able to assist with the following SMSF matters:
- Rollover of existing funds and locating lost super opportunities
- The setup of a bank account of your choice and advising employers and share registries direct credit instructions for employer contributions, dividends and distributions
- Collection and maintenance of superannuation source documents sent directly from banking institutions and share companies throughout the financial year
- Off-market transfers into the superannuation fund from personal or company holdings
- Assistance in purchasing non-standard assets such as plant and equipment for an associative company
- Assistance in purchasing property using SMSF funds including compliance with current regulations
- Transition to Retirement Tax Planning & Retirement Tax Planning
- Preparation of minutes for trustee meetings including commencement of pension
- Year end advice letter on recent changes to superannuation law, ensuring all compliance requirements and trustee wishes are satisfied before 30 June each year
- Estate planning and succession issues including the preparation, management and retention of BDN forms, Trust deeds, Minutes and Wills at our secure premises
- Ensuring Trust Deeds are current and up-to-date
- Ensuring the compliance of corporate trustees & individual member trustees