Services
Services We Provide
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
Accounting and Bookkeping
Preparing activity statements and advice on tax payments
Preparation of BAS/IAS
Advice on, and implementation of tax effective structures for asset protection and tax minimization
Accounting and Financial statement preparation
Payroll tax reconciliations and returns
Business Advisory & Setup
Design the suitable structure of your business: Sole trader, Trust, Partnership, Company & SMSF
Help in preparation of business plan, cash flow, budget & profit analysis
ATO registration for ABN, GST, PAYG
Corporation law and company secretarial compliance
Process changes of company details and shareholder requirements
Taxation Advice & Tax Returns
Preparation of yearly financial statements
Company and personal tax returns with electronic lodgement
Preparation of annual accounts for individuals, Partnerships, Trust, Company & SMSF
GST, FBT & Land tax returns
Maintaining PAYG & GST records and associated returns
Personalised Business and Investment advice relating to capital gains tax, fringe benefits tax and Goods and services tax
Acting on behalf of yourself or business when dealing with the ATO/ASIC
SMSF Setup & Advice
Assistance when rolling money over 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
Apply for an ABN, TFN & obtain ATO approval to become a complying SMSF
Transition to 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
SMSF Audit & Support Services
Implementing a deed that is up to date and adaptable to changes in legislation
Off-market transfers into the superannuation fund from personal and company holdings
Assistance in purchasing assets such as property, plant and equipment for an associative company using SMSF funds including compliance with current regulations
Estate planning and succession issues including the preparation, management, and retention of BDN forms, Trust deeds, Minutes and Wills at our secure premises
Collection and maintenance of superannuation source documents sent directly from banking institutions and share companies throughout the financial year
Our firm specialises in the establishment and adminsitration of Self Managed Supperannuation Funds
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