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What We Do

Woolley, Owen & Coogan can advise, guide and assist clients with the following:

Tax Returns for individuals

 

We provide income tax return services for individuals, including salary earners and investment holders. We can assist you in preparing and lodging your income tax return.

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Our accountants can cater to financial income and transactions in regards to:

  • Rental properties

  • Shares (disposing and trading)

  • Capital gains

  • Superannuation payments

  • Term deposits

  • Managed funds

  • Foreign income

Tax Returns for business

 

Our accountants can assist business entities in their income tax return preparation and financial accounts. We cater to small to medium businesses including:

  • Sole-traders

  • Partnerships

  • Trusts

  • Companies

  • Self-managed Superannuation Funds

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We tailor our services to the needs of our clients. Our clients are presented with bound professional financial reports from varied source data.

BAS & IAS
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We prepare and lodge monthly, quarterly and annual Business Activity Statements (BAS) and Instalment Activity Statements (IAS). We also have a reminder service to ensure that your periodic obligations are met.

Tax law advice

 

Our knowledgeable team has the resources to advise our clients on any aspect of income tax related law, such as Capital Gains Tax. We present our clients with formal written advice.

Registrations
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We attend to all appropriate registrations for your new or current business, including:

  • Australian Business Number (ABN)

  • Goods and Services Tax (GST)

  • Pay As You Go (PAYG) withholding

  • Wine Equalisation Tax (WET)

  • Fuel Tax Credits

Audits
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Our auditors complete statutory trust account audits, for instance for real estate agents or conveyancers.

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We are also can complete the compulsory audit of self-managed superannuation funds (SMSF).

Accounting software support
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We can assist in the setup and ongoing maintenance of computer aided accounting software packages, such as:

  • MYOB

  • Xero

  • Reckon

  • Banklink

  • Quickbooks

We have established relationships with the above providers to assist you with the purchase, installation, setup, maintenance and upgrade of software.  Choosing software that will suit your business operations and skill is equally as important as choosing a telephone or insurance provider. We can advise the best software for your situation.

Corporate Services

 

Our accountants can assist corporate clients in the establishment and maintenance of:

  • Companies

  • Trusts

  • Self-managed superannuation funds (SMSF)

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We can prepare financial accounts for your company, trust and SMSF. We also attend to all relevant secretarial documents, including initial registrations with the ASIC and creation of constitutions and deeds using third party providers.

All other changes, including address maintenance, share transactions (sales, transfers, restructuring), deregistration, director and secretary appointments and resignations can be handled on your behalf.

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