Casey Accounting & Business Services

About

In the practice's own words, from its website

Services

• Accounting & Tax

  Significant experience across taxation — income tax, capital gains tax, GST, fringe benefits tax, state taxes and the general taxes and levies impacting SMEs. The published services are the preparation of taxation returns, the preparation of BAS and IAS forms, and tax planning through structures and strategies.

• Business Advisory

  The firm does not stop at tax compliance: it sets out to understand the business and to provide feedback on the decisions being made, and believes in open communication so it can contribute to a client's decision-making. Casey B2B provides comprehensive financial reporting packages on a monthly or quarterly basis.

• Establishment

  Advice taken before a business starts. The published steps are pre-business planning and the important questions to address first, documenting and preparing a well structured business plan, assisting in selecting the right entity structure to operate through, and addressing asset protection so personal assets are protected.

• Buying & Selling

  The firm is involved in business acquisition and disposal transactions ranging from relatively small values to tens of millions of dollars. On a purchase the work runs from a review of the target's financial records and an opinion of value through to a more comprehensive due diligence process. On a sale, it is the planning done ahead of time.

• Cloud Accounting

  Implementing up to date cloud based accounting software to reduce the time spent on the bookwork. Systems and controls within a business help monitor its performance and can reduce dependency on key employees, so management or the owner can make key business decisions with the right information available.

• Estate Planning

  Planning ahead for the future of a business, whether the intention is to retire or to sell in one, two, five or ten years — a business with limited succession capabilities is not as valuable as one that is ready to be sold. The firm can implement estate planning, advise on an SMSF through Super Strategies, or advise through Casey Wealth Advisers.

• Superannuation

  Super Strategies Pty Ltd is a member of the Casey Partners Group, a team dedicated to self-managed superannuation fund management, reporting and advice. It works to keep an SMSF's reporting compliant with legislative requirements and to give relevant, up to date reporting of the fund's assets and member benefits.

• Corporate ASIC Services

  The firm can act as company agent and take responsibility for the lodgment and update of ASIC corporate records and the company register. Clients are often unaware of the lodging responsibilities that follow changes to company officers or shareholders, which can leave a company exposed to significant ASIC penalties.