Alavia Financial Services

OUR SERVICES

We are endeavour to help our clients prosper by providing them optimal business solutions with high added value, tailored accounting, taxation services and SMSF advise in a professional and timely manner. Our ultimate ambition is to assist our clients to achieve their financial goals and protect their assets in today’s challenging economic environment.

Personal Tax Advisory Services

  • Preparation and lodgement of individuals Tax Return
  • Advice on the taxation of foreign income
  • Advice on Capital Gain,
  • Advice on the taxation of investment income
  • Advice on stamp duty and Land Tax
  • Taxation consequences of possible new investments

Business Consulting & Tax Advisory Services

  • Business Planning, Structuring and Restructuring
  • Strategic Tax Planning – during the preparation of BAS
  • CGT and FBT Advice
  • Optimal Asset protection
  • Financial Projections, Budgeting and cash flow management
  • Representation to ATO and debt negotiations
  • Assistance in ATO Audits
  • Assisting with the purchase and sale of businesses, including due diligence and structuring
  • Accessing government grants such as the Export Market Development Grant (EMDG) and Research and Development (R&D) tax incentive

Accounting and Bookkeeping Services

  • Bank and Credit Card Reconciliation
  • Data maintenance of Sales and Expenses invoices
  • Preparation and lodgement of BAS
  • Profit and Loss Statement
  • Balance Sheet Statement
  • Cash Summary
  • Aging A/P and A/R Reports
  • GST, PAYG and SGC Quarterly Reports
  • Payroll Services

Compliance Services

  • Guidance on the optimal business and tax structures
  • Strategic Tax Planning and Risk Management
  • Avoiding tax disputes in accordance to latest legislation
  • Guidance on the optimal Asset protection
  • Liaising with the ATO and other authorities on your behalf

Tax Agent Services

  • Preparation and lodgement of BAS
  • Preparation and lodgement of Income Tax Return
  • Preparation and lodgement of GST and FBT
  • Guidance on the optimal business and tax structures
  • CGT, Stamp duty and Land tax
  • Payroll tax
  • Avoiding tax disputes
  • Research & Development (R&D) tax incentive

Superannuation and SMSF

  • Establish SMSF
  • Recommendations on, and review of, fund structures
  • Admission of new member documentation
  • SMSF Audit Services
  • Wind-up of SMSFs
  • Trust deed reviews
  • Benefit payments, including
  • Reports on any deficiencies or omissions
  • Recommendations on remedial action
  • Ensure Legislative Compliance for both Superannuation and SMSF
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