Accountants who do more than accounting.
Six services, one set of numbers
Accounting and tax
Returns, planning and structures, with the planning done before the year ends.
Accounting & TaxBAS and bookkeeping
The bookkeeper keeps the record accurate. The accountant decides what it means. Here they are one team.
BAS & BookkeepingCompany and trusts
Structured right from day one, because restructures cost more than setups.
Company & TrustsWe help structure your finances
How your finances and investments are structured decides how much tax you pay before a single deduction is claimed. We use tax-effective strategies to improve the position itself, not just the paperwork on top of it.
Reduce annual tax liability
Identify the key areas that minimise your yearly tax obligations and improve financial efficiency.
Minimise capital gains tax
Reduce CGT on asset sales with effective, tailored strategies that safeguard your wealth.
CGT and GST relief on business transfer
Maximum tax relief when passing on the family business, so the legacy arrives intact.
Tax relief on retirement
Access the full range of relief available as you plan the step out of work.
Advice for you, your business and your future
An accountant is more than the person who does your tax return once a year. Our team works with you to identify what you need and improve where you stand, on a path that balances your lifestyle with your financial goals. Our approach is holistic, and it covers, among other things:
Financial goal setting
Compliance
Debt reduction
Tax minimisation
Budgeting
Wealth creation
Everyone here works for you
Your accountant talks to your home loan broker. Your broker talks to your financial planner. Your planner talks to commercial lending. One firm, all briefed on your position, all pulling the same direction. You explain nothing twice, and nothing falls between the gaps.
You
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Accounting
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Home loans
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Financial planning
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Commercial lending
Less stress
One firm to call, whatever the question. When your loan needs a letter or your plan needs your tax position, it happens down the hall without you playing messenger.
Less work
Nothing re-entered, nothing re-explained, no chasing documents between three different firms. Your numbers exist once, and everyone who needs them already has them.
Better results
Decisions made with the tax, the lending and the wealth consequences all in view at the same time. Advice in isolation is where money quietly leaks.
And only when you want it. Plenty of clients use one service and nothing else, and that is fine too. Fees are quoted before any work starts, whichever way you use us.
The year with us
What a year actually looks like
On joining
Catch-up and clean-up
Prior years squared away, the file rebuilt properly.
Quarterly
BAS and bookkeeping
Lodged on time, and read for what it says about the business.
April to June
Pre-30 June planning
The one meeting that makes the others cheaper.
After 30 June
Returns and lodgement
No surprises, because the planning already happened.
All year
A phone that answers
Questions cost nothing. Guessing does.
The Accounting team
Team leaders block to be added here, same treatment as the About Ledgersmith page.
Client success and real results.
Ready to get started? Get in touch.
Important information
Ledgersmith (ABN 42 676 047 420) provides accounting, tax and advisory services. Registered Tax Agent No. [to be confirmed].
The information on this page is general in nature and does not take into account your objectives, financial situation or needs. Tax and structuring outcomes depend on your own circumstances and on the law and rates applying at the time, both of which change. Nothing here is a recommendation to adopt any structure or strategy described. Seek advice on your own position before acting.
Lending is arranged through Ledgersmith Finance and financial advice through Ledgersmith Wealth Pty Ltd, each under its own licensing, disclosed on those pages.