Lo Surdo Braithwaite

Accounting Services

Our main focus is delivering efficient and accurate quality accountancy services, freeing you and your management from financial administration.

Whether your accounting needs are complex or relatively simple, engaging experienced accountants can ease your compliance burden. Our professionals have strong technical skills and value the importance of having a reliable, responsive and accountant.

In addition to attending to all of your compliance requirements such as your BAS, GST, FBT, payroll tax and ASIC requirements, we can add value through budgeting, cash flow analysis as well as management accounting.

We offer a quality service that is efficient and accurate which means you and your business will be up to date with industry developments and changes in legislation. We will carefully consider your tax position and ensure your financial statements and returns are completed accurately and on time.


Tax Advice and Compliance

We understand that the right advice will make a significant difference to your bottom line and successfully navigating complex tax issues is critical and there are severe penalties for non compliance.

Our practice helps take the complexity out of tax allowing you to focus on growing your business. We work to reduce your tax exposure to benefit your business.

Our team of professionals work with you on strategies to reduce your tax liabilities and add value to you and your business by providing practical, Proactive and business oriented advice in the following areas:

  • Corporate Tax
  • Employment Taxes
  • International Tax
  • Specialist Tax Services
  • GST
  • State Taxes

Superannuation law is complex and personalised planning is required. We provide the professional advice you need to set up your own fund and greatly simplify the process for you. We will assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

There are several trust laws and legislative requirements for setting up a SMSF. For example:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

We offer services which include:

  • Establishing SMSF
  • Superannuation audits
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

We have specialised team of Audit professionals who can assist you in various ways: examples:

  • Superannuation Fund Audit
  • Solicitor Trust Account
  • Real Estate Trust Audit
  • Company Audit
  • Insurance Broker Trust Audit

Corporate Register and secretarial requirements need to be kept up to date and are a time consuming and difficult area to manage.

We understand this and offers a full range of Corporate Secretarial services to ensure that you meet all ASIC requirements. We offer Corporate Secretarial services that include:

  • ASIC Annual Returns
  • Register Office Service
  • Company, Trust and Self-Managed Superannuation Fund establishment
  • All documentation needed to notify ASIC of changes
  • Company change of names
  • Company and trust registers and records maintenance
  • Adopting new company constitutions
  • Business name renewals and registrations
  • Security of corporate filing and record keeping
  • Lodging of financial reports with ASIC
  • Change of details and addresses of officeholders/shareholders
  • Company secretary service
  • Trust Deed variations and updates
  • PPSR registrations

Our Professional staff is experienced and have extensive knowledge which will add value to your business. We offer various value add services.

We understand this and offers a full range of Corporate Secretarial services to ensure that you meet all ASIC requirements. We offer Corporate Secretarial services that include:

  • Strategic Planning
  • Management Consulting
  • Budgeting and Cashflow Forecasting
  • Estate and Succession Planning
  • Accounting Systems and Processes
  • Buying/Selling a business
  • Business start up
  • Valuations
  • Reporting KPI'S and Benchmarking

We have associated ourselves with industry experts who know the financial market and have the experience to assist you in securing the best financing option along with the right financial advice for your personal and business goals. Our association with them means we can effectively structure your debt to minimise tax.

We can assist in providing you with competitive financing options to get your business closer to its goals.

  • Property home and personal lending
  • Investment lending
  • Motor vehicle finance
  • Refinance
  • Debt Consolidation and management
  • Plant and equipment finance
  • Expansion and development funding
  • Lending position restructuring
  • Superannuation Strategies including SMSF’s
  • Investment Advisory Services
  • Insurance
  • Retirement planning
  • Aged Care Advice
  • Succession Planning
  • Estate Planning

Lo Surdo Braithwaite has been established since 1972 providing business and taxation services to the broader community. The Partners of the Firm are well known to the local area and within the professional community.

75, Lyons Road, Drummoyne, NSW - 2047

info@lsbcpas.com

02 9819 7799

02 9819 7653