EDGERTON & ASSOCIATES
ABN 78 394 262 718
OUR SERVICES
TAX & COMPLIANCE
The complexities of today’s taxation system can cause stress, whether business or personal. Making tax easier doesn’t mean taking short cuts. Edgerton & Associates can create peace of mind and take the hard work out of your Return.
Using an advanced assessment and in harmony with your objectives, our pro-active approach concentrates on ensuring your affairs are structured correctly. Whether it is business taxation or your personal tax, we apply the proper application of the law, to ensure you are protected.
Our specialised knowledge and broad commercial accounting skills allow us to provide our clients with practical and professional advice.
Our Services Include:
Tax planning and compliance
Assistance with obtaining private rulings
Taxation advice
Tax effective structures for asset protection
Benchmarking review against industry and ATO benchmarks
Tax office dispute resolution
Support with ATO objections
ACCOUNTING SERVICES
Accounting and compliance solutions are Edgerton & Associates’s core services. Our team has vast experience and knowledge in regulatory and financial reporting, accounts preparation, technical advice, and accounting system reviews.
Edgerton & Associates prepares financial statements for all types of entities including public and private companies, sole traders, partnerships, trusts, and superannuation funds.
Our Services Include:
Prepare business activity statement accounts that meet the ATO requirement
Prepare, review and analyse your accounts on a regular basis or as requested.
Prepare company annual accounts that meet the ASIC requirement
Assist you in preparing both general-purpose financial reports (adopting all Australian Accounting Standards) and special purpose financial reports.
Technology has the potential to transform the way you run your business. As a cloud accounting software expert, we can help you fully realise that potential. Our software proficiencies include Access HandiSoft, MYOB, Xero, QuickBooks, Reckon, Cashflow Manager and Phoenix AgData.
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Additional Services:
Assistance with data migration from other software platforms
Improved efficiency
Data protection & security
Process automation
Ongoing training and support
BUSINESS ADVISORY
Expert analysis and sound resolutions can assist you in guiding your decisions and that’s where we come in. We provide a dedicated service assisting organisations to turn their raw data into valuable information and use this information to avoid common business errors.
Our Services Include:
Business Structuring
Business Performance Analysis
Cashflows and Budgets
Investigative reports and expert opinions for third parties such as banks and solicitors
Benchmarking and business planning
Breakeven Analysis
Business Reviews
Customer and Job Profitability Analysis
Due diligence for business acquisitions
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CORPORATE SERVICES
The Australian Securities and Investments Commission (ASIC) regulates compliance with statutory record-keeping as required by the Corporations Act for all companies and registered schemes. Edgerton & Associates utilises the latest technology and capabilities to prepare, maintain and lodge your statutory records with all required authorities, ensuring accurately and timely compliance.
Our Services Include:
Preparation of Annual Returns/Company minutes
Member’s resolution
Maintaining records of statutory minutes and AGM minutes
Timely filing
Acting as an ASIC registered agent
Maintenance of your Corporate Register
Keeping accurate corporate records
SUPERANNUATION
Superannuation is a complex and highly regulated area, but Edgerton & Associates will ensure that your fund is compliant and wisely invested to protect your benefits.
Our extensive relationships with select specialised providers ensure instant access for Edgerton & Associates clients to fulfill their personal and superannuation needs.
Our Services Include:
Determine whether a SMSF will result in a tax effective retirement planning strategy
Provide administration services – the fund will need to record its transactions and prepare financial statements, which need to be audited to ensure compliance with Australia’s complex superannuation regulations
Establish your fund, by preparing the correct trust and tax documentation
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BOOKKEEPING
We take the pain out of bookkeeping by doing it for you, so that you can focus on other things. we can do all your bookkeeping tasks. Get more time to do higher value work.
Our Services Include:
Creating and sending invoices
Cash flow management
Receipts and payments
Single Touch Payroll Assistance & Training
Leave accrual audit
Advice on compliance (Super, Awards, Etc)
Summaries and Analysis of Staff Costs
Year End Administration (WorkCover, Payroll Tax and Super SGC annual recs)
Bank Reconciliations
Payroll functions
Superannuation payments
GST and BAS requirements