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Does Positive Outlook Accounting have a menu of services and if so, what are they?

The Menu of Services: Budgetary Fees

In developing a Menu of Services, the first advice must be to define the various services that we have to offer. These are defined as follows:

Taxation Returns

  • Individuals
  • Partnerships
  • Companies
  • Trusts
  • Superannuation Funds
  • Fringe Benefits Tax

Business Services

  • Registration of Business Names
  • Formation of Business Structure [i.e. Partnership formation, company incorporation to name a few]
  • Application for TFN, ABN, and GST Registration
  • Business Activity Statements [GST Returns]
  • Company Secretarial Services [ASIC Requirements]
  • Preparation of Financial Statements
  • Assistance with budgeting and cash flow forecasts

Self Managed Superannuation Funds

  • Set up and Registration of your SMSF
  • Preparation of Financial Statements
  • Conducting the annual audit – which is subcontracted to an independent body

General Advice and Consultations

  • Advice on Additional Superannuation Contributions
  • Advice on Business Planning and Structures
  • Advice on various Financing Options
  • Advice on Salary Packaging and Salary Sacrificing
  • Advice on General Tax Planning

Within the above fee guidelines, we further offer a three tier level of services, summarised as being:

Tier One: The Compliance Package

Professional advice/assistance to help your business comply with the myriad of Government forms and regulations. This tier encompasses bookkeeping, personal and business tax returns, financial statements and business activity statements.

Tier Two The Plus Package

Gain control and direction in your business and personal financial affairs. This tier encompasses the preparation of essential management tools to help you make the informed and therefore, the correct business decisions. We actively assist you in interpreting your periodic reports that monitor key performance indicators. Further, we continually undertake both a business and personal health check.

Tier Three The Business Plus Package

Grow your business for financial independence and peace of mind. We perform a detailed personal financial analysis and planning consultation, and an activity based costing and/or management assessment of your customer base and business processes, We will guide you through a 12 to 24 month business development program purely designed to increase your company's profits and business value and build less reliance on the owner's daily input. Under this tier, we bring all our considerable resources to assist you in your planning processes.

Tier Four One Off Advice and Projects

Take advantage of our specialised services to help you solve common issues that your business may face. Special projects include accounting system upgrades, business start-ups and/or valuation services, succession planning, estate planning, superannuation, or any other strategic project whereby you require a professional skill set.

Our Fee Structure: A General Guide

We can generally offer clients a fixed fee for most engagements. To do so requires a understanding of your circumstances and requirements. The time taken can depend on many factors including the complexity or technical issues, quality of your records and the strategies to be adopted.

Back to FAQ's

Modern business requires up-to-date, accurate financial information in order to manage your business to the best advantage.. Read more.
Our team of personal and business accountants have an in-depth understanding of statutory requirements and compliance legislation. Read more.
Tax is an unavoidable reality for individuals and businesses. Positive Outlook Accounting offer proven tax strategies and a professional tax service offering to help minimise your tax bill. Read more.
Positive Outlook Accounting offers specialist business advisory services for all stages of the business cycle. Read more.
The complexity of Australia's superannuation system demands expert super advice in order to maximise tax advantages to prepare for retirement. Read more.
Positive Outlook Accounting sister company Positive Outlook Financial Planning Pty Ltd can guide you through all steps of the financial planning process. Read more.