Services

• Preparation of Individual and Business Taxation Returns using Electronic Lodgement - with under 14 day turnaround in most cases. All Assessments are carefully checked on receipt. Copies of returns are provided.
  
  
• Preparation of comprehensive Financial Statements and Reports for small business enterprises. Preparation and lodgement of Business and Instalment Activity Statements.
  
  
• Strategic business planning advice including Business Structure, Taxation, Superannuation and Succession.
  
  
• Establishment and administration of Family Trusts and Self Managed Superannuation Funds.
  
  
• Annual Review of Businesses ensures Substantiation, WorkCover, Employee PAYG Tax and Superannuation requirements are being complied with. Risk Protection and Succession Planning are also reviewed.
  
  
• TFN/ABN/GST Registration and Advice. Registrations of/for Business Names, WorkCover and Super attended to.
  
  
• Taxation Planning Advice, General Bookkeeping Advice and Service. Preparation of Business Plans, Cash Flow Budgets and advice/assistance for new businesses, including negotiating purchase or sale as required.
  
  
• Advice or assistance with installation and training on accounting computer software.
  
  
• Personal Wealth and Business Risk Protection, including: Life, TPD, Major Trauma and Income Protection. *
  
  
• Advice on and placement of investments to create and protect wealth, both within and outside Super. *
• Establishment of Margin Loans. *
  
  
• Finance for Home Loans, Investment Loans and Leasing and Asset Purchase, including Car Loans.
• (Lending services are referred to Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit License No 385888 a wholly owned subsidiary of Count Financial Limited.)
  
  
• Retirement Planning and Superannuation and Rollover advice; establishment of Account Based Pensions. *
  
  
• Complimentary Record Keeping Booklets and Log Books to help ensure deductions are both maximised and able to be substantiated in the event of a Tax Audit.
  
  
• Regular Client and Investment Newsletters keep clients informed on latest changes, together with helpful hints.

Come back to our website www.kirbyfinancial.com.au regularly for the latest financial news and a range of Newsletters and calculators.

We provide friendly, personal year round service to all clients no matter how large or small.

We invite your inquiry as to how we can assist you to Maximise Profit, Minimise Tax and Grow your Wealth.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

* Services provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Professional Partner of the Financial Planning Association of Australia Limited.