Stephen Le Couilliard & Associates
Our Services back
Auditing

As registered Auditor we offer Audit services for the following businesses:-

  • Companies
  • Charitable Organisations
  • Self Managed Superannuation Funds
  • Solicitors Trust Accounts
  • Real Estate Trust Accounts
  • Registered Training Organisations (RTO)
  • Travel Agents
  • Quarterly and half yearly reviews
Business Accounting

At Stephen Le Couilliard & Associates we work closely with our clients to provide advice when their businesses need it, and not just when they ask for it.

We will help you manage all aspects of managing and growing your business finance from start up to succession. We tailor our advice and support to your unique circumstances, challenges and requirements.

Listed below are the services we offer. This list is by no means exhaustive, and our team of friendly staff is more than happy to talk about any services not listed here that you might require.

  • Benchmarking
  • Bookkeeping
  • Budgeting
  • Business Start Up
  • Cash Flow Forecasting
  • Entity Accounts
  • Financing
  • Fringe Benefit Tax
  • GST Management
  • Payroll Services
  • Rental Property
  • Software Solutions
Business Services

Whether you are starting a new or purchasing one, the evaluation and establishment phases can be periods of great anxiety due to a combination of excitement, uncertainty and financial risk. Our team can help with business planning, choosing a structure that will best suit your needs, ATO registrations, Workcover, Insurance, Payroll Tax, Land Tax and recommending the most appropriate bookkeeping and payroll system.

We provide services for:

1. Going into business

We provide assessment and reviews of businesses to assist you in deciding what the best business fit is for you

We provide the following services:

  • Decide on the most suitable structure for your business — Sole trader, partnership, or limited company
  • Prepare a business plan, cash flow projections, budgets, and trading forecasts
  • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
  • Establish a good working relationship with your bank
  • Register for an Australian Business Number with the ATO
  • Complete registration procedures with the Australian Securities and Investments Commission
  • Deal with company secretarial issues
  • Set up a recording system for your internal use and for complying with statutory requirements

We provide services for:

2. Company secretary

Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Stephen Le Couilliard & Associates we can relieve this burden for you. Our services include:

  • General advice on company law
  • Company formations
  • Filing annual returns on your behalf
  • Preparing all documentation related to minutes and resolutions
  • Maintaining statutory books
  • Assistance with changes of directors, shareholders, addresses, and office details
  • Bonus issues
  • Share transfers
  • Registered office facility

3. Conveyancing

We have resources such as Einsiedels Solicitors who can assist you with your conveyancing needs.

Please contact us for further information on how we can help you get back to running your business.

Small Business Advise

Based on our knowledge and expertise that we have acquired over the years, we can help small business owners with:-

  • Business planning
  • Analyse the financial position and performance of the
  • Prepare budgets of monthly profit, cash flow and financial position
  • Set up and prepare meaningful monthly management accounts

We believe that a successful business is about having the planning and accounting in place.

Succession Planning
  • Thinking of retiring?
  • Selling your business?

Please come and see us for key advice in planning for the sale of your business and retirement.  These days planning for the future is most important to do ......there is the old adage ‘failing to plan is planning to fail’ is the most important point in retirement.

We have resources such as Einsiedels Solicitors who can advise on Estate and Will planning.

Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at Stephen Le Couilliard & Associates are superannuation experts who assist you in the setting up of Self-managed super funds and complying with the relevant regulating bodies in preparing the financials, tax returns and Audit.

We provide services for:

  • Establishing an SMSF
  • Deciding on the trustee structure
  • Advice on running SMSF and administrative tasks
  • Rollovers
  • Pensions including TRIS (Transition to Retirement Income Stream )
  • PAYG Withholding
  • Winding up of SMSF and issues in winding up.
  • Preparation of necessary minutes, financial statements, Income tax return and lodgement with the Tax office and assistance with Audit
Taxation Services

We offer taxation services for the following:

  • Individuals
  • Sole traders
  • Partnership
  • Company
  • Trust
  • Self Managed Super Fund
  • Deceased estate
  • Not for profit organisation

If you are an individual you can follow the step below or contact our office

  • STEP 1

Tax Questionnaire

  • Download the Tax Questionnaire here and print to complete.
  • STEP 2

Complete Tax Questionnaire

Complete the Tax Questionnaire and send to us for preparation of your income tax return by Fax, Email or Post. We will then prepare your Tax Return based on the information provided and only contact you if there are any queries or further information required.

  • STEP 3

Sign Your Income Tax Return

Your completed Income Tax Return will then be sent to you by your preferred method ie. post or email. You can then review the return and sign and email or post to our office for lodgement with the Australian Taxation Office.

  • STEP 4

Receive your Notice of Assessment

Once your return is lodged and processed with the Australian Taxation Office they will then issue you a Notice of Assessment informing you of the amount payable or refund due to you.

Questionnaires

Schedule of Fees

Valuations / Purchase / Sale Of Businesses

We have the expertise to assist clients on the fair value of a business for the purpose of sale or purchase or difficult negotiations.

Particular services that we provide include:

  • Informal and formal valuations – for potential sale or purchase
  • Advice on purchase and sale of business
  • Insurance documentation
  • In the event of selling a business we can help with Section 52 ( Statement of vendor of a small business)
  • Advice on shareholders' and partners' agreements
Stephen Le Couilliard & Associates
Liability limited by a scheme approved under Professional Standards Legislation