Our Services
At Lloyd & Partners, we offer a range of comprehensive services to meet your accounting and tax needs.
Taxation Services
Lloyd & Partners offers a wide range of tax planning and compliance services. We work with you to minimise your tax liabilities whether you are an individual, company, Trust, Partnership, SMSF or any other entity.
Lloyd & Partners monitors tax law changes to allow our clients to minimise future and current tax liabilities. We can implement personalised due-date tax compliance monitoring systems to prevent penalty assessments and costly interest attributable to late filing. Also, we offer full tax preparation and filing services.
Taxation services includes, but is not limited to, the following:
- Preparation and maintenance of your accounts and bookkeeping.
- Business Services including Strategic Business advice and Financial Control Guidelines.
- Tax Compliance
- Budgeting preparation and savings assistance and advice.
- ASIC Compliance.
- Cashflow statements
- Financial reporting
Preparation and lodgement of:
- Activity Statements (including late lodgements, if any)
- Income Tax Returns for all entity types (including late lodgements, if any)
- Fringe Benefit Returns
We take your tax position personally. We dig deep to find credits, deductions and other tax savings. Our objective is to ensure that you do not pay more than you owe. We will assess your tax situation and offer advice on how to avoid the tax traps that exist for every taxpayer. Whether your tax problems are simple or complex, our experienced and professional accounting team can handle them.
Bookkeeping & BAS Services
With the right bookkeeping systems and support, you can focus on what matters most: growing your business, saving time and money, and enjoying peace of mind.
Setting up efficient bookkeeping services is essential for any business. Our team of experienced and fully qualified accountants and bookkeepers can take the hassle out of this often daunting task, helping your business run more smoothly.
We use the latest cloud-based technology and Xero bookkeeping, allowing you and your team to access information anytime, anywhere. This flexibility enables you to check invoices on the go and keep your records up to date no matter where you are.
Payroll Services
We offer streamlined payroll management to ensure timely and accurate payment processing, while maintaining compliance with payroll tax regulations.
Our team of experienced accountants and tax professionals is committed to delivering high-quality services tailored to your specific needs. We understand the importance of proactive financial management and provide insightful advice to support your business growth and optimize your tax position.
Contact us today to discuss your payroll, taxation, and bookkeeping needs. We are here to help you achieve financial success and peace of mind.
We offer a full range of bookkeeping/accounting services including:
- Data entry
- Accounts payable and receivable
- GST and BAS statements
- EOFY processes
- Payroll and super
- Profit and loss statements
- Financial reporting and analysis
- Setting-up of bookkeeping services and training of staff
- Tax Returns for Individuals, Sole Traders & Partnerships
- Bank account reconciliation
- Recording of Cheques/Withdrawals and Deposits
- Reviewing payroll tax filings
- Reconciling bank loans to general accounts
Other Services
Tax Planning, Advice and Preparation: Strategic tax planning to optimize your financial position, coupled with meticulous preparation to meet all regulatory requirements.
Property investment tax advice
Business Consulting: Proactive advice and guidance to enhance your business operations, improve profitability, and achieve long-term success
Budgeting and Forecasting: Strategic financial planning to help you set realistic budgets, make informed decisions, and plan for the future.
CFO Services: Access to experienced Chief Financial Officer services for strategic financial leadership without the need for a full-time hire.
Business Structure & Set up Services / Business Entity Formation: Guidance in choosing the right business structure, whether its sole proprietorship, partnership, Company, trust, SMSF structure, considering legal and tax implications.
Self managed super funds Setup of SMSF, advice (as appropriate), audit and annual tax compliance.
Financial Software Setup and Training: Assistance in selecting and implementing the right financial software for your business, coupled with training to maximise its potential.
Each service is tailored to meet the unique needs of our clients, ensuring a personalized approach to financial success.
