Services

Accounting & Advisory Services, Tailored to You

Our Services

At Clavistone Accounting and Advisory, we offer a comprehensive range of services designed to meet the diverse needs of our clients. Whether you’re a small business owner, an investor, or managing a self-managed superannuation fund (SMSF), we provide the expertise and support you need to navigate the complexities of the financial and taxation landscape.

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Years of experience

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Industries Serviced

What We DO

Services We offer

Business Setup & Advisory

Strategic Guidance for Business Growth

Starting a business is an exciting journey, and we support you every step of the way. From structuring and compliance to ongoing advice, we ensure that your business is set up for success from day one.

Financial Reports & Income Tax Returns

Clarity in Every Number

We ensure compliance with accounting standards and tax regulations. Our team calculates tax positions and prepares the necessary documentation for submission to the ATO, keeping your business compliant and stress-free.

Tax Planning and Compliance

Stay Ahead, Stay Compliant

We help you manage and arrange your group’s financial affairs to minimise tax liabilities while staying compliant with tax laws. Our tax planning services helps you effectively manage your tax position.

Fringe Benefits Tax

Maximise Benefits, Minimise Tax Burden

We assist in identifying non-cash benefits provided to employees and ensure that your business meets all legal obligations through the lodgement of FBT Returns. We also handle cashout transactions and other FBT related expenses.

Cash Flow & Budget Management

Plan Today for a Better Tomorrow

Cash flow is the lifeblood of your business. We prepare comprehensive budgets and three-way cashflow forecasts to support business planning or bank finance applications. Our reports help you anticipate financial challenges with a view to maintaining a healthy cashflow.

Preparation of Activity Statements (BAS/IAS)

Accuracy That Keeps You Ahead

We calculate amounts owed or refundable and prepare Business Activity Statements (BAS) and/or Instalment Activity Statements (IAS) for lodgement with the ATO.

Investments & SMSF Administration

Maximise Your Investments

We offer comprehensive SMSF services, including assisting with setup, ongoing compliance (financial reports, tax returns, audit coordination), pension and benefit payments, and guidance on SMSF administration.

Estate Planning

Preserve your Legacy, Protect your loved ones

Our estate planning services include advising on tax implications of Estate plans, establishing special purpose trusts in conjunction with your Lawyers, and the preparation of Estate tax returns. We also liaise with your Lawyers in relation to Enduring Powers of Attorney, Superannuation Death Benefit Nominations and your Wills. The overarching goal is to ensure your Estate Planning wishes are fulfilled by ensuring the right assets, pass to the right beneficiary, at the right time.

Succession Planning

Secure Tomorrow, Today

We assist in preparing your business for sale, providing guidance on succession strategy and facilitating the transfer of ownership. Our involvement assists with a smooth transition to the new stakeholders.

Bookkeeping & Payroll

Effortless Management of Your Essentials

We provide a holistic bookkeeping service including recording sales, purchases, receipts, and payments, reconciling bank statements, reviewing accounts payable and receivable, and processing payroll. We ensure your financial data is always up to date and ready for analysis.

Corporate Secretarial Services

Compliance Without the Complexity

We handle all corporate secretarial duties with ASIC, including annual reviews, compliance with regulations, and management of corporate documentation. Our services ensure that your company stays compliant and up to date.

Software Conversion & Training

Empowering You with the Right Tools

Our team facilitates conversions between accounting software (such as Xero or MYOB), or the setup of accounting software where there is none. We also provide personalised training to ensure you and your team are equipped to use the software efficiently.

Industries Served

Tailored Financial Solutions for Every Industry

We have extensive experience across a wide range of industries, including Medical Services, Construction and Trade Services, Agriculture, Retail, Superannuation, and more. Whatever your industry, we tailor our services to meet your specific needs.

our process

A Proven Approach, Focused on Your Success

1. Discovery & Understanding

We start by getting to know you—your business, your challenges, and your aspirations. This initial conversation allows us to understand your needs and tailor our approach to best support your financial journey.

2. Tailored Solutions

Based on our insights we provide solutions that meet your specific requirements. Our focus is on delivering the right support for your immediate needs, with flexibility to adapt as those needs evolve.

3. Process & Action

We take care of the details, guiding you through each step of the process. Whether it's structuring, accounting setup, managing compliance, or optimising tax strategies, our team is hands-on, ensuring that your needs are met.

4. Ongoing Support

Business is an ever-changing landscape, and we’re here to help you at every stage of the journey. Whether it’s a small tweak to your service or a more detailed review of your financial position, we provide regular check-ins to ensure everything stays on track.

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