Accounting & Taxation

Our accounting & taxation services will help you clear the compliance hurdles you will encounter and make the most of your opportunities.


The accounting needs of businesses can vary from end of year accounts to enable preparation of taxation returns, to annual statutory accounts for larger businesses, or monthly or quarterly management accounts tailored to satisfy the information needs of the business.

Sometimes you may just need assistance with one off assignments, like how to cost a new product line or assistance in preparing a tender for a new project.

We will discuss your requirements with you and provide you with tailored information and constructive advice on a regular basis.

Bookkeeping Services

Do you want to spend your time in administration, record keeping and processing and attending to compliance issues, or would you prefer to spend your time in running your business and generating income?

Our bookkeeping services ensure that all your GST and Business Activity Statement compliance and payment obligations can be attended to in a timely manner. By using our bookkeeping service we are able to give you timely feedback about your business performance and then have that same information ready for preparation of financial statements and income tax returns.

We can process from source documents such as invoices and receipts using a system most suitable for your business activity and information requirements. The vast majority of our business clients have done away with their manual cashbooks or bookkeeping software, and prefer to use our bookkeeping services the easy way by using our BankLink system.

We are also able to support businesses using Xero or MYOB software.

Saving time means saving money. Why not give us a call to talk through your needs.

Compliance Services

We can help you navigate the maze of all the paperwork required to comply with your obligations for workers compensation insurance, employee superannuation, and payroll.

Portfolio Administration Service

We have introduced a secure web based portfolio administration service, which allows our clients to view details of their Investment Portfolio including the ability to check on performance, price, transactions, and portfolio statistical information.

This service provides daily updating of price information of all listed shares and managed funds, with transactional data such as purchases, sales and distributions mostly provided by automatic data feed from stockbrokers or fund managers (a few brokers and fund managers do not provide data feeds so we may be required to capture data manually in these cases).

Some of the benefits of using this service include:
  • enables efficient monitoring of actual portfolio performance against targets;
  • ongoing maintenance of capital gains details enables accurate information for decision making;
  • significant time savings for our clients.

Taxation Planning and Advice

At Excel Financial Advisors we encourage our clients to talk to us before a major event such as a business or property purchase or the sale of a large shareholding so the transaction can be structured or timed in the most tax advantageous manner.

We provide a complete service of taxation advice in all of the following areas:
  • Work-related deductions for employees
  • Salary packaging
  • Capital Gains Tax on sale of assets
  • Small-business tax planning
  • tax effective trust structures for asset protection and tax minimisation
  • Rental properties

Taxation Returns

We offer a full range of taxation return services, and will work with you to ensure you pay no more tax than you need to. Our services include:
  • Tax return preparation and lodgement for individuals, partnerships, trusts, companies, and superannuation funds.
  • Business Activity Statements and Instalment Activity Statements
  • Fringe Benefits Tax and Payroll Tax returns 
  • Management of any ATO Audits or disputes