Personal Tax

  • Personal income tax returns
  • Family trusts and other structures
  • Property tax
  • Tax advice relating to superannuation, SMSFs and investments
  • Tax advice for estate planning

Business Tax

  • Business tax planning, management and minimisation strategies
  • Tax effective business structures
  • Superannuation fund tax compliance
  • Capital Gains Tax (CGT) advice including calculation of CGT, exemptions and concessions
  • Advice regarding Goods and Services Tax (GST), Fringe Benefits Tax (FBT), payroll tax, stamp duty, land tax, withholding tax, tax offsets and more
  • Assistance processing client data, preparing and lodging business taxation returns
  • Prepare and lodge Business Activity Statements (BAS)
  • Corporate secretarial services

Cash Flow

Working with a diverse range of small and family-owned businesses, our advice is practical and appropriate to the specific needs of the business which may include:

  • Budgeting advice
  • Sales or revenue forecasting
  • Expenditure management

Financial Reporting & Management Accounts

Assistance in the maintenance of accounting records including the preparation of management accounts, financial statements, budgets and cash flow statements.

Our overarching goal is to work with you to establish reporting systems that are meaningful. That is, reporting that proactively contributes to the effective management of your business by providing regular, clear and accurate insights into your ‘actual’ financial position as compared to your ‘projected’ financial position, while highlighting changes in terms of threats and opportunities.


Well organised financial records are central to good practice. However, we understand that SMEs and family-owned businesses often struggle with their financial paperwork. Time poor and often untrained, your ‘books’ can quickly become unruly.

Our bookkeeping services are offered as an option for our clients who do not have the time or the skills to keep on top of their financial records.

Our bookkeeping services may be tailored to your needs. Our services include the implementation of accounting management systems such as Xero, MYOB, Reckon and Quick Books. We can also visit your workplace periodically to manage wages, transaction data entry, quarterly BAS and end-of-financial-year reporting.


Contact Targett Wellman today for expert accounting services