GOVERNANCE SERVICES

Leave the tedious paperwork to us. We’ll sort your reporting and meet your submission deadlines. We can liaise with ASIC and set up licences and registrations and leave you to get on with what you enjoy. Find out more.

Our Governance service frees up your time (and your mind)

COMPANY SECRETARIAL

As registered ASIC Agents we can take care of all your ASIC requirements such as:

  • minute preparation
  • shareholder notices
  • board meetings
  • licence registrations
  • end of year compliance

SMSF ESTABLISHMENT AND MAINTENANCE

Want to set up a SMSF but not sure where to start? We can help you establish your fund and then help you maintain it, including keeping it compliant with the SIS Act. We’ll even arrange an independent audit at year end.

This means you can continue researching your investments, following the market, keeping an eye on the performance of your portfolio, without any of the worry of whether you have a return due, or if your year end reporting is compliant. We take care of the mundane so you can enjoy the challenge of creating your own wealth.

RISK MANAGEMENT

We have extensive experience in risk management. We’ll look closely at the potential dangers to your business, and help you create strategies to avoid them altogether or at least minimise the risks. We’ll also teach you how to spot threats yourself, and how to take action, so you can protect your assets, staff and cash flow.


CONTACT US NOW AND WE CAN GET STARTED.



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Preferred accounting systems

PB Accountants recommend Quickbooks Online (QBO) and XERO (both cloud based). We’ve had plenty of experience with both packages-- and believe that (except in rare cases) one or other of these will be the best accounting system for our clients.

Need help choosing an accounting system? Just get in touch with Michael and he’ll help you decide.

Switching to us (it’s easy!)

If you decide you’d like us to take over your accounting, we will contact your old accountants on your behalf and ask them to forward all your information to us. We’ll also notify the Australian Taxation Office of the change. Done.

It’s your choice

While we use and recommend Xero and Quickbooks Online, we’re happy to work with any accounting package you choose. After all, it’s you and your business we’re here to support.

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Want to find out more about PB Accountants and Advisory and what we can do for you? Contact Michael by phone or email

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