Business tax & compliance covers the recurring obligations every Australian business has to meet: income tax returns, BAS and IAS lodgements, ASIC annual reviews, and the record-keeping the ATO expects behind them.
Done well, it’s the foundation everything else – tax planning, structuring, growth – is built on.
Your Annual Financials & Tax Returns completed efficiently and accurately. We back our scheduling, job management & quality assurance processes, so that nothing falls through the cracks.
Timely reminders and efficient completion of your Activity Statements – with a long-term, big-picture focus rather than a box-ticking one – keep our clients coming back again and again.
Change of address, managing your annual ASIC renewal, or adding a new director or shareholder? No dramas! We can not only advise you correctly, but our investment in tech means we can have the relevant forms completed, signed and lodged within minutes.
These services include dealing with payroll tax, workcover, single touch payroll (STP), FBT, TPAR and division 7A compliance. We’re your single point of contact for all your business & tax compliance requirements.
Running a company, trust, or a few related entities? We manage compliance across your whole structure under one roof, so nothing falls between the gaps.
Investment properties add a layer of complexity most standard returns don’t need to deal with. We handle that detail as a matter of course, not an add-on.
Business owners who’d rather have the same firm across compliance, structuring and tax planning than juggle different advisors for each.
Business Owners and Investors who’ve missed a deadline, copped a late lodgement fee, or are fed up with their current advisor taking weeks to respond to their emails and calls.
We do what we say. Your jobs are tracked from start to finish, and if something’s going to be delayed, you’ll hear it from us first — not the other way around.
You’ll hear from us before a deadline becomes a problem, not after — with clear checklists and forward planning built into how we work.
Every job is priced on its own, so you never pay for what you don’t need – and clients who keep organised, quality records are rewarded for it too.
Our team brings decades of experience, and everything that requires review is reviewed — so your compliance work is correct and on time.
Let’s first see if we’re a good fit for each other. You can start a conversation with us by clicking here.
Either complete our Annual Tax Compliance Checklist for business groups, or our Tax Return Checklist for individuals & investors, or simply book a meeting to kick-off your Annual Tax Compliance.
Our team schedules your job with your usual manager and partner. We’ll confirm once this is booked so you can sleep easy knowing that the next step is on us.
On, and where possible before the scheduled date, your compliance work is prepared and reviewed by a partner.
Accounts are finalised and you receive a detailed management letter setting out the outcomes and our recommendations before anything is lodged.
Returns and statements are lodged with the ATO and we send you a confirmation once this is complete.
Investing or developing property? Talk about complex! Well yes, it’s hard to dispute that, however, luckily for you we specialise in all things property. So, whether your plan is to flip it, rent it or knock it down and build your property empire, we’ll have the answers you need.
We help hundreds of trade & construction clients develop systems and processes that are efficient, inexpensive, and take as little as an hour a week to have your invoices out, your staff paid and your bookkeeping sorted. This is kind of our bread and butter.
We love nothing more than helping someone set up their new business. With our mentorship, they’ll start clean, and so long as you’re on board, they’ll stay that way. Let’s build this thing together!
Baby boomers are retiring! This means there will be more businesses for sale than ever before. Found a tired, poorly-run business that is prime for you to help it reach its true potential? Lean on us to guide you through the process.
What's the difference between a tax agent and an accountant?
How often do I need to lodge a BAS?
What happens if I've missed a lodgement deadline?
What records do I need to keep for tax compliance?
Do I need a separate accountant for each entity in my structure?
How far in advance should I get compliance work started each year?
LBW ADVISORY Shop 3/4 Eramosa Road East, Somerville VIC 3912
Liability limited by a scheme approved under Professional Standards Legislation. LBW Advisory Pty Ltd is a CPA Practice.