Accounting and Taxation
Service Line Overview
At Qi, we specialise in delivering top-notch accounting and compliance services designed to keep your financial affairs in perfect order. From bookkeeping to statutory compliance to internal management reporting, we offer a comprehensive suite of services to support every area of your personal and business needs. Our aim is to bring you a strong foundation from which you can grow your business and personal wealth.
Accounting is more than just ledgers and bookkeeping.
Taxation Compliance
Accurate, timely and optimised tax compliance is the cornerstone of healthy businesses and personal wealth management. Qi Wealth offer the following taxation compliance services:
- Company Annual Tax Returns (including consolidated entities)
- Trust Annual Tax Returns
- Individual Income Tax Returns
- Partnership Income Tax Returns
- Self-Managed Superannuation Funds (SMSF)
- Fringe Benefits Tax (FBT)
- Business & Instalment Activity Statements
- Payroll Tax Returns
Structuring & Taxation Advice
Qi Wealth provides strategic Structure & Taxation Advice to support informed decision-making, manage risk, and improve after-tax outcomes. Our tailored advice goes beyond simple compliance, ensuring that personal, family & business circumstances are integrated into your decision-making and broader wealth strategy.
Our accountants & financial planners work hand in hand to deliver wholistic advice that spans multiple domains of professional expertise, ensuring all relevant factors are considered.
This service is suited to clients with:
- Growing or complex wealth arrangements
- Established Businesses up $40m in turnover
- Multiple investments or entities
- Family wealth and succession considerations
- Significant business transactions or upcoming changes
- Ambitions to begin new a new business
It is particularly valuable during periods of transition, such as growth, exit, succession, or changes in personal circumstances.
If you are curious to know if this might suit your current thoughts or plans, please reach out to speak to one of our advisors. You can also read on for additional detail on the different variations this advice can take.
We can advise on the design, review, and optimisation of ownership and operating structures to ensure they remain fit for purpose & align with long term goal. This may include:
- Individuals, partnerships, companies, and trust structures
- Investment and asset-holding structures
- Business and group structures
- Succession and intergenerational planning considerations
- Asset protection and risk management considerations
Our taxation advice is proactive and forward-looking, helping clients understand and manage tax outcomes throughout the year rather than only at lodgement time. This may include:
- Strategic tax planning and forecasting
- Capital gains tax (CGT) advice and event planning
- Assessment of tax implications for investments and transactions
- Structuring advice for new investments or ventures
- Guidance through changes in personal or business circumstances
As circumstances evolve, structures that were once appropriate may no longer be optimal. We assist clients with:
- Reviewing existing structures for effectiveness and risk
- Identifying opportunities or limitations within current arrangements
- Advising on potential restructure options and implications
- Coordinating with legal and other professional advisers where required
All advice is provided in accordance with current legislation and regulatory requirements.
Any restructure advice carefully considers tax consequences, compliance obligations, and implementation risk.
Start Your Financial Evolution
At the heart of Qi Wealth is our commitment to deliver the best results that reflect your circumstances.
We are leading the wealth revolution and our commitment to excellence is what drives us.
Speak with one of our consultants today.
Bookkeeping
Effective bookkeeping is the foundation of sound financial management As a Xero Silver Champion Partner, we are Xero experts with our staff Xero Certified bookkeepers. We will offer professional bookkeeping services tailored to your business needs. Our services include transaction recording, bank reconciliations, payroll processing, and financial reporting. With our support, you can maintain accurate and up-to-date financial records, enabling better decision-making and improved financial health.
Supervisor
Principal - Business Advisory