PERSONAL TAXATION

 

Every individual is important to us, and no client is too small. 

 

We welcome all clients with a range of taxation services. 

 

We can assist you to put in place effective tax solutions to ensure you pay the minimum amount of tax, maximise your deductions, and meet your tax obligations
on a timely basis.

 

STRATEGY & PLANNING

 

We guide individuals, small businesses and companies with advice about strategy and planning for all financial environments. 

 

We can help you to view your business with a holistic approach to create a plan for the future where you set goals for the short, medium and long term. 

 

This includes some forecasting which takes into account a range of market and business indicators. 

 

Then we set about working with you to achieve your goals.

 

BUSINESS ACCOUNTING
& TAXATION

 

Having your own business can exciting and rewarding, but there are many aspects to consider to make your business healthy and profitable. We help you to stick to the task of working ON your business where your expertise lies, by providing the financial expertise you require. This includes advice and support around:

  • Business development

  • Taxation planning advice (GST, Capital Gains tax, Fringe Benefits tax, Land tax and more)

  • Preparation and lodgement of Business Activity Statements (BAS)

  • Business valuations

  • Business analysis and monitoring of Key Performance Indicators (KPIs)

  • Estate and succession planning

  • Tax office disputes

  • Tax audits

  • Buying and selling of businesses

 

FARM TAXATION
& AGRIBUSINESS

 

We have a particular focus and specialisation in farming and agribusiness. 
With a long history in rural business, we understand the issues and challenges unique to primary producers.  We currently service a range of farming enterprises including dairy farmers, wool producers, grain growers, dry land farmers, irrigation farmers, poultry farmers, general horticulturalists. Some of the services include:

  • Farm budgeting and cash flow forecasts

  • Taxation and GST advice

  • Finance applications and reviews

  • Succession planning

  • Financial management

  • Farm purchase and sale advice

 

SUCCESSION PLANNING


Life moves fast, and before you know it, it’s time to think about retirement and an exit strategy for your business. 

You need to maximise the value of your business to either sell or pass on to family members. 

 

We can help you be as informed as possible so you make the right decisions. 

 

We then help you implement your plans for a successful and trouble-free process which allows you to enjoy your retirement.

 

FINANCIAL PLANNING SERVICES


We collaborate with a range of specialised, qualified and trusted financial planners to help you reach your wealth maximisation goals to ensure you have a financially secure future. This includes:

  • Financial planning   

  • Insurance (life and income protection)

  • Superannuation management

  • Investment advice

  • Wealth management

  • SMSF help and advice

  • Centrelink support

 

BOOK-KEEPING


We know for some businesses, book-keeping is a chore.  We are here to make life easier for you by providing support with book-keeping including:

  • Advice on the right software solution for your business

  • Support with installation of software

  • Individual support and training with some products

  • Support with processing your records

  • Troubleshooting advice

 

BUSINESS START-UP SERVICES


Starting up your own business is exciting, but you need reliable and on-going support from your trusted accountant to ensure your business not only survives, but thrives. 

 

We will support you to understand the financial side of y our venture so you can make the bests decisions, and be able to work ON your business.  We can help you by providing expertise regarding:

  • Appropriate business structure

  • Business Activity Statements (BAS)

  • Goods & Services Tax (GST) implications

  • Book-keeping

  • Superannuation

  • WorkCover

  • Salary and payroll

  • Trusts

 

SWR Chartered Accountants

​ABN 94 085 522 407

BENDIGO:
Tel: 5441 0999
Email:  info@swrgroup.com.au​
Address​​​​​​:  97 Mollison St Bendigo VIC 3550
Mail:  PO Box 2731 Bendigo DC VIC 3554 

Monday to Friday           8.30am to 5 pm

COHUNA:
Tel:  5456 3058
Email:  info@swrgroup.com.au​
Address​​​​​​:  19a Market St Cohuna VIC 3568

Mail:  PO Box 308 Cohuna Vic 3568

Monday - Thursday     8.30 am to 5 pm

Friday                          Closed

Limited Liability by a scheme approved under Professional Standards Legislation