Accounting

Our role is to help our clients fill in the missing pieces in their financial lives.

Elias Financial Services provides the depth and breadth of services available from any major accounting firm while providing the personal touch only a locally-owned firm can offer. These are the qualities that make us unique, the qualities our clients have come to expect.

What to Expect

We Listen

In order for us to provide you with the advice you need we try to understand your needs and find you cost effective solutions.

Access to Experienced Accountants and Bookkeepers

We have a team of experienced people available to help you when you call or email. From starting out to well established healthy businesses, we have someone who has the experience you can call on. And we pride ourselves on our fast response to your enquiries.

Tax Effectiveness

This is our bread and butter. We help you through the maze of options available to decide on the most appropriate business structure. We understand what regulations and registrations are required to meet the tax obligations for your business.

Record Keeping

What sort of accounting system is best for you? We work with several and we can work with you to find the most appropriate for what you need. We are Xero Platinum partners and have also worked with MYOB extensively.

Taxation

A core part of our Business is helping our clients manage their taxation obligations. Some examples of the areas we commonly help our taxation clients with are:

Individual Tax Returns

  • CGT planning
  • Personal Deductions
  • Rental property income and deductions (click here to order your property depreciation report).

Business

  • Assessment of most appropriate business structure
  • Discussing succession and asset protection planning
  • Obtaining companies/trusts as appropriate
  • Registration for ABN/GST/TFN
  • Assistance with implementing appropriate accounting software for record keeping
  • Ongoing tax planning

Self Managed Super Funds

  • Assistance with setup
  • Record keeping and compliance advice
  • Accounting and SMSF administration
  • Estate planning strategies to minimise tax for your beneficiaries

Please contact us to arrange an appointment to discuss your taxation requirements.

Strategy

How well are you managing your Business and/or your taxation liabilities? We are experienced in helping our clients with many of the difficult business decisions they have to deal with every day. Examples of the services we offer to help with these decisions are:

  • Trusts and related strategies
  • Business coaching
  • Maximising Profit
  • Corporate and small business structures
  • Restructures
  • Succession Planning
  • Buying and selling
  • Benchmarking and key ratio analysis
  • Budgeting and forecasting
  • Cash flow forecasting

Please contact us to arrange an appointment if you would like a confidential discussion about your Business needs.

Property Investors

Elias Financial Services are your property taxation experts. We've been looking after property investors tax affairs for over 25 years so we have the experience to get you the best tax result.

When it comes to property we understand the multitude of issues which need to be considered.

Popular questions and issues to be considered include:

  • Cash flow considerations
  • Depreciation claims
  • Borrowing through Self-Managed Superannuation Funds
  • Negative gearing
  • Entity structuring – i.e. who should own the property?
  • Borrowings and finance structuring (as mortgage brokers, we can even help you find the most appropriate loan for your investment)
  • Retirement planning
  • Wealth creation
  • Capital gains advice
  • Rental property income and deductions (click here to order your property depreciation report).

Contact George Elias to discuss your property plans.