Our Services | Theodore Ward & Co

Our Services

TAXATION & ACCOUNTING

Our team focus is on your tax obligations

Current year Tax planning
Income Tax & Business Activity Statements
Fringe Benefits Tax
Capital Gains Tax
Land Tax & Payrol Tax
Goods & Services Tax
Identifying approriate Tax structures
Establishing Tax structures
Registrations under the New Tax System
Analytics
Financial Statements

Our service, Your peace of mind

SELF MANAGED SUPERANNUATION FUNDS

We have had working lives that have benefited us with Superannuation assets.

Do I meet the requirements to run an SMSF?
Your Goals & Needs
Establishing your Self Managed Superannuation Fund
Drawing your pension in retirement & TRIS
My contributions path
Rollover of existing superannuation structures
Limited recourse borrowing arrangements
Winding up of an SMSF
Relevance to my Estate
Binding Death Benefit Nominations
Aged care

Our advice, Your retirement strategy

SMSF ADVISERS NETWORK PTY LTD An Australian Financial Services Licensee AFS Licence No. 430062

BUSINESS SERVICES

Our services mean you will have more of your profits and have more money to spend on you & your family

Incorporation Tax Planner
Bookkeeper review
Remuneration Planning
Benchmark Reporting and analysis
Income & expense monitoring
Board View
Div 7A – Advanced anaylsis
Personal Balance Sheet

Our advice, Your profitability

CORPORATE SECRETARIAL

ASIC compliance matters all dealt with propmptly – avoids late lodgement fines which can be very expensive

Company registration
Company secretarial services
Change of officeholders
Changes of address
Change to company name
Share transaction/structure
Deregistration of company

At Theodore Ward & Co, our service always strives to be prompt

Cloud Setup

Bringing you to the online platform of your choice

Analyse and select the best solution
Enter comparative balances
Set up your repeating transactions
Bank feed setup
Training day

Your 24/7 real time accounting system

PAYROLL SERVICE

Looking for a solution to Single Touch Payroll (STP)

Collate your Payroll data
Process the Payroll
Process leavers
Provision of payslips
Calculation of SGC
PAYG Withholding Variations
Produce net pay files for import into your bank

BOOKKEEPING SERVICE

Getting the books done with people who have solutions to the grind is our promise

Review of your current system
Critical checks and balances
Accounting records
Quality Report
Post year end adjustments
Quarterley business strategy meeting
Dedicated Client Manager

ESTATE PLANNING SERVICE

Legacy is about making decisions now

Legacy commencement kit
Working with your legal advisors
Powers of Attorney
Testamentary Trusts
Mutual Wills
Blended Families
Estate Plan