Taxation and advisory services, for businesses and individuals

Why choose Core for your Tax and Accounting needs? 

Taxation Planning

Our team provides clients with taxation planning services including (but not limited to) tax returns, trust/company establishment, tax strategies and audits.

Business and Personal Tax

We assist a wide range of clients including business owners, professionals and managers in both the private and public spheres. Whatever your background, we can assist in balancing the right advice with your goals and ambitions. 

SMSF Specialists

Our specialist SMSF advisors work with you to ensure that your fund meets your current and future financial needs. We offer SMSF establishment and advice, and administration and compliance.

Specialists Knowledge 

Our team has the specialist knowledge required by you to deliver the maximum financial benefits of any new accounting industry and government policies, and full insight and understanding of the impact these changes may have upon your account.

In-Depth Assessments

Our accountants take an in-depth look of your business and personal finances and advise you on the best financing structure to benefit your goals.

All of your tax & accounting needs in one place

Our team of accountants offer a range of management tools to help you realise the full potential of both your business and individual financial goals.We take an in-depth look at your business and personal finances and advise you on the best structure to benefit your goals.


In today’s continually changing business and financial environment, it’s vital to stay up-to-date with the many accounting industry improvements and compliance amendments.

Areas of taxation & accounting advisory we specialise in

Accounting Services & Tax Compliance

We believe accounting services should be straight forward and stress-free. By providing accounting, taxation and financial solutions, for individuals and businesses, our team at Core will work with you to understand your needs and help you achieve your goals. Our approach will make it easier for you to manage your cash flow and meet your tax obligations.

Compliance issues can be complex and there are tax deductions and expense claims which are permissible, but of which you may not be aware. We can help you minimise the tax payable, and potentially increase your tax refund, while making sure your tax return is lodged on time.

We understand that compliance is of the upmost importance, however, we at Core also believe in offering additional input regarding management support for all levels of your business and personal situations.

Our expertise includes the following:
  • Preparation of management and statutory accounts
  • Preparation and lodgement of Personal & Business Tax Returns
  • Fringe Benefit Tax, PAYG, CGT
  • Tax Structuring including establishment and restructure
  • Tax Planning
  • Business Valuations
  • Interim Management Accounts and Reporting
Self Managed Superannuation Funds (SMSF)

A SMSF can be a very powerful retirement planning vehicle that brings with it many advantages. However, there are also some things that you, as a trustee, need to watch out for and understand. Setting up a Self-Managed Superannuation Fund is a major financial decision. We understand that you’re busy and that the SMSF rules are complicated. We will provide you with an end-to-end solution giving you access to all the support and expertise you need to ensure your SMSF is well managed and compliant.

A SMSF can have many advantages but, equally, you need to consider the reasons why a SMSF may or may not suit your needs. Core Accounting can relieve the burden of compliance and daily management. By regularly monitoring and reporting on our clients’ SMSFs. We can help you decide if this is the right option for you.`

Core Accounting can assist with the following services:
  • SMSF Establishment
  • Trust Deeds
  • Bare Trusts
  • Corporate Trustees
  • SMSF Compliance & Administration
  • Preparation of timely, accurate & compliant financial reports
  • Preparation & Lodgement of Annual Tax Return and Regulatory
    Documentation
  • Preparation of business activity statements
  • Quarterly TBAR management
  • Pension documentation including commencement of pensions.
  • Super-stream roll overs
  • SMSF Audit – Arranging External Auditors

The added advantage of using Core Accounting is that we are in the same office of Core Wealth Advisors Pty Ltd, who provide financial advice. (AFSL #281394).

If you are thinking about setting up an SMSF or are wanting to change service providers, contact Cameron at Core Accounting.

Business Advisory

Our aim is to assist you in better understanding your numbers. Choosing the right business structure is an important decision and Core’s experienced team can consult with you and suggest the best structure for your business. 


We can assist with the setup of all corporate structures including;  Companies, Trusts, partnerships and self-managed superannuation funds. Each structure has their advantages and Core Accounting can discuss these with you and give you clarity on the best structure for your needs. 

We can also assist with:
  • Business & Corporate Structures
  • Business advisory to improve business performance, strategy and goal setting
  • Financial reporting and business reporting customised to your requirements, so you understand your numbers
  • Cashflow forecasting and budgeting
  • Operations Management and Management meetings
  • Cloud Accounting
  • Asset Protection
  • Specialist Tax advice
  • Tax Planning
  • Virtual CFO Services
  • Due Diligence services
  • Valuation of Business
Bookkeeping & Payroll Services
Bookkeeping

We can free up your time and take the pain out of paperwork with our bookkeeping service. When your accounting data isn’t up to date you don’t have the information you need to effectively manage your business. 


Core Accounting’s team is made up of Xero certified consultants and experienced bookkeepers that will provide your business with efficient, accurate and on time bookkeeping services. Core will provide you with a choice of bookkeeping services at fixed prices to suit your business.


You’ll get accurate insights on your financial performance and peace of mind that everything is up to date.  And you’ll get your life back so you can focus on doing what you do best.

Services we can assist with include:

  • Processing data
  • Bank Reconciliations
  • Debtor & Creditor management
  • Superannuation processing
  • Monthly & Quarterly reports
Payroll 

Payroll is often a bugbear for many businesses. Due to the constant legislative changes and different state and position awards, it is almost impossible to stay up to date unless this is your full-time job. The primary objective of payroll processing is to ensure that employees receive all the financial entitlements they are owed in a timely manner.
Core can assist with HR services, onboarding of new staff and off boarding if necessary. 

Core Accounting payroll experts will ensure payroll is processed correctly, which will save you time and money and you can focus on your business.  

We also process payroll tax and lodge with the appropriate State Government.

Cloud Accounting & Virtual CFO services

An extension of your team, a virtual CFO works with you and your team to evaluate and develop financial strategies to support your business growth.


Providing you with detailed review of your financial performance, without the cost of a full-time CFO. Our virtual CFO service gives you insights into the key drivers of your business. It also helps you identify new opportunities and keeps your business running at its optimum.

Integrating the experience and expertise of a senior financial expert with the practical, solution-focused approach of a business advisor, our Virtual CFO package includes:
  • Analysis of business expenditure
  • Evaluation and interpretation of financial reports
  • Budget and cash flow forecast
  • Identifying goals and reviewing KPIs (financial and non-financial)
  • Overseeing your finance function
  • Business operation insights
  • Budgeting and forecasting
  • Performance management support

Our CFO service can be bundled into a fixed monthly or quarterly fee and we meet with you regularly and provide easy-to-digest monthly reports. We can also incorporate our bookkeeping and compliance services to provide you with a complete accounting and financial solution.

QBCC Compliance & Reporting

Navigating licensing requirements and regulatory obligations can be a complex process for construction businesses. At Core Accounting, our team of QBCC accounting experts are dedicated to helping construction businesses in Queensland meet their compliance needs. 

As experienced QBCC accountants, we understand the QBCC regulations and minimum financial requirements, allowing us to streamline operations, strengthen financial stability, and enhance overall performance in the industry.

Commercial Finance

Obtaining funding for your business can be both complex and difficult to navigate. Each financier requires different information to process an application and the parameters are never the same. However, there is one common element that all banks need, and that is your financial statements. 

Core Accounting’s proactive and detailed analysis of your current financial position ensures you have the best opportunity to obtain the commercial finance you need.

Here to help your business grow, we can help you obtain a range of commercial loans, including:
  • Motor vehicle or equipment finance
  • Cashflow finance
  • Debtor funding
  • Term loans
  • Industry-specific finance (e.g. for medical or professional services)

Core Accounting has access to mortgage brokers that can assist you with home loans, refinancing and investment property loans.

Testimonials

Results you can rely on

"Shane has provided professional financial advice which has met our needs and he has been excellent at answering specific questions in a clear and thoughtful manner. The difficulty in managing retirement superannuation has been eased by his thorough and precise advice. There have been challenges which have been negotiated with appropriate outcomes. This has been reassuring over the past few years. The personal service has been timely and efficient. We have not spent time identifying ourselves to unknown individuals which happened with larger organisations. We have benefitted from the clear vision we have about the management of the funds."

Gordon & Naomi Wright

"What sets Shane apart is his ability to blend professionalism and friendship. He took the time to get to know us, and understand our financial goals to create a personalised plan that we felt had be designed specifically for us. His approachability for us to ask any questions was make so easy by his patience and explanations to us. We would have no reservations in recommending Shane to anyone who is seeking a financial planner for their retirement plan."

Peter & Denise Gava

"During my dealings with Chris, I have found him to understand not only the ever-changing financial landscape, but how it affects my investment portfolio during the various stages of life. From the beginning, Chris and Core have integrated their experience to deliver performance with a commitment to understanding my individual goals and tolerance to risk. Of particular benefit is Core’s ability to trade directly on overseas stock markets which provides my portfolio with exposure to leading global companies and the transparency and efficiency associated with this."

Dr Jason McMillen 

"Since implementing the insurance strategy devised by Michael, I have found peace of mind knowing that my loved ones and assets are adequately protected. The comprehensive coverage not only fits my budget but also provides a sense of security that extends far beyond what I had imagined."

Peter Hackett

"David and I came to Shane to discuss our personal superannuation fund, longer term estate planning and to also discuss the options that were available for our future financial security in retirement.  It was achieved in a very professional manner, while at the same time putting us totally at ease and took the time to get a feeling for where we were at.   Shane always explains everything thoroughly and we never felt uncomfortable asking questions or expressing an opinion, all tailored to suit our situation and future needs, by putting our finances in Shane's care for him to guide us in the right direction. We have no hesitation in recommending Shane's services with complete trust, and the knowledge of his team ensures there are no questions left unanswered in determining the right strategy for their clients."

David & Susan Gray

FAQ's

Answers to your Core financial questions

Can Core help with tax advice regarding business purchases or sales?

Absolutely. It’s critical to understand the tax implications of any business sale or purchase. We regularly provide tax advice to a range of companies and individuals who are buying or selling all forms of assets including businesses.

I have another accountant I want to leave, can Core assist?

Of course. We assist people and businesses who aren’t getting the service they need from other accountants. Working together we will establish what needs to be done to rectify any past issues and get your affairs back on track.

What does it cost to use Core for my business or personal tax?

Everyone is different, so we tailor all our tax and other advisory services for each client. We’ll provide you with an individualised service and pricing based on your needs.

What business tax advisory services do you offer?

Our business management support services include:


  • Advice regarding business structure and management procedures
  • Business sale and acquisition advice
  • Business valuations and financial management
  • Business planning through to strategic plan development
  • Reviews across business performance.
Can Core assist with my personal tax?

Yes. Whether you’re a PAYG earner, business owner or investor, we can assist with your personal income tax needs.

What SMSF services do you offer? 

Our specialist SMSF advisors work with our clients to ensure that your fund meets your current and future financial needs.

  • SMSF establishment and advice
  • SMSF administration and compliance
What business support services do you offer?

Our team has developed a range of Key Performance Indicators (KPIs), applicable to most business operations. Working with our clients, these KPIs are a valuable tool in measuring and managing the performance of a business – with the ultimate aim of increasing profits and net wealth.


What tax planning services do you offer? 

We assist with:

  • Tax returns
  • Trust/Company establishment
  • Tax minimisation strategies
  • Audit
  • Establish ABN and GST registration
  • Lodgement of BAS

Are you ready to protect your wealth? Let’s plan your financial future together

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