Tailor-made financial and business advisory solutions to suit your

individual and/or company needs. 

Tax Planning

We have the experience and expertise to help small business owners in the areas that often make the difference between just surviving and potentially thriving including an extensive range of tax planning services.

With the proper taxation strategy in place, we can develop the most appropriate structure in which to operate your business AND
correctly determine when income is derived.

Tax Returns

In addition to the preparation of end-of-year financial statements and tax returns, our clients can also benefit from:

– Preparation of financial statements at intervals designed to meet you needs.

– Management meetings to discuss the results and the implementation of tax planning initiatives and financial strategies;

– Preparing your business cash flow; and

– Preparing business budgets and forecasts in conjunction with you and/or your business.

Taxation Advice

While we can easily do your BAS, our intention is not just to crunch the numbers and keep score.

R. Leong & Co aims to be a proactive and innovative accounting and advisory firm delivering personal, timely and quality tax advice together with cost effective tax strategies and tax solutions.

Financial Advice

Our goal is to help our clients make better decisions on how to manage, grow, protect and ultimately spend their money.

Our Financial Planning services include:

– Retirement Planning;
– Superannuation & Rollover Advice;
– Transition to Retirement Pensions;
– Self Managed Super Fund Specialist;
– Investment Advice; and
– Wealth Protection Insurance.

Business Advice

From start-up through to expansion and selling your business, our business advisors can assist with:

– Budgeting and Cash Flow;
– Structure and Entities;
– Accounting Systems and Processes;
– Reporting KPIs and Benchmarking;
– Strategic Planning;
– Cloud Business Systems (e.g. Xero);
– Business Health Check;
– Financial Forecasting;
– Business Succession; and
– Estate and Succession Planning.

Business Activity Statement

According to the Australian Taxation Office, up to 80% of BAS statements are incorrectly completed. Mistakes on this form can be costly and time-consuming to correct so it is important to seek expert assistance from an experienced tax agent.

Since the BAS was introduced in 2000, R. Leong & Co has specialised in accurately preparing and submitting the statement for all clients, which means that you can get on with running your business and doing what you do best while we look after your BAS lodgement obligations.

Asset Protection Strategies

As one of Australia’s leading property accounting and wealth advisory group, R. Leong & Co has developed a number of asset protection strategies and estate planning strategies to benefit our clients.

These range from simple protection strategies for assets which are low in number or value (i.e. the family home and one investment property), to more complex solutions for larger asset bases where an individual wants both asset protection, estate planning and the ability to redirect who receives distributions.

Capital Gains Tax

Capital gains tax (CGT) is the tax you pay on a capital gain. It is not a separate tax, but part of your income tax.

What would you prefer: $50,000 income, or a $50,000 capital gain?

 The tax you pay may differ substantially, depending upon many factors. 

Knowing how the law applies is essential to achieving the best tax results. R. Leong & Co is your key to you achieving the best tax outcomes for you and your family.

Goods & Services Tax (GST)

As part of our Accounting and Taxation Service, we can prepare and lodge your BAS (Business Activity Statement) and Income Tax Returns and assist with your GST, CGT (Capital Gains Tax), FBT (Fringe Benefits Tax), or any other compliance obligations, all in a timely manner.

SMSF

Self managed superannuation funds (SMSF) is the largest, fastest-growing sector in the Australian superannuation industry, accounting for approximately one third of super assets.

We advise our clients at each critical step, including set-up, registration, investment and/or borrowing strategies, rollover of benefits, and much more.

Bookkeeping

Whether you’re a sole trader, contractor, or business (large or small) that completes its bookkeeping internally, we can show you how you can streamline your processes to save a significant amount of your valuable time, and costs.

Chat to us today for a FREE review of your bookkeeping system.

Business Setup

Whether your business is starting up or branching out, we can help you in all kinds of ways, including:

–  Business start up;
–  Business plans;
–  Budget and cash flow management;
–  Business analysis;
–  Forecasting and benchmarking;
–  Corporate registration services; and
–  Succession planning.

Chat to a finance expert

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