We will help make your annual compliance a breeze with the preparation of your business’ financial statements.

Our expert team will assist you with choosing, implementing, and managing the most appropriate accounting system for your business, utilising a range of cloud or desktop based applications.

Whether it be management accounts, cash flow forecasting, or reporting to your bank, we will ensure that all of the requirements of your key stakeholders are met in a timely and accurate manner.

We will ensure all of your company’s corporate secretarial records are up to date.

Our goal is to be your trusted advisor and assist with the key decision making in your business to help you achieve your goals.

Our services include:

• Financial Statements
• Statutory Requirements

• Management Reports
• Bookkeeping Services


We have all of your audit needs covered.

Whether it be the audit of statutory accounts, your SMSF, for private and public companies, for the bank, or simply to audit your trust account, our third party service providers will ensure your requirements are met.

They can also provide audit services in relation to business fraud reviews, a review of your accounting systems and controls, a due diligence on the acquisition of a business, or an acquittal of a government grant.

Services include:

• Statutory Audits
• Private & Public Companies
• Trust Account Audits
• Business Fraud Reviews

• Accounting System and Controls Review
• Due Diligence
• Acquittal of Government Grants


Nobody likes paying tax! Our promise to you is that we will ensure that you pay the least amount of tax legally possible.

We will manage the lodgement of your income tax returns, business activity statements, fringe benefits tax returns and payroll tax to ensure you comply with all relevant laws.

Our specialist team can advise in the establishment of the most appropriate tax structures for you, your business and your investments and utilise all small business tax concessions where possible.

Not a resident of Australia? No problems, we can assist with all of your local taxation obligations

Our services include:

• Income Tax Returns
• GST Returns & Advice
• Fringe Benefits Tax Returns & Planning
• Appropriate Tax Structures

• Planning & Specialist Advice
• State & Employment Taxes
• Tax Risk Audits
• Taxation for Non-Residents & Expatriates
• Small Business Concessions


We can assist with all ongoing compliance needs of your SMSF, from preparation of financial statements and annual return, to the management of the audit.

Through our associated business, TWB Super Advice Pty Ltd, we can assist with the establishment of an SMSF, advise on the benefits of commencing a pension, and planning for your retirement.

Our services include:

• Planning for Retirement
• Establishment & Maintenance of Self Managed Superannuation Funds
• Statutory Requirements
• Financial Reports and Taxation Returns
• Preparation & Implementation of Investment Objectives

• Consulting
• Superannuation Investment structuring
• Fund Administration
• Assist with Super Fund Rollovers
• Compliant Borrowing Strategies
• Audits

Business Planning & Family Matters

Looking at buying a business? We can assist with appraising and valuing the business to help you get the best result possible. We will help you structure it to ensure you protect your assets, meets your needs and provides the optimal tax outcome.

We will provide advice in relation to grants and government incentives that may be available to your business, like Research & Development incentive and Export Market Development grants.

We will help you manage your relationship with your bank through assisting with finance applications, cash flow projections, budgets and forecasts.

And when it comes time to sell, we will help you with your succession planning and achieving the best sale price possible.

We pride ourselves on being a business that caters for all of the financial and taxation needs for families and their businesses.

Our goal is to assist these families in achieving their personal and business objectives.

We advise on planning for succession of the business from one generation to the next, and engage specialists to ensure all estate planning matters are addressed.

Our services include:

Business Planning

• Business Valuations
• Business Appraisals
• Due Diligence Reviews
• Finance Application Support
• New Investment Assistance
• Asset Protection
• Business Integration Support
• Business Plans
• Strategic Planning
• Government Grant Applications
• Succession Planning
• Cashflow, Budgets & Forecasts

Family Matters

• Succession Planning
• Estate Planning
• Family / Business Objectives
• Organisation & Management Structure Review

Financial Planning

Through our associated business Obelisk TWB Pty Ltd we can provide our clients with quality financial advice.

We will advise on matters relating to wealth creation, asset management, superannuation, finance, insurance and retirement planning.

Services include:

• Wealth Creation
• Asset Management
• Portfolio Management
• Finance Facilitation & Broking
• Custodial Services
• Retirement Planning

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