Advice that arrives before the decision is made, not after lodgement.
We cover the full compliance and planning cycle, financial statements, company and trust returns, BAS, FBT and pre-30 June planning, on agreed fixed fees. It suits owners, directors and finance teams who want proactive planning and reliable financial visibility, not just year-end reporting.
For owners and directors making decisions that carry real financial weight, structuring distributions, managing cash extraction, timing capital expenditure, navigating a change in entity mix, the numbers need to be current, the position clear, and the advice in hand before the decision is made. We provide accounting, tax compliance and advisory for businesses that need more than a set of annual accounts filed after year-end. The work is senior-led, scoped up front, and quoted as a fixed fee.
Accurate, well-structured accounting is not just a compliance obligation. It is the base that tax planning, structuring, growth advisory and succession all depend on, because each of them needs numbers you can trust. We build that foundation first, then use it to inform the decisions that follow.
Without structured review and proactive planning, the same patterns emerge.
What suited the business three years ago no longer reflects how it operates today. Deductions are missed, timing advantages are lost, and the effective rate creeps higher than it needs to be.
Drawings are taken without a clear framework, trust distributions are decided in the final week of June, and loan accounts accumulate without a plan to address them.
By the time the accountant is involved, the year has closed and the options have narrowed. Effective distribution planning needs engagement before year-end.
The business has grown, ownership has changed, new entities have been added without a clear rationale, and the overall structure no longer serves its purpose.
Without current visibility, directors decide on incomplete information, creating personal exposure where guarantees, related-party loans and ATO obligations are involved.
The cost of reactive accounting rarely shows on a single invoice. It shows up over time, in higher tax bills, missed opportunities and decisions made without adequate information.
Our services cover the obligations that keep you compliant with the ATO, while building the financial visibility that supports better decisions through the year.
For a detailed guide on car fringe benefits and FBT, see our FBT Car Guide 2026.
Where the owner is active in operations and the line between personal and business finances blurs. We bring clarity between the two, plan distributions and drawings effectively, and make sure the structure serves both the business and the family, from director loan accounts to events like property purchases and retirement that intersect with business cash flow.
Multiple directors, shareholders or related entities needing coordination across a more complex structure. We give visibility across the group, consolidated reporting, intercompany reconciliation and coordinated planning that considers every entity, including operating companies, holding entities and trusts where the interactions create both opportunity and risk.
Turnover above $10 million, multiple revenue streams, significant capital assets or complex ownership. Usually an internal finance team is in place, and we work alongside it, reviewing output, advising on technical positions and handling the work that needs chartered expertise, particularly ahead of a transaction, restructure, capital raise or ownership transition.
Compliance obligations are similar across sectors, but the advisory context varies. We tailor our approach to the commercial realities of your industry.
Firms, practices, consultancies, IT services and SaaS. Often company or trust structures with significant wage costs, needing attention to contractor classification, IP ownership and R&D eligibility. For eligible work, see our R&D Tax Incentive Advisory.
Builders, subcontractors, developers and investors. Specific GST challenges on property, careful management of progress claims and retentions, and multiple entities separating operational risk from asset holding, including TPAR reporting.
Retail chains, hospitality groups and franchise operators. Robust BAS and GST across high-volume environments, careful payroll compliance under increased ATO scrutiny, and cash flow management that accounts for seasonal variation.
Medical, dental, physiotherapy, pharmacy and allied health. Specific FBT exemptions, associate and service entity structures, and the tax implications of practice goodwill on entry and exit, at every stage from set-up to succession.
Farming, agribusiness and viticulture. Farm management deposits, income averaging, water entitlement transactions and the CGT concessions available to farming businesses, with local support from our Orange office across regional NSW.
A missed deadline does more than attract penalties. It signals disorganisation to the ATO and can trigger broader review. We manage the compliance calendar so nothing falls through the cracks.
Every engagement begins with the numbers, because advisory without accurate financials is guesswork.
We are a chartered accounting practice, not a bookkeeping service or a shopfront tax agent. Our team holds CA and CPA designations, and our advisory work draws on structuring, succession, R&D and private wealth, so the compliance and the strategic questions are handled in one place.
We do not wait for year-end to think about your position. The engagement is built around scheduled touchpoints, quarterly reviews, pre-year-end planning and ongoing access, so problems are caught early and opportunities captured in time.
We look at the entire group, every company, trust, partnership and individual return in context. Planning in isolation misses the interactions between entities that create both risk and opportunity.
Our team spans a wide range of industries and stages, so we know the difference between a business that needs foundational compliance and one that needs sophisticated advisory alongside an existing finance function, and we scale the engagement to match.
Your accountant should not be siloed from your structuring adviser, succession planner or personal tax adviser. Here these services are connected, so your accounting team understands the broader context and your advisory team can see the numbers.
Accounting and tax compliance is often the starting point. As your needs evolve, the rest connects to it.
The key dates for most Australian businesses, in one place.
| Obligation | Due date | Notes |
|---|---|---|
| Quarterly BAS | 28th of the month following quarter end | Monthly BAS due on the 21st |
| PAYG withholding | Aligned with BAS cycle | Reported on BAS |
| Superannuation guarantee | 28 days after quarter end | Late payments lose tax deductibility |
| FBT return | 21 May, following 31 March year-end | Annual obligation |
| Company tax return | Varies by lodgement program | Depends on agent lodgement schedule |
| Trust tax return | Varies by lodgement program | Distribution resolutions by 30 June |
| TPAR | 28 August | Building, cleaning, courier, IT |
Whether you need a new business accountant, a second opinion on your current position, or proactive advisory alongside your existing finance team, we are here to help.
Contact Prime Partners→Once a month we send our latest thinking on tax, business, and the moments that shape a year. Practical, considered, and written for people who would rather understand the why than chase the headline.
