Services

Taxation

Are you accurately declaring and claiming everything you’re entitled to each year to the ATO? Are you fulfilling your legislative reporting obligations on time?

Our team of skilled tax experts are committed to assisting individuals and businesses in navigating the constantly evolving tax environment. We offer a range of taxation services including, but not limited to;

  • Income Tax Returns and Financial Statements
  • Business Activity Statements (BAS), PAYG and GST
  • Tax planning
  • Budgets and cash flow
  • Accounting software implementation and training
  • Corporate secretarial support
  • Bookkeeping
  • SMSF compliance

The advice provided is not limited to an annual basis when preparing your financial statements and/or income tax returns. Instead, it is an ongoing relationship built on trust, respect, and the delivery of timely and accurate guidance. This active and proactive relationship ensures that decisions are made throughout the year, considering the relevant circumstances at any given time.

Financial Services

At Accession3, we believe that building a better future starts with making the most of what you have in the present. It’s about finding a balance between your long-term ambitions and the cost of enjoying the now.

Education is a key part of reaching your goals, and we’re here to guide you through the steps necessary to achieve them. We encourage you to take charge of your journey while holding yourself accountable to the process. If the process isn’t enjoyable, it won’t be sustainable.

Our team thrive on helping you, your business and your family grow and achieve your goals. Our financial services include, but are not limited to;

  • Budgeting assistance
  • Maximising your income and minimising bad debt
  • Diversifying your assets
  • Planning for retirement
  • Business structures
  • Business purchase or sale

We also work closely with financial advisers to assist you with the following;

  • Loaning money
  • Finding the best interest rates
  • Protecting your most valuable asset – you – with the right
    amount of life insurance
  • Making sure your superannuation is working as hard as it can

Strategic Planning

Strategic Planning consists of two key elements:

  1. Strategic thinking to develop a plan
  2. Execution of that plan
    • Constant review of the progress
    • Assessment and readjustment if required

It is never too early to begin your planning journey.  A great place to start is where you would like to end up, as Stephen Covey suggested “Begin with the end in mind.” 

SUCCESSION PLANNING

At Accession3, we specialise in guiding individuals and businesses through the complexities of succession planning. Whether you are preparing to transition leadership within your family business or ensuring the continued success of your organisation, our team provides personalised strategies to safeguard your legacy.

We help you identify key leadership, structure financial plans, and establish clear directives to ensure a seamless transfer of ownership and management.

With our comprehensive approach, we support you in creating a road map that reflects your goals and secures the future of your business for generations to come.