Services

Taxation, superannuation and financial advice for individuals and businesses — a complete service under one trusted roof.

How we help

Four pillars of expert advice

A complete service for your everyday taxation and financial needs — under one trusted roof.

Taxation

General tax advice across company & trust structures, new entities and individual requirements — with electronic lodgement done for you.

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Superannuation

Specialist guidance on self-managed super funds — set-up, registrations, income tax returns and audit requirements, handled with care.

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Financial

Financial planning and mortgage broking — for pre and post-retirement confidence.

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Bookkeeping

Day-to-day books kept accurate and current — bank reconciliations, payroll, BAS and Same Day Super — with accounting-software setup handled for you.

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What we do

A complete service offering

At BB&Co we cater to the full needs of our individual and business clients. Here are just a few of the ways we can help.

Taxation & Compliance

General tax advice, including company & trust structures and setting up new entities with all associated registrations
Preparation and electronic lodgement of income tax returns for individuals and entities
Tax strategies and planning for individual requirements
TFN / ABN / GST and PAYG Withholding registrations and advice
PAYG W/H Variation forms prepared and lodged annually

Business & Bookkeeping

Preparation of financial statements and interim financial statements
Quarterly BAS & PAYG instalment activity statements — prepared, lodged, or guided
Single Touch Payroll and Same Day Super obligations — calculated, lodged and paid on time
Bookkeeping for small, medium & large businesses
Client accounting & tax software onboarding and setup
Invoice template design and other practical business setup
Business structure advice, cash-flow projections and audit advice
…and more — just ask

Superannuation (SMSF)

Advice and service to set up self-managed superannuation funds
SMSF registrations, income tax returns and audit requirements
Establishment of companies and trusts
ASIC regulatory requirements managed on your behalf
Practical SMSF resources, checklists and tools for tax time

Financial Planning

Strategies for pre and post-retirement planning
Personal risk insurance and investment planning
Investment and negative-gearing advice on rental properties
Mortgage broking for home and investment loans
Coordinated advice that ties your tax and wealth together

With many years of experience, Brian and his team will make your taxation and financial necessities as stress-free as possible.

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Let’s talk

Ready to make tax time simple?

Whether you’re an individual lodging a return or a business owner planning ahead, Brian, Fraser and the team would be glad to help. Book a meeting at our Southbank office today.

Book a meeting (03) 9682 6182