Accounting and Tax

SA Wealth Group offer a full range of taxation services. Our taxation consulting advice is based on proven knowledge and experience. Our proactive approach ensures we deliver consistent service and build solid relationships. Taxation can be a major cost to your business. We will work with you to minimise your tax and help you achieve your key objectives.

Services offered:

  • Preparation of financial statements
  • Management accounting
  • Monthly & quarterly board reporting
  • Cloud accounting
  • Specialised KPI reporting
  • Business & corporate tax returns
  • Personal income tax returns
  • Tax planning & minimisation
  • Advice & set up of tax effective structures
  • Corporate & business tax
  • CGT, GST & FBT
  • International taxation
  • Managing ATO audits or disputes

Business Advisory

We offer specialised services and advice when it comes to working with different industries and critical business issues.

Services offered:

  • Profit & cash flow improvement
  • Monthly/quarterly meetings
  • Benchmarking & KPI setting
  • Budgets & forecasts
  • Asset protection
  • Strategic Planning
  • Business sales & purchases
  • Due diligence reviews
  • Business valuations
  • Succession planning
  • Operational reviews
  • CFO services
  • ASIC corporate secretarial service

Cloud Bookkeeping

Cloud bookkeeping is about using the latest technology and efficiencies to streamline your business accounting processes. Benefits are live and up to date information which leads to better advice and decision making. We use Xero/MYOB and add-on partners to deliver end – end solutions from point of sale, invoices, payroll and financial reporting.

  • Xero & MYOB setup & training
  • Cloud integrated solutions
  • Industry specific options
  • Data entry
  • Payroll
  • Entering supplier bills
  • Bank reconciliations
  • Point of sale setup
  • Regular reporting

Self-Managed Superfunds

Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalized planning is required for each individual. SA Wealth Group are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services offered:

  • Establishing an SMSF
  • Ongoing administration & compliance
  • Management of investments
  • Tax effective superannuation strategies
  • Superannuation audits
  • Trustee advice & responsibilities
  • Borrowing arrangements

Hear from others

“It’s hard to have confidence in people, especially when it comes to money. We have been with Paul for 7 years and have found him knowledgeable and a professional adviser. He keeps himself current with the market and new funds that are available. We feel secure in working towards our retirement as a result of being with Paul and his Team.”

Robert & Emma Hickman

"Thank you does not seem enough to convey how grateful we are to Paul Katranis for handling all facets of our financial affairs. Not only is Paul knowledgeable, capable and efficient and gets us results – he repeatedly goes the extra mile to assist us through the year. Paul has the unique ability to craft an Annual Review as fun, motivational and interesting…we actually look forward to our Annual review with Paul…and it feels like time flies when we are there!

We rate Paul as better than “excellent”. Don’t go to anybody else – Paul Katranis is brilliant."

Steve & Angie Arthur

"Since appointing Paul as & his team at SA Wealth Group as my new Adviser, just prior to resigning from my job, I am much more at ease about retiring early. Paul spent a lot of time explaining how I was situated and rearranged my finances and super and insurances to suit my new situation. I feel completely secure and comfortable with the service provided to me. With regular reviews I’m glad I made the change from my previous Adviser."

Wendy Cook

"No-one can prepare for the impact a long-term injury has on a person. It affects every aspect of your existence, including and especially financial. Paul and the team at SA Wealth dealt with my financial concerns and cashflow issues with the utmost care and concern. They did all ground work to make sure I didn’t need to and could concentrate on my recovery instead. And for that I am truly appreciative."

Natalia Ezergailis

"Our experience working with Paul over the last couple of years have been fantastic. He listens to what we have to say and offers advice and strategies that comfortably fit within our values system. He worked hard for us over a couple of issues and the most pleasing thing is – when he says he’ll do something – he does it. Great communication."

Steve & Cathie Grace

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