Achieve Business Success With
A Personal And Proactive Approach

ATO Disputes

We have built a strong relationship with the ATO. Where appropriate we will go out of our way to resolve disputes on behalf of our clients, so they can focus on what they do best – their business.

ASIC Corporate Compliance

We can work through the red tape for you to ensure your organization remains compliant on an ongoing basis.

Capital Gains Tax

Our expertise can help you minimize your tax and make the most of small business CGT concessions.

Financial Statements

We take the time to explain your financial statements so you understand the key data and are equipped to make informed business decisions.

Fringe Benefits Tax

If you employ staff you will have to deal with FBT. We can advise on how to manage it to ensure the best outcome for you and your employees.

GST Management

Most transactions attract GST which means you are constantly recording and reporting on GST. We can help you with GST registration, GST returns and ongoing management including applications for deferred GST.

Income Tax

We can assist with tax, from simple to complex.

Tax Effectiveness

There could be ways you could achieve a more tax effective outcome. We can conduct a review of your business and advise on what you could do to minimize your tax.

Cash Flow Forecasting

Is all your hard work increasing your net worth, or is it just keeping you in business? A 3 way forecast provides a full picture of your business health. Be proactive about protecting your business through ongoing planning and refinement so you always have cash on hand. We can help you assess the impact various scenarios would have on your business.

Financial Analysis & Health Checks

We can work with you to analyse your business, check if performance is consistent and sustainable and identify risks that could threaten your future prosperity.

Financial Projection

What is your financial situation going to be in the future? We can prepare estimates of what this would be based on your current performance and objectives.

Management Reports

Frequent, relevant and meaningful data is key to being able to make effective business decisions. We can create custom reports with details relevant to your business activities and goals.

Mentoring

A mentor can help you to stay on track with your business plan in the midst of the everyday demands of business. We can arrange regular mentoring sessions and hold you accountable to your business plan.

New Ventures

Thinking about opening a new business or delving into a new market area? We can advise on business models, funding required, government grants and viability of your concept.

Profit Improvement Strategies

The challenge with profit improvement is knowing where you can draw resources from without negatively affecting other areas of your business. We can work with you to identify the best options for you and assist you to implement them.

Strategic Planning

What are your goals and what is your strategy for achieving them? We can help you step out of the day-to-day whirlwind to identify what is really important for you, then come up with a strategy so that you know your daily activities are helping you to reach your goals.

Virtual CFO

Do you wish you had someone you could use as a sounding board when contemplating important financial decisions? You can have the advantages of financial leadership and expertise in growth, cash flow and profit analysis, from someone who cares about your business, without having to employ someone in house.

Asset Protection

Your business and personal assets may be at risk in the event of litigation. We can help you to remove or minimise these risks.

Business Sales & Acquisitions

If you are selling, you want maximum value for your business. If you are considering buying, you want to ensure that it is a viable proposition worth your time and money. We can help with due diligence processes and maximising value.

Business Structures

We can help you determine the most appropriate structure for your business, to protect your assets, minimise your tax and operate efficiently.

Succession Planning

Considering selling or handing on your business to the next generation? Planning your exit will contribute to obtaining maximum value for the business and streamline the transfer to new management.

Valuation

Many situations may arise when you need to know the true worth of your business –buying, selling, shareholder agreements, stamp duty, litigation. We can work with you to determine this. Where appropriate we can then work with you to increase your strengths and opportunities and reduce your weaknesses and threats, in view of increasing your business value.

Bookkeeping

Making a transaction is one thing but recording it correctly can be a challenge and time consuming. We can fulfil your bookkeeping needs efficiently and effectively using cloud accounting systems, leaving you to concentrate on managing your business.

Payroll

Payroll is complex and outsourcing it can relieve you of the need to stay abreast of ever-changing legislation and lodgement deadlines. This releases much needed resource for growing your business. We can offer a number of payroll solutions and handle your entire payroll process.

Estate Planning

We can help you to manage the strain on your family and employees in the event they are left behind, by coming up with a solid plan for the management of your estate.

SMSF Set up

Opening a Self-Managed Superannuation Fund can open up a wealth of investment opportunities. We can help you determine what would best suit your needs and arrange the set-up of your fund.

We are authorised by Merit Wealth to provide advice on the setup and closure of SMSF’s and making contributions to and paying out benefits from your superannuation.  Refer to the license details and Financial Services Guide below.

Focus Accounting and Financial Group Pty Ltd ABN 96 605 802 426 as The Trustee for The NR & BH Thomas Family Trust ABN 43 594 101 927, is a Corporate Authorised Representative (ASIC No. 1254675) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361, address Level 15, 115 Pitt Street, Sydney NSW 2000.

Nelson Thomas is a Limited Authorised Representative (ASIC No. 416517) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361, address Level 15, 115 Pitt Street, Sydney NSW 2000.

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SMSF Administration

Our team can assist with an administrative service to manage the ongoing obligations involved in running a SMSF.