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Our Services

Core Service Lines & Capabilities

Tax & Compliance

  • SMSF, company, trust, partnership and individual tax return preparation

  • GST, BAS, FBT, and payroll tax compliance

  • ATO audit assistance and dispute resolution

  • Tax planning and structuring for SMEs and HNW clients

  • Transfer pricing advice and compliance for cross-border transactions

Bookkeeping, Payroll & Management Accounting

  • Bookkeeping, reconciliations, accounts payable/receivable management

  • Payroll processing, superannuation compliance, and STP lodgements

  • Cloud accounting systems setup and optimisation (Xero, MYOB, QuickBooks)

  • Ongoing internal accounting support for SMEs and foreign entities investing in Australia

Corporate & Secretarial Services

  • ASIC compliance and company secretarial functions

  • Company and trust formation, governance structures, and statutory reporting

  • Corporate governance advisory for boards and directors

  • Liaison with regulators and shareholder services

Business Advisory & Virtual CFO

  • Management accounting, monthly reporting, and KPI dashboards

  • Financial modelling, cash flow forecasting, and scenario planning

  • Strategic planning, budgeting, and restructuring

  • Virtual CFO services for SMEs requiring higher-level financial oversight

  • Business performance improvement and cost optimisation strategies

  • Advisory for start-ups and strategic business planning

Transaction Advisory / Due Diligence Acquisition

  • Business valuations and financial due diligence for acquisitions and divestments

  • Deal structuring and negotiation support

  • Post-acquisition integration and restructuring advisory

  • Capital raising, financing support, and transaction readiness reviews

Business Coaching & Growth Advisory

  • Strategic coaching for business owners to support scaling and exit readiness

  • Business health reviews, profitability analysis and process improvements

  • Franchising advisory – structuring, compliance, and franchise system development

  • Tailored advisory for entrepreneurs entering or expanding within the Australian market

Superannuation & SMSF

  • Administration – establishment of new funds and pension

  • Personalised advice on transition to retirement

  • Expert guidance on SMSF investments and optimal management

  • Design of SMSF investment strategies including borrowing and compliance consideration

Family Office & Private Wealth Services

  • Estate planning, trust administration, and intergenerational wealth transfer

  • Cross-border wealth structuring and tax optimisation

  • Succession planning for family-owned enterprises

  • Advisory services tailored for high-net-worth and ultra-high-net-worth clients

Audit & Assurance

  • Audits for statutory trust accounts

  • SMSF audits and compliance reviews

  • Internal control reviews and assurance reporting

  • ESG and sustainability assurance reporting for clients adopting ESG frameworks

AML / CTF & Risk Advisory

  • Development and review of AML/CTF programs for high-risk industries

  • KYC, client onboarding, and transaction monitoring frameworks

  • Compliance training and policy development

  • Risk assessment and remediation support for regulated entities

Cross-Border Advisory

  • Cross-border tax structuring, market entry support and compliance advisory

  • Advisory for inbound investments, joint ventures and subsidiary set-ups

  • Special purpose financial reporting for business migration

  • Bilingual client support to ensure seamless communication and compliance

©2022 by AMA Business Services Pty Ltd.

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