Services

We make the complex simple.

Accounting

Quick, accurate and efficient, we make looking after your accounts a far simpler process. Utilise our services for:

  • Annual financial accounts
  • Compliance
  • BAS/GST
  • Tax planning
  • Management Accounting

Tax Advice

With an in-depth understanding of taxation laws we can help minimise your tax liabilities by providing advice regarding:

  • Creating tax effective structures
  • Income tax
  • Capital Gains Tax
  • Good and Services Tax
  • Fringe Benefits Tax
  • R&D tax incentives

 

Tax Compliance

We make preparing items such as your BAS or tax return straight-forward. Save time, benefit from all possible deductions and make sure you are properly fulfilling your requirements.
 

Business Planning & Advice

From providing input on a single critical decision to acting as a virtual CFO, Waterhouse Chartered Accountants can provide all the help you need. Utilise our expert knowledge and experience for:

  • Investment and resourcing decisions
  • Budgeting and cash flow planning
  • Benchmarking
  • Business plans for start-ups, restructuring and growth
  • Exit plans and preparation for sale planning
  • Due diligence

Estate Planning

Experienced in estate planning, we work to understand your family requirements and put in place appropriate financial measures. Operating in liaison with solicitors, we ensure all legal obligations are fulfilled.

Audit

Waterhouse Chartered Accountants provides audits for ASX listed companies, private companies and partnerships. We are also an approved provider of superannuation fund audits. Beyond meeting statutory requirements audits can have many benefits including:

  • Independently reviewing business processes
  • Deterring fraud
  • Strengthening internal controls
  • Creating better information for management decisions
  • Identifying important issues at their early stages

Self Managed Superannuation Funds

We offer a complete superannuation service, including everything from establishing a SMSF, to tailoring an investment strategy, offering advice on investments and looking after all your annual tax, compliance and audit needs.

Investment

When looking to build your wealth receiving unbiased expert advice can make all the difference. Together with our alliance partners we can help you with all aspects of investment, including: 

  • Investment structures
  • Gearing strategies
  • Self-managed superannuation funds
  • Business banking
  • Analysis of specific investment opportunities
     

Risk Management

Our holistic risk management audit process clearly identifies business risks and provides practical solutions to limit these risks and protect owners. Together with our alliance partners, we also  offer advice on how to protect your business through comprehensive insurance packages.

Personal Risk Management

Though our alliance partners we can offer advice on which insurances best suit your requirements, including:

  • Life Insurance
  • Trauma Insurance
  • Income Protection Insurance
  • Total and Permanently Disabled (TPD) Insurance

Government Audit Insurance Cover

Unfortunately you can never be sure when your business will be audited. Now however you can insure against the cost of the audit process.

Audits are a primary focus of compliance programs from the Australian Taxation Office, the Office of State Revenue and other Government agencies. The audit process can be time consuming and professional fees are incurred regardless of the outcome. Should we assist you with any audits, our fees are not recoverable from the Government agencies or business entities you are obliged to deal with.

For all clients who do not wish to risk exposure to these unexpected costs, Waterhouse Chartered Accountants has now established an umbrella insurance policy.

While we highly recommend you consider audit insurance, Waterhouse Chartered Accountants does not receive any commission or other benefits in relation to this insurance offering.

If you wish to take up audit insurance, click the Email Us button below and we will liaise with you in relation to arranging appropriate audit insurance.

EMAIL US

Waterhouse Chartered Accountants are located in Mona Vale on Sydney's Northern Beaches but maintain an office in the CBD .

We would love to hear from you

T: 02 8973 2222

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