Accounting
Our accountants boast the peak Chartered Accountants (CA) designation, globally recognised with a reputation for providing a superior level of knowledge, skills and values.
Personal Taxation
Understanding the complexities of the tax system is crucial to ensure you are playing by the rules. Your Evolution Road accountant will speak to you in jargon-free language that makes sense, allowing you to fully understand and appreciate your taxation position.
From surgeons to tradesmen, corporate executives to retirees, Evolution Road caters to the needs of individuals in every industry and has the prowess to deliver customised advised accordingly.
Whether you are just lodging a payment summary, claiming investment property deductions, managing capital gains tax on the sale of an asset or receiving a redundancy, robust and accurate advice is essential to ensure your financial situation is optimised.
With an emphasis on education and training, rest assured your Evolution Road team is at the forefront of legislation change and strategic planning. The team leaves no stone unturned in the pursuit of positive experiences and outcomes for its clients.
Personal taxation services include:
Tax return preparation and lodgement
Capital Gains Tax advice
Maximising property ownership deductions Redundancy advice Tax effective debt structuring
Dispute resolution with the ATO
Business Advisory
Whether you have been in business for decades or just establishing a new one, managing the taxation affairs of companies, partnerships and trusts can be daunting. Implementing the appropriate tax strategies for your business will ensure you maximise flexibility and control over an ever-changing taxation landscape.
Our team of accountants service the complex tax requirements of clients across a diverse range of structures and industries. A key aspect of Evolution Road’s accounting proposition to its business clients is a proactive and tailored approach to each and every taxation year. Goals are set at the start of the year, reviewed throughout and tax planning prior to financial year end ensures all clients understand their financial position and obligations whilst also receiving the tools to start making relevant decisions for the following financial year.
Quality advice allows our business clients to implement relevant strategies within the taxation rules, optimise growth opportunities and negate potentially unnecessary taxation liabilities through planning, managing and monitoring. It’s what we are about at Evolution Road.
Our range of taxation services include:
BAS preparation and lodgement
GST management
Business registration and structures
Succession planning
ASIC compliance
Business accounting Business start-up and purchase advice Asset protection advice Payroll services Business health checks
Cloud accounting
From baking to building, management to medicine – Xero makes life easier. It is online accounting software that connects you with your business performance, reporting and most importantly, your advisers. Anytime, anywhere from any device.
Xero is our preferred cloud software for healthy small business management.
What sets Xero apart?
Easy establishment
We establish your Xero account and provide a FREE tutorial so that you have the tools to manage your business from the cloud.
Cloud collaboration
Any device, any time
Access accounts, check balances, upload receipts and invoice customers from your smartphone or tablet with Xero’s iPhone or Android applications.
Reconcile wherever you are
Payroll at a pinch
Invoice quickly to get paid
Cloud accounting streamlines business management
Cloud software saves you time and money Your accounting essentials with an agreed fee Access to expertise and insight when you need it Automated bookkeeping and transactions Real-time access to performance and cashflow Run financial reports at any time of the yearSelf managed
super specialists
According to ATO and APRA statistics, close to 600,000 self-managed super funds (SMSFs) managing $696.7 billion in assets were in operation as at 30 June 2017. SMSF’s actually hold almost 30% of all superannuation retirement assets in Australia.
Evolution Road are specialists in providing the technical guidance and administration support required to effectively manage the annual compliance obligations of SMSF trustees. This involves completing the annual financials and tax return whilst also facilitating the fund audit externally.
Our Wealth Management team can provide financial planning advice including investment, asset allocation and personal insurance recommendations to ensure your SMSF is financially optimised and protected.
Establishment of your fund:
Fund establishment Corporate trustee structure Fund trust deeds Member applications Trustee minutes & resolutionsPortfolio administration services:
Automatic subscription to cloud-based software Class Super for transparency Processing of fund transactions Investment reporting (including Capital Gains Tax position) Access to investment advisory servicesAnnual compliance services:
Preparation of annual Financial Statements Preparation of annual Tax Returns Member statements Facilitate external annual audit Trustee minutes & resolutions Organise actuarial certificates Prepare ATO forms (including RBL forms, PAYG withholding registration and pension declarations) Convert your fund from Accumulation to Pension phase when appropriate)Financial planning services:
Investment and asset allocation advice Structuring of funds and pensions Contribution advice Structuring personal insurance Retirement planningPension services:
Provide advice of all forms of pensions Facilitate calculation and payment of pensions
Why does Evolution Road use Class Super?
