All Accounting, Tax & Advisory Services
From individual tax returns and property investments to complex corporate structures, trust management, and Virtual CFO leadership - explore our complete suite of 15 registered practice pillars designed for Australians nationwide.
Explore Our 15 Practice Pillars
Select a practice category or search by topic to review scope, capabilities, and compliance details for each dedicated service.
Expert tax return preparation for Australian wage earners, executives, property landlords, crypto traders, and multi-stream contractors.
- Salary, wages & work deductions
- Rental properties & negative gearing
- Capital gains tax (CGT) & cryptocurrency
- Overdue returns & prior-year lodgements
End-to-end tax returns, year-end accounts, and corporate compliance for proprietary companies, partnerships, trusts, and growing businesses.
- Company tax returns & franking accounts
- Partnership & sole trader tax returns
- Division 7A loan agreements & compliance
- Year-end financial statements & balance sheets
Proactive pre-30 June tax reviews and strategic structuring to legally optimize tax liability, protect family assets, and plan distributions.
- Pre-30 June annual tax projections
- Trust distribution resolutions & minutes
- Capital gains mitigation & timing
- Small business CGT concessions & restructuring
Reliable day-to-day bookkeeping, cloud software management (Xero, MYOB), accounts reconciliation, and accurate monthly reporting.
- Daily/weekly bank feed reconciliation
- Accounts payable & receivable management
- Cloud accounting setup (Xero, MYOB, QBO)
- Clean records ready for BAS and tax lodgement
Punctual Business Activity Statement (BAS) lodgements, GST reconciliation, Single Touch Payroll (STP 2.0), and superannuation tracking.
- Quarterly & monthly BAS / IAS lodgements
- GST reconciliations & input tax credits
- Single Touch Payroll (STP Phase 2) processing
- Superannuation Guarantee (SG) & payroll tax
Strategic entity structuring across Companies, Family Trusts, Partnerships, and Sole Traders for asset protection and optimal tax efficiency.
- Entity comparison (Company vs Trust vs Sole Trader)
- New company incorporation & ABN/TFN registrations
- Business restructuring & rollover relief
- Asset protection & founder equity frameworks
Complete corporate secretarial support, annual company reviews, solvency declarations, share transfers, and registered office management.
- ASIC annual review statement lodgement
- Annual solvency resolutions for directors
- Director, secretary & shareholder changes
- Registered office & principal place of business maintenance
Specialist accounting, distribution planning, trustee minutes, Section 100A compliance, and annual tax returns for Australian trusts.
- Discretionary, family & unit trust tax returns
- Pre-June 30 trustee distribution resolutions
- ATO Section 100A & Part IVA compliance guidance
- Corporate trustee setups & appointor changes
End-to-end self-managed super fund accounting, annual financial statements, tax return lodgements, and independent audit facilitation.
- Annual SMSF financial statements & member balances
- Fund tax return (SAR) preparation & lodgement
- Coordination of independent approved SMSF audit
- Pension phase, transfer balance cap & contribution caps
Specialized taxation support for residential and commercial landlords, property flippers, developers, and negative gearing investors.
- Rental property schedules & expense deductions
- Capital Gains Tax (CGT) discount & 6-year absence rule
- Depreciation schedule integration (Division 40 & 43)
- Property developments, subdivisions & GST margin scheme
Professional advocacy and representation for ATO debt payment arrangements, penalty remissions, audit defense, and overdue returns.
- ATO payment plans & debt negotiation
- Remission of General Interest Charge (GIC) & penalties
- ATO audit assistance & formal response letters
- Catch-up lodgement for multi-year overdue returns
Commercial advisory services delivering financial visibility, KPI performance tracking, budgeting, forecasting, and expansion strategies.
- Custom financial dashboards & KPI benchmarking
- Cash flow forecasting & dynamic budgeting models
- Profitability analysis & product/service pricing strategy
- Business valuation insights & succession planning
Senior-level executive financial leadership on a flexible fractional basis-covering 3-way forecasting, board reporting, and capital strategy.
- Fractional executive financial leadership
- 3-way financial forecasting (P&L, balance sheet, cash flow)
- Board presentations & stakeholder reporting
- Capital raising, banking & investor relations support
Navigating Australian tax residency, foreign income, overseas pensions, expat filings, and double tax agreement (DTA) foreign tax offsets.
- Australian tax residency status determinations
- Foreign source income & Foreign Income Tax Offsets (FITO)
- Australian expat tax returns & non-resident lodgements
- Foreign pensions, investments & cross-border withholding
Unlock government tax offsets for Australian innovation-assessing eligibility, documentation, AusIndustry registration, and company tax claims.
- Core vs supporting R&D activity eligibility assessments
- Eligible expenditure tracking & contractor apportionment
- AusIndustry annual application & registration filing
- Company tax return R&D Schedule 15 preparation (refundable offset)
Find the Right Services for Your Situation
Whether you are lodging an individual tax return, structuring a multi-entity business, managing property investments, or seeking strategic Virtual CFO advice, we tailor our scope to you.
Individuals & Wage Earners
Maximise eligible deductions & simplify tax season
Ideal for professionals, salary earners, remote workers, and multi-income households wanting fast, accurate, and stress-free ATO returns.
Sole Traders & Contractors
Balance ABN growth with complete tax clarity
For independent contractors, freelancers, and tradespeople needing combined personal and business tax, BAS reporting, and write-off advice.
Small to Medium Companies
Complete compliance, BAS, payroll & year-end accounts
For Australian proprietary limited entities requiring reliable corporate returns, Division 7A planning, ASIC governance, and payroll.
Property Investors & Developers
Strategic deductions, negative gearing & CGT rules
For landlords holding residential or commercial portfolios, property renovators, and developers managing GST margin scheme requirements.
Trustees & SMSF Custodians
Fiduciary compliance, annual accounts & audit
For family discretionary trusts, unit trusts, and self-managed super funds needing statutory tax returns, minutes, and independent audits.
A Seamless 4-Step Engagement Process
Experience stress-free accounting and taxation. We have streamlined every stage from onboarding to lodgement for maximum speed, accuracy, and convenience.
Select Service & Connect
Choose the service you need and book a discovery consult online or by phone. We discuss your circumstances and provide transparent, fixed-fee terms before any work begins.
Secure Document Upload
Share your income statements, records, cloud accounting access, or ATO notices directly through our bank-grade portal without cumbersome paper handling.
Expert Analysis & Prep
Our registered tax agents meticulously review your documents, calculate deductions, test compliance against current ATO/ASIC rulings, and draft your returns.
Electronic Sign-off & Lodge
Review the finalized figures, approve with one-click digital signing from your phone or computer, and we lodge directly with the ATO or ASIC.
Built on Professional Integrity, Accuracy & Transparency
Discover why individuals, business owners, and trustees across Australia trust Financially Up for all their accounting and taxation needs.
Registered Tax & ASIC Agents
Fully licensed with the Tax Practitioners Board (TPB) and ASIC. Every return adheres strictly to Australian taxation laws and current compliance standards.
Qualified CPA Specialists
Real, certified Australian accountants review every schedule, deduction claim, and balance sheet. No automated black boxes or offshored guesswork.
Fixed, Upfront Transparent Fees
Agreed-upon scope and pricing confirmed upfront before work begins. No hidden admin fees, surprise hourly rates, or unexpected invoicing.
100% Australia-Wide Reach
Whether you reside in Sydney, Melbourne, Brisbane, regional Queensland, or overseas as an Australian expat, our online appointments keep you connected.
Bank-Grade Digital Security
Encrypted cloud document exchanges, strict privacy protocols, and convenient electronic signatures ensure your personal data is secure at all times.
Proactive, Year-Round Guidance
We don't disappear after tax season. We assist with quarterly BAS, pre-30 June tax planning, corporate compliance, and strategic business advice year-round.
Frequently Asked Questions
Common questions about our complete suite of accounting, taxation, and advisory services.
Yes, absolutely. Many of our clients bundle services to reduce costs and streamline their compliance. Common packages include bookkeeping combined with quarterly BAS lodgements and annual company tax returns, or individual returns bundled with investment property schedules and tax planning. We provide transparent, fixed-fee package quotes tailored to your exact requirements.