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DW Accountants
       
 
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DW Accountants
 
 
Profile: 

•    Business Structures
We provide ongoing advice in respect of our clients optimum tax structures. This includes advice on corporate structures, asset protection through the use of trusts and retirement planning through the use of superannuation funds. We also advise clients on the role of being a director, the obligations, responsibilities and fiduciary duties outlined in the Corporations Law.

•    Taxation
We advise clients on many matters relating to taxation. Each year we prepare and lodge income tax returns for individuals, trusts, partnerships, companies and superannuation funds. We also provide ongoing advice to our clients on capital gains tax (CGT), fringe benefits tax (FBT), the goods and services tax (GST) and pay as you go (PAYG) rules. We aim to create tax strategies for our clients to legitimately minimise their taxes and meet their objectives.

•    Accounting
We prepare financial reports for clients in business including balance sheet, profit & loss statements and cash flow statements as and when required. We also prepare management reports so that business owners  are well informed and can determine exactly how the business is going during the year and be at the forefront of the decision making process.

•    Superannuation
We advise clients in the area of self managed superannuation funds (SMSF’s). We provide a comprehensive service over the entire life span of the SMSF from the initial setup through to the final pension phase. We oversee the regulatory requirements and ensure ongoing compliance with the applicable Government Agencies.

•    State Taxes
We also advise clients in relation to the three main state taxes being payroll tax, land tax and stamp duties.

•    Corporate Compliance
We oversee and prepare many corporate compliance matters on behalf of our clients. This includes the annual preparation of the company statement, the declaration of solvency and where applicable, attending to change of directors and change of addresses. In most cases we also maintain our client’s share registry details.

•    Computer Consulting
We provide ongoing assistance and advice to clients on operating and maintaining their data file using software including MYOB, Xero and Quickbooks.

•    Estate Planning & Deceased Estates
We advise clients on matters pertaining to their ultimate estate including advice on capital gains tax, the transfer of assets to beneficiaries and any superannuation related issues. We also prepare the final returns required upon the passing of a relative and advise the family on the unique tax rules surrounding deceased estates.

•    Insurances
On request we review the level of insurances held by clients including life insurances, sickness and accident insurance, trauma cover, keyman policies and income protection.

•    Workers Compensation
We review many workers compensation policies and verify actual wages paid for declaration to insurance companies.

•    Finance Applications
We assist clients in the process of applying for finance, including providing financial statements and income tax returns to financiers. We also prepare projected cash flows and forecasts to assist financiers in their assessment of the client’s application for finance.
Overview: 

DW Accountants was established as a result of the merger of two small accounting firms between Danielle Wilson and Garry M Johnson.  Based in Newcastle at Kotara our firm is small enough to give you and your business the personal attention it deserves.  At DW Accountants when you deal with us we treat you like a person, not a number.  We believe in taking the time to listen to our clients and get to know you and your situation.

Being a small chartered accounting firm we are able to offer reasonable rates and greater flexibility with afterhours appointments available Monday to Thursday. Our professional team are trained in the very latest business practices and offer an unbeatable service. Our firm’s growth is based on client recommendations which are testament to the quality service and attention to detail we pay to our clients. We provide Accounting and Taxation services to a diverse range of clients and specialise in Investment Properties and Deceased Estates. We look forward to helping you and your business succeed in the future.


 
 
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