OUR SERVICES

Oke Financial Services offers a comprehensive range of services and solutions for Individuals and for Businesses covering all areas of Accounting from Income Tax Returns to Company formation, compliance and Financial Reports. We can also assist with Self-managed Super Funds and Financial Planning.

Our companies focus is to build long-term relationships and partnerships with our clients. We are committed to providing a quality service, pragmatic commercial advice and value for money. We are a motivated team of professionals who continuously research and are up to date with the best solutions and advice for our clients covering diverse issues with ASIC, ATO and Superfunds.

  • Preparation of the Annual Financial Statements
  • Preparation and lodgement of Business Activity Statements (BAS)
  • Preparation and lodgement of Company Tax Return (CTR)
  • Advice on business structuring
  • Providing day to day advice on the operation of your business and maintaining the company’s compliance with government’s rules and requirements
  • Single Touch Payroll. Register for Complete ATO compliance STP entry and lodgment service. Just $29 per month for our clients
  • NSW/QLD/VIC Long Service board – subscriptions and submissions
  • ASIC notifications
  • Xero, MYOB, Sage, Quickbooks – setup and operations
  • Payroll Services
  • Individual tax return interviews
  • Business tax advice and planning
  • Capital Gains Tax advice
  • Taxation planning to protect income and tax liabilities & meet compliance requirements and minimise tax obligations
  • Advice on the most appropriate structure for a business
  • Detailed advice on Income Tax, GST, Capital Gains, Land Tax, Fringe Benefits tax and Payroll Tax Preparation of general purpose and special purpose financial reports

SELF MANAGED SUPER FUNDS

  • Preparation of your fund’s annual tax and financial statements
  • Auditing of the fund’s records
  • Providing ongoing advice to trustees on the operation of the fund
  • Fund establishment
  • Estate planning
  • Tax Planning

Our team of qualified accountants could help you with services such as

  • Account reconciliation
  • Tax support
  • Catch-up bookkeeping
  • Cash flow tracking
  • Financial statements and reports
  • Expense tracking

FINANCIAL PLANNING

A good financial adviser works with you to understand your needs, set your financial goals, and create a plan to help you achieve them

SUPERANNUATION

Take control of your superannuation and secure your future

PERSONAL INSURANCE

Ensure you are aware and to cover possible issues that may arise – protect your family

ESTATE PLANNING

Know and plan your estate so its tax-effective and goes where you want it to go

Financial Services Melbourne

Oke Financial Services in Melbourne: Let Us Take Care of the Details

Oke Financial Services in Melbourne is here to help you with accounting, tax administration, and personal fund management, to name a few. Just thinking about tax returns or preparing financial statements can be quite stressful for many people. Others just lack time to give it all the attention it needs. Let our team take care of the details so you can get on with your day with much to worry about.

What You Can Expect From Oke Financial Services

Number crunching isn’t everyone’s cup of tea, but we genuinely enjoy our work, and we are very good at it. It is inspiring for us to see how using our skills and experience makes our clients’ lives so much easier.

  • We take pride in the high quality and accuracy of our work. We strive to get it right the first time, and our team isn’t just concerned with digits and trial balances.
  • We love dealing with our clients directly and ensuring they get the best attention. We enjoy providing them with business and personal advisory services which help them make sound decisions for their future. We take them through the process a step at a time, without getting bogged down in the boring details.
  • We are also thrilled with the number of clients who return to us each season because they trust us, and we give them our best every time.

The Benefits of Using Oke Financial Services

Besides the reduced stress of having the professionals on call, we offer a full package of services that will be highly beneficial for your personal and business finances.

  • Oke Financial Services offers advice on business structuring and company formation. We also provide the daily support you need to operate your business efficiently, and we ensure your company’s statutory and legal records are in good order. We also offer Single Touch Payroll solutions with all the compliance aspects taken care of on time.
  • We continuously stay up to date on the changes and trends in the financial, commercial, and legal sectors that can impact our clients. We always keep you in the know about anything important, but we don’t waste your time with problem-focused discussions. Instead, we are fully solution-focused and driven to offer the right advice and services at the right time.
  • Besides our Melbourne branch, we provide financial services in Sydney, including boutique financial services for our Sydney clients. We also have accountants offering the same full financial services in Brisbane.

Why Trust Oke Financial Services

Our team watches out for your best interests when we help you with your tax obligations and future financial planning. We help protect you against unnecessary liabilities and make sure you meet all the compliance requirements at the same time.

If you have any questions or concerns about financial matters, feel free to contact us. You can be assured of our best attention.

SYDNEY | BRISBANE | MELBOURNE

CALL 1300 552 571

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Individual Tax Return

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Financial Planning & Superannuation

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