TAXATION & ACCOUNTING SERVICES
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
- 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
Know and plan your estate so its tax-effective and goes where you want it to go
LONG SERVICE LEAVE
Financial Services in and around 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
- 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.
What are the benefits
- 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 you should 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.
