Taxation & Accounting 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.

BUSINESS SERVICES

• 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

TAXATION 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

BOOKKEEPING SERVICES

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

FINANCIAL PLANNING SERVICES FEE

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

LONG SERVICE LEAVE

Request to lodge Long Service Leave

LODGE YOUR LONG SERVICE LEAVE