What to Expect When You Engage Accounting First Australia
At Accounting First Australia, we believe clarity is essential.<br>
When you engage us — whether for tax compliance, ASIC corporate obligations, SMSF setup and audits, or broader strategic advisory — you deserve to know exactly what will happen, when, and how we’ll guide you.<br>
Here’s a straightforward look at how we work with you, step by step.
🔍 Initial Consultation & Discovery We begin with an obligation-free consultation. This is our opportunity to:
Understand your current situation — your business structure, family goals, investments or existing SMSF.
Identify immediate compliance needs, risks, or areas where you could be paying more tax than necessary.
Answer any questions you have about our firm, our expertise, or the legislation that applies to your circumstances.
By the end of this session, you’ll have a clear understanding of how we can help — and we’ll have enough insight to prepare a tailored engagement.
📝 Tailored Proposal & Clear Fee Structure Based on our discussion, we’ll prepare a detailed scope of work. This ensures:
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Every aspect of your compliance, advisory or administrative requirements is covered.
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You know exactly what it will cost with our transparent fixed-fee structure — avoiding surprise bills.
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We align the engagement to your unique needs, whether it’s managing multi-entity tax compliance, ASIC responsibilities, SMSF establishment, or bookkeeping and payroll.
Once agreed, we handle all onboarding paperwork seamlessly.
🏗 Setup, Analysis & Initial Compliance Catch-Up If you’re a new business or starting a new structure, we’ll handle:
Company or trust formation, ASIC registrations, ABN, TFN, GST, PAYG-W setup.
Drafting trust deeds or updating existing ones.
If you’re already operating, we’ll review prior records, ensure your statutory registers are current, and catch up any outstanding BAS, IAS or tax lodgements.
This foundational phase is critical for long-term peace of mind — we set you on a clean, compliant footing.
🔄 Ongoing Management & Advisory With everything established, we move into steady management:
Tax & BAS compliance
Preparing and lodging all returns on time.
ASIC responsibilities
Annual reviews, register maintenance, corporate changes
SMSF obligations
Accounts, tax returns and independent audits, all done under one roof.
Bookkeeping & Payroll
If included, we keep your ledgers and employee obligations precise and transparent.
Throughout the year, we’re just a call away for any operational, structuring or compliance questions.
📈 Regular Reviews & Proactive Adjustments
Your business and personal situation will evolve — as will tax laws and super regulations.
We stay in touch to:
Suggest restructuring if needed to protect assets or optimise tax.
Discuss timing of capital gains events or major purchases.
Keep your SMSF aligned with contribution caps and new super legislation.
🌟 The Result: Complete Confidence
Our goal is simple: to give you total confidence that your tax, ASIC, SMSF and business records are fully managed by a firm that cares as much about your success as you do.
💬 Ready to Secure Your Financial Future?
Join clients who have entrusted us with their compliance and strategic planning for over a decade.