Services

Providing Everything You Need

Services

Tax Preparation, Planning and Advice

We provide up-to-date, top-quality and accurate tax advice for our clients.

Our taxation services include:

Tax planning
Tax return preparation and advice
Capital Gains Tax (CGT) advice
Fringe Benefits Tax advice
GST advice
Tax audit assistance
Asset protection

Tax Prep

Business Audits and Assurance

We are the trusted accountants on the Sunshine Coast for business audit and assurance services:

Audit of non-profit organisations (such as sporting clubs, RSL clubs and charities)
Audit of Special Purposes Financial Statements
Audit of General Purpose Financial Statements
Investigative reviews
QBCC Financial Requirements

Business Audits

Business Structure and Wealth Creation

Together we focus on building a professional relationship and create effective solutions and strategies that suits your business’s financial goals and objectives.

Being a proactive Accounting firm, we work with you to achieve your goals and grow your business into the future.

Business Structure

Business Accounting Services

We can provide all your bookkeeping and accounting needs, including preparation of financial statements and periodic management accounts for tax, business appraisal's and planning purposes. This creates greater capacity internally so you can grow your business.

Our services include:

Business structures
Asset protection
Cash flow forecasts
Budgets
Management accounting
Business valuations
Business benchmarks
Due diligence audits
Accounting software support (MYOB, Xero, Sage, and QuickBooks)

We meet with you each quarter to discuss your requirements and provide relevant information and constructive advice.

Business Accounting

Corporate Compliance and Correspondance

Our services are designed to assist company officers to meet their obligations under Corporation Law.

As ASIC-Registered Agents, we act in accordance with instructions from company directors and/or members to register corporations, and prepare and lodge electronic forms as follows:

Annual Company Statements
Maintain Company Registers
Record minutes and prepare resolutions
Documents share transactions and dividends
Company registrations and de-registrations

Corporate Compliance

QBCC Audits

Queensland Building and Construction Commission

Our services are designed to assist company officers and business owners to meet their obligations under Queensland Building and Construction Commission (QBCC).

As an approved independant qualified accountant with QBCC , we act in accordance with instructions from business owners and/or directors/ members to prepare and lodge reports as required by the QBCC:

Annual Report
Minimum Financial Requirements Report (MFR)
Preparation of Supporting Documentation

QBCC Audits

Compliance

Tax Complance for the Practice

The provision of tax agent services is governed by the Tax Agent Services Act 2009 (TASA) and the accompanying regulations. Registered tax practitioners must comply with the requirements of the TASA, which includes a set of ethical and professional standards known as the ‘Code of Professional Conduct’. General information about the obligations and responsibilities of tax practitioners to their clients is set out in the attached document, Rights and Obligations of the Parties under the Taxation Laws.

The Tax Practitioners Board (TPB) is responsible for the registration and regulation of tax practitioners and for ensuring their compliance with the TASA. As part of this role, the TPB maintains a register that enables the public to ensure they are engaging the services of a registered tax practitioner. The register also provides details of suspended and deregistered tax practitioners.

To check the details of the tax practitioner responsible for your tax affairs, search the TPB Register at www.tpb.gov.au/public-register using either of the following details:

Practitioner name – Loweke Holdings Pty Ltd, Trading as Summit Business Accountants
Registration number – 26043950

Taxpayers who engage registered tax agents also have rights and obligations under the taxation laws, including a safe harbour from certain penalties imposed by the Australian Taxation Office (ATO). To qualify for safe harbour protection, taxpayers must provide their registered tax agent with “all relevant taxation information” to enable accurate statements to be provided to the ATO. This requirement may be important to both parties in identifying and understanding the purpose and scope of the engagement and may also affect other matters discussed below. You will find a further discussion on the safe harbour protections in the attached document, Rights and Obligations of the Parties under the Taxation Laws.

Complaints

If you have a complaint about our services, we ask that you contact Melissa Loweke and the following contact details: Email: admin@summitaccountants.com.au or phone number 07 5443 6468, 0427 827 718 of our office. We will work with you to help resolve your complaint as quickly as possible.

If we cannot resolve the issue or you are not satisfied with how we have handled your complaint or with the outcome, you may be able to escalate the matter to the TPB. Complaints to the TPB must be made in writing using its online form, which is available at myprofile.tpb.gov.au/complaints/

Note, not all complaints can be acted on by the TPB. For example, if your complaint is about fees, you will be asked to contact Consumer Affairs or the Office of Fair Trading in your State or Territory. However, the TPB may be able to assist if the fee complaint is associated with inappropriate conduct by our firm. Details about making complaints to the TPB are available at www.tpb.gov.au/complaints

We’re not the type of accountants who only talk to you at tax time (unless that’s what you want).

Instead, we build long-term relationships that allow us to understand your business goals.

This means we can tailor solutions to help you achieve what you want from your business, such as managing tax, maximising profits, protecting your assets, and growth of your Business.

We’ll work with you to achieve those goals (and celebrate with you when you do).

We are thrilled to help business achieve great results.