Tax and Accounting

Our accounting arm, SYG Group Accountants, provide a full range of accounting, taxation, business advisory and consulting services to clients across a wide range of industries and business growth phases, as well as to families and individual clients. Our services include:


Financial & Management Accounting

Taxation Planning & Compliance

Business Advisory

Self Managed Superannuation


Succession Planning


Financial & Management Accounting 

We will provide you with reliable and timely information to ensure you make the right decisions for your business. Our goal is to help you maximise your profits now and in the future.


Our financial & management accounting service includes:


  • Bookkeeping internal & external

  • Budgets      

  • Cash flows

  • Financial statements

Taxation Planning & Compliance

For the business owner, we specialise in tax planning and consulting together with compliance services, capital gains tax, goods and services tax, fringe benefits tax, and superannuation.


For individuals, we prepare and lodge income tax returns electronically, ensuring all sources of income are disclosed and deductions correctly claimed and maximised.  We also advise you on strategies you could employ to help you could minimise taxation.


Our taxation services include:


  • Preparation & lodgement of tax returns for all structures

  • Amendments to tax returns

  • FBT returns

  • Payment summaries

  • Annual payment summary reconciliation

  • ATO liaison

  • Registration/Deregistration - TFN, ABN, PAYG, FBT

  • Capital gains tax 

  • Dividend 7A agreements

  • Depreciation schedules & rates

  • Tax structures

  • Payroll tax

  • Private rulings

  • Salary sacrifice

  • Stamp duty

  • Debt restructure

  • Tax planning


Business Advisory


Our Business Advisory services include advise on:


  • Business structures

  • Budgeted P&L & BS

  • Business health check

  • Business needs analysis

  • Finance proposals

  • Cash flow preparation

  • KPI analysis         

  • Lease v buy

  • Succession planning

  • Exit strategies

  • Wealth creation

  • Tax structures

  • Financial planning

  • Management meetings

  • Strategic planning

  • Business plans


Self Managed Superannuation


We can assist you in all aspects of establishing and managing your Self Managed Super Fund, including advice and action on;


  • Superannuation fund setups including all registrations

  • Preparation of financial statements            


  • Preparation of taxation returns

  • Superannuation guarantee contributions

  • Deed amendments




Our GST services include;


  • Registration/Deregistration - GST, ABN, PAYG

  • Business activity statements (BAS)

  • Instalment activity statements (IAS)

  • Annual GST returns and reconciliations


Succession Planning


An owner of a business cannot continue managing forever, therefore succession planning should be considered to ensure there are appropriately qualified people ready to assume key positions to ensure the ongoing viability of the business.


We can assist you with developing business transition and exit strategies, and help you ensure they are implemented for the benefit of you and your business.


With family businesses, in particular, the succession situation can be delicate and we will work with you to help you determine the best course of action for all concerned.



Steinfort Financial Services Pty Ltd is a corporate authorised representative of Australian Unity Personal Financial Services Limited (ABN 26 098 725 145) AFS Licence No. 234459, 271 Spring St, Melbourne VIC 3000 

Steinfort Finance Pty Ltd (ACN 642 445 207 / Credit Representative Number 525535) has access to a panel of lenders through National Mortgage Brokers Pty Ltd (ACN 093 874 376 / Australian Credit Licence 391209), which is a fully-owned subsidiary of Liberty Financial Pty Ltd (ACN 077 248 983 / Australian Credit Licence 286596).  Steinfort Finance Pty Ltd has access to products including those from Liberty Financial. 

Copyright © 2020 - Steinfort Financial Services & Australian Unity Personal Financial Services - All rights reserved