All Services

Income tax returns preparation and lodgement:
– individuals
– partnerships
– companies
– trusts

Company Audits (Both Public & Private) Not-for-Profit Organisations, Clubs and Associations Trust Account Audits (Solicitors, Estate Agents etc.) Specialised Assurance Engagements: – Due Diligence Reviews – Internal Control Assessments Superannuation Funds

Budget projections Cashflow preparation Management accounting Performance monitoring Business health assessments Refinancing and loan submissions

Electronic ASIC lodgements and Annual Statements Maintenance of Statutory records, company names etc. Establishment of new companies

Self Managed Superannuation Fund establishment Return preparation and lodgement Financial and investment planning Audit of SMSFs

As part of offering a complete service to clients, Yates Partners can facilitate all client financial planning needs.