Tax Returns and Financials

We prepare accurate and timely Tax Returns and Financials for your compliance requirements. 

Management and Business Advisory

We can assist with setting up record keeping and collation of data that will assist the management of your business.  We delve into the drivers of your business performance and help you capture the information and act on it.

Tax Estimates

We provide a tax estimate service to help assist managing your cash flow.  We can estimate your tax, vary your PAYG instalments and discuss tax planning options that can work with your other goals.


We provide the following services:-

* Prepare annual financial statements

* Prepare member benefit statements

* Prepare and lodge the fund’s income tax return

* Prepare the fund for an external audit by an approved auditor

* Provide you with detailed, easy to understand investments reports

* Facilitate obtaining of an actuarial certificate where there is a mix of pension and non-pension members

* Manage communications and correspondence with the Australian Taxation Office including any quarterly reporting obligations

Book Keeping

We provide a number of services in this area, from finding the right book keeping service/program for you to even doing the book keeping.  Having your book keeping done with Pass & Associates means it will be accurate for management and tax compliance.  

Mortgage Broking

Have you got a good deal for your finance?  We can assist in structuring your loans to be tax effective and have a joint venture with a broking service to find loans that may save interest and be suitable for your circumstances.

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