Our Services

Compliance Services

• Preparation of all levels of income taxation returns for individuals, self managed superannuation funds and business entities including sole traders, companies and trusts.
• Preparation of all Business and Instalment Activity statements for monthly and quarterly preparers.
• Preparation of annual Fringe Benefits Tax returns.
• Lodgement of annual PAYGW Payment Summaries.
• Maintenance of the Australian Business Registers and the Australian Securities & Investment Commission records.

Accounting Services

Preparation of special purpose financial statements for the preparation of tax returns and also for your business needs such as annual reviews, finance requirements, analysis of KPIs and forecasting, assistance with forward planning and budgeting.

Superannuation Advice

Since 1 July 2016 advice regarding superannuation must be provided through an Australian Financial Services Licence. In order to provide advice to our clients in relation to superannuation advice and self managed superannuation funds SLM Accountants are authorised through the SMSF Advisers Network (Corporate Authorised Representative #001255579). Sheridan is an Authorised Representative of the SMSF Advisers Network (Registration No 001255580) - the Australian Financial Services Licence of the National Tax & Accountantants Association (NTAA). We do not provide any other financial product advice and can refer you for those services (see below). We can advise in the following areas:

• Establishment of Self Managed Superannuation Funds
• Contribution strategies (amounts, types, withdrawal and recontribution)
• Pension strategies
• Transfer of permitted assets into superannuation
• Withdrawals, commutations and death benefit payments
• Limited Recourse Borrowing Arrangements
• Provision of an asset class investment strategy (based on an assessment of your risk profile)
• Winding up of an SMSF

Click here to view our Financial Services Guide

Financial Planning Services

We can refer you to our independent financial planner for an analysis of your financial planning needs.

CFO and Strategic Business Services

We can refer you to our Strategic Business Services partner for full analysis of your business structure, management reporting for business planning, growth, etc