End of Financial Year Planning for Smaller Firms

Bundle

1 June 2021

Access On-Demand
TopicOperational Management
TypeBundle
CPD4 - Practice Management and Business Skills
4 - New Zealand CPD
PricingAUD $140
Full MemberFree
Online MemberFree
Affiliate MemberFree
Associate MemberAUD $70

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This is series is designed to assist Practice Managers at smaller firms through their end of year bookkeeping and accounting processes.

Session 1: Planning

  • Debtor analysis: when to write off and what it means for the ability to reinstate
  • What to take into account when preparing for end of year billing
  • What to bill and what to carry over
  • Tax planning for business – distribution to partners
  • Tax planning for partners – Directors loans
  • Actions to take for the above

Session 2: Single Touch Payroll:

  • Compliance
  • Closely Helds

 

Session 3:  Superannuation:

  • Compliance and process
  • Estimating contributions
  • Caps for individuals

 

Session 4:  Deadlines:

  • Superannuation lodgments
  • BAS
  • Workcover
  • SRO - payroll tax
  • Expenses and write-offs
  • Directors loans

Provided by

Igor Hnatko
Partner at Carbon Group

Igor ran his own outsourcing and accounting business in Malaysia, growing it from a home office to 16 staff in three years, all whilst running an international trade business. Moving to Australia, he worked for Deloitte on implementation of cloud solution software for numerous businesses and worked with Aboriginal corporations, gaining experience in implementing lean solutions for businesses, and has recently worked as a virtual CFO for a public listed company. Igor is involved in assisting the Kinaway Indigenous Chamber of Commerce, Victoria, assisting the members with a range of accounting issues to help grow their indigenous businesses. Igor loves helping people and businesses and gets great delight at helping clients reach their goals and fulfilling their dreams.

Igor joined Carbon in 2019 by launching our accounting division in Melbourne, working alongside our Melbourne partner Allison Gardiner. Igor believes the key to help his existing clients and future clients supercharge their growth and benefit from an established suite of services was to align with a rapidly growing accounting firm with a client centric approach.

Allison Gardiner
Partner at Carbon Group

With over two decades working with small business owners in Victoria, Allison provides exemplary bookkeeping services, specialising in trust bookkeeping which includes legal, conveyancing, real estate and travel.

Allison understands what causes business owners stress and how bookkeepers can implement systems and strategies to minimise it. Allison and her team focus on automation, helping to streamline processes for her clients to make life easier for everyone. One particular success story involved taking a client from legacy desktop software to online accounting software Xero. Using cloud-based software allowed Allison to automate her client’s processes and enable them to go paperless. They previously had an internal bookkeeper working three full days per week, but after Allison implemented the improvements, they no longer required her. The clients now do some tasks themselves, and Allison and her team manage BAS, payroll and other compliance work, saving the client around $20,000 per year.

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