“Compliance where required. Strategy where it matters.”
At JTR & ASSOCIATES, we provide a comprehensive range of taxation, accounting, and business advisory services designed to support individuals, business owners, and investors at every stage of their financial journey.
Our services are tailored to each client’s specific circumstances, ensuring you receive practical advice, effective tax strategies, and ongoing support as your business and financial goals evolve.
Taxation Services
Taxation is at the core of what we do. Our goal is to ensure compliance while helping you legally minimise tax, protect your wealth, and structure your affairs effectively.
Our taxation services include, but are not limited to:
• Individual and personal tax returns
• Business financial statements and tax returns
• Self-Managed Superannuation Fund (SMSF) returns and compliance
• Business Activity Statement (BAS) preparation and lodgement
• GST advice and compliance
• Capital Gains Tax (CGT) calculations and strategic advice
• Fringe Benefits Tax (FBT) compliance and planning
• Tax minimisation strategies
• Tax structuring advice for businesses and investors
• Tax strategies for business sales and restructures
• Tax planning and consulting
• Payroll tax and land tax compliance
Bookkeeping Services
Accurate and timely financial records are essential for making informed business decisions. Our bookkeeping services ensure your financial data remains organised, compliant, and up to date.
Our bookkeeping services include:
• Weekly, monthly or quarterly bookkeeping services
• Payroll management and pay run processing
• Employee setup and payroll compliance
• Single Touch Payroll (STP) reporting
• MYOB, Xero and QuickBooks setup and training
• Superannuation compliance and processing
Business Advisory Services
Beyond compliance, we work closely with clients to help them build stronger, more profitable businesses. Our advisory services focus on strategy, structure, and long-term financial outcomes.
Our business advisory services include:
• Business advice and strategic consulting
• Business structuring advice
• Establishment of business structures including companies, trusts and self-managed superannuation funds
• Assistance with purchasing or selling a business
• Due diligence for potential business acquisitions
• Business assurance services
• Performance analysis, KPIs and benchmarking
• Corporate secretarial services (ASIC registered agents)
• Cash flow forecasting and budgeting
• Working capital and debt management advice
• Management of related party loans, payments and debt forgiveness strategies
• Tax risk management
• ATO dispute management and resolution
• Business planning