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Our services

Accounting and taxation services for individuals and businesses

Cooper & Lockhart provides friendly, efficient and professional accounting and taxation advice. We work with individuals and small to medium sized businesses, helping with tax, business accounting, accounting systems and practical advisory work.

Our main services
01

Taxation services

For individuals and businesses that want tax returns, lodgements and compliance handled properly.

Personal and business tax returns, BAS, IAS, GST, PAYG, payroll tax and fringe benefits — prepared, lodged and explained.

What we can help with

  • Personal tax return preparation and lodgement
  • Help with overdue tax return lodgements
  • Business tax returns
  • Business Activity Statements (BAS)
  • Instalment Activity Statements (IAS)
  • GST planning and compliance

See the full list

02

Business accounting

For small and medium sized businesses that need accurate records, clear reporting and practical support.

Financial statements, ASIC compliance, bookkeeping support, MYOB, business structures, superannuation and WorkCover.

What we can assist with

  • Financial statement preparation for all entities
  • ASIC compliance maintenance for corporate entities
  • Bookkeeping assistance, including MYOB
  • Asset protection and management
  • Business structure establishment and advice
  • Employer advice

See the full list

03

Accounting system set ups

For new and established businesses that need the right accounting system in place.

Advice on manual and software accounting systems — including MYOB, Quicken and Cashflow Manager — matched to how your business runs.

Accounting system advice may help if you are

  • Starting a new business
  • Moving away from manual records
  • Reviewing whether your current system still suits the business
  • Needing better information for reporting
  • Preparing for future bookkeeping or accounting support
04

Business advisory

For business owners who need help planning, forecasting or working with other professional advisers.

Business plans, succession planning, cash flow forecasts, budget comparisons and profit and loss projections.

What we can assist with

  • Liaising with financial advisers, bank managers, solicitors and tax officers
  • Business plan preparation
  • Succession planning
  • Cash flow forecasts
  • Budget comparisons
  • Profit and loss projections

See the full list

Not sure which service you need?

Call Cooper & Lockhart on (03) 9800 5557 or email admin@cooperlockhart.com.au and we will help you work out the right next step.

Get started

Need help with your tax, accounting or business records?

Contact Cooper & Lockhart to discuss what you need and arrange the right next step.