OUR SERVICES

JT&P is a full serviced Melbourne based Chartered Accounting Practice

OUR SERVICES 2018-05-18T18:08:27+00:00

Our Expertise

Jeffrey Thomas & Partners Tax and Compliance Services advises a broad range of clients including:

  • Individuals
  • Family Groups including Corporate and Trust structures
  • Small and Medium sized businesses
  • High net worth individuals
  • Superannuation

We cater for basic compliance needs such as:

  • Preparation of income tax returns
  • Preparation of financial statements
  • Cash flows, budgets and forecasts

We also have expertise in planning the right structure to give you the flexibility you need whilst adapting the most tax effective strategy to your situation. In this area we provide advice such as:

  • Tax Planning
  • Use of trusts and other entities
  • Salary Packaging

Jeffrey Thomas & Partners Tax and Compliance Services advises a broad range of clients, catering for both basic specialised needs to give you the flexibility you need whilst adapting the most tax effective strategy to your situation.

Our Management Reporting Service offers the following, tailored to client needs:

Bookkeeping – Drowning in receipts and looking to get some time back? JT&P offers cost effective bookkeeping and accounting solutions to save time and resources.

Business Valuations – Looking to value your business? Talk to one of our specialists or start with the Better Business Survey.

Other Services – We offer a large range of additional services including:

  • Financial Board Reporting
  • SME finance department management
  • Cloud Accounting
  • Payroll support & systems implementation
  • Budgeting & Cash flow forecasting
  • Investment reporting / administration

We are well resourced with trained professionals who can regularly attend your business to complete your day-to-day data entry and financial controlling needs. Our flexible service allows for weekly, fortnightly, monthly or quarterly attendances depending on the complexity of your situation.

Our Expertise

Jeffrey Thomas & Partners are experienced at providing audit and assurance services to a range of clients including private companies, public companies, Australian subsidiaries of multinational groups, credit unions, self-managed superannuation funds and a range of not for profit organisations.  The composition of our firm enables our Partners and staff to work closely with our clients to provide the quality service that our clients demand. The range of services provided to clients includes:

  • External audit and assurance services
  • Internal audit services
  • Process improvement reviews
  • Internal control and risk reviews
  • Self managed superannuation fund audits
  • Solicitors trust accounts (approved examiner reviews)
  • Real estate agent trust account audits

Audit procedures are tailored to provide clients with quality feedback in addition to statutory financial reporting.

The size and experience of our assurance team allow us to individually tailor quality assurance services to our clients at an effective cost.  We understand the costs of compliance to business can be high, and whilst we are able to provide cost effective services, we also believe we are able to provide real insight and value to clients, rather than just compliance engagements.

We provide tax compliance services such as:

  • Preparation of income tax returns
  • Preparation of financial statements
  • Preparation of activity statements

We also have expertise in providing clients with services in the following areas to assist in maximising their retirement savings:

  • Advice on and assistance with the establishment of Self Managed Superannuation Funds
  • Assisting with superannuation roll-overs
  • Taxation advice with respect to contribution and pension strategies
  • Retirement and estate planning tax strategies
  • Compliant borrowing strategies
  • Compliance with the Superannuation Industry (Supervision) Act 1993