Link Accounting | SMSF Accountant Perth
Take control of your superannuation with confidence. If you’re considering a Self-Managed Super Fund (SMSF), our SMSF accountants in Perth are here to help you every step of the way. We combine deep knowledge of Australian tax law and ATO regulations with practical experience to set up and manage an SMSF that’s right for you. With Link Accounting’s SMSF experts on your side, you can maximise the benefits of an SMSF without the stress.
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- SMSF Accountant Perth | Self-Managed Super Fund Experts – Link Accounting
Why Choose an SMSF?
Setting up an SMSF isn’t the right move for everyone, but it offers some powerful advantages for those looking for more control:At Link Accounting, we do more than tick boxes – we make a difference in our clients’ businesses. Here’s what sets us apart:
Greater Control & Flexibility ▼
An SMSF lets you choose where to invest your retirement savings - whether it’s property, shares, managed funds, or other assets. You’re not limited to a standard menu of options, giving you the flexibility to craft an investment strategy tailored to your goals and risk profile.
With over two decades in the industry, our team brings extensive experience across industries and business life stages. We’ve coached start-ups, growing enterprises, and established companies, so we can tailor our expertise to your situation. Our accountants are Chartered Accountants and registered tax agents, ensuring you receive the highest standard of advice and compliance.
Potential Tax Benefits ▼
With the right strategy, an SMSF can be a tax-effective vehicle for retirement savings. The flat 15% tax rate on earnings (and 0% in pension phase for many investments) means you could increase your after-tax returns. Our SMSF accountants will ensure you take advantage of all tax benefits available while staying fully compliant with the law.
However, with control comes responsibility. That’s where we step in to make SMSF ownership smooth and worry-free.
We believe in building long-lasting relationships. You’ll get a dedicated client manager who truly understands your business. We take the time to get to know you and tailor solutions – because no two businesses are the same. Whether you’re a solo tradie or manage a growing team, our advice is aligned to your goals.
Forget only seeing your accountant at tax time. We partner with you year-round, providing proactive tax planning, regular check-ins, and strategies to improve performance. Our clients often tell us they “sleep better at night” knowing we’ve got their compliance and planning covered – before issues arise. We’re not just number-crunchers; we’re business advisors who help you forecast, plan, and grow.
Tired of paperwork? So are we. Link Accounting will set up seamless cloud-based accounting systems (like Xero or MYOB) to streamline your bookkeeping and reporting. Enjoy real-time financial data and automated processes that save you time and reduce errors. We’ll train and support you in using these tools, so you have clarity and control over your numbers anywhere, anytime.
We welcome you to the firm with a complimentary first consultation*. This no-obligation meeting lets us discuss your needs and show how we can add value – a risk-free way for you to get to know us. (Book yours now at (08) 9455 7022)
Based in Victoria Park, we are proud locals. Our team understands Western Australia’s business landscape, state tax requirements, and local market conditions. When you work with us, you get big-firm expertise delivered with small-firm friendliness and the practicality of a fellow WA business. Expect a professional yet approachable tone in all our interactions – we explain accounting in plain English and are always just a phone call away for quick questions.
Leave the Compliance to Us — It Saves You Time
Managing a self-managed super fund (SMSF) involves heavy administration and strict rules. Link Accounting handles the paperwork and ATO compliance so you enjoy the benefits of your SMSF without it becoming a second job—freeing you to focus on investment decisions and life.
Accurate Recordkeeping ▼
We maintain complete, up-to-date fund records, member statements and trustee minutes to meet SMSF requirements.
Accurate financial bookkeeping, preparation of financial statements, and ensuring you meet all compliance obligations. We handle GST/BAS preparation and lodgement, payroll processing, superannuation compliance, and PAYG reporting. All your routine accounting tasks are managed efficiently so you stay compliant with the ATO and avoid any penalties. (You didn’t go into business to do bookkeeping and admin paperwork – so leave it to us! We’ll put systems in place to handle it
Financial Statements & Annual Return ▼
Year-end financial statements prepared and your SMSF annual return readied for seamless ATO lodgement.
Strategic tax planning to minimize your tax liability and maximize your after-tax profit. Our tax accountants prepare annual company tax returns, sole trader and partnership returns, and offer guidance on deductions and incentives relevant to your industry. We stay up-to-date on tax law changes and proactively advise you on the best tax-effective structure and strategies (for example, whether to use a company, trust, or sole trader setup). Before EOFY, we’ll meet for annual tax planning to implement strategies that legally reduce taxes and avoid surprises.
Independent Audit Coordination ▼
We arrange the mandatory audit with an independent SMSF auditor and manage queries through to sign-off.
Expert advice on choosing and setting up the right business structure. Whether you are starting a new venture or looking to restructure an existing one, we’ll evaluate the options – sole trader, partnership, company, trust – and recommend the optimal structure. Our focus is on both efficiency and asset protection: safeguarding your personal and family assets from business risks. We can also review your current structure and suggest changes if it’s not providing adequate protection or tax efficiency.
On-Time Lodgements & ATO Compliance ▼
Deadlines tracked, forms lodged, and your fund kept in good standing with the ATO at all times.
“Cash is king” in any small business. We will help you prepare realistic cash flow forecasts and budgets, so you can plan for seasonal fluctuations and growth. By monitoring cash flow and comparing actuals to forecasts, we identify potential shortfalls in advance and craft solutions (like adjusting expenses or seeking finance). Our aim is to improve your business’s cash position, ensuring you can meet obligations and invest in opportunities.
Think of us as your external CFO. We provide business advisory services ranging from financial analysis of new opportunities to guidance on improving profitability. Are you looking to grow or scale up? We’ll analyze your financials and KPIs to pinpoint areas for improvement (cost control, pricing strategy, margin enhancement) and help set achievable goals. Considering a major decision like purchasing a new asset or expanding premises? We conduct feasibility studies and scenario planning so you can make informed choices.
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
SMSF Services We Provide
Link Accounting & Business Solutions offers end-to-end services for self-managed super funds in Perth:
SMSF Setup & Structure ▼
Not sure how to start an SMSF? We guide you through the establishment process, from trust deed and company setup (for corporate trustees) to registering with the ATO. Starting off on the right foot is critical, and we’ll ensure your SMSF is structured correctly from day one.
With over two decades in the industry, our team brings extensive experience across industries and business life stages. We’ve coached start-ups, growing enterprises, and established companies, so we can tailor our expertise to your situation. Our accountants are Chartered Accountants and registered tax agents, ensuring you receive the highest standard of advice and compliance.
Administration & Compliance ▼
We handle ongoing SMSF administration, including record-keeping, bookkeeping, and ensuring your fund complies with all ATO regulations. From preparing annual financial statements to facilitating the independent audit your SMSF requires, we’ve got it covered.
Tax Returns & Reporting ▼
Our SMSF accountants prepare and lodge your fund’s annual tax return and member contribution statements. We’ll make sure you receive all applicable tax concessions (like franking credit refunds or capital gains discounts) and help manage tax payments or refunds on behalf of the fund.
Investment Strategy Support ▼
While you as trustees make the investment decisions, we provide advice on crafting and documenting your SMSF’s investment strategy. This includes ensuring it aligns with your retirement goals and meets the legal requirements (like considering insurance for members). Whenever you have questions about a potential investment’s impact on your SMSF, we’re here to advise.
Throughout it all, you can rely on our trusted SMSF accountants to stay up-to-date with changing superannuation laws. We’ll alert you to any regulatory changes that affect your fund and advise how to keep everything compliant and optimised.
We believe in building long-lasting relationships. You’ll get a dedicated client manager who truly understands your business. We take the time to get to know you and tailor solutions – because no two businesses are the same. Whether you’re a solo tradie or manage a growing team, our advice is aligned to your goals.
Forget only seeing your accountant at tax time. We partner with you year-round, providing proactive tax planning, regular check-ins, and strategies to improve performance. Our clients often tell us they “sleep better at night” knowing we’ve got their compliance and planning covered – before issues arise. We’re not just number-crunchers; we’re business advisors who help you forecast, plan, and grow.
Tired of paperwork? So are we. Link Accounting will set up seamless cloud-based accounting systems (like Xero or MYOB) to streamline your bookkeeping and reporting. Enjoy real-time financial data and automated processes that save you time and reduce errors. We’ll train and support you in using these tools, so you have clarity and control over your numbers anywhere, anytime.
We welcome you to the firm with a complimentary first consultation*. This no-obligation meeting lets us discuss your needs and show how we can add value – a risk-free way for you to get to know us. (Book yours now at (08) 9455 7022)
Based in Victoria Park, we are proud locals. Our team understands Western Australia’s business landscape, state tax requirements, and local market conditions. When you work with us, you get big-firm expertise delivered with small-firm friendliness and the practicality of a fellow WA business. Expect a professional yet approachable tone in all our interactions – we explain accounting in plain English and are always just a phone call away for quick questions.
Personalised Guidance You Can Trust
When you engage Link Accounting for SMSF services, you get more than number-crunchers—you get partners in your retirement journey. We take time to understand your objectives—whether that’s a target income, leaving a legacy, or greater investment freedom—and provide honest, transparent, client-first advice.
Goal-Based SMSF Strategy ▼
Align contributions, investments and pension settings to your retirement income, legacy and flexibility goals.
Our first step with any new client is a complete review of your current operations and business structure. We want to understand how you’re set up, what’s working, and what needs improvement. From this review, we’ll provide you with actionable recommendations – whether it’s a better accounting system, a tax strategy you haven’t utilized, or an asset protection measure to put in place. Together, we develop a road map tailored to your business.
Plain-English Support ▼
We simplify complex SMSF rules and explain options clearly, so you can make confident, informed decisions.
Next, we’ll get you set up on our systems with minimal disruption. If you require a cloud accounting platform (like Xero), we handle the setup and training. We also liaise with your previous accountant or bookkeeper (if applicable) to transfer information seamlessly. Our team will ensure all ATO registrations, accounting files, and records are in order. You’ll meet the key team members who will be looking after you, so you know exactly who to contact for what.
Direct Access to Your Accountant ▼
A dedicated SMSF specialist on call for questions, with proactive check-ins and timely guidance.
Throughout the year, count on us as an extension of your team. We’ll schedule regular check-ins – for some clients that’s quarterly strategy meetings (included in many packages), for others it might be a quick monthly call. Need advice out of the blue? Just ring or email us – we encourage questions and are happy to be your sounding board on financial decisions. And when those inevitable urgent issues pop up (say, a looming BAS deadline or a finance application needing statements), we prioritize getting you sorted fast.
Education that Empowers ▼
Resources and ongoing coaching so you understand how your fund is managed and why each step matters.
Come end of financial year, we really roll up our sleeves. We’ll do a thorough tax planning session before June 30 to implement any last-minute strategies. After year-end, we prepare your financial statements and tax returns promptly. Then we sit down with you for an annual review meeting – to not only go over the past year’s results, but also plan for the year ahead. We’ll discuss tax-saving outcomes, business performance, and set goals for the new year. This annual cycle ensures continuous improvement and no surprises at tax time.
As a Link Accounting client, you also gain access to our network and resources. We have affiliates in financial planning, insurance, and lending (finance brokers) – so if you need help beyond accounting, we can refer trusted professionals. Check out our blog for free tips and our client resources library for handy guides on topics like record-keeping or cash flow. We want to empower you with knowledge, not keep you in the dark.
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
Get the Most Out of Your Super - Starting Now
An SMSF can be a powerful tool to build your retirement nest egg your way. Don’t let the complexity or compliance requirements hold you back from taking advantage of its benefits. Let Link Accounting handle the hard work while you reap the rewards of a well-managed SMSF.
If you’re ready to explore setting up a Self-Managed Super Fund or need professional support for an existing SMSF, we’re here to help. Contact our SMSF accountants in Perth today for a free initial discussion about your needs.
Call (08) 9455 7022 or email enquiries@linkacct.net.au to get started. You can also reach out through our contact page and we’ll be in touch. Take control of your super and secure your future with confidence – Link Accounting & Business Solutions is by your side.
Tailored Service Packages for Every Stage
We recognise that different businesses have different needs.
That’s why Link Accounting offers three flexible service packages to suit the size and stage of your enterprise:
Accurate financial bookkeeping, preparation of financial statements, and ensuring you meet all compliance obligations. We handle GST/BAS preparation and lodgement, payroll processing, superannuation compliance, and PAYG reporting. All your routine accounting tasks are managed efficiently so you stay compliant with the ATO and avoid any penalties. (You didn’t go into business to do bookkeeping and admin paperwork – so leave it to us! We’ll put systems in place to handle it
Strategic tax planning to minimize your tax liability and maximize your after-tax profit. Our tax accountants prepare annual company tax returns, sole trader and partnership returns, and offer guidance on deductions and incentives relevant to your industry. We stay up-to-date on tax law changes and proactively advise you on the best tax-effective structure and strategies (for example, whether to use a company, trust, or sole trader setup). Before EOFY, we’ll meet for annual tax planning to implement strategies that legally reduce taxes and avoid surprises.
Expert advice on choosing and setting up the right business structure. Whether you are starting a new venture or looking to restructure an existing one, we’ll evaluate the options – sole trader, partnership, company, trust – and recommend the optimal structure. Our focus is on both efficiency and asset protection: safeguarding your personal and family assets from business risks. We can also review your current structure and suggest changes if it’s not providing adequate protection or tax efficiency.
“Cash is king” in any small business. We will help you prepare realistic cash flow forecasts and budgets, so you can plan for seasonal fluctuations and growth. By monitoring cash flow and comparing actuals to forecasts, we identify potential shortfalls in advance and craft solutions (like adjusting expenses or seeking finance). Our aim is to improve your business’s cash position, ensuring you can meet obligations and invest in opportunities.
Think of us as your external CFO. We provide business advisory services ranging from financial analysis of new opportunities to guidance on improving profitability. Are you looking to grow or scale up? We’ll analyze your financials and KPIs to pinpoint areas for improvement (cost control, pricing strategy, margin enhancement) and help set achievable goals. Considering a major decision like purchasing a new asset or expanding premises? We conduct feasibility studies and scenario planning so you can make informed choices.
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
Starter Package
“Getting the Basics Right”
Best for new or very small businesses.
This entry-level plan keeps a close eye on costs while covering all essential compliance.
We handle your core accounting needs, quarterly BAS, annual tax return, and basic bookkeeping setup, along with clear, ongoing guidance to help you make sound decisions. It’s ideal if you’re just starting out or need limited support. Despite being a starter, you’ll receive attentive service and an end-of-year planning session to ensure everything’s on track.
Suitable for:
Up to 2 employees
~50 transactions per month
Despite being a starter, you still receive our attentive service and an end-of-year planning meeting to ensure you’re on the right track
Accurate financial bookkeeping, preparation of financial statements, and ensuring you meet all compliance obligations. We handle GST/BAS preparation and lodgement, payroll processing, superannuation compliance, and PAYG reporting. All your routine accounting tasks are managed efficiently so you stay compliant with the ATO and avoid any penalties. (You didn’t go into business to do bookkeeping and admin paperwork – so leave it to us! We’ll put systems in place to handle it
Strategic tax planning to minimize your tax liability and maximize your after-tax profit. Our tax accountants prepare annual company tax returns, sole trader and partnership returns, and offer guidance on deductions and incentives relevant to your industry. We stay up-to-date on tax law changes and proactively advise you on the best tax-effective structure and strategies (for example, whether to use a company, trust, or sole trader setup). Before EOFY, we’ll meet for annual tax planning to implement strategies that legally reduce taxes and avoid surprises.
Expert advice on choosing and setting up the right business structure. Whether you are starting a new venture or looking to restructure an existing one, we’ll evaluate the options – sole trader, partnership, company, trust – and recommend the optimal structure. Our focus is on both efficiency and asset protection: safeguarding your personal and family assets from business risks. We can also review your current structure and suggest changes if it’s not providing adequate protection or tax efficiency.
“Cash is king” in any small business. We will help you prepare realistic cash flow forecasts and budgets, so you can plan for seasonal fluctuations and growth. By monitoring cash flow and comparing actuals to forecasts, we identify potential shortfalls in advance and craft solutions (like adjusting expenses or seeking finance). Our aim is to improve your business’s cash position, ensuring you can meet obligations and invest in opportunities.
Think of us as your external CFO. We provide business advisory services ranging from financial analysis of new opportunities to guidance on improving profitability. Are you looking to grow or scale up? We’ll analyze your financials and KPIs to pinpoint areas for improvement (cost control, pricing strategy, margin enhancement) and help set achievable goals. Considering a major decision like purchasing a new asset or expanding premises? We conduct feasibility studies and scenario planning so you can make informed choices.
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
Going Places Package
“Next Level Support”
Great for growing businesses.
This plan offers more proactive advice and prompt support when you need it.
We handle management reports, quarterly strategy check-ins, and access to on-demand consulting to help you stay ahead. We cover all standard compliance (BAS, tax, payroll, etc.) and provide value-added features like a dedicated client manager and unlimited general advice via phone or email. It’s a comprehensive solution that balances expert input with affordability.
Suitable for:
up to 5 employees
~150 transactions per month
Consider this the “sweet spot” package that balances thorough support with cost-effectiveness for an expanding operation
Accurate financial bookkeeping, preparation of financial statements, and ensuring you meet all compliance obligations. We handle GST/BAS preparation and lodgement, payroll processing, superannuation compliance, and PAYG reporting. All your routine accounting tasks are managed efficiently so you stay compliant with the ATO and avoid any penalties. (You didn’t go into business to do bookkeeping and admin paperwork – so leave it to us! We’ll put systems in place to handle it
Strategic tax planning to minimize your tax liability and maximize your after-tax profit. Our tax accountants prepare annual company tax returns, sole trader and partnership returns, and offer guidance on deductions and incentives relevant to your industry. We stay up-to-date on tax law changes and proactively advise you on the best tax-effective structure and strategies (for example, whether to use a company, trust, or sole trader setup). Before EOFY, we’ll meet for annual tax planning to implement strategies that legally reduce taxes and avoid surprises.
Expert advice on choosing and setting up the right business structure. Whether you are starting a new venture or looking to restructure an existing one, we’ll evaluate the options – sole trader, partnership, company, trust – and recommend the optimal structure. Our focus is on both efficiency and asset protection: safeguarding your personal and family assets from business risks. We can also review your current structure and suggest changes if it’s not providing adequate protection or tax efficiency.
“Cash is king” in any small business. We will help you prepare realistic cash flow forecasts and budgets, so you can plan for seasonal fluctuations and growth. By monitoring cash flow and comparing actuals to forecasts, we identify potential shortfalls in advance and craft solutions (like adjusting expenses or seeking finance). Our aim is to improve your business’s cash position, ensuring you can meet obligations and invest in opportunities.
Think of us as your external CFO. We provide business advisory services ranging from financial analysis of new opportunities to guidance on improving profitability. Are you looking to grow or scale up? We’ll analyze your financials and KPIs to pinpoint areas for improvement (cost control, pricing strategy, margin enhancement) and help set achievable goals. Considering a major decision like purchasing a new asset or expanding premises? We conduct feasibility studies and scenario planning so you can make informed choices.
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
Excel Package
“Full CFO Partner”
For established businesses.
With Excel, we become your external CFO, working with you beyond normal accounting.
With Excel, we act as your external CFO, providing monthly performance reports, quarterly deep meetings, KPI tracking, and strategic tax reviews. This package supports big-picture financial planning, goal-setting, and decision-making. You’ll have guidance from senior advisors, who’ll help benchmark performance & assist in planning. We are your growth partner, fully integrated.
Suitable for:
No limit on employees or transactions
truly unlimited support
Many clients in this tier see us as part of their leadership team, guiding financial strategy for success.
Accurate financial bookkeeping, preparation of financial statements, and ensuring you meet all compliance obligations. We handle GST/BAS preparation and lodgement, payroll processing, superannuation compliance, and PAYG reporting. All your routine accounting tasks are managed efficiently so you stay compliant with the ATO and avoid any penalties. (You didn’t go into business to do bookkeeping and admin paperwork – so leave it to us! We’ll put systems in place to handle it
Strategic tax planning to minimize your tax liability and maximize your after-tax profit. Our tax accountants prepare annual company tax returns, sole trader and partnership returns, and offer guidance on deductions and incentives relevant to your industry. We stay up-to-date on tax law changes and proactively advise you on the best tax-effective structure and strategies (for example, whether to use a company, trust, or sole trader setup). Before EOFY, we’ll meet for annual tax planning to implement strategies that legally reduce taxes and avoid surprises.
Expert advice on choosing and setting up the right business structure. Whether you are starting a new venture or looking to restructure an existing one, we’ll evaluate the options – sole trader, partnership, company, trust – and recommend the optimal structure. Our focus is on both efficiency and asset protection: safeguarding your personal and family assets from business risks. We can also review your current structure and suggest changes if it’s not providing adequate protection or tax efficiency.
“Cash is king” in any small business. We will help you prepare realistic cash flow forecasts and budgets, so you can plan for seasonal fluctuations and growth. By monitoring cash flow and comparing actuals to forecasts, we identify potential shortfalls in advance and craft solutions (like adjusting expenses or seeking finance). Our aim is to improve your business’s cash position, ensuring you can meet obligations and invest in opportunities.
Think of us as your external CFO. We provide business advisory services ranging from financial analysis of new opportunities to guidance on improving profitability. Are you looking to grow or scale up? We’ll analyze your financials and KPIs to pinpoint areas for improvement (cost control, pricing strategy, margin enhancement) and help set achievable goals. Considering a major decision like purchasing a new asset or expanding premises? We conduct feasibility studies and scenario planning so you can make informed choices.
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
Not sure which package fits you? Don’t worry – during our free initial consultation, we’ll learn about your business and recommend the ideal package. And as your business evolves, we can smoothly transition you to the next level of service.
Accurate financial bookkeeping, preparation of financial statements, and ensuring you meet all compliance obligations. We handle GST/BAS preparation and lodgement, payroll processing, superannuation compliance, and PAYG reporting. All your routine accounting tasks are managed efficiently so you stay compliant with the ATO and avoid any penalties. (You didn’t go into business to do bookkeeping and admin paperwork – so leave it to us! We’ll put systems in place to handle it
Strategic tax planning to minimize your tax liability and maximize your after-tax profit. Our tax accountants prepare annual company tax returns, sole trader and partnership returns, and offer guidance on deductions and incentives relevant to your industry. We stay up-to-date on tax law changes and proactively advise you on the best tax-effective structure and strategies (for example, whether to use a company, trust, or sole trader setup). Before EOFY, we’ll meet for annual tax planning to implement strategies that legally reduce taxes and avoid surprises.
Expert advice on choosing and setting up the right business structure. Whether you are starting a new venture or looking to restructure an existing one, we’ll evaluate the options – sole trader, partnership, company, trust – and recommend the optimal structure. Our focus is on both efficiency and asset protection: safeguarding your personal and family assets from business risks. We can also review your current structure and suggest changes if it’s not providing adequate protection or tax efficiency.
“Cash is king” in any small business. We will help you prepare realistic cash flow forecasts and budgets, so you can plan for seasonal fluctuations and growth. By monitoring cash flow and comparing actuals to forecasts, we identify potential shortfalls in advance and craft solutions (like adjusting expenses or seeking finance). Our aim is to improve your business’s cash position, ensuring you can meet obligations and invest in opportunities.
Think of us as your external CFO. We provide business advisory services ranging from financial analysis of new opportunities to guidance on improving profitability. Are you looking to grow or scale up? We’ll analyze your financials and KPIs to pinpoint areas for improvement (cost control, pricing strategy, margin enhancement) and help set achievable goals. Considering a major decision like purchasing a new asset or expanding premises? We conduct feasibility studies and scenario planning so you can make informed choices.
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
What to Expect When You Work with Us
We offer a comprehensive suite of accounting, tax, and advisory services to cover every aspect of your small business’s financial needs. When you partner with Link Accounting, you effectively gain a virtual CFO and finance department that you can dial in as needed. Our business solution services include:
Initial Review & Personalized Plan ▼
Our first step with any new client is a complete review of your current operations and business structure. We want to understand how you’re set up, what’s working, and what needs improvement. From this review, we’ll provide you with actionable recommendations – whether it’s a better accounting system, a tax strategy you haven’t utilized, or an asset protection measure to put in place. Together, we develop a road map tailored to your business.
Smooth Onboarding and System Setup ▼
Next, we’ll get you set up on our systems with minimal disruption. If you require a cloud accounting platform (like Xero), we handle the setup and training. We also liaise with your previous accountant or bookkeeper (if applicable) to transfer information seamlessly. Our team will ensure all ATO registrations, accounting files, and records are in order. You’ll meet the key team members who will be looking after you, so you know exactly who to contact for what.
Ongoing Support & Meetings ▼
Throughout the year, count on us as an extension of your team. We’ll schedule regular check-ins – for some clients that’s quarterly strategy meetings (included in many packages), for others it might be a quick monthly call. Need advice out of the blue? Just ring or email us – we encourage questions and are happy to be your sounding board on financial decisions. And when those inevitable urgent issues pop up (say, a looming BAS deadline or a finance application needing statements), we prioritize getting you sorted fast.
Comprehensive Year-End Process ▼
Come end of financial year, we really roll up our sleeves. We’ll do a thorough tax planning session before June 30 to implement any last-minute strategies. After year-end, we prepare your financial statements and tax returns promptly. Then we sit down with you for an annual review meeting – to not only go over the past year’s results, but also plan for the year ahead. We’ll discuss tax-saving outcomes, business performance, and set goals for the new year. This annual cycle ensures continuous improvement and no surprises at tax time.
Access to Resources & Referrals ▼
As a Link Accounting client, you also gain access to our network and resources. We have affiliates in financial planning, insurance, and lending (finance brokers) – so if you need help beyond accounting, we can refer trusted professionals. Check out our blog for free tips and our client resources library for handy guides on topics like record-keeping or cash flow. We want to empower you with knowledge, not keep you in the dark.
Succession Planning & Exit Strategies ▼
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
Coaching & Mentoring ▼
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
Your Local Perth Accounting Team
Here When You Need Us
Not sure which package fits you? Don’t worry – during our free initial consultation, we’ll learn about your business and recommend the ideal package. And as your business evolves, we can smoothly transition you to the next level of service.
Phone:
Hours:
Monday to Thursday 9:00 AM – 5:00 PM
Friday 9:00 AM – 3:30 PM
Closed on weekends & public holidays
Parking:
Free parking is available in our building
When you visit our office, you’ll be greeted with a smile (and probably an offer of coffee or tea!). We strive to create a welcoming, family-friendly atmosphere.
In fact, many clients tell us they actually enjoy coming to see their accountant now – a sentiment we consider the highest compliment!
