Corona Virus JobKeeper Pacyments
24 Apr 2020

Corona-virus – Job Keeper Payments

posted in: Business, Individuals |

The Federal Governments Corona-virus Job Keeper Payment Scheme. Who is eligible and how to make a claim. ELIGIBILTY The employer is eligible if the turnover of the business has dropped or is likely … Read More

Tax Deductions Individuals
28 Jun 2018

Tax Deductions for Individuals

posted in: Individuals |

There are different rules for claiming tax deductions for individual salary and wage earners to those carrying on a business. You are entitled to claim a deduction for certain expenses which … Read More

Cameron Taylor

Junior Accountant
Complete Bio Information

 

Greg Taylor

Founder
Greg is a former Senior Detective with the New South Wales Police Force with 20 years policing and over 10 years accounting experience, Greg is able to provide clients with a wealth of knowledge and experience to ensure their business is in top shape.

Greg holds a Diploma of Accounting, Graduate Certificate in Management and a Graduate Certificate in Commerce. He is a Fellow of the National Tax & Accounting Association, a Registered Tax Agent.

Greg is also Xero and MYOB Certified and holds a Public Practice Certificate from the National Tax and Accountants Association.

During his career Greg has held Executive positions on the Orange Business Chamber and been a Director of the Business Enterprise Center in Orange. He has also held a number of board positions with the Rotary Club of Orange Daybreak and the Rotary Club of Oberon.

 

Alison Taylor

Practice Manager
Alison has over 25 years’ experience working in administration, with roles as Executive Secretary, Marketing Assistant and Personal Assistant. Alison has gained a Diploma of Business (Marketing) with Distinction from TAFE NSW and has recently been awarded XERO Certified Advisor status.

Alison has worked in a broad range of industries including engineering, retail, wholesale, medical and design.

Alison’s broad industry experience and in-depth business knowledge are an asset to both our team and our clients.

 

Chris Taylor

Senior Forensic Accountant
Chris Taylor has over 20 years commercial accounting experience within various organisations providing him with core competencies in the areas of; financial and management accounting, business valuations, business reconstruction, insolvency and fraud risk. Following his Bachelor of Economics degree in 1998 Chris earned his Master of Accountancy from the University of New England in 2000. In 2012 Chris was admitted to the degree of Master of Forensic Accounting from the University of Wollongong.

Chris has been an advocate in establishing fraud and internal controls as an integral component in managing the risk of fraud within the hospitality industry. Known as a forensic thinker, Chris has provided hotel/resort owners, managers and employees with expert counsel in the fields of forensic accounting and fraud risk management. Through a combination of expertise in accounting and economics he is also qualified to quantify economic damages.

Chris has acted on behalf of creditors in insolvency proceedings as Accountant and financial adviser; restructured businesses and debt to accommodate changed business circumstances; negotiated purchase and sale of businesses, and overhauled business processes to favorably impact clients' bottom line. Chris has conducted financial and corporate compliance investigations involving construction companies, building contractors, restaurants and hotels.

Chris is a member of the Association of Certified Fraud Examiners, Fellow of the Institute of Public
Accountants and holds an Accounting Public Practice Certificate.

 

Chris Tao

Senior Accountant
Chris is a qualified CPA with 10yrs + of professional experience in various positions as a Management Accountant, Business Analyst using extensive knowledge, expertise and skills in Reporting, Business Analysis and Accounting across Telecommunication, Hospitality and Accounting industry. he successfully provided assistance in all aspects of sales, business research, accountancy and business administration with demonstrated computer literacy and experience in using spreadsheets, word, power point and ERP to complete statistical data analysis. He has proven strong communication and interpersonal skills, communicated with confidence and sensitivity at all internal and external levels. He is also well known for meeting organizational objectives, proactive project management, analytical skills and potential to pick up organizational culture quickly.

 

 

Premium Accounting Package

$330.00/Monthly

Annual Accounting and Tax

  • Preparation of Annual Reports including fixed asset schedule
  • Preparation and lodgement of your annual income tax return (Partnership, Trust, or Company Return)
  • Up to 2 Individual Tax Returns (must be associated with business structure)
  • Annual Dividend/Trust or Partner Distribution Statements
  • Statutory Minutes

Business Activity Statements
We review your accounting data to prepare & lodge quarterly Business Activity Statements during the period of engagement including:

  • GST
  • PAYG Withholding
  • FBT instalment
  • PAYG Income Tax Instalment

Annual PAYG Payment Summaries and Statement

  • Review and preparation of summaries
  • Lodgement of statement
  • Distribution of group certificates to your employees

Appointing Calidad Consulting as ASIC agent for your corporate entity includes

  • Review ASIC company statement
  • Solvency minute
  • Annual ASIC filing fee
  • Change of address

Changes to shareholding or Members/Director’s details charged at $220 per form

 Additional Included Services

  • Xero Standard Subscription with payroll for up to 2 employees
  • Hubdocs Subscription
  • Audit Insurance
  • Limited email support
  • Email reminders for important lodgement deadlines
  • Annual FBT Questionnaire (preparation of FBT return if required will be charged additionally)

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Platinum Accounting Package

$550.00/Monthly

Annual Accounting and Tax

  • Preparation of Annual Reports including fixed asset schedule
  • Preparation and lodgement of your annual income tax return (Partnership, Trust, or Company Return)
  • Up to 2 Individual Tax Returns (must be associated with business structure)
  • Annual Dividend/Trust or Partner Distribution Statements
  • Statutory Minutes

Business Activity Statements
We review your accounting data to prepare & lodge quarterly Business Activity Statements during the period of engagement including:

  • GST
  • PAYG Withholding
  • FBT instalment
  • PAYG Income Tax Instalment

Annual PAYG Payment Summaries and Statement

  • Review and preparation of summaries
  • Lodgement of statement
  • Distribution of group certificates to your employees

Appointing Calidad Consulting as ASIC agent for your corporate entity includes

  • Review ASIC company statement
  • Solvency minute
  • Annual ASIC filing fee
  • Change of address

Changes to shareholding or Members/Director’s details charged at $220 per form

 Additional Included Services

  • Xero Premium 5 Subscription for up to 5 employees (for more than 5 employees please contact us for a price)
  • Hubdocs Subscription
  • Audit Insurance
  • Workers Compensation Declaration
  • Payroll Tax Calculation
  • Frank Account maintenance
  • Limited email support
  • Email reminders for important lodgement deadlines
  • Annual FBT Questionnaire (preparation of FBT return if required will be charged additionally)

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

 

Bookkeeping Basic Package

$175.00 per month
Included:

  • Reconcile of up to 75 bank transactions each month
  • 1 x Bank Account Reconciled
  • 1 x Credit Card Account Reconciled
  • Paperless Payables – Suppliers invoices and receipts are imported into Xero via Hubdocs. Invoice details are checked and allocated to the appropriate account code approved Awaiting Payment
  • Payable Reconciled Monthly
  • Monthly P&L and Balance Sheet
  • Limited email support

*Creating sales invoices and debtor management are not included

Support Queries

 

 

 

Bookkeeping Basic Plus Package

$275.00 per Month
Included:

  • Reconcile of up to 150 bank transactions each month
  • 2 x Bank Account Reconciled
  • 1 x Credit Card Account Reconciled
  • Paperless Payables – Suppliers invoices and receipts are imported into Xero via Hubdocs. Invoice details are checked and allocated to the appropriate account code approved Awaiting Payment
  • Payable Reconciled Monthly
  • Monthly P&L and Balance Sheet
  • Limited email support

*Creating sales invoices and debtor management are not included

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

 

Bookkeeping Advanced Package

$385.00 per Month
Included:

  • Reconcile of up to 250 bank transactions each month
  • 4 x Bank Account Reconciled
  • 4 x Credit Card Account Reconciled
  • Paperless Payables – Suppliers invoices and receipts are imported into Xero via Hubdocs. Invoice details are checked and allocated to the appropriate account code approved Awaiting Payment
  • Payables Reconciled Monthly
  • Monthly P&L and Balance Sheet
  • Limited email support

*Creating sales invoices and debtor management are not included

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

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Payroll Processing

$11.00 per Pay Slip
Included:

  • Process employee pay slip
  • Reconcile wages
  • Prepare Payroll report
  • Prepare Monthly/Quarterly Superannuation payable report
  • Maintain Annual Leave Registrar
  • Maintain other leave register

*Client to make payroll payments

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Individual Basic Package

$220.00 per Return

Annual Accounting and Tax

  • Preparation and lodgement of your annual individual income tax return

Includes:

  • Work related deductions

Additional Included Services

  • Limited email support
  • Email reminders for important lodgement deadlines

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Individual Basic Plus Package

$440.00 per Return

Annual Accounting and Tax

  • Preparation and lodgement of your annual individual income tax return

Includes:

  • Work related deductions
  • 1 x Rental Schedule
  • Audit Insurance

Additional Included Services

  • Limited email support
  • Email reminders for important lodgement deadlines

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Individual Advanced Package

$880.00/Monthly

Annual Accounting and Tax

  • Preparation and lodgement of your annual individual income tax return

Includes:

  • Work related deductions
  • Up to 2 Rental Schedules
  • Up to 5 Managed Funds
  • Dividend up to 5 Companies
  • Audit Insurance*

Additional Included Services

  • Limited email support
  • Email reminders for important lodgement deadlines

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Sole Trader Set-up Package

$330.00 One Off

Included:

  • Business Name Registration
  • ASIC Fees
  • ABN Registration
  • GST Registration if required

 

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Company Formation Package

$1210.00 One Off

Included:

  • Company Formation
  • ASIC Fees
  • Tax File Number Registration
  • ABN Registration
  • GST/PAYG Registration if required

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Trust Formation Package

$1370.00 One Off

Included:

  • Basic Trading Trust Formation
  • Trust Stamp Duty
  • Corporate Trustee Formation
  • ASIC Fees
  • Tax File Number Registration
  • ABN Registration
  • GST/PAYG Registration if required

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

SMSF Formation Package

$1370.00 One Off

Included:

  • SMSF Formation (Up to 2 members)
  • Corporate Trustee Formation
  • ASIC Fees
  • Tax File Number Registration
  • ABN Registration
  • GST Registration

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Xero Set-up Package

$550.00 One Off

Included:

  • Custom Chart of Accounts
  • Set-up tracking categories
  • Set-up bank accounts
  • Set-up bank feeds
  • Custom Dashboard
  • Branded Invoices Template
  • Set default GST codes
  • Set-up User profiles
  • Provide staff with logins
  • Set-up Suppliers
  • Set-up Customers

Not Included:

  • Xero Subscription
  • Other App integration

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Convert to Xero Package

$750.00 One Off

Included:

  • Custom Chart of Accounts
  • Set-up tracking categories
  • Set-up bank accounts
  • Set-up bank feeds
  • Custom Dashboard
  • Branded Invoices Template
  • Set default GST codes
  • Set-up User profiles
  • Provide staff with logins
  • Import Suppliers
  • Import Customers
  • Set-up opening balances
  • Year-To-Date transactions

Not Included:

  • Xero Subscription
  • Other App integration

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Payroll Set-up Package

$55.00/Employee

Included:

  • Setup Payroll system
  • Setup employee to payroll system
  • Setup Super Details

 Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

SMSF Bronze Package

$330.00/Monthly

Included:

  • 1 x Bank Account
  • 1 x Investment Property

Annual Accounting and Tax

  • Preparation of Annual Reports including fixed asset schedule
  • Preparation and lodgement of your annual SMSF tax return

Business Activity Statements
We review your accounting data to prepare & lodge quarterly Business Activity Statements during the period of engagement including:

  • GST
  • PAYG Income Tax Instalment

Additional Included Services

  • Xero Ledger Subscription
  • Audit Insurance
  • External Audit of Accounts
  • Up to 2 members statements
  • Limited email support
  • Email reminders for important lodgement deadlines

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

SMSF Gold Package

$440.00/Monthly

Included:

  • Up to 2 Bank Accounts
  • Up to 2 Investment Properties
  • Up to 2 Managed Fund Portfolios

Annual Accounting and Tax

  • Preparation of Annual Reports including fixed asset schedule
  • Preparation and lodgement of your annual SMSF tax return

Business Activity Statements
We review your accounting data to prepare & lodge quarterly Business Activity Statements during the period of engagement including:

  • GST
  • PAYG Income Tax Instalment

Additional Included Services

  • Xero Ledger Subscription
  • Audit Insurance
  • External Audit of Accounts
  • Up to 2 member statements
  • Limited email support
  • Email reminders for important lodgement deadlines

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

SMSF Platinum Package

$660.00/Monthly

Included:

  • Up to 2 Bank Accounts
  • Up to 4 Investment Properties
  • Up to 4 Managed Fund Portfolios
  • Share Portfolio

Annual Accounting and Tax

  • Preparation of Annual Reports including fixed asset schedule
  • Preparation and lodgement of your annual SMSF tax return

Business Activity Statements
We review your accounting data to prepare & lodge quarterly Business Activity Statements during the period of engagement including:

  • GST
  • PAYG Income Tax Instalment

Additional Included Services

  • Xero Ledger Subscription
  • Audit Insurance
  • External Audit of Accounts
  • Up to 2 member statements
  • Limited email support
  • Email reminders for important lodgement deadlines

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au

 

 

Starter Accounting Package

$199.00/Monthly

Annual Accounting and Tax

  • Preparation of Annual Reports including fixed asset schedule
  • Preparation and lodgement of your annual income tax return. Individual return with business schedule

Business Activity Statements
We review your accounting data to prepare & lodge quarterly Business Activity Statements during the period of engagement including:

  • GST
  • PAYG Withholding
  • FBT Instalment
  • PAYG Income Tax Instalment

Additional Included Services

  • Xero Standard Subscription with payroll for up to 2 employees
  • Hubdocs Subscription
  • Audit Insurance
  • Limited email support
  • Email reminders for important lodgement deadlines

Support Queries

Email all your accounting and Xero related queries to our accounting team via admin@calidadconsulting.com.au