Tax · BAS · Bookkeeping · Accounts
Accounting and tax for Perth individuals and businesses, done properly.
From a personal tax return to company accounts, trust distributions and payroll, one team of registered agents looks after every part of it.
- Registered Tax Agent
- Registered BAS Agent
- Focus Taxation & Accounting franchise
- Xero · MYOB · QuickBooks
What do you need help with?
Choose the option that fits you best.
- Personal tax return Salary, rental, shares
- Sole trader ABN, GST, BAS
- Starting a business Plan, structure, register
- Company Accounts and tax
- Trust Returns, distributions
- SMSF Setup, books, audit
- Payroll STP, Payday Super
- BAS & bookkeeping Lodgements, catch-ups
Not sure where you fit? Ask us anything
Fixed fees Quoted before we start
Every query reviewed By a registered agent
All structures Individual to company and trust
Fully online No office visit needed
Services by client type
What we do for you
Each structure has its own obligations and deadlines. Pick yours to see what we handle, what to have ready, and the dates that matter.
Individuals Personal tax returns
Personal tax returns
For employees, retirees, investors and property owners who want their return done accurately, with every deduction they are entitled to.
What we handle
- Tax return preparation and lodgement
- Work-related and work-from-home deductions
- Rental property schedules and depreciation
- Capital gains on shares, property and crypto
- Overdue returns for previous years
- Amendments to returns already lodged
Have ready
- Income statement (in myGov, or we access it for you)
- Bank interest and dividend statements
- Receipts for work-related expenses
- Rental agent statement and loan interest
- Private health insurance statement
Key dates
- 31 October Self-lodged tax returns
- Later dates Usually apply to clients on a registered agent’s list by 31 October
- Any time Overdue and catch-up returns
Sole traders ABN, GST and BAS
Sole traders
For tradies, contractors, consultants and freelancers running a business under their own ABN.
What we handle
- ABN and GST registration
- BAS and GST lodgement
- Business schedule in your tax return
- PAYG instalments
- Bookkeeping in Xero, MYOB or QuickBooks
- Vehicle and home office claims
Have ready
- Your ABN
- Sales records and invoices
- Business bank statements
- Expense receipts
- Car logbook, if claiming the logbook method
Key dates
- 28th after each quarter Quarterly BAS (Oct–Dec quarter: 28 February)
- $75,000 GST turnover at which registration is required
- 31 October Self-lodged tax returns
Starting a business Plan, structure, register
Starting a business
Get the foundations right. We help you plan the business first, choose the structure that suits you and explain why, then handle the registrations so you can start trading properly.
What we handle
- Business plan with cash flow and break-even forecasts
- Structure advice: sole trader, partnership, company or trust
- Company registration with ASIC
- ABN, TFN, GST and PAYG withholding registrations
- Accounting software and bookkeeping setup
- Your first BAS and tax obligations explained
Have ready
- A short description of the business idea
- Expected income and start-up costs
- Who will own and run the business
- Whether you’ll employ staff
- Any personal assets you want to protect
Key dates
- Before you trade Choose a structure and register an ABN
- $75,000 GST turnover at which registration is required
- Before appointment Every company director needs a director ID
Which structure suits you, and why
| Structure | Best suited to | How profit is taxed | Liability | Cost and admin |
|---|---|---|---|---|
| Sole trader | One person starting small or testing an idea | Your personal tax rates | You are personally liable | Lowest |
| Partnership | Two or more people sharing ownership | Each partner pays tax on their share | Partners are jointly liable | Low |
| Company | Growing businesses, staff, outside investors, retaining profits | Company tax rate (25% for base rate entities, otherwise 30%) | Generally limited to the company; directors have legal duties | Higher: ASIC registration, annual review, separate accounts |
| Trust | Families wanting flexibility in sharing income, and asset protection | Beneficiaries pay tax on what they receive | Depends on trustee; often a company trustee | Highest: deed, yearly resolutions, separate accounts |
This is a general comparison. The right structure depends on your income, risk, family situation and plans, which is why we start with a business plan and a conversation before recommending one.
Companies Pty Ltd accounts and tax
Companies
For Pty Ltd companies that need accurate accounts, compliant tax returns and ongoing BAS and payroll support.
What we handle
- Annual financial statements
- Company tax return
- Director loan accounts and Division 7A
- Dividends and franking
- BAS, PAYG and payroll
- Company setup and registrations
Have ready
- Access to your accounting file
- Bank statements to 30 June
- Loan agreements and finance documents
- Details of assets bought or sold
- Prior year financial statements
Key dates
- 30 June End of the financial year
- Depends on size Company return due dates vary; we confirm yours
- 28th after each quarter Quarterly BAS
Trusts Returns and distributions
Family and unit trusts
For discretionary (family) trusts and unit trusts that need accurate returns and well-planned year-end distribution decisions.
What we handle
- Trust financial statements and tax return
- Distribution planning before 30 June
- Trustee resolutions
- Beneficiary statements
- Trust setup, ABN, TFN and GST registration
Have ready
- Trust deed and any variations
- Bank and investment statements
- Prior year distribution details
- Property or asset records
- Beneficiary details
Key dates
- 30 June Distribution resolutions generally due
- Varies Return due dates depend on lodgement history
SMSF Setup, books, tax, rules
Self-managed super funds
Professional SMSF administration: establishment and registration, bookkeeping, annual accounts and tax return, and keeping trustees compliant with the rules.
What we handle
- Fund establishment and ATO registration (ABN, TFN, ESA)
- Trustee declarations and fund setup
- Bookkeeping and investment records
- Financial statements and member statements
- SMSF annual return
- Coordination with an independent approved SMSF auditor
Have ready
- Trust deed and trustee details
- Fund bank and investment statements
- Contribution and rollover records
- Property, loan or LRBA documents
- Investment strategy and minutes
Key dates
- 21 days Trustee declaration signed after becoming a trustee
- Before lodging Independent audit completed each year
- 5 and 10 years Keep accounting records 5 years, minutes and decisions 10 years
SMSF trustees must
- Run the fund for the sole purpose of providing retirement benefits
- Keep fund money and assets separate from personal and business assets
- Have a written investment strategy and review it regularly
- Deal with related parties only at market value (arm’s length)
- Lodge an annual return and have the fund audited every year
- Keep proper records and minutes of trustee decisions
SMSF trustees must not
- Release benefits before a member meets a condition of release
- Lend money or give financial help to members or their relatives
- Buy assets from related parties, except listed shares or business real property at market value
- Let members or relatives use fund assets, such as a holiday home or artwork
- Hold more than 5% of fund assets as in-house assets
- Borrow, other than through a limited recourse borrowing arrangement
Whether an SMSF is right for you, and what it should invest in, is financial advice that must come from a licensed financial adviser. We work alongside your adviser on the accounting, tax and compliance side.
Payroll & BAS STP, super, BAS, books
Payroll, BAS & bookkeeping
For employers and growing businesses that want pay runs, super, BAS and books handled correctly and on time.
What we handle
- Pay runs and payslips
- Single Touch Payroll reporting
- Super under Payday Super rules
- New employee setup
- Monthly or quarterly BAS and IAS
- Bookkeeping and catch-up work
Have ready
- Employee details and pay rates
- Award or agreement that applies
- Access to your payroll or accounting software
- Previous BAS lodgements
Key dates
- Each pay cycle Super paid with wages under Payday Super (from 1 July 2026)
- 21st of next month Monthly BAS
- 14 July STP finalisation
Plan & register
Starting out? Plan it, then register it
Use the business plan starter to see whether your idea makes money, then send us the details we need to register your business. Both come straight to us with your query.
Showing example figures for a small shop with one employee. Replace them with your own.
Income
What you expect to sell.
Staff
Wages are worked out from hourly rate and hours. Super at 12% is added automatically.
Running costs
Regular costs to keep the business open. Untick GST for items with no GST, like bank fees and rego.
Start-up costs
One-off costs before you open.
How we work
From your query to lodgement
Every new client starts with a written query. A registered agent reviews it before we speak, so the first conversation is a useful one.
- Send your query Through the enquiry form or the assistant. You receive a reference number straight away.
- Reviewed and quoted A registered agent replies with what’s needed and a fixed fee before any work starts.
- Send your documents When you’re ready to go ahead, we tell you exactly what to send and how to send it securely.
- Prepared and lodged You review and approve, we lodge with the ATO, then track your next due date.
ATO & myGov
Official dates and government services
Key ATO due dates, and direct links to the official ATO, myGov, ABR and Tax Practitioners Board websites.
Quarterly BAS due dates
- July to September 28 Oct
- October to December 28 Feb
- January to March 28 Apr
- April to June 28 Jul
- Monthly BAS 21st, next month
- STP finalisation 14 Jul
- Self-lodged individual returns 31 Oct
Lodging online or through a registered agent can give extra time on some quarters. Source: ato.gov.au
Protect yourself from scams. We will never ask for your myGov password or sign-in codes. The ATO does not send links by SMS or email asking you to log in. If a message looks suspicious, don’t click it. Sign in to myGov directly or send us a query.
“You prosper, we work.” Careful, accurate work from a local team who know your file.
The Reserve Wealth promise
Part of Focus Taxation & Accounting
Reserve Wealth is a franchise of Focus Taxation & Accounting, a Perth network of registered tax agents and accountants, backed by the network’s systems, training and technical support.
Registered and accountable
As registered Tax and BAS Agents we follow the Tax Practitioners Board Code of Professional Conduct and deal with the ATO on your behalf.
Fixed fees, quoted upfront
You know the price before we start. No surprise invoices.
FAQs
Common questions
How do I get started?
Send your query using the enquiry form or the assistant. A registered agent reviews it and replies by email with what’s needed and a fixed fee quote before any work starts.
I missed the 31 October deadline. Can you still help?
Yes. Overdue returns can still be lodged, including several years at once. The sooner you send us your query, the better your position with the ATO.
How do I check the status of my tax refund?
Sign in to myGov and open ATO online services. If we lodged your return, send us a query with your reference and we’ll check it.
Are your fees tax deductible?
Fees for managing your tax affairs are generally deductible in the year you pay them.
Do I need to come into the office?
No. Most clients work with us entirely by email and phone.
Can you take over from my current accountant?
Yes. With your permission we add you to our ATO client list and request your records from your previous accountant.
I’m an existing client. How do I raise a ticket?
Use Client login at the top of the page to sign in to your client area and raise a ticket, or choose “I’m an existing client” in the assistant.
Send a query
Tell us what you need
Every query is read by a registered agent. We reply in writing, and arrange a time to speak if your situation needs it.
- You get a reference number as soon as you send
- We reply by email during business hours
- You receive a fixed fee quote before any work starts
Office line 08 6114 6119
Perth, Western Australia · Mon to Fri, 9am to 5pm