Services

Accounting Services

We offer a comprehensive range of accounting, business advisory and consulting services. Our extensive

client base covers a diverse range of industries and consists of private individuals, sole traders and

partnerships, companies and organisations, trusts, family businesses and self-managed-superannuation

funds.

 

Whether you need to lodge your personal tax return, want to set up a company or even plan an exit

strategy, our team of accountants has the experience and the expertise to provide the professional service

and advice you require.

 

Our goal is to help you achieve yours. To do this we are constantly monitoring the business and legal

environment, as well as undertaking continual professional development and training with the objective of

applying this knowledge to your own individual circumstances to resolve your specific needs. We treat our

accounting and taxation services as an ongoing issue not a once-a-year exercise.

 

We provide our clients with detailed advice, preparation and lodgement in relation to all taxation matters

including the following:

 

– Income tax

– Capital gains tax (CGT)

– Goods and services tax (GST)

– Fringe benefits tax (FBT)

– Payroll tax

– Land tax

– Fuel tax credits

– Excess superannuation contributions tax

– Stamp duty

– Workers compensation

– PAYG withholding & instalments

 

Other services in which we can assist include:

 

– Personal income tax advice

– Tax planning & business structure advice

– Establishment of self managed superannuation funds

– Establishment of companies, partnerships and trusts

– Registration for TFN, ABN, GST, PAYGW

– GST advice

– BAS preparation & advice

– Business & management advice

– WorkCover registration and returns

– Assistance with internal accounting and bookkeeping

– Preparation of budgets and financial projections to improve cash flow management

– Preparation of monthly, quarterly and annual financial statements for both external and internal reporting

– Preparation of Form 2 for sale of business

 

Contact an Opus Chartered Accountants advisor today to find out more:

Phone: (08) 8447 2333 | Email: admin@opusaccounting.com.au

Financial Planning

Our team of financial planners are in the business of giving advice aimed at meeting your needs. Meeting your needs means firstly establishing what it is that you want. To enable us to do this we ask you questions about your needs, dreams and goals, your current situation and then complete an analysis. The analysis will reveal what is important to you and enable us to make suitable recommendations.

 

We are accredited through Finplan Advice Pty Ltd, Australian Financial Services Licensee 514281 to give advice on:

 

– Financial Planning for Retirement

– Pre Retirement Pensions

– Transition options towards Retirement

– Superannuation Contributions & Lump Sum Payments

– Self Managed Superannuation (SMSF)

– Rollovers and Super Consolidation

– Tax effective saving through Salary Sacrifice

– Lump Sum Investing

– Making the most of your Redundancy

– Allocated Pensions and Annuities

– Social Security & Centrelink maximisation

– Savings and Regular Investing

– Reverse Mortgages

– Managing Personal Risk

– Life Insurance

– Trauma Cover

– Income Protection

– Director and Shareholder Protection

Centrelink Liaison Service

Overwhelmed by the Regulations, the volume of forms and information required by Centrelink? Confused about what may be available to you and the best way to maximise your retirement entitlements?

 

We offer a unique service to assist you to manage your financial affairs in retirement.

As your appointed nominee, we will liaise with Centrelink on your behalf. This means that we are able to handle all of your Centrelink and Department of Veterans Affairs issues for you and ensure that you receive your correct entitlements. We help you determine your investment needs and provide access to a wide range of fund managers to place funds to your best advantage. We take the hassle out of dealing with Centrelink.

 

We will provide the initial analysis of your entitlements, complete applications for benefits, attend face to face meetings at Centrelink to answer any questions they may have, deal with ongoing correspondence and liaise the regular updating of your records with the appropriate departments once you are established. This is an ongoing service.

 

Our administration team has been providing Centrelink Liaison to clients for the past 9 years and we are good at what we do. (Naturally clients on the Centrelink Liaison Service do have a responsibility to let us know if there is a change to their circumstances that should be passed on to Centrelink – we are pretty good but it needs to be a team effort… and we can point out the sorts of things that we need to know).

 

Today, more than ever it is difficult to be all things to all people so when clients have needs that are outside the scope of our financial planning expertise, we are happy to refer them to other professionals to ensure that their needs are catered for. Obviously Sam and his team at Opus Accounting can take care of your accounting and tax needs but we can also refer you to other professionals for;

 

– Finance & Leasing

– Car, Home and Business Insurance

– Wills and Estate Planning Advice

 

Contact an Opus Chartered Accountants advisor today to find out more:

Phone: (08) 8447 2333 | Email: admin@opusaccounting.com.au

Our Financial Planners


Keiran McPhee

With almost 20 years’ experience at some of Australia’s premier advice organisations, (including AMP and BT) as well as working for the Australian Securities Investment Commission, Keiran brings a wealth of experience and perspective in helping clients reach their financial and lifestyle goals.

Keiran is passionate about seeing people make the most of their situation, working closely with them to implement the plans that best suit their needs. Keiran is able to cover the full range of financial planning issues from insurance and risk management needs through to investment and retirement income planning.

Keiran is a Certified Financial Planner ® with the Financial Planning Association. He also holds a Graduate Diploma of Applied Finance and Investment, a Graduate Diploma in Financial Planning and a Bachelor of Economics from the University of Adelaide. Keiran was also recently nominated as a finalist for a national adviser quality award.

Away from work Keiran is married and has two young children who keep him busy. He is an avid sports supporter and loves going to see a game live at Adelaide Oval or Hindmarsh stadium.


Michael McCabe

Michael has the Diploma of Financial Planning, is a Certified Financial Planner (CFP) and member of the Financial Planning Association of Australia and has over 30 years experience in the financial services industry.

Prior to becoming a financial planner in 1995, Michael had a successful corporate career with National Mutual / T&G, including roles in Administration and Retail Financial Services, and a period as the State Manger for National Mutual Financial Planning.

Michael’s areas of specialisation are Retirement & Investment Planning and his extensive financial services background and Centrelink knowledge enables him to craft good outcomes for our clients. Michael provides advice to people wanting to save for retirement ensuring that they have access to tax effective strategies to maximise savings and therefore potential returns.Michael plays a key role in giving advice to clients at Opus

Away from the Office, Michael’s family keeps him busy, (with netball, soccer and cricket just a few of the McCabe family sporting endeavours) as well he is an avid V8 Supercar fan. Michael survives well down at the Port (unfortunately sometimes thrives(!)) even though he is a fan of the Adelaide Football Club.


Robert Steventon

Robert has been in the financial services industry since 1988 when he joined the Executor Trustee as an 18 year old and since then has had a variety of roles with fund managers and service providers.

He has worked in administrative capacities as well providing technical backup and support to the Financial Planners of those organisations.

Robert has worked in a variety of administrative and technical roles in financial planning businesses.

Today Robert is a Financial Planner holding Certified Financial Planner (CFP) status and membership of the Financial Planning Association of Australia. He provides advice designed to help our clients reach their individual goals and financial potentials. That may mean helping them plan for a comfortable retirement, investing for events along the way, or protecting families and businesses by making sure that funds are available in the case of unforseen circumstances such as illness, accident or death.

His broad knowledge of financial strategy enables Robert to give quality advice, assisting people to invest wisely and make the most of what they have. It is the same broad knowledge and experience that enables Robert to compliment the services and advice provided by our other Planners.
Robert is married with one child and enjoys keeping fit through running and cycling.