Services | Botanica Accounting
What we look after, and how
Botanica Accounting is a Chartered Accountant-led practice in Heathmont, working with businesses, families and investors across Australia. We agree the scope and fee before we start.
Service 1 of 5
Tax advisory and compliance
Income tax returns for individuals, sole traders, partnerships, companies and trusts, prepared carefully and lodged through our tax agent lodgment program.
- Year-end tax planning, so there are no surprises in July
- Business structures: sole trader, company, trust or partnership, and restructures
- Trust distributions and resolutions, and Division 7A loan agreements and repayments
- Capital gains on property and shares, including main residence and small business concessions
- Wine equalisation tax, fringe benefits tax and GST reviews
- ATO correspondence, penalty and interest remission requests, and payment plans
Service 2 of 5
Business reporting and analytics
Numbers you can run the business on, delivered each month.
- Monthly management reports and reporting packs
- Wages against sales by venue, day and week, for hospitality groups
- Budgets, cash flow forecasts and the figures your bank asks for
- Accountant's letters for lenders, landlords and visa applications
Service 3 of 5
Bookkeeping and payroll
Tidy books in Xero, reconciled regularly, with a dedicated bookkeeping team.
- Bank reconciliations, supplier bills and receipts
- BAS and IAS preparation and lodgment
- Payroll with award interpretation
- Super guarantee, payday super and single touch payroll
- Xero and Tanda set-up and clean-ups
Service 4 of 5
SMSF set-up and compliance
We help trustees run a self-managed super fund that stays compliant.
- Fund establishment and trustee company set-up
- Annual financial statements, member statements and the SMSF annual return
- Coordination with the independent SMSF auditor
Licence note. Botanica Accounting does not hold an Australian financial services licence. We do not advise on whether an SMSF is right for you, or on investments, contributions strategy or super products. For that advice, speak with a licensed financial adviser.
Service 5 of 5
Lending and finance referrals
When you need a home loan, commercial lending or equipment and vehicle finance, we can introduce you to licensed brokers we trust and provide the financial information they need from us.
- Home loans and refinancing
- Commercial and business lending
- Equipment and vehicle finance
- Financial statements and accountant's letters for your broker
Referral only. Botanica Accounting does not provide credit assistance and does not hold an Australian credit licence. The broker or lender assesses your needs and provides any credit assistance under their own licence. If we receive a referral fee or other benefit, we will tell you before you proceed.
How we work
Three steps, no surprises
Tell us what you need
Use the enquiry form or email us. We aim to reply within 24 hours.
We agree the scope and fee first
We confirm what we will do, and what it will cost, in writing before we start.
We do the work and keep you informed
We track your lodgement deadlines and tell you what we need from you, and when.
Get in touch
Tell us what you are working on.
Based in Heathmont, working with clients across Australia. We aim to reply within 24 hours, and we agree the scope and fee before we start.