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Trilogy Accounting is a CPA Practice

Services

Navigating the complexities of financial management can be challenging. Whether you’re an individual, a small business, or managing a Self-Managed Super Fund, Trilogy Accounting is here to provide you with professional and personalised accounting solutions. We offer an extensive range of services from Accounting, Taxation, Business Structuring, Business Advisory, to Self-Managed Super Fund Services. Our team of experts is committed to delivering high-quality, practical solutions tailored to your unique needs, empowering you to focus on what you do best. Explore our services below to discover how we can assist you in achieving your financial goals.

Accounting Services

At Trilogy Accounting, our team of experts provide an array of comprehensive accounting services, tailored to meet your unique business needs. We help you understand the numbers that shape your business and, using benchmarking reports, draw comparisons with competitors to identify areas for improvement. We cater to all types of entities, from Discretionary Trusts and Unit Trusts to Companies, Partnerships, and Sole Traders.

Our services include:

  • Preparation and lodging of Financial Statements, inclusive of profit and loss statements and balance sheets.
  • Maintenance of company registers as part of our Corporate Compliance service.
  • Bookkeeping services using XERO, QBO, and MYOB.
  • Review of client software ledgers with corrections made where necessary.
  • Payroll preparation and processing to ensure timely and accurate payment for your employees.
  • Reconciliation of GST, wages, and PAYGW to BAS lodged, and preparation of amended BAS for adjustments.

At Trilogy Accounting, we’re committed to delivering professional and efficient services, giving you the peace of mind to focus on running your business.

Taxation Services

Trilogy Accounting offers a robust suite of taxation services designed to support not just businesses but also individual taxpayers. We understand that each individual has unique tax obligations and requirements, and we tailor our services to meet these needs. Our team is here to simplify tax management, ensuring your tax obligations are met accurately and in a timely manner, thus helping you to avoid unnecessary penalties and charges.

Our services include:

  • Preparation and lodging of Tax Returns, Business Activity Statements (BAS), Single Touch Payroll (STP), Super Guarantee (SG), and Super Guarantee Charge (SGC).
  • Direct communication with the Australian Taxation Office (ATO) on your behalf, relieving you of the stress and time involved.
  • Setting up payment plans with the ATO and requesting remissions for Late Lodgement Penalty (LLP) and General Interest Charge (GIC) when needed.
  • Providing estimates of tax and comprehensive tax planning to effectively manage your tax liability.
  • Providing tailored tax advice on various aspects, such as capital gains, investment income, rental properties, and more, to help you make informed decisions.

Whether you’re an individual, a business, or a super client, Trilogy Accounting is committed to delivering customised, practical tax solutions that align with your financial goals and circumstances.

Business Structuring

Starting a business and choosing the correct structure can significantly impact your tax implications and asset protection. At Trilogy Accounting, we provide insightful advice and assistance to help you set up your business effectively and in compliance with relevant regulations.

Our services include:

  • Assisting clients with business startups, including advice on selecting the most suitable structure and guidance on record-keeping best practices.
  • Setting up essential registrations such as Goods and Services Tax (GST), Australian Business Number (ABN), Pay As You Go Withholding (PAYGW), Fuel Tax Credits (FTC), and Fringe Benefits Tax (FBT).
  • Facilitating the setup of business and super structures to ensure the best outcomes for your financial and operational objectives.

With Trilogy Accounting, you can confidently navigate the complexities of business structuring, knowing that you’re backed by a team of experienced professionals committed to your success.

Business Advisory

At Trilogy Accounting, we provide an array of business advisory services to drive the success of your business. Our team of experienced professionals offers in-depth business analysis, practical payroll advice, and robust administrative support. We are also committed to community education and engagement, actively serving on local not-for-profit organization boards and sharing knowledge through seminars and meetings.

Our services include:

  • Managing Company Annual Review (AR) and Form 484 preparation and filing, including the drafting of appropriate minutes.
  • Providing thorough business analysis to identify opportunities for improvement and growth.
  • Assisting with various form preparation tasks, such as grant applications, and others.
  • Offering payroll advice, including insights on various awards and roles.
  • Educating the community through meetings and seminars to promote financial literacy and awareness.
  • Serving in board and executive roles in local not-for-profit organisations to contribute to our community’s growth.

With Trilogy Accounting, you get more than just financial advice; you gain a partner dedicated to your business and community’s overall growth and success.

Self-Managed Super Fund Services

At Trilogy Accounting, we specialise in providing comprehensive services for Self-Managed Super Funds (SMSFs). Our team is experienced in all aspects of SMSF administration, from preparation and lodgement of annual returns to facilitating audits. We offer advice on superannuation and can assist with software issues, even training clients in the effective use of software to manage their funds.

Our services include:

  • Administration of Self-Managed Super Funds, including the preparation and lodging of annual returns.
  • Preparing documentation for super fund audits to ensure compliance with all regulations.
  • Assisting clients with software issues related to their SMSFs for smooth management of the fund.
  • Providing training for clients on the use of software to effectively manage their SMSFs.
  • Offering expert advice on superannuation in general to help clients maximise their retirement savings.

At Trilogy Accounting, we are dedicated to helping you navigate through the complexities of managing your super fund, ensuring your future financial security.

Ready to get started?

Get in touch with our friendly team of professionals today
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Testimonials

Absolute pleasure

"I am so happy to have found Noela, Samantha and the amazing team at Trilogy. They are knowledgeable, proactive and they always make time to patiently answer my questions. Working with them has been an absolute pleasure."
- Dr Julia Shine

Approachable and trustworthy

"We have been clients of Trilogy Accounting for some years now and are very happy, the quality of their service is exemplary. I originally sought help for some complicated personal and property tax returns. Noela, Samantha and the team were absolutely fantastic from start to finish and have continued to be. They were extremely professional, put my mind at rest, super-efficient as well as being friendly, approachable and trustworthy.

I have never found any fault with their work, and we will be continuing to use Trilogy Accounting into the future. I would have no hesitation to recommend them for any Taxation needs. Thank you very much and 5 out of 5 stars."

- Sharon

Appreciate

"Just wanted to say thank you for all your hard work!

And putting up with us and our spur of the moment requests.

We appreciate you guys."

- Jessie & Amber

Experienced and certified

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