Our business advisory services focus on helping owners/managers understand their financial position, goals, strengthen their operational structure and plan confidently for the future within their vision.
We support businesses at every stage of their development, from setup and restructuring through to planning and reporting, with practical guidance that is grounded in experience and tailored to your circumstances, we can also act as your virtual CFO.
Choosing the right business structure is a critical foundation for managing risk, meeting tax obligations, and supporting future growth. The structure you choose can affect how you are taxed, how profits are distributed, and the level of personal liability you face.
We assist clients with:
▪Comparing business/entity structures including sole trader, partnership, company and trust arrangements.
▪Explaining the tax, reporting and compliance obligations associated with each structure
▪Establishing new entities including preparing and lodging required registrations with ASIC and the ATO.
▪Advising on ownership, control and beneficiary arrangements
▪Reviewing existing structures to ensure they remain suitable as the business grows
Our focus is on helping you establish a structure that aligns with your goals today and remains flexible as your business grows and circumstances change.
We hold yearly tax planning session with our business clients as a guidance for the year to come. However, the most effective tax planning is not a once-a-year exercise. In addition, we provide year-round guidance to help our clients understand their tax position and understand how the plan is tracking which allows changes if required, well before reporting deadlines.
Our tax planning support includes:
▪Estimating tax outcomes based on projected income and business activity
▪Identifying legitimate tax planning opportunities, including timing of income and expenses. Grow your cash!
▪Planning superannuation contributions in line with legislative limits and client’s availability to secure your financial freedom.
▪Advising on asset purchases, depreciation and available write-offs
▪Reviewing profit distributions for companies and trusts
Our aim is to reduce uncertainty, avoid unexpected tax outcomes, and ensure your business remains aligned with its goals and current ATO requirements.
Strong cash flow is essential for business stability, long-term sustainability and growth. Understanding when money comes in and goes out allows you to plan confidently and respond early to pressure points.
We help clients:
▪Review inflows and outflows to identify patterns and trends
▪Prepare budgets and cash flow forecasts tailored to their business operations
▪Identify seasonal fluctuations or periods of increased pressure
▪Develop strategies for managing expenses, invoicing and payment timings
▪Monitor actual performance against forecasts and adjust as required
Clear forecasting supports better decision-making and helps maintain financial stability as your business grows.
Consistent and meaningful reporting provides insight into how your business is performing and where adjustments may be needed.
We assist with:
▪Reviewing management reports and financial statements
▪Analysing trends across income, expenses and profitability
▪Identifying areas of inefficiency or opportunity
▪Explaining financial results in practical, understandable terms
▪Providing guidance on record-keeping and reporting systems
For many of our business clients, we hold quarterly performance meetings to review results, discuss upcoming obligations, address any concerns and plan for the next quarter. These sessions help keep your business on track throughout the year and ensure decisions are made with current, accurate information. We are with you all the way through your journey.
Companies are required to meet ongoing ASIC compliance obligations. Keeping these requirements up to date is essential to avoid penalties and administrative issues.
We support clients with:
▪Preparing and reviewing annual ASIC statements
▪Maintaining corporate registers and statutory records
▪Updating officeholders, addresses and share structures as changes occur
▪Lodging ASIC forms and ensuring deadlines are met (E.g. Business name renewal)
▪Monitoring compliance requirements and providing reminders where needed
Our role is to ensure company records remain accurate and up to date, reducing the risk of penalties or administrative burden.
As businesses grow or personal circumstances change, existing structures may no longer be the most effective or appropriate.
We assist with:
▪Assessing whether a new structure may improve tax or operational outcomes
▪Planning transitions to new entities or structures where appropriate
▪Reviewing capital gains tax implications and available rollover relief
▪Supporting owners plan for retirement or business succession
▪Documenting changes and ensuring compliance with ATO and ASIC requirements
Our approach focuses on managing change smoothly while supporting long-term planning for business owners
We prepare business valuations for clients seeking a clear understanding of the financial position and underlying performance of their business. Valuations provide a strong foundation for informed decision-making, whether for growth, sale, succession, or internal review.
Our valuation work includes:
▪Reviewing financial statements and historical performance
▪Assessing profitability, assets and liabilities
▪Considering market conditions and relevant industry factors
▪Preparing a clear and structured valuation report
▪Explaining how valuation outcomes may impact planning, restructuring or succession decisions
For clients considering the purchase of a business, we can provide a financial-based technical opinion, focusing on the accuracy of financial information and the underlying performance of the business. This helps buyers make informed decisions using reliable, objective analysis. As this is not specific financial advice, if required we are happy to refer you to some preferred financial advisors.
Vanzwan Accounting Plus | Your Trusted Canberra Accountant. We work closely with all major software vendors to provide the best solutions to help you operate and grow your business.
‘Trevor Pearcey House’, Level 1, Unit 20, 34 Thynne Street, Bruce ACT 2617
Office Hours: Mon – Fri | 9:00 AM – 5:00 PM
Vanzwan Accounting Plus acknowledge the Ngunnawal people as the Traditional Custodians of the land on which we live and work. We pay our respects to their Elders—past, present, and emerging—and extend this to all Aboriginal and Torres Strait Islander peoples today.
© 2026 Vanzwan Accounting Plus Pty Ltd ABN 28 008 647 078 AFSL 488274 Vanzwan Accounting Plus Pty Ltd
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We provide tax and compliance services, bookkeeping, payroll, business advisory, and SMSF administration for individuals and small to medium businesses. Services are tailored to suit your circumstances and needs.
Fees vary depending on the services required and the complexity of your situation. We provide transparent pricing and can issue a quote once your requirements are understood.
Bookkeepers manage day-to-day financial records, while accountants focus on tax, reporting, and advice. Many clients use both to stay organised and compliant throughout the year.
Most businesses benefit from daily, weekly or monthly bookkeeping, depending on transaction volume. Regular bookkeeping supports accurate reporting and reduces issues at BAS and year-end.
We specialise in cloud-based systems such as Xero and BGL, but also support other software’s when required.
You should keep invoices, receipts, bank statements, and records relating to income and expenses. Most records must be retained for at least five years.
A Business Activity Statement (BAS) reports GST and other tax obligations. Businesses registered for GST are generally required to lodge BAS.
Yes. We assist with catch-up and clean-up bookkeeping where records are incomplete or inaccurate, as well as providing revival services for individuals and businesses behind in lodgements.
Yes. While we are based in Canberra, we assist clients Australia-wide using secure cloud based systems.
Yes. Changing accountants is typically straightforward. We manage the transition process, including transferring records and liaising with the ATO and your previous accountant, to ensure continuity.
It is helpful to bring identification, income statements, bank interest details, receipts for deductions, and any documents relating to investments, rental properties, additional income or business activities. If you are unsure what applies to your situation, we can advise prior to your appointment.
Once your tax return is lodged, the ATO will assess it and issue a Notice of Assessment. This outlines the outcome, including any refund or amount payable, which our office will forward to you for filing or action.
There is free reserved parking at the front and rear of our building, as well as free public parking at the nearby shops.
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