Welcome
FocusOne Financial Services provide a comprehensive accounting service designed to foster the well being of clients by taking a proactive approach and through seeking to build long term business relationships.
We can help you with ...
Accounting Services
Our accounting services include:
- Preparation of annual accounts
- Preparation of periodic management accounts
- Bookkeeping services
- Maintaining PAYG and GST records and returns
- PAYG and Superannuation Guarantee commitments
- Self-assessment advice
- ATO audit assistance
We will get a clear understanding of your business and provide you with a tailored accounting service to meet your requirements.
For Accounting services in Osborne Park contact Focusone Financial Services on Phone: 61 (08) 9381 2944.
Accounting Services
We understand the demands of running a business and the importance of having up-to-date and accurate financial information. You can rely on our team to relieve you of the burden of managing the accounting responsibilities of your business.
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Accounting Services
Our accounting services include:
- Preparation of annual accounts
- Preparation of periodic management accounts
- Bookkeeping services
- Maintaining PAYG and GST records and returns
- PAYG and Superannuation Guarantee commitments
- Self-assessment advice
- ATO audit assistance
We will get a clear understanding of your business and provide you with a tailored accounting service to meet your requirements.
For Accounting services in Osborne Park contact Focusone Financial Services on Phone: 61 (08) 9381 2944.
SMSF
We can assist you with:
- SMSF establishment
- advice, assistance and provision of Trust Deed, Product Disclosure Statements, Consents to Act for individual trustees or corporate trustee directors, Minutes to setup the Fund, Application for membership, Beneficiary and TFN notices, Applications for ABN and TFN, and registration papers for GST purposes (as required).
- Strategic superannuation planning towards your individual financial circumstances, including setting long-term goals.
- Preparation of financial statements and annual audit, as required under legislation.
- Preparation of tax returns at maximising your potential return or minimising your payment.
- Auditing your SMSF
For information about SMSFs please contact us at Focusone Financial Services on Phone: 61 (08) 9381 2944.
SMSF
SMSFs give people full control of their super fund, including all legal and tax responsibilities associated with this. Our team can help set-up your SMSF and assist you to meet your obligations as the SMSF Trustee.
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SMSF
We can assist you with:
- SMSF establishment
- advice, assistance and provision of Trust Deed, Product Disclosure Statements, Consents to Act for individual trustees or corporate trustee directors, Minutes to setup the Fund, Application for membership, Beneficiary and TFN notices, Applications for ABN and TFN, and registration papers for GST purposes (as required).
- Strategic superannuation planning towards your individual financial circumstances, including setting long-term goals.
- Preparation of financial statements and annual audit, as required under legislation.
- Preparation of tax returns at maximising your potential return or minimising your payment.
- Auditing your SMSF
For information about SMSFs please contact us at Focusone Financial Services on Phone: 61 (08) 9381 2944.
Tax Preparation
Business Tax
We can assist your business with all your tax lodgements and will work with you to improve the efficiency of your tax processes. Through planning and preparation we endeavour to minimise your tax exposure. We can also provide advice on GST, BAS and SMSF issues and can assist with ABN registrations and setting up the right tax structure for your business.
Individual Tax
We want to help you achieve the best outcome for your tax return. Our team of pro-active Accountants will help identify all the deductions you are legally entitled and ensure you comply with your record keeping obligations. We will also provide advice for future tax returns.
We offer a complete tax preparation service:
- tax return lodgement
- tax planning and minimisation strategies
- FBT, CGT or GST calculations
- PAYG and superannuation compliance
- Managing Australian Taxation Office audits or disputes
Your refunds are lodged securely using the latest accounting software and refunds are processed without delay.
To make a tax preparation appointment contact us on Phone: 61 (08) 9381 2944.
Tax Preparation
The experienced team at Focusone Financial Services can help prepare your tax return and help you maximise your tax refund. We will assist in identifying all the deductions to which you are entitled.
Read More ....
Tax Preparation
Business Tax
We can assist your business with all your tax lodgements and will work with you to improve the efficiency of your tax processes. Through planning and preparation we endeavour to minimise your tax exposure. We can also provide advice on GST, BAS and SMSF issues and can assist with ABN registrations and setting up the right tax structure for your business.
Individual Tax
We want to help you achieve the best outcome for your tax return. Our team of pro-active Accountants will help identify all the deductions you are legally entitled and ensure you comply with your record keeping obligations. We will also provide advice for future tax returns.
We offer a complete tax preparation service:
- tax return lodgement
- tax planning and minimisation strategies
- FBT, CGT or GST calculations
- PAYG and superannuation compliance
- Managing Australian Taxation Office audits or disputes
Your refunds are lodged securely using the latest accounting software and refunds are processed without delay.
To make a tax preparation appointment contact us on Phone: 61 (08) 9381 2944.
Business Planning
A business plan should instil confidence in your business and provide you with a written plan to grow your business into the future.
A business plan by Focusone Financial Services Accountants includes the following in detail:
- Business Profile
- Vision, Mission and Goals
- Market Research
- Operational Strategy
- Products and/or Services
- Marketing Plan
- Cashflow forecasting
- Financial Strategy
We want to help you make the right decisions for your business so they are consistent with your brand, your goals and the overall company mission.
Contact us on Phone: 61 (08) 9381 2944 to discuss your business planning requirement
Business Planning
Planning ahead is the key to successful business development. Our team will work with you to develop a business plan that helps you identify your goals for the business and provides a step-by-step plan to help you achieve those goals.
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Business Planning
A business plan should instil confidence in your business and provide you with a written plan to grow your business into the future.
A business plan by Focusone Financial Services Accountants includes the following in detail:
- Business Profile
- Vision, Mission and Goals
- Market Research
- Operational Strategy
- Products and/or Services
- Marketing Plan
- Cashflow forecasting
- Financial Strategy
We want to help you make the right decisions for your business so they are consistent with your brand, your goals and the overall company mission.
Contact us on Phone: 61 (08) 9381 2944 to discuss your business planning requirement
Business Start-Up
Our aim is to help you:
- Set-up a suitable company structure (sole trader, partnership or limited company) to maximise profits and protect you and your assets
- Prepare a business plan, cashflow projections and budgets
- Assess your finance requirements and provide advice on possible finance sources
- Determine whether GST is applicable to your business and provide advice on how it works
- Determine which accounting software solution is most suitable for your business
- Assist with tax and business registrations with ATO and ASIC
- Set-up a record keeping system to help you comply with your statutory requirements
Our role is to help support you through the start-up process so you make smart choices for your business right from the get go.
If you starting a company or need start-up advice please contact us on Phone: 61 (08) 9381 2944 to make an appointment with one of our experienced Accountants.
Business Start-Up
We know each business is unique and that starting a business is a very exciting yet daunting task. Our team want to save you time and money down the track by helping you set-up the financial structure of your business right from the beginning.
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Business Start-Up
Our aim is to help you:
- Set-up a suitable company structure (sole trader, partnership or limited company) to maximise profits and protect you and your assets
- Prepare a business plan, cashflow projections and budgets
- Assess your finance requirements and provide advice on possible finance sources
- Determine whether GST is applicable to your business and provide advice on how it works
- Determine which accounting software solution is most suitable for your business
- Assist with tax and business registrations with ATO and ASIC
- Set-up a record keeping system to help you comply with your statutory requirements
Our role is to help support you through the start-up process so you make smart choices for your business right from the get go.
If you starting a company or need start-up advice please contact us on Phone: 61 (08) 9381 2944 to make an appointment with one of our experienced Accountants.
Bookkeeping
We offer a professional and efficient bookkeeping service to small and medium businesses. We will tailor a service to suit your requirements so you can choose to assign all or just some of your bookkeeping duties to us.
We offer the following bookkeeping services
- Accounts Payable and Accounts Receivable
- Bank & Credit Card Reconciliations
- Payroll preparation
- Management of payroll tax and PAYG
- Superannuation
- Workers compensation
- Inventory monitoring
- Invoicing
- Purchase Orders
- Regular Financial Reporting
- Quarterly and Monthly BAS or IAS
- Cash Flow and Debt Management
- Set-up and maintenance of bookkeeping and office systems
Our specialised bookkeepers are experienced in many types of accountancy software including MYOB, Quickbooks, BGL, Quicken and Xero.
For more information about our Bookkeeping services or to discuss your bookkeeping needs please contact us on Phone: 61 (08) 9381 2944.
Bookkeeping
We offer a professional and efficient bookkeeping service to small and medium businesses. We will tailor a service to suit your requirements so you can choose to assign all or just some of your bookkeeping duties to us.
Read More ....
Bookkeeping
We offer a professional and efficient bookkeeping service to small and medium businesses. We will tailor a service to suit your requirements so you can choose to assign all or just some of your bookkeeping duties to us.
We offer the following bookkeeping services
- Accounts Payable and Accounts Receivable
- Bank & Credit Card Reconciliations
- Payroll preparation
- Management of payroll tax and PAYG
- Superannuation
- Workers compensation
- Inventory monitoring
- Invoicing
- Purchase Orders
- Regular Financial Reporting
- Quarterly and Monthly BAS or IAS
- Cash Flow and Debt Management
- Set-up and maintenance of bookkeeping and office systems
Our specialised bookkeepers are experienced in many types of accountancy software including MYOB, Quickbooks, BGL, Quicken and Xero.
For more information about our Bookkeeping services or to discuss your bookkeeping needs please contact us on Phone: 61 (08) 9381 2944.
Financial Planning
Focusone Financial Services provides Financial Planning services in Osborne Park.
As your trusted Advisers, working with our in-house Financial Planning team means we can seamlessly manage all aspects of your financial affairs.
A Focusone Financial Services Financial Adviser can help you make the right decisions about your finances by understanding your financial situation and helping you develop a financial plan to meet your short and long-term goals.
Why do you need Financial Planning Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
Our Financial Planning Services
- Superannuation
- Retirement Planning
- Debt Management
- Wealth Protection
- SMSF
- Aged Care
- Estate Planning
Superannuation
The team at Focusone Financial Services can help you understand, grow and manage your superannuation.
We can help you:
- Consolidate your super funds and help you save on fees
- Identify investment options tailored to your goals and risk profile
- Review your concessional and non-concessional contributions to super
- Identify strategies to help boost your superannuation
- Enjoy the benefits of salary sacrifice
- Understand your insurance options within superannuation
- Determine if you have the correct beneficiary nominations in place
- Determine whether a self-managed super fund (SMSF) is right for you.
Retirement Planning
Focusone Financial Services Financial Advisers can help you work out how much money you have now, how much you might have in the future and where it is coming from.
We will help you:
- Identify your retirement goals
- Review your income and cashflow requirements
- Identify what assets (house, savings, investments) you have and how much they are worth
- Assess how much super you have and when you can access it
- Find ways to grow your retirement income
- Put plans in place to make your money last in retirement
- Determine when you can apply for the age pension and whether you are likely to be eligible.
- Review your estate planning
Debt Management
Knowing how to manage your debt can help you take control of your financial future and manage your cashflow.
Focusone Financial Services can recommend a debt management plan to help you pay down your bad debt whilst using good debt to build long term wealth.
We also work with a network of mortgage brokers who can help find you the right loan for your home or investment.
Wealth Protection
Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance. Having the right insurance cover in place can help protect your family and your income if the unexpected occurs.
Focusone Financial Services has access to a large range of insurers and we can tailor your wealth protection plan to suit your circumstances. We will make the insurance process as simple as possible and help you get the right cover to protect you and those you love with a financial safety net in the event that the unexpected occurs.
Self Managed Super Funds (SMSFs)
SMSFs give people full control of their own super fund, including all the legal and tax responsibilities associated with doing this.
The team at Focusone Financial Services can assist you with the investment and estate planning strategies for your SMSF.
We will recommend an investment strategy that is in line with your risk profile and incorporates your ideas about investing within your SMSF. We make the recommendations. You make the decisions.
Aged Care
Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. At Focusone Financial Services at Osborne Park we help to make navigating aged care easier for you and your family.
We will help you cut through the vast amount of information that is available and ensure all aspects of your financial situation are addressed;
- the family home
- pensions
- accommodation payments
- care fees
- cash flow and,
- investment planning.
Estate Planning
Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you. You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.
In conjunction with legal and accounting professionals we can help you with:
- Ensuring your Will is current and properly drafted
- Granting Enduring Powers of Attorney
- Reviewing if a family trust is appropriate for your situation
- Identifying whether it is appropriate for you to have Testamentary Trust in place
- Finding the most tax effective manner of passing your assets onto your loved ones (beneficiaries)
- Reviewing your life insurance policies
- Ensuring your nominated beneficiaries are correct for your superannuation
- Gifting to charities
- Identifying the right structure to pass on the family business
- Dealing with capital losses and capital gains
- Dealing with family debts
What to look for in a Financial Plan?
- A financial plan is officially known as a “Statement of Advice” (SOA).
- Australian Investments and Securities Commission (ASIC) says a good Statement of Advice (SOA) should:
- address the reasons you sought advice.
- include recommendations that are relevant to you.
- refer accurately to your assets, liabilities, income and expenses.
- have a defined scope and explain what advice is and isn’t being provided.
- give cashflow projections (where relevant) to show how the recommended strategy will fit your income and expenses.
- present the advantages and disadvantages of complex strategic recommendations (if relevant).
- explain how financial products fit into the overall strategy and your risk tolerance.
- state all the costs.
For Financial Planning services in Osborne Park contact Focusone Financial Services on Phone: 61 (08) 9381 2944.
Financial Planning
A `{`trading-name`}` Our Financial Planning team can help you make the right decisions about your finances by understanding your financial situation and helping you develop a financial plan to meet your short and long term goals.
Read More....
Financial Planning
Focusone Financial Services provides Financial Planning service in Osborne Park.
As your trusted Advisers, working with our in-house Financial Planning team means we can seamlessly manage all aspects of your financial affairs.
A Focusone Financial Services Financial Adviser can help you make the right decisions about your finances by understanding your financial situation and helping you develop a financial plan to meet your short and long-term goals.
Why do you need Financial Planning Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
Our Financial Planning Services
- Superannuation
- Retirement Planning
- Debt Management
- Wealth Protection
- SMSF
- Aged Care
- Estate Planning
Superannuation
The team at Focusone Financial Services can help you understand, grow and manage your superannuation.
We can help you:
- Consolidate your super funds and help you save on fees
- Identify investment options tailored to your goals and risk profile
- Review your concessional and non-concessional contributions to super
- Identify strategies to help boost your superannuation
- Enjoy the benefits of salary sacrifice
- Understand your insurance options within superannuation
- Determine if you have the correct beneficiary nominations in place
- Determine whether a self-managed super fund (SMSF) is right for you.
Retirement Planning
Focusone Financial Services Financial Advisers can help you work out how much money you have now, how much you might have in the future and where it is coming from.
We will help you:
- Identify your retirement goals
- Review your income and cashflow requirements
- Identify what assets (house, savings, investments) you have and how much they are worth
- Assess how much super you have and when you can access it
- Find ways to grow your retirement income
- Put plans in place to make your money last in retirement
- Determine when you can apply for the age pension and whether you are likely to be eligible.
- Review your estate planning
Debt Management
Knowing how to manage your debt can help you take control of your financial future and manage your cashflow.
Focusone Financial Services can recommend a debt management plan to help you pay down your bad debt whilst using good debt to build long term wealth.
We also work with a network of mortgage brokers who can help find you the right loan for your home or investment.
Wealth Protection
Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance. Having the right insurance cover in place can help protect your family and your income if the unexpected occurs.
Focusone Financial Services has access to a large range of insurers and we can tailor your wealth protection plan to suit your circumstances. We will make the insurance process as simple as possible and help you get the right cover to protect you and those you love with a financial safety net in the event that the unexpected occurs.
Self Managed Super Funds (SMSFs)
SMSFs give people full control of their own super fund, including all the legal and tax responsibilities associated with doing this.
The team at Focusone Financial Services can assist you with the investment and estate planning strategies for your SMSF.
We will recommend an investment strategy that is in line with your risk profile and incorporates your ideas about investing within your SMSF. We make the recommendations. You make the decisions.
Aged Care
Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. At Focusone Financial Services at Osborne Park we help to make navigating aged care easier for you and your family.
We will help you cut through the vast amount of information that is available and ensure all aspects of your financial situation are addressed;
- the family home
- pensions
- accommodation payments
- care fees
- cash flow and,
- investment planning.
Estate Planning
Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you. You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.
In conjunction with legal and accounting professionals we can help you with:
- Ensuring your Will is current and properly drafted
- Granting Enduring Powers of Attorney
- Reviewing if a family trust is appropriate for your situation
- Identifying whether it is appropriate for you to have Testamentary Trust in place
- Finding the most tax effective manner of passing your assets onto your loved ones (beneficiaries)
- Reviewing your life insurance policies
- Ensuring your nominated beneficiaries are correct for your superannuation
- Gifting to charities
- Identifying the right structure to pass on the family business
- Dealing with capital losses and capital gains
- Dealing with family debts
What to look for in a Financial Plan?
- A financial plan is officially known as a “Statement of Advice” (SOA).
- Australian Investments and Securities Commission (ASIC) says a good Statement of Advice (SOA) should:
- address the reasons you sought advice.
- include recommendations that are relevant to you.
- refer accurately to your assets, liabilities, income and expenses.
- have a defined scope and explain what advice is and isn’t being provided.
- give cashflow projections (where relevant) to show how the recommended strategy will fit your income and expenses.
- present the advantages and disadvantages of complex strategic recommendations (if relevant).
- explain how financial products fit into the overall strategy and your risk tolerance.
- state all the costs.
For Financial Planning services in Osborne Park contact Focusone Financial Services on Phone: 61 (08) 9381 2944.
Tax Preparation
Business Tax
We can assist your business with all your tax lodgements and will work with you to improve the efficiency of your tax processes. Through planning and preparation we endeavour to minimise your tax exposure. We can also provide advice on GST, BAS and SMSF issues and can assist with ABN registrations and setting up the right tax structure for your business.
Individual Tax
We want to help you achieve the best outcome for your tax return. Our team of pro-active Accountants will help identify all the deductions you are legally entitled and ensure you comply with your record keeping obligations. We will also provide advice for future tax returns.
We offer a complete tax preparation service:
- tax return lodgement
- tax planning and minimisation strategies
- FBT, CGT or GST calculations
- PAYG and superannuation compliance
- Managing Australian Taxation Office audits or disputes
Your refunds are lodged securely using the latest accounting software and refunds are processed without delay.
To make a tax preparation appointment contact us on Phone: 61 (08) 9381 2944.
Tax Preparation
We can help prepare your tax return and help you maximise your tax refund. We will assist in identifying all the deductions to which you are entitled, while ensuring you comply with your record keeping obligations.
Read More ....
Tax Preparation
Business Tax
We can assist your business with all your tax lodgements and will work with you to improve the efficiency of your tax processes. Through planning and preparation we endeavour to minimise your tax exposure. We can also provide advice on GST, BAS and SMSF issues and can assist with ABN registrations and setting up the right tax structure for your business.
Individual Tax
We want to help you achieve the best outcome for your tax return. Our team of pro-active Accountants will help identify all the deductions you are legally entitled and ensure you comply with your record keeping obligations. We will also provide advice for future tax returns.
We offer a complete tax preparation service:
- tax return lodgement
- tax planning and minimisation strategies
- FBT, CGT or GST calculations
- PAYG and superannuation compliance
- Managing Australian Taxation Office audits or disputes
Your refunds are lodged securely using the latest accounting software and refunds are processed without delay.
To make a tax preparation appointment contact us on Phone: 61 (08) 9381 2944.
Why Choose Us?
Exceptional Personal Service
Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.
Ongoing Support
Our friendly team will support you throughout your journey with us and answer any questions you have along the way.
Knowledge and Experience
Our Accountants and business advisers are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important financial matters.
A Holistic Approach
We want to understand exactly what you want to achieve and provide you with strategies to guide you towards your goals.
Keep You On Track
We will keep you accountable along the way because we want you to stay on track to achieve your goals.
Ease and Convenience
Deal with one firm for your accounting, tax preparation, business planning, audit & financial planning needs.
Meet Our Team
Jake White
Jake White
Co-Founder and Financial Planner
Jake White
Jane Brown
Jane Brown
Financial Planner
Jane Brown
Chris Red
Chris Red
Practice Manager
Chris Red
Ella Green
Ella Green
Client Services Manager
Ella Green
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