Trilogy Accounting Group

Trilogy Accounting Group Beaudesert, QLD is listed under Accountants Specialising in Trusts Tax Returns, Accounting, Personal Income Tax Returns.

Additional services by Trilogy Accounting Group include Business Activity Statements Preparation, Partnership Tax Returns, Business Tax Setup, Tax Planning, Self Managed Super Funds (SMSF), Business & Company Tax Returns.

Call the staff at Trilogy Accounting Group to receive more information about our services.

Who We Are

Partners

Noela Lee

Noela brings over 30 years of experience in taxation and business to the firm. She worked for over 15 years in the family building and construction business and understands the trials and tribulations of small business particularly the building and construction industry. Noela returned to public practice accounting in 2000 just in time for the introduction of GST. She pursued her passion in taxation by completing her Masters in Taxation at UNSW in 2009.  In 2010 she supplemented her knowledge by becoming an authorised representative for a financial planning firm.

Noela strives to enhance business profitability within the constraints of government regulations. She believes in empowering businesses to control cash flow, analyse profits, and plan for the future.

 Samantha Wilson

Samantha has over 19 years’ experience in the accounting field, having worked her way up from a junior in a Chartered Accountants office to having gained her Bachelor in Commerce, majoring in accounting & business law & CPA qualifications.  Samantha has operated her own practice for a number of years which has allowed her to assist many small businesses with their GST, compliance & reporting obligations.

Having extensive experience in the management of small business, including Pharmacy, Farming and the Construction Industry, Samantha is keen to assist new & existing businesses to capitalise on their resources and reap the benefits of running or purchasing a successful enterprise.

With three school age children, Samantha is also actively involved in local sporting & community groups within the Scenic Rim & Gold Coast regions.

Staff

Norman Johnston

Norman Johnston has over 40 years of accounting and tax experience. As a sole practitioner based in Beaudesert for the past 25 years, Norman has a wealth of experience in primary production, retail and professional businesses.

Norman will continue to work with us as an accountant as he readies himself for his well-earned retirement.  We value the opportunity to share his knowledge and expertise with you.

Trish Wilson

Trish is our part time administration assistant and works in our Canungra office. Trish has had her own business for approx. 10 years and has a good understanding of small business.  Trish joins our team and brings great knowledge.

Services

Financial Statements

Financial Statements will include at least a profit and loss statement and balance sheet for a given period. We at Trilogy Accounting make sure you understand what the numbers mean and coupled with our benchmarking reports we can use the information to compare you to your competitors and identify areas of improvement.

We prepare financial statements for all types of entities including

Discretionary Trust’s (also known as family trust’s)
Unit Trust’s
Company’s
Partnerships
Sole Traders / Individuals

Tax Returns & Business Activity Statements

We prepare tax returns and business activity statements for all types of entities including

Discretionary Trusts (also known as family trusts)
Unit Trusts
Companies
Partnerships
Sole Traders / Individuals

Self-Managed Superannuation Funds & Superannuation in General

We prepare financial statements and statutory returns and can take care of the audit of your self-managed superannuation fund.

We can help you understand your trustee responsibilities and duties.

If you are nearing age 55 we can discuss the tax benefits of commencing a pension and help you decide what best suits your circumstances.

Superannuation is a great tax planning tool, but the wrong advice can cost you money and additional tax. We can help you navigate through the complexities.

Tax Planning

As part of completing your tax return we will advise a timeline of tax payments based on your taxable income. You will also be invited to contact our office from March to discuss tax planning opportunities for the following year. This will allow you to take control of your tax and manage your cash flows. It also allows us to review your accounts and advise strategies you may be able to employ, to reduce your taxable income for the year.

Have you had an unusual tax event, such as sale of a rental property, sale of a business or shares? Please call us before it’s too late, you may miss opportunities that can help reduce your income tax.

Business Structuring

You need to get is right from the start. Protection of your assets is your first consideration when setting up a business. Different structures such as companies have significant differences for the treatment of capital gain tax.

We can assist you in selecting the best structure for your business.

Business Analysis

A break-even analysis is an important business tool as it can identify what your turnover (sales) needs to be to cover your costs. It can also help you identity how much you need to charge per hour to cover your overheads and what a change in staff productivity will do to your bottom line.

We can assist you with implementing monitoring and key performance indicators that will hold everyone (including you) accountable to the business.

We can help you with developing a business plan and direct you to marketing personnel.

Any many other strategies…

Corporate Compliance

Trilogy Accounting is a registered company agent. We can maintain company registers, attend to all ASIC related matters.

Reviews

“Very knowledgeable staff. Always got great advice for new businesses trying to set up. ”

“Thanks Noela for all of your assistance”