We help our business clients grow their business and increase profits:

Preparation of taxation returns for partnerships, trusts, companies, superannuation
Advice on the most suitable business structure for your situation
Advice on negative gearing of property, shares and other investments
Preparation of monthly accounts, Business Activity Statements, all necessary taxation and employment registrations
Advising on and setting up your record keeping systems
Ensuring all your compliance obligations are up to date for the ATO and ASIC.
Assistance with budgeting and cash flow planning
Advice on accounting computer software packages
Provide regular reporting and financial accounts
Minutes and share issues
Company Registers – We can be your registered office!

A successful and growing business is one of the most important paths to financial freedom. 

Our services to help you in business documentation & compliance issues include:

Completing and lodging all necessary taxation and employment registrations
Advising on and setting up your record keeping systems

Cash Book GST

Cash Book No GST

Rental Cash Book

Ensuring all your compliance obligations are up to date for the:

Australian Taxation Office

Australian Securities & Investments Commission

State Revenue Office

We take an active interest in our client’s businesses and provide solutions and strategies to:

Improve profitability
Minimise tax
Create and preserve wealth
Strategic planning to keep your business ahead of the field
Ideas to grow your business and generate more profits
Provide regular reporting and financial accounts
Benchmarking your business
Assistance with budgeting and cash flow planning
Preparation of business valuations and business plans

Before you come in to see us at tax-time, download our tax return checklist below, to ensure you bring everything we need to complete it quickly and easily for you. The checklist will also guide you through the tax documentation process.


We offer advice when starting up, buying or selling a business including:

Buying a Business:

Financial analysis of the business to be purchased
Matters to consider when purchasing a business
How you should structure your new business and which systems to use
Preparation of finance applications
Budgeting and cash flow planning

Selling a Business:

Preparation of financial statements for sale purposes
The best way to present your business for sale
How to minimise tax on your sale proceeds

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Accounting Services

We provide accounting services and assistance in:

Cash Book recording and reconciliation services using manual books and MYOB
Preparation of financial reports, Trading, Profit & Loss Statements, Balance Sheets and Cash Flow Statements
Preparation of Statutory Accounts
Preparation of cash flow, budgets & projections

For numerous entities and structures including:

Sole Traders
Partnerships
Companies
Trusts
Superannuation
Registered Clubs
Joint Ventures
Special Projects & Ventures
Land Subdivisions & Property Development
Government funded organisations
Doctors and Medical Specialists
Engineers and Surveyors
Dentists
Solicitors and Barristers
Real Estate Agents
Insurance Brokers
Agricultural
Service Entities
Builders & Building Trades

We provide Self Managed Superannuation Fund services:

Fund Establishment
Pension administration
Fund documentation and compliance
Full accounting & administration services

We provide Auditing services:

Incorporated Entities
Superannuation Funds

Gaertner & Associates is uniquely positioned to provide a total business advisory service and financial planning services are available through Quantum Wealth Solutions.

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Tax Checklists

Individual Checklist

Business Checklist

Self Managed Super Fund (SMSF) Checklist

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