Our Services

Everything You Need, All Under One Roof

At OzLedger, we offer a complete range of tax and accounting services for individuals, small businesses, and SMSF trustees across Australia. Whether you need a straightforward tax return or ongoing financial support for a growing business, our team has the expertise to handle it properly.
Browse our full list of services below and click through to find out exactly what each one involves and how we can help.

Tax and Lodgement Services

Individual Tax Lodgement

Personal tax returns prepared accurately and lodged on time — with every deduction identified and claimed.

Business Tax Returns

Company, trust, and partnership tax returns handled with compliance and tax minimisation in mind.

BAS Preparation & Lodgement

Timely, accurate Business Activity Statements lodged every quarter without the stress.

GST Compliance & Advisory

GST registration, reporting, and ongoing advisory to keep your business fully compliant.

PAYG Withholding Managemen

payroll.Accurate calculation and lodgement of PAYG withholding obligations for your business

Registrations

ABN, TFN, GST, and business name registrations handled quickly and correctly from the start.

Bookkeeping Services

Clean, accurate books maintained consistently so your financials are always ready when you need them.

Xero/MYOB/QuickBooks Support

Setup, training, and ongoing support for Australia's most popular accounting software platforms.

Cloud Accounting Setup

We migrate your business to cloud accounting so you get real-time visibility over your finances from anywhere.

Payroll Processing

Full payroll management ensuring your team is paid correctly, on time, every time.

Super Stream Compliance

Superannuation contributions processed and lodged in line with all SuperStream requirements.

Single Touch Payroll (STP) Reporting

Automated STP reporting to the ATO every time you run payroll — accurate and hassle-free.

Financial Statements Preparation

Profit and loss statements, balance sheets, and annual reports prepared to the highest standard.

Management Reporting

Customised reports and KPI dashboards that give you a clear picture of how your business is performing.

Cash Flow Forecasting

Forward-looking cash flow projections to help you plan, grow, and avoid gaps in your finances.

Business Structuring Advice

Expert guidance on choosing and setting up the right business structure for your goals and tax position.

Business Development Advisory

Strategic advice to help you grow your operations, enter new markets, and build sustainably

Tax Planning Strategies

Proactive year-round strategies to legally reduce your tax and keep more money in your business.

ATO Correspondence & Liaison

We handle all ATO communications on your behalf — queries, audits, and compliance matters included

Audit Assistance

Expert guidance and representation if your business or tax return is selected for an ATO audit.

Tax Objections & Disputes

We lodge objections and manage ATO disputes to get you the best possible outcome.

Capital Gains Tax (CGT) Advisory

Strategic advice to reduce CGT on property, shares, and other asset sales through careful planning.

Share Trading & Investment Tax

Specialist tax advice for share traders and investors, covering dividends, capital gains, and franking credits.

Property Tax Advisory

Expert tax guidance for property investors, including negative gearing, depreciation, and CGT obligations.

Portfolio Performance Reporting

Detailed reporting and insights to monitor your investment portfolio and support smarter financial decisions.

From Enquiry to Lodgement

Our simple and streamlined process ensures your accounting needs are handled efficiently from start to finish.

Initial Enquiry

Get in touch with us via phone, email, or online form to discuss your requirements.

Consultation

We assess your needs and provide clear guidance on the best approach for your situation.

Document Collection

Share the required documents securely, and we’ll review everything carefully.

Preparation

Our experts prepare your financials or tax returns with accuracy and attention to detail.

Review & Lodgement

Once approved, we lodge your returns and ensure everything is completed on time and in compliance.

Initial Enquiry

Get in touch with us via phone, email, or online form to discuss your requirements.

Consultation

We assess your needs and provide clear guidance on the best approach for your situation.

Document Collection

Share the required documents securely, and we’ll review everything carefully.

Preparation

Our experts prepare your financials or tax returns with accuracy and attention to detail.

Review & Lodgement

Once approved, we lodge your returns and ensure everything is completed on time and in compliance.

Company, Trust & SMSF Registrationt

Looking to set up a new business entity? We manage the entire process from consultation to handover, usually within 48 hours.

Strategic Analysis

We analyze your business goals to determine if a Company, Trust, or SMSF is the best fit for your tax and legal protection.

Paperless Onboarding

We send a digital welcome pack containing your engagement letter. Simply provide the "Who’s Who" details online.

Compliance Audit

Our team performs a rigorous manual review of name availability, identity verification, and government compliance.

Instant Activation

We lodge your paperwork with ASIC, apply for your ABN/TFN, and deliver your live entity within two business days.