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Our Services
We provide a range of services designed to help you and your business thrive. From accounting and tax compliance to strategic advisory, we offer personalised solutions to simplify challenges and support your growth. Explore our services below to see how we can support you at every stage of your business journey.
Accounting & Bookkeeping
Clear, accurate financial records are essential for a successful business. CloudTec provides accounting and bookkeeping services to help you stay compliant, organised, and in control of your finances.
We ensure your transactions are accurately recorded, providing real-time visibility into your business performance and turning financial data into actionable insights.
- We assist with:
- Bank reconciliations & daily transaction management
- Payroll, superannuation & PAYG reconciliations
- Financial reports & cash flow forecasting
- Profit & Loss Statements, Balance Sheets & business analysis
- Annual tax returns, BAS & GST compliance
- Fringe Benefits Tax (FBT) returns & workers’ compensation reconciliations
- ASIC reporting & compliance
With CloudTec, you can be confident that your accounting and bookkeeping needs are in safe hands. Get in touch today to find out how we can help your business thrive.
Tax Compliance & Tax Planning
Effective tax management is important for keeping your business profitable and compliant. At CloudTec, we provide expert tax compliance and tax planning services to help you minimise liabilities and make the most of every benefit available.
We work with you to manage your financial affairs strategically, ensuring you reduce your tax obligations while making the most of available benefits. Our team makes sure you meet all compliance requirements, including BAS, GST lodgements, income tax returns, and payroll obligations. But we don’t just focus on compliance – we take a proactive approach, developing tailored tax strategies to help you maximise deductions, incentives, and structuring benefits.
- Here’s how we help year-round:
- Advise you on transactions that might affect your tax, like asset acquisitions or changes in your business or personal circumstances.
- Analyse tax implications related to income, expenses, and superannuation contributions.
- Identify tax-efficient strategies and provide practical advice on structuring.
- Assist with inheritance tax, estate planning, and gift planning.
- Review trust distributions and dividends to optimise tax efficiency.
With CloudTec, you’ll always be one step ahead, ensuring your business remains tax-efficient, compliant, and prepared for the future.
Xero Implementation & Process Optimisation
We specialise in helping businesses get the most out of Xero. We make the setup process seamless and customise the software to your needs - from setting up your chart of accounts and bank feeds to creating invoicing templates that work for you.
Once Xero is set up, we provide personalised training for you and your team, showing you how to use Xero for invoicing, managing accounts, tracking cash flow, and payroll. We’re also here for ongoing support, making sure your system stays optimised and up-to-date as your business grows.
If you're already using Xero but need help with optimisation, troubleshooting, or adding new features, we can help. We ensure your setup is efficient and aligns with your business needs, giving you the tools to improve workflows, accuracy, and decision-making.
With CloudTec, you’ll have a trusted partner by your side, guiding you through every step of your Xero journey.
New SMSF Setup, Administration & Compliance
Taking control of your superannuation can be empowering - but it also comes with responsibilities. At CloudTec, we simplify the process, helping you set up and manage your Self-Managed Super Fund (SMSF) with confidence. From establishing your fund to ensuring compliance with the Australian Taxation Office (ATO), we guide you every step of the way.
- Our experienced team can assist with:
- Setting up your Self-Managed Super Fund, including trust deeds and trustee declarations
- Understanding your responsibilities and compliance obligations
- Managing your super efficiently to align with your financial goals
- Ensuring compliance when investing in property and diversified assets
- Tax-effective strategies to maximise your retirement benefits
Whether you're setting up an SMSF for the first time or looking for expert support to manage your existing fund, CloudTec ensures you stay compliant, informed, and on track for a secure financial future.
Business Coaching & Advisory
Starting and running a business comes with big decisions - ones that can shape your success for years to come. At CloudTec, we take the stress out of business planning, helping you make informed choices that set you up for long-term growth.
With extensive experience across a range of industries, we identify potential challenges and opportunities, working with you to develop a solid strategy to achieve your goals. Whether you're launching a new venture or refining your current operations.
- We provide expert guidance on:
- Choosing the right business structure for tax efficiency and asset protection
- Tax minimisation strategies to maximise profitability
- Selecting and implementing the best accounting system for your needs
- Strengthening business relationships through well-structured agreements
We don’t just offer advice - we become your strategic partner. Our approach is tailored to your unique business landscape, helping you gain new perspectives and uncover growth opportunities. Your success is our success, and we’re here to support you every step of the way.
Asset Protection, Estate Planning & Wills
You worked hard to create your wealth. Planning for the future is one of the most important steps to protect your assets and ensure your wealth remains secure against unexpected events.
At CloudTec, we don’t offer legal services - but our role is essential in the Asset protection, estate and will planning process. That’s because your current entity structure plays a big role in how your assets are owned and how they can be distributed. We work hand-in-hand with trusted legal professionals, providing a clear picture of your current entity structure, so they can develop a plan that truly reflects your intentions, ensure your wealth is protected, and assets are distributed the way you want.
- Our role includes:
- Mapping out your existing business and asset structures
- Advising how these structures impact your wealth protection, estate and succession planning
- Helping lawyers ensure your intentions can be executed properly
- Reviewing plans as your structure or circumstances change
Wealth protection, Estate and Will planning isn’t just legal – it’s strategic. And we’re here to help you get it right.
Startup Advice, Company & Trust Setup
Starting a new business is very exciting, and it also comes with many important decisions. At CloudTec, we offer expert advice and support to help you navigate the complexities of setting up your business, whether it’s establishing a company or setting up a trust.
Our team works with you to understand your goals and guide you through the process, ensuring your business structure is tailored to your needs. Whether you're looking to protect assets, minimise tax, or create a flexible structure for growth, we provide personalised advice on the best setup options for your unique situation.
- We’ll help with:
- Choosing the right business structure (company, trust, partnership, etc.)
- Setting up and registering your company or trust
- Understanding the legal and tax implications of different structures
- Ensuring compliance with regulatory requirements
- Offering ongoing advice to help your business grow and thrive
We’re here to make the setup process as smooth as possible, so you can focus on building your business with confidence.
R&D and Grant Applications
Innovation and growth are at the heart of every successful business. That's why we offer specialised support for Research & Development (R&D) initiatives and grant applications, helping you access valuable funding and tax incentives.
Our team works closely with you to identify eligible R&D activities, ensuring you make the most of the Australian Government’s R&D Tax Incentive Program. We guide you through the entire process - from documenting your activities to ensuring compliance with requirements.
In addition, we assist with identifying and applying for grants that can help fuel your business’s growth. Whether you’re seeking funding for innovation, expansion, or specific projects, we help you navigate the various government and private sector grants available, increasing your chances of success.
- Our services include:
- Identifying eligible R&D activities and tax incentives
- Assisting with R&D Tax Incentive claims and documentation
- Supporting you through grant application processes
- Providing strategic advice to optimise your R&D and grant opportunities
With CloudTec, you’ll have a trusted partner guiding you through the complexities of R&D and grants, helping you access the resources that support your business’s success and innovation.
