In the face of complex and comprehensive reform of the Australian taxation system, Morris & Batzloff adhere to 2 fundamental objectives:

1)Advise and assist in the legal minimisation of our client's exposure to taxation in order to increase their wealth; 2)Protect our clients from breaches of taxation legislation in order to preserve their wealth and their peace of mind.

We provide comprehensive advice and compliance services in the following areas:

• Company taxation and imputation
• Taxation of trusts and beneficiaries
• Capital gains tax
• Negative gearing via investment properties and share portfolios
• Fringe benefits tax for employers and employees
• Individual taxation
• Self-Managed Superannuation
• GST
• Electronic preparation and lodgement of taxation documentation (returns, variations etc).

We specialize in the electronic exchange of data using both MYOB and Quick Books accounting software.

The directors at Morris & Batzloff have built up extensive experience in providing business services to an extensive and diverse range of businesses. We understand why many businesses succeed and why many businesses fail. Our business services include:

• Business valuation
• Advice and forecasts addressing the viability of purchasing businesses
• Advice on business loans and preparation of forecasts and business plans for lending institutions
• Guidance in registering businesses with the proper government authorities
• Selection of an appropriate legal entity (company, trust, partnership etc) to properly address client's taxation and commercial requirements and protect client's assets
• Ongoing management reporting where necessary to assist in a proactive approach to tax minimisation and to monitor business strengths and weaknesses
• Business and financial management restructuring
  Advice and assistance in the sale of businesses

Morris & Batzloff provides a wide range of audit services as required by both State and Federal legislation, including audits on:

• Public companies
• Public Benevolent Institutions and other charities
• Licensed clubs and associations
• Trade unions
• Legal practitioner Trust accounts
• Auctioneer and agents Trust accounts
• Travel compensation fund members
• Self-managed superannuation funds

Self managed superannuation funds continue to be popular because they offer clients greater control over their retirement benefits as well as significant tax minimisation opportunities. Morris & Batzloff provide administration services and general advice for self-managed superfunds, which includes:

• Establishment and setup
• Accounting and audit
• Preparation of taxation returns and other compliance documentation.
• Taxation advice in relation to investment mixes to optimise imputation credits, reduce capital gains tax, minimise contribution and income taxes etc.

Morris & Batzloff have computerised systems to exchange data with the Australian Securities and Investments Commission, as well computerised ordering systems to establish new companies for clients. We provide fast and cost-effective services in:

• Establishing companies within 1 to 2 days
• Lodging company annual returns and other ASIC compliance documentation

Morris & Batzloff specialise in MYOB accounting software. We have been selling, installing, setting up and fully supporting all current and previous versions of MYOB accounting software since 1995.

Morris & Batzloff are strongly positioned to assist clients in setting up and running efficient and powerful accounting systems that enhance the value of their businesses.