TRG Accountants - Ballarat

With a proud history in the area, we understand the unique personal and business needs of our regional clients. We work to deliver you a well-rounded financial institution- with advice only ever a phone call away.

We are proud supporters of the Ballarat Community, demonstrating our continued involvement in local events, activities and appeals. This is reflected in our warm and friendly work environment, and flows through to the enjoyment received in getting the best outcomes for our clients.

Just like our many community interests, we offer a wealth of expertise in every aspect of your personal or business’ financial needs, including:

Tax Management Advisory

Fringe Benefits Tax
Capital Gains Tax
GST Registrations
Tax Planning Strategies

Investment Advice & Wealth Accumulation

We have our own in-house financial planner who will help you with an individually designed financial plan based on your circumstances and priorities
Advice in relation to financing commercial and residential property acquisitions
Investment Advice - specific investments such as shares or managed funds
Personal Insurances - establish a plan to replace your income and protect the family home in the event of illness, injury or premature death
Portfolio Management & Administration
Centrelink Entitlements
Transparent Fees: Fee-for-service rates are customised based on the financial objectives and complexity of your situation

Business Consulting

Advice in setting-up a new business – everything from business structure (sole trader, partnership, company or trust) to establishing registrations such as GST
Business Registrations (ABN, TFN, Workcover, Payroll Tax)
Succession Planning
Advice in selling your business
Business plans
Budgets
Cash flow projections
Assistance with finance applications and industry benchmarking
Company de-registrations
Member voluntary de-registrations

Superannuation and Self-Managed Super Funds (SMSF)

Superannuation & Retirement Planning - getting the most from your super
SMSF administration and compliance advice
TRG Financial is not aligned with financial institutions and as such is free to choose which products and services best meet the needs of our clients
Eligibility of superannuation contributions and tax deductibility
Portfolio Management

Accounting

Preparation of Financial Statements
Income Tax Returns
Business Activity Statements
Assistance for businesses’ with Payroll, Superannuation and other employee requirements
Corporate Secretarial lodgements – for meeting regulatory requirements such as name changes annual returns, minutes etc.
Advice and Training in software programs such as MYOB or XERO to best suit your business needs

Estate Planning and Administration