CHOPRA PARTNERS

Accounting, Taxation and Business Advisory

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Our Services

What We Do

Accounting & Taxation

We provide precise, compliant, and strategic accounting and taxation solutions to help individuals and businesses achieve their financial goals. Our tailored approach ensures tax efficiency while maximising growth opportunities and maintaining full compliance.

At Chopra Partners, we do more than ‘crunch the numbers.’ We deliver proactive advice and customised strategies to support clients at every stage of their personal or business life cycle.

Services for Individuals & Sole Traders

  • Preparation and lodgement of individual income tax returns
  • Budgeting and wealth creation strategies
  • Legal minimisation of taxation liability
  • Bookkeeping and cash-flow management
  • Property investment tax strategy

Business Advisory Services

Our experts provide strategic guidance to help you start, grow, and sustain your business. We focus on improving operational performance, managing risk, and planning for long-term profitability and resilience.

Business Life Cycle Support
  • Starting the Business– Structuring, compliance, and financial planning for strong foundations
  • Business Growth– Strategic expansion planning, benchmarking, and cash-flow optimisation
  • Selling the Business– Succession planning, valuations, and exit strategies for maximum value

BUSINESS LIFE CYCLE

Starting the Business

  • Business Start-up Assistance
  • Tax Effective Business Structures by addressing Asset Protection issues
  • Bookkeeping
  • Assisting with setting up of Single Touch Payroll (STP)
  • Mentoring & Business Coaching
  • Individuals & Business Tax Returns and quarterly BAS for Sole Traders,
  • Companies, Partnerships Trust, Joint Ventures and SMSF
  • ATO Compliance
  • Work Cover Registration
  • Payroll Tax Registration if required.
  • Corporate Secretarial
  • Accounting software packages set up and quality training
  • including Quick Books, MYOB, Reckon and Xero amongst others.
  • Due Diligence for Buying/Selling of business

Business Growth Services

  • Asset Protection
  • Business Advisory & Planning
  • Three-way cash flow forecasting and Budgeting
  • Tax Planning and Tax Advice
  • Improving Processes and Systems
  • Small Business Concessions
  • Estate Planning
  • Benchmarking and KPI Analysis

Selling the Business

  • Business valuations
  • Developing an Exit Strategy
  • Business Deregistration
  • Succession Planning

Self-Managed Super Funds (SMSF)

We simplify the establishment, administration, and compliance of SMSFs, providing expert advice on contribution strategies, investment structuring, and regulatory obligations. Our goal is to protect wealth, optimise retirement outcomes, and ensure long-term sustainability.

SMSF SET UP

Our complete SMSF Establishment Services Include:

  • Assistance in determining the most appropriate trustee structure for you – individuals or special purpose company?
  • Provision of a high quality SMSF trust deed.
  • Incorporation of a special purpose SMSF trustee company (where applicable) including ASIC company registration fee.
  • Setting up arrangements to allow SMSF’s to borrow to invest.
  • Assistance in the ETP rollovers transfer process from your existing super to your SMSF.
  • Completion of all necessary forms, minutes, and declarations.
  • Tax File Number (TFN) and Australian Business Number (ABN)) application for the SMSF.
  • Assistance in the process of setting up of a bank account for the SMSF.
Managing an established Self-Managed Superannuation Fund (“SMSF”) can be a time consuming and costly exercise without expert guidance.

Our range of SMSF Administration & Compliance services include

  • Specialist SMSF team to prepare compliance, accounts, tax returns and arrange an independent audit of Self-Managed Super Funds.
  • Minimising tax and managing cash flows for family groups through benefit payments structuring
  • Strategic Taxation Planning for members of the Super Funds.
  • Providing strategies to optimise wealth transfers into SMSF’s from companies, trusts and individuals
  • Retirement pension and transitional pension advice
  • Putting in place a structured plan to reduce tax on death benefit payments from 31.5% to 0%

Accounting & Bookkeeping

We streamline financial operations to enhance accuracy and provide actionable insights for better decision-making.

Our Services

  • Precise record keeping for financial transparency
  • Expert categorisation of income and expenses
  • Invoice generation and management
  • Reconciliation of accounts for accuracy
  • Comprehensive financial reports for insights
  • Tax preparation and compliance support
  • Budget creation and monitoring
  • Payroll and employee record management
  • Scalable solutions adaptable to growth

Mortgage & Finance Broking

We guide clients through complex finance markets to secure competitive lending solutions for both personal and investment purposes. Our specialists ensure financing aligns with your short- and long-term objectives.

Our Services

  • Analysis of mortgage and finance options
  • Access to a broad lender network
  • Negotiation of competitive interest rates
  • Tailored advice for personal or investment needs
  • Streamlined application process and documentation support
  • Guidance and updates throughout the approval process

Business Consulting

Our consultants deliver strategic, data-driven advice to unlock growth, optimise operations, and ensure long-term success. We work alongside you to achieve measurable results and sustainable outcomes.

Our Services

  • Tailored strategies for business growth
  • Market and expansion analysis
  • Operational efficiency reviews
  • Financial optimisation and analysis
  • Risk assessment and management
  • Innovation and adaptability planning
  • Employee performance improvement strategies

Goal setting, milestone tracking, and accountability

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