Company Profile

Our Aim

Our Team

Angelo Tsakonas is a Registered Tax Agent and a Director of Barkly Corporation Pty Ltd. He has over 20 years of experience in the accounting and taxation industry.

His career began as an Accountant in public practice and then went to work for the Australian Taxation Office for the last 17 years as a Tax Technical Specialist.

Some of the areas of expertise include but are not limited to High Wealth Individual clients, SME Market, Objections and Audit Management.

Angelo’s qualifications include :

1. Bachelor of Business (Accountancy)
   
2. Master of International Taxation
3. Member of the IPA

.

Chantelle Tsakonas is a Director of Barkly Corporation Pty Ltd and heads our Bookkeeping Division with a strong focus on management of BAS obligations and debt management.

Chantelle's experience in project management has assisted many of our clients in organising their affairs to streamline the process in bookkeeping, organisation management and employee management.

Chantelle’s qualifications include :

1. FNSTPB401 Complete Business Activity & Instalment Activity Statements
   
2. FNSTPB402 Establish & Maintain Payroll Systems
   
3. Graduate Diploma in Project Management
   
4. Graduate Diploma in Hotel Management
   

Our

Services

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02

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GST Management

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Corporate Secreterial Services

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Tax Preparation Services

Barkly Corporation Pty Ltd recognises that each client has unique taxation needs, prompting our firm to provide an extensive range of tax preparation services suitable for both individuals and businesses. Clients achieve their desired results when utilising our highly sought-after individual and business tax preparation services.

Our qualified tax agents meticulously consider every aspect of Australia's tax laws before filing tax returns on your behalf. Leveraging our in-depth knowledge of taxation, we aim to maximise your tax refund and minimise your tax liability by thoroughly assessing all possible deductions.

We offer comprehensive tax preparation services, including:

• Individual Tax Returns including Sole Trader
  
• Business Tax Preparation Services
• Company Tax Returns
  
• Trust Tax Returns
  
• Self-Managed Superannuation Tax Returns
  
• Partnership Tax Returns
  
• Estate Planning & Tax Administration
  

To facilitate the organisation of records for the preparation of the above returns and financials, we provide various entity-specific checklists.

Individual Tax Preparation Services

Barkly Corporation Pty Ltd stands as a premier provider of individual tax preparation services. Our experienced tax agents have assisted numerous individuals in seamlessly filing their tax returns.

The service also includes the preparation of sinancial statements for Sole Traders that are running a busniess.

With a thorough understanding of the complexities and parameters associated with individual tax returns, we calculate wages, pensions, and other relevant financial information to facilitate an accurate filing process.

Business Tax Preparation Services

Taxation represents a significant business cost, and we are dedicated to working closely with you to achieve optimal outcomes. Our services encompass expert assistance and advice in the following areas:

• Preparation of tax returns for various types of entities eg. company, trusts, partnerships and SMSF’s
  
• GST compliance and preparation of Business Activity Statements (BAS)
  
• PAYG withholding on wages, foreign interest, and dividends
  
• Fringe Benefits Tax (FBT) advice and FBT return preparation
  
• Guidance on and implementation of tax-effective trust structures for asset protection
  
• Management of any audits or disputes with the Australian Taxation Office (ATO)
  

Recognising that businesses prefer focusing on day-to-day operations rather than managing financial records, we offer expert business tax preparation services. Our tax agents assess business expenses, profits, losses, and available deductions and concessions, ensuring accurate tax payments and long-term cost savings for your business. Trust Barkly Corporation Pty Ltd for high level business tax preparation services and advice in Melbourne.

Estate Planning & Tax Administration

Although estate planning may be an uncomfortable undertaking, it is a crucial aspect of life. Having the assurance that your hard-earned assets will be handled according to your wishes brings a sense of peace.

For business proprietors, establishing a plan for the succession of ownership is imperative. We are well-equipped to guide you through the process, ensuring the seamless provision for business continuity.

The responsibilities of an executor and trustee in executing a will are numerous. At Barkly Corporation Pty Ltd, we can connect you with the appropriate legal professionals specialising in estate planning.

In the realm of estate administration, our assistance encompasses:

1. Conducting meetings to discuss objectives for your estate
   
2. Confirming assets through valuations, inventories, and appraisals
   
3. Providing advice on asset protection
   
4. Managing tax administration
   
5. Facilitating the distribution of the estate
   

Bookkeeping Services

In the contemporary business landscape, staying abreast of current and precise financial information is crucial. We can ease the significant load on you and your team by managing all your bookkeeping and accounting requirements, encompassing the preparation of monthly management accounts and annual financial statements.

Our diverse accounting systems seamlessly integrate with GST, facilitating the effortless preparation of BAS. We are open to discussing your specific needs, offering pertinent information tailored to your situation, and providing constructive advice.

We offer bookkeeping packages that also incorporate the processing of payroll to your individual needs at affordable rate.

Please contact us to tailor a package that suits your needs.

GST Management

The Goods and Services Tax (GST), a value-added tax of 10% on most goods and services in Australia, is a critical component of the country's taxation system. Typically, registered businesses include GST in their sales and tax invoices provided to customers, with the ability to claim back GST on items purchased through their BAS statements.

Dealing with GST can be a complex and potentially confusing process, but our experienced GST management experts alleviate concerns. We offer expert advice on the implications of GST for your business and provide assistance with day-to-day GST management requirements.

Our GST Management Services encompass, but are not limited to:

• Advice on registering for GST, preparing, and lodging ABN and GST registration documents for new local and international businesses
  
• Designing and implementing compliant GST models
  
• Preparing and lodging Business Activity Statements (BAS) for both local and international businesses, including filing and amending BAS returns
  
• Filing and adjusting GST returns
  
• Offering GST-related advice and opinions in ambiguous areas of the law
  
• Structuring local and international contracts, transactions, and cross-border activities to reduce GST and customs duty expenditures
  
• Managing ATO matters, including ATO reviews, audits, acquiring GST refunds, and reducing penalties and general interest charges
  
• Conducting a comprehensive analysis of business data to identify GST-related opportunities, compliance concerns, and other process-related issues.
  

Corporate Secretarial Services

Clients often lack awareness regarding the lodging responsibilities associated with changes in company officers, shareholders, etc., leaving the company vulnerable to significant ASIC penalties.

Barkly Corporation Pty Ltd, a registered ASIC agent, can address all your company's ASIC responsibilities by handling the lodgement and updating of ASIC corporate records and corporate registries, ensuring compliance with ASIC requirements.

Concerning Corporate Secretarial engagements, we will undertake the following responsibilities:

• Issuing Annual Statements on behalf of the Australian Securities Commission

• Drafting Solvency Resolutions for review and signature by the company’s directors

• Creating minutes/declarations of resolutions or notices for review and signature by the company’s officers

• Informing ASIC of changes to specific details related to your company, its officers, and members promptly.

Specialist Services

1. Private Binding Rulings
   
2. ATO Audit & Objection Management
   

Private Binding Rulings

A private ruling is authoritative guidance provided by the Australian Taxation Office (ATO) that outlines the application of a specific tax law to an individual or entity in a particular situation. To gain clarity on how a tax law applies to specific circumstances, individuals or entities can request a private ruling.

Typically, the ATO issues private rulings in response to applications submitted by a specific entity or its representative. It's important to note that each private ruling is tailored to the requesting entity and cannot be relied upon by others. If there are disagreements or uncertainties regarding a particular area of law in relation to your circumstances, you have the option to apply for a private ruling regarding your own affairs or act on behalf of another entity, such as a person, as their agent or legal representative.

ATO Audit & Objection Management

Being under investigation by the ATO is an immensely stressful situation. It not only consumes valuable time but can also become a costly endeavor if mishandled. In the event of a tax review or audit by the ATO, we can analyse the specifics of your case and offer informed advice based on current tax laws and the general stance of the ATO.

Should you find yourself unfairly treated by the ATO, we are committed to resolving the matter efficiently. Our primary objective is always to save you both time and money.

In instances where we identify areas of non-compliance, we will bring them to your attention and guide you on how to navigate dealings with the ATO. Our approach is collaborative, aiming to work with the ATO to secure the best possible outcome for you, minimising penalties and general interest charges. Equally important is ensuring that the ATO concludes the matter satisfactorily, reducing the likelihood of future investigations.

Other Services

As part of out service we also are able to form the following on your behalf :

• Companies
• Trust
• Partnership Agreements
• Self Managed Superannuation Funds
• Division 7A Loan Agreements

Memberships

Liability limited by a scheme approved under Professional Standards Legislation.

Please contact us to make an appointment

for all your accounting and taxation needs.

Email Address

info@barklycorp.com.au