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Read our Business Accounting Firm's FAQ

Got a question? You may well find your answer below. If not, please get in touch with us.

The Accountants North Brisbane and Sunshine Coast Businesses Trust

There are many questions asked by prospective clients of Ascendia. The following section contains the most common questions encountered by our corporate accountants.

We hope the answers assist you in gaining a better understanding of our multi-faceted business accounting firm. If you have any further queries, please don’t hesitate to contact our accountants in North Brisbane and on the Sunshine Coast.

Yes, we will provide a written fee estimate upon request.

To take up a fixed fee accounting offer you simply need to engage us using our normal engagement letter and terms of agreement - the fixed fee letter is referenced in this engagement which binds us to the price as long as the scope of the job does not significantly change.

You may:

  1. Enquire online here » 
  2. Call us on 1300 797 858
  3. Express your interest and we will take care of the rest.

Come and see our accountants in Maroochydore, Noosa or North Lakes to discuss your needs and find out if we can be of assistance. Our team just need a copy of your prior financial accounts and tax returns for the past couple of years, and your financial records relating to the current period you want us to assist with. Feel free to call us to confirm exactly what is required if you're unsure.

You may wish to get us to provide you with a fixed fee estimate for just the first year's work. It's completely up to you.

Once you've reviewed the quote, if you are happy to move over to Ascendia's business accounting services, then you will formally engage us by agreeing to our terms agreement which we will provide you with.

We recommend you then contact your existing accountant and explain you are moving to Ascendia, and that an Ascendia accountant will be in touch shortly to request some information.

Now kick back, relax and our accountants will take care of the rest, liaising closely with you throughout this transition period.

Yes there may be, but this rarely occurs, and we will advise you in confidence if this is the case. Basically, we are not able to take on a client if there are ethical reasons preventing us from doing so due to the terms and conditions of our memberships with professional accounting bodies.

More practically we may be prevented from assisting you if we are not able to obtain information, assistance or documents from your former accountant. This may be the case if you have not paid all your fees, including a final fee for any unbilled work and preparation of information, and any administration fees, related to leaving your old accountant. However, we are able to re-construct accounts and are happy to discuss working with you to do this as required if there are missing data files etc.

We don't need another accountants work papers to assist you. We just need your copy of your prior years financial accounts and tax returns, and your financial records relating to the current period you want us to assist with.

We provide a range of tax accounting services, including:

  • Forward period income tax estimates.
  • ATO benchmark reporting and advice.
  • Capital gains tax planning, estimates and advice.
  • Payroll tax estimates and advice including estimates and advice pertaining to subcontractors.
  • Fringe benefits tax estimates and advice.

Yes, we do provide a comprehensive income tax planning, management and advice service that includes, as required: working in collaboration with our in-house commercial, property and estates solicitors to advise you on appropriate and prudent commercial structures.

In addition our tax accountants advise on prudent tax management approaches within, and between, your group of businesses or entities.

This comprehensive tax advisory service involves both legal and accountancy services. This service cannot be provided by a sole legal or accountancy practitioner (unless using a specialist tax lawyer who also provides accountancy and tax agent services). Accountants alone are not permitted to provide advice pertaining to the establishment of companies, trusts and so on, as such advice has been found by the Australian courts to constitute the provision of a legal service.

Our tax management accounting services can, as required, include:

  • Provision of comprehensive advice.

  • Establishment or amendment of all entities for your specific-purpose, in-house entities (no on-line company templates).

  • Preparation of all legal documents including contracts, loan agreements, mortgages, caveats, corporate powers of attorney, etc.

  • Preparation of accounts and tax returns, and lodgement of these documents in accordance with our tax advice and service terms.

For more details about this company accounting service go to Tax Advisory and Estimates.

Yes, our Sunshine Coast and North Brisbane accountants have very strong skills in this area.

Our SMSF accountants have provided accounting services for super funds for over 16 years. Combined, they have over 40 years of experience in SMSF accounting.

Our accounting firm's current professional experience includes super funds involving:

  • Multi-million dollar portfolios including all Australian shares, income notes, OTC bonds, all managed funds, options, international currency, term deposits, cash, collectibles (including cars, antiques and art), and commodities including gold and silver bullion.
  • Real estate including residential rental investment property(s), commercial property, industrial property, and vacant land, including land relating to business real property (freehold or leasehold land) and geared property.
  • Bare trusts and unit trusts.
  • Commercial lease agreements, commercial loan agreements, related party loan agreements.
  • Use of personal insurance within the SMSF trust.


Our self managed super fund accountants have up-to-date experience dealing with superannuation matters pertaining to:

  • Death of a trustee.
  • Establishment of retirement income streams, including for reversionary pensioners.
  • Provision of death benefit termination payments.
  • Superannuation for persons suffering a disability.
  • Communication and liaison with the ATO to assist trustees requiring assistance to meet regulator requirements.

Unlike many firms these days - we do not send any of this work offshore, nor outsource, or sub-contract any of this work. 

All your work is done by our in-house, professional tax agents in Brisbane and on the Sunshine Coast, working on-site from our Ascendia offices in Maroochydore, Noosa and North Lakes.

The back offices of our professional suites are only accessible to authorised Ascendia staff. Your records, and your personal information, are only accessed by Ascendia employees.

Your financial and personal information is retained securely on site at Ascendia's offices in archives storage - a secure space which is alarmed and continuously monitored. Our servers are heavily secure and firewalled, and are maintained by Queensland Information Technology Services Pty Ltd. We return all your original records to you when we have completed the work required of us.

We do not use sub-contractors or casual or part time staff who 'work from home', and who, as a result, have your records in environments that are not secure. We do not allow staff to 'take your file home' or 'work from home' for these very same reasons.

Your privacy and security is maintained by having your work dealt with only by tried-and-trusted in-house employees working on our secure premises. 

We take your information, and financial and personal records, and identity security, very seriously. Our commitment to absolute security is one of the many reasons we are one of the leading business accountants North Brisbane and Sunshine Coast business owners trust.

For more details about this service go to General Purpose Financial Reporting.

Yes we can help you with business purchase or sale, and we know exactly what we are doing in this area.

We provide these services on behalf of a business purchaser, and also, as required on behalf of business vendors who are preparing to sell. We refer to them as Verification or Due Diligence Investigation Services

The objective of a verification report is to assure the purchaser of the veracity, and related issues, pertaining to the business' financial information pursuant to the business they are considering purchasing. 

Ascendia also provide similar services to assist vendors to prepare their financial reporting and/or their business processes more generally, for sale. Our business and corporate accountants have worked on such services for businesses as small as $150,000 in value, and as large as major corporates in the $135M range. 

Our business accounting firm has solid experience in providing these services to the following sectors:

  • Management rights businesses
  • Real estate agents
  • Restaurants and cafes including franchises
  • Transport businesses
  • Newsagents
  • Manufacturers
  • Trade services and professional Services

Usually due diligence accounting verification involves:

  • Adjustments to financial accounts for matters not related to the ongoing business.
  • Assurance of some elements of the financial records.


In reference to any assurance procedures involved - there are industry standards in regards to different businesses and also specific risks that should be managed in verifying business records which involve using different procedures depending on the business type and the scope of the service required.

We can advise you on the service required and give you a fixed fee quote, once we know what line of business you're in, have received a copy of your latest financial accounts, and have had a brief discussion with you.

For more details about this service go to Verification and Valuation Services.

Due to the high level of experience our business and corporate accountants have had with providing verification services for Management Rights purchasers, Ascendia are able to provide a Fixed Fee Special Offer for Management Rights Verification. 

Yes we do. Our experienced Ascendia partners can work with you to ensure your reports are ready and lodged correctly on time each year.

What is your track record?

We have experience in this area within the following industries:

  • Pharmacy
  • Residential aged care
  • Transport
  • Construction

If you are interested in saving some money and getting a more approachable and personalised service - don't call the big guys, call us, and ask to speak with our Managing Director Mr. Sherman Jenner. We're one of the best business accounting firms in the region, and Sherman will be happy to explain why. 

For more details about this service go to General Purpose Financial Reporting.

We're here when you need us!

To request an appointment with an Accounting, Law or Investment Client Service Manager, please fill out the form or Call: 1300 797 858.

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