Achieve Financial Group

For Better Business

about us

Build the business you need

for the lifestyle you want!

Boost your bottom-line and your net worth with expert accounting and specialist financial planning. With over two decades of experience, we help business owners maximise their success and achieve financial freedom.

Based in Thornton and Dungog, we do the hard yards on all things financial, so you can confidently meet your obligations and plan for the future. Delivering everything from benchmarking, cashflow forecasting and tax minimisation plans, right through to strategic financial advice, our end-to-end service is tailored to your business needs and personal goals.

Our SERVICES

We support businesses of every size, at every life stage, and across every imaginable sector, to achieve their potential. Whether you’re NDIS registered, in primary production, agriculture, construction or retail, we have the skills to support and develop your business, and help you create the financial future you deserve.

Tax Compliance and Advisory

Your trusted team for tax filing and tax planning – keeping your business ATO compliant & primed for change.

Financial Planning

Tailored wealth creation strategies that evolve with your life, to support independence and turn financial goals into reality.

Bookkeeping

Transparent, accurate and efficient reporting to improve cash flow and set your business on the path to profitability.

Our SERVICES

We support businesses of every size, at every life stage, and across every imaginable sector, to achieve their potential. Whether you’re NDIS registered, in primary production, agriculture, construction or retail, we have the skills to support and develop your business, and help you create the financial future you deserve.

Tax Compliance and Advisory

Your trusted team for tax filing and tax planning – keeping your business ATO compliant & primed for change.

Financial Planning

Tailored wealth creation strategies that evolve with your life, to support independence and turn financial goals into reality.

Bookkeeping

Transparent, accurate and efficient reporting to improve cash flow and set your business on the path to profitability.

We make Business Personal

Achieve Financial Group is Australian owned and operated, which means we deliver expert advice with a personal touch. We’re financial experts, but also real people who build real connections with our clients – in short, we take your success personally.

We’ve spent over 20 years helping people like you build their financial confidence, by delivering one-on-one guidance and expert practical support so you can achieve your ideal financial future.

Find out what our support could mean for you.

testimonials

Our Happy Clients
Dates for your Diary

30 JUNE

End of financial year (EOFY)

Get in touch to find out what you need to do to get your business EOFY ready

31 October

Tax Returns

If you don’t lodge your tax return through a registered tax agent, you must submit your returns by 31 October. If you’re using a tax agent for the first time, or using a different tax agent, you still need to Contact them before 31 October

Business activity statements (BAS)

Business activity statements are used to report and pay different taxation obligations for your business, including goods and services tax
(GST), pay as you go withholding (PAYG withholding) if you have employees, and pay as you go instalments (PAYG instalments).

Quarter 1

(July, August & September)

Reporting by 28 October

Quarter 2

(Oct, Nov & December)

Reporting by 28 Feburary

Quarter 3

(Jan, Feb & March)

Reporting by 28 April

Quarter 4

(April, May & June)

Reporting by 28 July

Superannuation

If you’re required to pay super for your employees or workers, you must pay contributions to their nominated super fund by these dates, or
risk a super guarantee charge.

Quarter 1

(July, August & September)

Reporting by 28 October

Quarter 2

(Oct, Nov & December)

Reporting by 28 Feburary

Quarter 3

(Jan, Feb & March)

Reporting by 28 April

Quarter 4

(April, May & June)

Reporting by 28 July

Interested in finding out more?

Get in touch today.

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