Ufinancial Accounting and Tax is a fully fledged accounting practice offering a broad range of services from completion of individual and business tax returns to new entity establishment and structuring. The aim of our accounting and tax business is to compliment other services offered by UFinancial to drive better outcomes for our clients and simplify the end-to-end process for our clients irrespective of their customer lifecycle.


Core Accounting & Advisory Services include:

  • Virtial CFO services
  • Business establishment and entity structuring (Sole Trader / Partnership / Company / Trust  etc.) including ownership and asset protection
  • Financial statement preparation for reporting and special purpose entities
  • Management reporting and tailored strategic insight
  • Budget and cash flow forecasting
  • Review of internal control frameworks including governance structures
  • Review of critical business processes to identify process improvements and efficiencies
  • Book keeping and payroll services


Core Tax and Compliance Services include:

  • Preparation and lodgement of tax returns for individuals, partnerships, companies and trusts
  • Preparation and lodgement of Business Activity Statements
  • Preparation and lodgement of Fringe Benefit Tax Returns
  • Year-end tax planning
  • Goods and services tax (GST) advice and planning
  • Capital gains tax (CGT) advice and planning
  • Scenario specific tax advice