Services
End-to-end financial, tax and compliance services.
Property
Contracts for Purchase and Sale of Property - Residential, Commercial and Industrial.
Commercial
Serman & Associates specialises in all Business Law, providing efficient and effective service to individuals and businesses.
Escrow
Serman & Associates provides an Escrow service which incorporates a high security custodial facility for technology assets...
Notary
Malcolm Serman, the Principal of Serman and Associates' has practiced as a Notary Public for over 40 years and offers all Notarial Services...
Wills & Trusts
Serman & Associates enables its clients and their Families to plan for a secure and successful financial future by ensuring that their wealth...
Personal Wealth Services
For individuals and families seeking better tax outcomes and financial control.
- Income Tax Returns
- Cashflow & Budget Support
- Record Keeping & Reporting
- Access to Private Wealth Advisory
Business Wealth Services (BWS)
For ABN holders and employers needing complete compliance and financial management.
- BAS & IAS Lodgements
- Payroll & Employee Compliance
- Bookkeeping & Accounting
- Financial Statements & Tax Returns
Trust & Entity Services
- Trust Tax Returns
- Trust Financial Statements
- Annual Trust Resolutions
- SMSF Compliance & Reporting
Tax Advisory & Planning
- Annual Tax Planning (Pre-30 June)
- Structure Review for Tax Efficiency
- Capital Gains & Investment Strategy Advice
ASIC Corporate Compliance
- Registered Office & Agent Services
- Director Compliance & Reporting
- Annual ASIC Lodgements
BAS & IAS Lodgement Service
- Quarterly BAS – GST & PAYG
- Monthly IAS – Wage Withholding
Technology + App Management
We use secure platforms like Xero and Dext for real-time bookkeeping, receipt management and reporting. App setup and management are included in our ongoing service fees.
Workers’ Compensation Management
- Annual policy renewal and compliance
- Liaison with insurers and documentation management