Strategic Investing

Business Advisory in Southport

Treating Your Business Like Our Business

Services for Businesses

We know how busy you are. No business owner has time to sort through receipts and organise their statements alone. AAA Business Accountants Pty Ltd will take your messy, show box of receipts and organise them for you! We won’t make you jump through hoops to get what you need.

And, with everything organised and on the cloud, you’ll never worry about filing again.


This is usually part of the compliance requirements in various industries and professions as well as for companies limited by guarantee and public companies.

Typical audits that we perform are:

  • Construction industry/BSA-related
  • Mining companies
  • Trust accounts (accountants, lawyers, property management, real estate, etc.)
  • Grants (entities who receive state or federal grants)

Business Management

The most important reason for keeping accounting records is to be able to manage your business. Accurate and timely reporting gives you a good overview on how your business performs. Problems are discovered sooner, in time for corrective action, before the damage is too big.

Here are typical danger signs of a business in trouble:

  • Tax bills paid late or not at all
  • Choice creditors/suppliers are paid (paid to the ones who scream the loudest)
  • Staff superannuation not paid
  • Creditors (accounts payable) much higher than debtors (accounts receivable) and have been outstanding over 60 days
  • Stock not moving fast enough
  • Owners refuse to take calls

Due Diligence

This is highly advisable to be carried out PRIOR to acquiring a business. Although you may be happy to buy the enterprise that you are looking at, it may have some secrets. It is pivotal that you know as much as possible about the enterprise that you are about to acquire. Depending on what the business does, we would look at the following:

  • Financial reports (preferably five years)
  • B.A.S (preferably five years)
  • Bank statements
  • Debtors (accounts receivable)
  • Creditors (accounts payable)
  • Ability to repay loans
  • Stock(s)
  • Payroll and HRM contracts
  • Supplier contracts and dealings
  • Customer contracts and dealings
  • Assets and condition reports thereof
  • Cost-benefit analysis (is it worthwhile for you to invest your money in this business?)


To manage your enterprise well, you need to be in control of it. This would relate to every aspect of your business. The basics would relate to the cost of products or services that you may provide, these need to be correctly calculated rather than “I’ll charge a little less than my opposition does”.

Entering into price wars is a recipe for business failure. We work with you, and, at the right time, bring in our marketing associate to place you in the market in a good position. In difficult times, the inexperienced business owners will cut off their life support in order to reduce costs, then wonder why their business has failed. When times get tough, you owe it to yourself to seek our immediate advice. You will have more options and chances to recover or get out in time.

Investment Services

This is a very specialised field and anyone that contemplates to DIY a self-managed superannuation fund should re-think very quickly. A Superannuation Deed is a very powerful document and should be written only highly specialised professionals.

Why Choose Us?

The legislation is complex and the ramifications of a poorly written deed could be worse than writing a bad will. A well-written deed is more powerful than a will because it cannot be contested! Whatever your wishes are with regards to your superannuation would have to be carried out exactly in that way.

At AAA Business Accountants Pty Ltd, we discuss your needs and circumstances with you and in conjunction with our financial advisors, and only then do we order your deed. The professionals writing the deed will be picked based on your individual circumstances.

Matters for Consideration or Discussion

  • Superannuation fund deed
  • Superannuation corporate trustee
  • Membership of fund
  • Directorship of trustee
  • Other office bearers of trustee
  • Strategy plan
  • Sole purpose
  • Taxation
  • Audit
  • Other compliance matters
  • Borrowing through SMSF
  • Custodian trust with corporate trustee
  • Directorships
  • Other office bearers
  • Sole purpose
  • Taxation
  • Audit

SMSF Services

Part of our SMSF service also involves working with business associates in conjunction with investments in NRAS* properties that are usually positively geared. We strongly recommend to consulting our SMSF team prior to embarking on any investment strategy through the fund.

*This is a delicate area prone to errors by unexperienced professionals and the public. We will work closely with your bankers, legal advisors and real estate agents to achieve correct results.

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Privacy Policy

Revised: May 1, 2021


Your information privacy is important to us. We provide this Privacy Policy to explain how we collect, use, protect, and disclose information and data, including when you use the website on which this policy is posted (“Site”) and related services offered through the Site (“Services”). This Privacy Policy applies to all users of the Site and Services. 


1. Personal Information We Collect

We may collect the following categories and types of “Personal Information”: 

  • Contact Information: your first and last name, mailing address, email address, and phone number; 
  • Other identifying information: IP address, social media usernames, passwords and other security information for authentication and access;
  • Financial Information: credit card, debit card and bank account information; 
  • Demographic information: gender, age, employment information and salary information; 
  • Geolocation data; 
  • Internet or other electronic activity: your browsing and click history, including information about how you navigate within our Site and Services and which elements of our Site and Services you use the most; 
  • Commercial information: products or services purchased or viewed on our Site; 
  • Audio and visual information: your videos and photos; 
  • Inferences drawn from the categories described above in order to create a profile about you to reflect your preferences, characteristics, behaviour and attitude; and
  • Other information: some information we collect might not be included in this list. It really depends on the service or product we’re offering.

2. How We Use Personal Information

We may use your Personal Information for the following categories of use:

  • Transactional Purposes: We may use your contact information, financial information, and commercial information to:
    - Receive, process, confirm, send and track your order, subscription or registration; 
    - Communicate with you about your order, subscription or registration; and
    - Process any subscription or registration you make to one of our Services.
  • Analytical Purposes: We may use your other identifying information, internet activity and browsing history, commercial information, demographic information, and geolocation data to analyse preferences, trends and statistics.
  • Marketing and Promotional Purposes: We may use your contact information, commercial information, demographic information, internet or other electronic activity, geolocation data and inferences to:
    - Inform you of our new products, services and offers;
    - Provide you with targeted advertising;
    - Run competitions and promotions;
    - Provide you with our loyalty program including earning points and awarding and redeeming certificates; and
    - Provide you with other information from and about us, including personalised marketing communications. 
  • Maintenance and Improvement of the Site and Services: We may use your contact information, commercial information, and internet activity and browsing history to:
    - Provide you with the Site and Services, including to send you alerts about your account;
    - Handle your customer services requests; and
    - Help us diagnose technical and service problems and administer our stores, the Site, and the Services.
  • Review and content creation purposes: We may use your contact information, commercial information, and audio and visual information to enable reviews of our products and to display content that you have created and allowed us to display on our Site and Services and on social media.
  • Security and Fraud Prevention: We may use your contact information, other identifying information, commercial information, internet activity and browsing history, and inferences to protect the Site and services, our Company, and others and to prevent fraud, theft and misconduct.
  • Legal Requirements and Other Purposes: We may use your personal information to comply with legal requirements or when necessary to provide to our lawyers, accountants or other advisors. We may also use your personal information for other purposes for which you have consented to, or for other purposes as permitted by law. This may include for a secondary purpose that is related to a purpose for which we collected it, and for which you would reasonably expect us to use your information for. 

Without the use of your information, however, we may not be able to provide you the products, services, or information you request.

3. Sources of Personal Information

We may collect Personal Information from the following sources:

  • We collect information directly from you. We may collect contact, demographic and financial information directly from you, including when you fill out a form on our Site, sign up for communications from us, or ask us to contact you. The information that we collect depends on the nature of your interactions with us.
  • We collection information from third-party sources. We may also collect information about you from third-party sources, including any information you make publicly available on social media platforms or other online or offline resources, or when you give us consent to link your account to a third-party service or provider.
  • We collect information from you passively. We may collect internet or other electronic activity passively using tools like browser cookies. This activity is further described in the Cookies and Advertising and Online Tracking sections below.

4. Categories of Third Parties We Share Personal Information With

Service Providers
From time to time, we may establish a business relationship with other businesses whom we believe trustworthy and have privacy practices are consistent with ours (“Service Providers”). For example, we may contract with Service Providers to provide certain services, such as hosting and maintenance, data storage and management, and marketing and promotions. We only provide our Service Providers with the information necessary for them to perform these services on our behalf.

Our Affiliates 
We may share Personal Information with businesses controlling, controlled by, or under common control with us.

Corporate Transactions
If we merge, are acquired, or are sold, or in the event of a transfer of some or all of our assets, we may disclose or transfer Personal Information in connection with such transaction. You will have the opportunity to opt out of any such transfer if, in our discretion, it will result in the handling of your Personal Information in a way that differs materially from this Privacy Policy.

Compliance with Laws and Law Enforcement
We cooperate with government and law enforcement officials and private parties to enforce and comply with the law. We may disclose Personal Information and any other information about you to government or law enforcement officials or private parties if, in our discretion, we believe it is necessary or appropriate in order to respond to legal requests (including court orders and subpoenas), to protect the safety, property, or rights of our company or of any third party, to prevent or stop any illegal, unethical, or legally actionable activity, or to comply with the law.

5. Cookies

We may use cookies (a small text file placed on your computer to identify your computer and web browser) and may use anonymous identifiers (a random string of characters that is used for the same purposes as a cookie). We may use cookies and other similar technologies to analyse use of and improve the Site and Services and as described in the Advertising and Online Tracking Section of this Privacy Policy. Most web browsers are initially set up to accept cookies. You can reset your web browser to refuse all cookies or to indicate when a cookie is being sent, however, certain features of the Site or Services may not work if you delete or disable cookies. Some of our Service Providers (defined below) may use their own cookies, anonymous identifiers, or other tracking technology in connection with the services they perform on our behalf.

We may use Google Analytics on the Site and Services to analyse how users use the Site and Services, and to provide advertisements to you on other websites. For more information about how to opt out of having your information used by Google Analytics, visit

6. Advertising and Online Tracking

We may allow third-party companies to serve ads and collect certain information when you visit the Site and Services. These companies may use certain information (e.g. click stream information, web browser type, time and date, subject of advertisements clicked or scrolled over) during your visits to the Site and other websites in order to provide advertisements about goods and services likely to be of interest to you. These companies typically use a cookie to collect this information. Our systems do not recognise browser “Do Not Track” signals, but several of our Service Providers who utilise these cookies on our Site enable you to opt out of targeted advertising practices. To learn more about these advertising practices or to opt out of this type of advertising, you can visit or We also provide you with additional tools to opt out of marketing from us. You can learn about this in the “Managing Your Information Preferences” section of this Privacy Policy.

7. Managing Your Information Preferences

You can opt out of receiving marketing e-mails from us by following the link provided at the bottom of all marketing e-mails you receive from us. You are able to opt out of receiving marketing e-mails from us, however, you cannot opt out of receiving all e-mails from us, such as e-mails about the status of your account.

8. Be Careful When You Share Information with Others

Please be aware that whenever you share information on any public area of the Site or Services, that information may be accessed by others. In addition, please remember that when you share information in any other communications with third parties, that information may be passed along or made public by others. This means that anyone with access to such information can potentially use it for any purpose, including sending unsolicited communications.

9. Security

We maintain physical, electronic, and procedural safeguards to protect the confidentiality and security of information transmitted to us. However, no data transmission over the Internet or other network can be guaranteed to be 100% secure. As a result, while we strive to protect information transmitted on or through the Site or Services, we cannot and do not guarantee the security of any information you transmit on or through the Site or Services, and you do so at your own risk.

10. Links

Our Site and Services may contain links to other websites or allow others to send you such links. A link to a third party’s website does not mean that we endorse it or that we are affiliated with it. We do not exercise control over third-party websites. You access such third-party websites or content at your own risk. You should always read the privacy policy of a third-party website before providing any information to the website.

11. Overseas Transfers

Please be aware that your Personal Information and communications may be transferred to and maintained on servers or databases located outside of Australia. Please be advised that we may process and store information overseas, including in the United States.

12. Privacy Policy Changes

We may change this Privacy Policy from time to time. If we decide to change this Privacy Policy, we will inform you by posting the revised Privacy Policy on the Site. Those changes will go into effect on the “Revised” date shown in the revised Privacy Policy. By continuing to use the Site or Services, you are consenting to the revised Privacy Policy.

13. Access and Correction

If you would like to access or correct your information in our records, please contact us on the contact information available on the Site. We will promptly respond to your request.

14.  How to Contact Us / Complaints

If you have any questions regarding this privacy policy or concerns about the management of your personal information, you may contact us at the contact information available on the Site. 

We will aim to investigate and resolve your complaint as soon as possible, usually within 30 days of receiving it. If you are not satisfied with our response, you may lodge a formal complaint with the Office of the Australian Information Commissioner