OUR SERVICES

Smarter strategies. Stronger compliance. Sustainable growth.

Reach Success. Find Purpose. Know The Potential.

Expert Financial Solutions for Businesses

At P.G. Martin Financial Consultants (PGMFC), we provide proactive, full-spectrum accounting, tax, and advisory solutions for growth-focused business owners. From strategic tax planning and ATO representation to virtual CFO support and process automation, we help you build smarter financial systems — so you can scale with confidence, clarity, and compliance.

We provide tailored financial services to help you manage, grow, and protect your wealth.

Smart, proactive tax strategies to maximise tax savings, minimise risk, and keep your business fully compliant — always within the law.

  • Strategic tax planning tailored for business growth and sustainability
  • Comprehensive tax compliance — bookkeeping, BASs, and income tax for trusts, companies, and partnerships
  • ATO and State Revenue Office audit support, review preparation, and risk management
  • Capital gains tax advisory and asset transaction planning
  • Business structuring for tax efficiency, asset protection, and business succession
  • Business acquisition due diligence
  • SMSF tax compliance

Professional support to resolve ATO matters quickly, confidently, and with minimal disruption to your business.
If you’ve received correspondence from the ATO or State Revenue Office, our experienced team manages the entire process — from communication and documentation to negotiation and resolution.

  • Liaise directly with the ATO or SRO on your behalf
  • Prepare and submit requests for interest or penalty remissions
  • Negotiate payment plans aligned with your cash flow and business position
  • Conduct pre-audit reviews and reconciliations to ensure records are complete and compliant
  • Prepare responses and documentation for audit or review queries
  • Provide guidance for voluntary disclosures or amendments
  • Assess risks and implement measures to prevent future issues
  • Represent your interests through audits, reviews, and objections until final resolution

Expert guidance and full representation — so you can stay focused on your business while we handle the ATO.

Real-time financial clarity and systemised efficiency to keep your business profitable, scalable, and in control.

  • Management reporting for full financial visibility
  • Budgeting, forecasting, and performance tracking to drive strategic decisions
  • Cash flow management — design, monitoring, and optimisation to support stability and growth
  • End-to-end process development across accounts payable, receivable, and invoicing
  • Financial process automation to save time, reduce human error, and improve efficiency
  • Virtual CFO insights for smarter, data-driven business decisions
  • Cloud accounting setup, integration, and workflow automation (Xero, Dext, HubDoc and connected tools)

We don’t just manage your books — we engineer smarter financial systems that give you clarity, control, and freedom to scale.

Your trusted back-office partner — helping you scale capacity, protect client relationships, and deliver more value.

We support accounting and financial planning firms across Australia with trained offshore professionals who work seamlessly within your systems — under your brand and quality standards. Our hybrid onshore–offshore model combines Australian tax expertise with efficient, secure, and scalable delivery.

  • Jobs prepared by offshore staff are reviewed by Australian-qualified accountants for full technical accuracy and ATO/TPB compliance
  • Specialist experience across medical, allied health, professional services, and SME client bases
  • Hybrid structure: Melbourne-based oversight with a dedicated offshore delivery team for volume, speed, and consistency
  • Secure cloud systems, encrypted access, and strict privacy protocols to safeguard client data
  • Non-disclosure and non-solicitation agreements ensuring your clients remain 100% yours
  • Automation and workflow design for bookkeeping, BAS, invoicing, and ATO communication — from remission submissions to audit response drafting
  • Flexible resourcing — scale up during peak periods, scale down when quieter, without recruitment or HR overheads

Your clients stay yours — we simply help you serve them better.

We empower accounting and financial planning firms to expand capacity, deliver efficiently, and maintain full client control — backed by integrity, confidentiality, and technical excellence.

Maximize returns and ensure compliance with expert tax planning and preparation. We provide specialized guidance on Self-Managed Super Funds (SMSF) to help you take control of your financial future.

  • Preparation and delivery of Income Tax Returns for Sole Traders, Companies, Trusts, SMSFs, and Partnerships
  • Tax planning
  • GST/PAYG Compliance
  • Preparation and advising clients on Capital gains taxes
  • Assistance with Medicare Levy exemption certificates
  • Tax Structuring for Business Entities
  • SMSF compliance, tax planning, and strategic advice

Keep your business finances in check with accurate bookkeeping, financial reporting, and advisory services designed for efficiency and growth.

  • Financial Accounts Preparation
  • Real Time Bookkeeping
  • Payroll Management
  • Preparation of Periodical Management Reports
  • Budgeting and Cash Flow Planning
  • Financial Analysis and Performance Reviews
  • Strategic Business Advice for Growth

Stay compliant with seamless corporate governance support, regulatory filings, and administrative management for businesses of all sizes.

  • Company, Trust, Partnership Formation Advice
  • Lodgement of Statutory Documents
  • Conduct Company Searches
  • Acting as a Registered Office
  • Business Name Registration
  • Maintenance of Company Statutory Records
  • Assistance with Meetings of Directors and Shareholders
  • Share and Unit Transfers
  • Maintenance of Share and Unit Registers
  • Officeholding Services as Requested
  • General ASIC and Consumer Affairs Advice

Ensure financial transparency and regulatory compliance with expert audit preparation and strategic advisory services.

  • Facilitation of Independent Statutory Audits for SMSFs
  • Assistance with ATO audits – Income Tax, Superannuation, and other compliance matters
  • Completion of Business and Statutory Reviews as required

Enhance efficiency with specialized outsourcing solutions for businesses, financial planners, mortgage brokers, and accountants, supported by a highly skilled team.

  • Custom outsourcing solutions for companies and businesses
  • Dedicated financial services outsourcing for accountants, mortgage brokers, and financial planners
  • Skilled professionals ensuring high-quality, cost-effective solutions

Tax

Stay compliant and maximize your returns with expert tax planning and preparation.

  • Preparation and delivery of Income Tax Returns for Sole traders, Companies, Trusts, SMSF’s and Partnership
  • Tax planning
  • GST/PAYG Compliance
  • Preparation and advising clients on Capital gains taxes
  • Assist in Medicare Levy exemption certificates
  • Tax Structuring for business entities​

Self-Managed Super Funds (SMSF)

Take control of your retirement savings with tailored SMSF management and compliance solutions.

  • Preparation of Annual Financial Statements
  • Preparation & Lodgement (if required) of Income Tax Returns
  • Preparation of Business and / or Instalment Activity Statements (as required)
  • Processing of paperwork relating to contributions, benefits, pension and insurance payments
  • Trust Deed Maintenance & SMSF Constitutions
  • Members’ Statements & other relevant minutes & forms
  • Assistance with external Audit of Fund (as required)​

Audit Preparations and Advisory

Achieve financial transparency with expert audit preparation and advisory services.

  • Facilitation of Independent Statutory Audit for Self-Managed Superannuation Fund
  • Assistance with ATO audits – Income Tax, Superannuation, other etc
  • Completion of Business and Statutory Reviews as requested​

Accounting

Keep your finances in order with accurate bookkeeping and accounting solutions.

  • Financial Accounts Preparation
  • Real Time Bookkeeping
  • Payroll
  • Preparation of Periodical Management Reports
  • Budgeting and Cash Flow Preparation
  • Financial Analysis
  • Strategic Business Advice​

Company Secretarial

Ensure corporate compliance and governance with professional secretarial support.

  • Company, Trust, Partnership Formation Advice
  • Lodgement of Statutory Documents
  • Conduct Company Searches
  • Act as Registered Office
  • Register Business Names
  • Maintenance of Company Statutory Records
  • Assistance with Meetings of Directors and Shareholders
  • Obtaining Shelf Companies
  • General Advice on ASIC and Consumer Affairs
  • Share and Unit Transfers
  • Maintenance of Share and Unit Registers
  • Maintain Officeholdings as requested​