AFM Services offers a variety of accounting services to individuals and businesses in Adelaide and beyond – from individual and business tax returns to preparation of BAS/IAP and financial accounts.

Individual Tax Returns

Life’s busy enough – we know that – so worrying about your Tax Return not only being done, but done on time and accurately, is time misspent. 

As with our business clients, our attention to detail and exceptional service levels apply to our individual clients. In fact, we think of all our clients as part of our family. It really is in our genes. So you can guarantee that we’ll complete and lodge your Tax Return on time and on point. And if we think we can minimise your tax obligations, you can be sure we’ll have asked the right questions along the way to identify how.

Business Tax Returns

Fulfilling your business compliance requirements can be taxing, particularly for a small business owner – and completing and lodging your Tax Return is no exception. 

We’ll not only free you up from the doing, but our strong understanding and knowledge can also help you minimise the tax you pay – potentially making all the difference to the growth and success of your business. As a team who knows that the difference is in the detail, we make sure we work accurately and timely so your tax returns are right on the money in terms of both state and federal compliance. We’ll handle your tax returns in conjunction with your financial accounts and BASs.


If you’re the owner of a small business, one of your biggest concerns may well be how you’re going to manage to prepare for your Business Activity Statements at the end of every quarter. 

By leaving it in our hands – along with your financial accounts and Tax Return – you’ll not only free yourself to spend more time doing what you do best on your business, but also be safe in the knowledge that they’re in the hands of a team who cares about you and your business. We can either manage the complete preparation including bookkeeping to lodging of your BAS/IAS or receive your data and check and lodge it. As Registered Tax Agents, if we lodge your BAS, you automatically qualify for a time extension. However you want to use our services, we never just tick boxes and check data. It’s part of our DNA to keep an eye on the bigger picture and look for opportunities to do things differently and for the better – for you and your business.

Financial Accounts Preparation

Remove the worry of compliance and put the preparation of your financial accounts – packaged with your BASs and Tax Return – in our safe hands. 

We’ll complete the preparation of your financial statements on a monthly, quarterly or annual basis or as required – done effectively and affordably.

Resources & Calculators

ATO Calculators & tools
ASIC Moneysmart Calculators & apps

Wealth Strategy

Get on the right track to achieving your future individual personal and financial goals with the help of our Financial Planning services. 

Whatever service we provide our individual and business clients, we look at the overall picture that’s best placed to guarantee you financial success. We’ll start by getting to know you and your circumstances and then develop, implement and manage short and long-term strategies to achieve your desired goals and objectives. Next step is to implement the strategy effectively so you can start to reap the rewards of the plan, followed by the selection of reliable and high-quality investments. And we’ll continue to undertake ongoing reviews of your financial strategy and review and update it when required, such as a change in your circumstances. All our financial planning services, including Financial Planning for individuals, are provided by our sister company AFM Wealth Strategy.

Estate Planning

As a family-oriented firm that takes its clients’ successes to heart, you can be sure that we’ll take your and your family’s future personally when considering your Estate Planning. 

We start by identifying your key priorities in protecting and maintaining your family wealth and its distribution – and then recommend the best structures to protect your interests and assets in a tax-effective manner. We’ll review existing structures, check they’re fit for purpose and, if not, establish new structures to meet the purposes of the estate. We’ll also check any binding nominations in super and insurance policies. All our financial planning services, including Estate Planning for individuals, are provided by our sister company AFM Wealth Strategy.

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