Core Practice Catalog

End-to-End Delivery for Australian Accounting & Advisory Practices

Every service is executed directly inside your software ecosystem, backed by licensed commercial AI tools and signed off by qualified Senior Chartered Accountants.

Service Module 01

Tax Preparation & Statutory Compliance

Full-cycle tax return preparation and workpaper compilation across all Australian business and individual entity structures. Delivered ready for your final partner review and ATO lodgment.

Two-Tier Quality Review: Every draft return includes fully referenced lead schedules, Division 7A interest calculations, and depreciation schedules verified by a Senior CA.
Book a Paid Pilot Tax Return →

Included Deliverables:

  • ✓ Company Tax Returns (CTR): Reconciliation of financial accounts to taxable income, franking account schedules, and R&D tax offset calculations.
  • ✓ Trust & Partnership Returns: Discretionary and unit trusts, beneficiary distribution resolutions, and capital gains tax (CGT) discount methods.
  • ✓ Individual (ITR) & Sole Trader: Salary & wages, motor vehicle logbooks, rental property capital allowances/deductions, and investment schedules.
  • ✓ Division 7A Benchmark Interest: Loan agreement reviews, minimum yearly repayment schedules, and distributable surplus calculations.
  • ✓ Depreciation Schedules: Small business simplified depreciation pool calculations and prime cost vs. diminishing value asset tracking.

Included Deliverables:

  • ✓ Daily / Weekly Bank Feed Coding: Rule-based automated allocation, receipt matching, and suspense account reconciliation.
  • ✓ Accounts Payable & Receivable (AP/AR): Supplier bill entry via Dext/Hubdoc, invoice aging reviews, and debtor collection follow-up reports.
  • ✓ STP Phase 2 Payroll Processing: Weekly/fortnightly pay runs, award rate compliance, salary sacrifice, and leave accruals.
  • ✓ Superannuation Clearing House: Quarterly Super Guarantee (SG 11.5%) calculations and clearing house batch execution.
  • ✓ BAS & IAS Statement Preparation: GST 1A/1B reconciliation, PAYG withholding calculation, and draft portal entry.
Service Module 02

Bookkeeping & Periodic Lodgments

Free your senior accountants from routine data entry. We maintain pristine, real-time client ledgers in Xero, MYOB, or QuickBooks Online so your month-end reviews are effortless.

Book a 10-Day Bookkeeping Pilot →
Service Module 03

SMSF Administration & Audit Packs

Complete annual processing and audit preparation for Self-Managed Super Funds in Class Super, BGL Simple Fund 360, and SuperMate.

Independent Auditor Ready: We deliver fully verified, 20-point indexed electronic workpaper packs that enable independent SMSF auditors to sign off in record time with zero friction.
Book an SMSF Pilot File →

Included Deliverables:

  • ✓ Transaction & Corporate Action Matching: Automated matching of dividend reinvestments, share buybacks, rights issues, and bank interest.
  • ✓ Property & Unlisted Asset Revaluations: Rental income reconciliation, council rate notices, and independent market valuation indexing.
  • ✓ Member Statements & Pension Drawdowns: Minimum pension drawdown compliance, transfer balance cap (TBC) calculations, and ECPI tracking.
  • ✓ Draft SMSF Annual Return (SAR): Income calculations, capital gains schedules, regulatory levy, and auditor contravention report checks.

Included Deliverables:

  • ✓ Multi-Asset Portfolio Reconciliations: Daily and monthly matching of ASX equities, global shares, managed funds, and unlisted investment feeds.
  • ✓ Corporate Action & Dividend Tracking: Reconciling dividend reinvestment plans (DRP), rights issues, capital returns, and share buybacks.
  • ✓ Entity Balance Sheets & Cash-Flow Statements: Compiling statutory and management balance sheets for private company, trust, and family office structures.
  • ✓ Trust Distribution Schedules & Workpapers: Beneficiary entitlement tracking, streaming calculations, Division 7A sub-trust balances, and family trust elections.
  • ✓ Adviser Reporting Dossiers: Consolidated family group net-worth reports and asset allocation workpapers prepared for adviser review.
Service Module 04

Wealth Advisory & Family Office Back-Office

Eliminate administrative back-office drag for AFSL holders, wealth advisory firms, and multi-family offices. We handle tedious entity reporting, investment reconciliations, and trust distribution schedules so senior advisers can focus purely on client wealth strategies.

Zero Licensing Conflict: MCR Global does not provide financial advice. We operate strictly as an invisible back-office processing team under binding Non-Solicitation covenants.
Book Wealth Back-Office Pilot →
Service Module 05

Virtual CFO & Management Accounting Pods

Enable your accounting or bookkeeping practice to deliver high-margin Virtual CFO and outsourced management accounting to your business clients without recruiting expensive onshore staff ($85k+).

100% White-Label Delivery: All management packs, cash-flow models, and client communications are produced seamlessly behind your practice brand and supervisory authority.
Book a vCFO Pilot Pod →

Included Deliverables:

  • ✓ Monthly Management Reporting Packs: Tailored P&L, balance sheet, debtor/creditor aging, and KPI dashboard reporting with executive summary insights.
  • ✓ 3-Way Cash Flow Forecasting: Rolling 13-week and 12-month integrated cash-flow models compiled in Spotlight, Fathom, or Excel.
  • ✓ Budgeting & Variance Analysis: Tracking actual financial performance against approved annual budgets and identifying margin leakage.
  • ✓ Full AP/AR Ledger Management: Supplier batch payment preparation, remittance advice generation, and debtor DSO reduction workflows.
  • ✓ Year-End Workpaper Handover: Reconciled trial balances and lead schedules formatted for immediate tax partner review and lodgment.

Direct Answers & FAQ

Practice Service Catalog FAQs

Detailed answers on deliverables, review standards, and turnaround expectations.

What Australian tax return types does MCR Global prepare? +

MCR Global prepares all standard Australian entity returns: Company Tax Returns (CTR), Discretionary and Unit Trust Returns, Partnership Returns, and Individual Tax Returns (ITR) including sole trader financials, rental properties, and capital gains (CGT) schedules.

  • ✓ Company Tax Returns (CTR): Book-to-tax reconciliations, Division 7A benchmark calculations, franking accounts, and R&D schedules.
  • ✓ Trusts & Partnerships: Distribution resolutions, streaming calculations, and 50% CGT discount applications.
  • ✓ Individual Returns (ITR): Depreciation on rental properties, work-related deductions, crypto/share trading, and foreign income.
  • ✓ All returns prepared directly inside your software (Xero Tax, HandiTax, MYOB, LodgeiT).
What does the Two-Tier Quality Review process look like? +

Every job undergoes a rigorous two-tier review cycle. First, a qualified accountant completes data allocation and workpaper preparation. Second, an experienced Senior Chartered Accountant independently validates tax positions, reconciles schedules, and signs off before returning the file to your practice.

  • ✓ Tier 1: Initial preparation and comprehensive lead schedule compilation.
  • ✓ Tier 2: Senior Chartered Accountant independent quality review and tax adjustment verification.
  • ✓ Result: Audit-ready workpaper dossiers that cut onshore partner review time by over 70%.
How does MCR Global handle SMSF compliance and audit preparation? +

We perform full-year SMSF administration in Class Super, BGL Simple Fund 360, or SuperMate. We reconcile bank feeds, process corporate actions and dividend reinvestments, verify pension drawdowns and ECPI, and compile a 20-point indexed pre-audit workpaper pack for your independent SMSF auditor.

  • ✓ Automated and manual corporate action processing (dividends, buybacks, rights issues).
  • ✓ Pension phase compliance, transfer balance cap (TBC), and minimum drawdown checks.
  • ✓ Indexed electronic audit packs compliant with SIS Act standards.
How does MCR Global handle Single Touch Payroll (STP Phase 2) and BAS? +

Our bookkeeping team processes regular weekly/fortnightly pay runs, manages award interpretation and salary sacrifice under STP Phase 2, calculates superannuation guarantee (SG 11.5%), and prepares draft monthly/quarterly Business Activity Statements (BAS/IAS) for BAS agent sign-off.

  • ✓ STP Phase 2 disaggregated wage and allowance reporting.
  • ✓ Quarterly SG clearing house batch preparation.
  • ✓ GST reconciliation (G1, 1A, 1B) and PAYG withholding calculations.
What is included in Wealth Advisory & Family Office Back-Office support? +

We relieve AFSL holders and wealth advisers of tedious operational drag by handling multi-asset portfolio reconciliations, corporate action tracking, family group entity balance sheets, and trust distribution schedules, operating strictly under non-solicitation covenants.

  • ✓ Daily/monthly matching of ASX equities, managed funds, and unlisted assets.
  • ✓ DRP and corporate action adjustments with capital gains tracking.
  • ✓ Zero licensing conflict: We provide administrative back-office capacity, never financial advice.
How do practices use the White-Label Virtual CFO & Management Accounting service? +

Accounting and bookkeeping practices leverage our fractional and dedicated pods to deliver high-margin virtual CFO and monthly management reporting packages to their business clients. Everything is produced under your practice brand and supervisory authority.

  • ✓ 100% white-label management reporting packs with executive KPI summaries.
  • ✓ Rolling 13-week and 12-month integrated 3-way cash-flow forecasting.
  • ✓ Strict legal non-solicitation protecting your firm's client relationships.

Test our services with a 10-day paid pilot.

Experience seamless delivery in your practice software. Billed strictly at nominal hourly rates ($3.00–$7.50/hr) with zero lock-in contracts.

Configure Your Paid Pilot Now →