Financial Services for Businesses

Whether you’ve got a basic personal tax return or you have a variety of investments and rental properties, we want to assist you in getting the most out of tax time. We take the time to go through your return in detail and make sure there’s nothing missed and you get back the maximum refund that you are entitled to.

Our friendly team is happy to go explain, in plain English, anything you may not understand or want more detail on.

We offer a variety of ways to complete your personal tax return each year, whether you prefer the face to face meeting with one of our team, we offer early mornings and late evening appointments, sending your tax data via email or posting or we can even arrange a tax appointment via Skype – the choice is yours.

Our services for individuals include:

• Basic Salary and Wage returns
• Complex Individual Returns
• Rental Properties
• Sole Traders
• Shares and Dividends
• Capital Gains
• Employee Share Schemes
• Employment Termination Payments
• Partnership and Trust Income allocation

Self-Managed Superannuation Funds (SMSF)

Due to the ageing population in Australia the Government has focused its retirement policies towards self-funding retirement. Significant incentives are provided in order to encourage people to save towards their retirement, with the incentives predominantly delivered through taxation concessions.
Self-Managed Superannuation Funds (SMSFs) are an appealing option for business owners and individuals who want to control their superannuation assets. There are many benefits to setting up your own SMSF, including; Family wealth strategies, Greater control over investments, wealth accumulation in a tax-effective environment, flexible access to benefits in retirement.
Our specialist SMSF advisors develop strategies and solutions for clients seeking to maximise wealth from their self-managed funds, such as family wealth strategies for current and future generations or tax-effective income streams in retirement.

Our Superannuation Services Include:

• Establishment of your SMSF
• Appointment of Trustees
• Preparation of annual financial statements
• Completion and lodgement of annual taxation return
• Audit of your SMSF
• Technical advice on superannuation matters
• Provision of regular email superannuation newsletter to clients
• Manage on going compliance obligations for your SMSF