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The services we provide include the following:
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Taxation and Accounting Services for individuals, business, partnerships, trusts, companies and superannuation funds. |
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Capital Gains tax and BAS returns; |
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Tax planning and Budgeting; |
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Business Structure consulting; |
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Book keeping services; |
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Rental Properties and Negative Gearing; |
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Arranging Loans for Home and Business; |
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Establishing and maintaining Self Managed Superannuation Funds; |
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Financial Planning referral. |
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| TAX RETURNS |
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We do all tax returns for
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Business |
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Partnerships |
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Companies |
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Trusts |
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Superannuation Funds |
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Rental Properties and Negative Gearing; |
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We provide:
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On the spot service for individual tax returns |
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Electronic lodgement of return |
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Refunds directly to your account 2 weeks after lodgement |
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Payment of fee from Refund |
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Review of all returns by a qualified Accountant |
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..and we promise maximum return of refund. |
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| TAXPLANNING AND BUDGETING |
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The money flowing in and out of your business can make or break your business. It is imperative that you are on top of your debtors coming in each month, have enough money to pay the bills and have sufficient funds left over to expand your business. |
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Part of your current liabilities are Tax bills and they have to be paid on time. Quarterly GST, Income Tax instalments and compulsory superannuation for employees, to name a few. This needs forward planning. |
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We can help! We will sit down with you and design an achievable budget that is tailor made for your business. It allows you to evaluate your position at any time while providing reliable information for potential business borrowings. With the right budget you can set goals and take your business to the next level. |
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| BUSINESS STRUCTURE CONSULTING |
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Whether you have an existing business, partnership, are a sole trader or you are starting a new business, you need to consider the following:
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the overall structure of the business; does the current or potential structure give you maximum protection of your assets; |
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ownership of the business; do you need to change the current ownership to reduce your assessable income or divert income to family members; |
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tax liablity under the current or potential business structure; do you need to change your structure to reduce your tax; |
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change in personal circumstances; any business structure needs to incorporate proposed retirement, marriage breakdown or possible death. |
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how to protect yourself as a sole trader. |
We can help you finding the best strategy for your situation.
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| RENTAL PROPERTIES AND NEGATIVE GEARING |
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Rental properties have become a Hot Spot for the Tax Office. More than ever will the ATO look at deductions claimed for rental properties.
Some of the lesser known but allowable deductions include special building write-off, depreciation of fittings and quantity surveyor fees. We will ensure that you maximise your deductions under the current tax legislation and take advantage of potential negative gearing.
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| CAPITAL GAINS AND BAS RETURNS |
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A Capital Gains Tax (CGT) event can occur when you sell an asset including:
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Shares or trust units |
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Rental property or land |
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Deceased Estates |
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Or Divorce |
Capital Gains tax implications can depend on time frames and it is always advisable to see your accountant before you proceed with the sale of your asset. We can advice you for example, if:
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A CGT asset is involved, |
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A CGT event will occur; |
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The asset is CGT exempt; |
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A special rollover provision applies |
We will then give you the best advice on your potential CGT liability.
BAS RETURNS
We can take the stress out of your GST calculations. We can prepare your BAS returns monthly, quarterly or yearly from your bank statements. We have several methods available to prepare your BAS and we will pick one that suits you. You do as much as you want and we do the rest. You save money and have more time to devote to your business.
BOOK KEEPING SERVICES
We are working with book keepers in your area who will provide you with a professional service and can advice on most manual or computerised book keeping systems including MYOB and Quick Books.
SELF MANAGED SUPERFUNDS
We can establish and maintain self managed superannuation funds.
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