Need Tax Advice ?

Need to lodge your 2010 tax return? Call and make an appointment today.

Fast & reliable service - qualified & experienced accountants

Ring (02) 9476 0839

Changing jobs - what happens to super? An important issue that you need to address.

Age 55+: How you can save more for retirement - with no loss of net income.

Eliminate Superannuation Death Benefits Tax Now

If you plan to leave your superannuation to your children (such as an adult child), tax will be paid on the benefits when you die. This is because, unlike dependent beneficiaries (such as a spouse or child under 18), adult children have to pay 16.5% on the taxable element of any payment received. Through the use of estate planning strategies it may be possible to reduce this tax liability to zero. These types of stategies should be considered if you are close to retirement or have already retired and wish your superannuation benefits to be paid to your non-dependent beneficiaries in the future.

To find out more please do not hesitate to contact our office.

Self Managed Super Funds (SMSF)

Deciding to establish your own SMSF is an important step in taking control of your retirement and financial future. Taking on the role of trustee of your SMSF, as required under legislation, brings with it a number of burdensome administration and compliance obligations. The Australian Taxation Office (ATO) is charged with overseeing the administration of SMSFs and ensuring that Trustees comply with all of the requirements of running a fund. This can be very difficult and time consuming for you to manage.

We can assist you by:

Establishing your SMSF.
Establishing your pension.
Preparing your annual tax return and audit.

Asset protection against the unexpected

Clients need to address unexpected life events in their financial plan through the use of insurance and ownership structures.

Redundancy - issues to consider

If you are facing redundancy it is crucial that you seek sound advice on workplace entitlements, strategies for your financial matters and advice about possible social security benefits.

Liability limited by a scheme approved under Professional Standards Legislation

About Doug Crease and Associates

Accountant -Tax Agent - Tax Return - Financial Planner - Financial Advisor - Hornsby - Sydney

Doug Crease & Associates is a Sydney based accounting and tax agent practice located in the North Western suburbs. We are specialist accountants, registered tax agents, and an advisory for business planning and financial services.

We service our clients in a cost effective manner to ensure they achieve financial growth, security and well-being. It is only through the success of our clients that we succeed. Our accounting practice remains strong and firm on the strength of our client relationships and the unique service we offer to them.

"We are the link to your financial success"

Our Staff are committed to providing every client with quality advice, service and solutions to whatever problem you may have. Our aim is to assist you in meeting your financial goals. Reliability and empathy are the hallmarks of Doug Crease & Associates. We know how important your finances and business are to you and we undertake to meet your expectations.

If you are looking for an accountant that delivers proactive advice and adds value then look no further than Doug Crease & Associates.

Our commitment to you is to be pro-active in what we do for you and supportive in what you do, so you do not have to worry about your financial and tax position.

Our business has been developed with servicing you in mind, and working in a team environment ensures that someone is always available to meet your needs.

Our focus is on individuals and small to medium businesses. Our client base is locally concentrated, yet Doug Crease & Associates services many clients from all states of Australia.

Doug Crease & Associates was developed solely from referrals by our existing clients and those who have attended wealth creation seminars. It continues to grow on its reputation.