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

Accountant - Accounting - Tax Agent - Tax Return - Hornsby - Sydney

Some of the services we can provide to businesses include:

Accounting:

Management Accounting
Budgeting and Cash Flow Projections
Employment Related Matters
Establishment of Accounting Systems and Procedures

Taxation:

General Taxation Advice and Planning
Income Tax Returns
Salary Packaging Advice
Foreign Entities and Income
Tax Structures and Planning
Fringe Benefits Tax
Capital Gains Tax
Estate Planning
Divorce
Property Development
Taxation services for Private Companies, Limited Partnerships, Trusts
GST
Expatriate Tax Services and International Tax

GST Services:

Advice regarding GST implementation
GST System Design
Advice with GST Compliance Matters
Preparation of Business Activity Statements and Instalment Activity Statements

Business Services:

Business Advice and Planning
Finance Restructuring Advice
Business Benchmarking
Business Valuations

Specialist Services:

Accounting Advice
Financial Advice to Management
Systems and Procedures Implementation
Reporting under various Regulatory Requirements
Business Valuations and Investigations

Computer Based Accounting

Set-up and installation of MYOB / Quickbooks Computer Accounting and other computer accounting packages
Computer Accounting Procedure Manuals
Staff Training
Ongoing Assistance and Support
BankLink

Corporate Services:

Registered Office
Maintenance of Company Statutory Records
Shelf Companies and Trusts

Audit Services:

External Examiner for Law Practice Trust Accounts
Self Managed Superannuation Funds