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 - Tax Agent - Financial Planner - Tax Return - Superannuation - Hornsby - Sydney

Links Accounting & Taxation Services Pty Ltd trading as Doug Crease & Associates

Doug Crease & Associates has established itself as a team of dedicated professionals, providing exceptional accounting and taxation services to our clients in a timely and efficient manner.

Our firm is located in Hornsby and services clients throughout Australia. We are large enough to offer a range of services and expertise, yet small enough to offer our clients a friendly, hassle-free service, tailored to their needs.

Doug Crease & Associates offers a complete business and taxation solution.

At Doug Crease & Associates, we:

care about the advice we give and the outcome of that advice
take initiative to help you improve your position
pay special attention to the quality of the work & advice we provide
put ourselves in your shoes to develop an understanding of you and your objectives

Our clients vary from:

Building & Constructions: Plumbers, Painters, Pest Control, Electricians, Air Conditioners, Property Investors and Real Estate

Industry: Retailers, Manufacturers, Importers, Exporters and Non-Profit Organisations

Professionals: Medical, Dental, Physiotherapists, Legal, Engineering, Architects, Management, Accountants and Teachers

Service Providers: Child Care Operator, Mortgage Lenders and Financial Planners

Doug Crease & Associates is conveniently located next to Hornsby Westfield. We can accommodate your busy work schedule by having evening and Saturday appointments available.