Tax time is here

Need to lodge your 2009 income tax return? Call and make an appointment today.

Ring (02) 9476 0839

What is the Education Refund?

The Education Tax Refund has been brought in by the Government to help families with Primary and Secondary School children take some of the pressure off education expenses. You could get up to 50% off your childs education expenses. Ring us to find if you are eligible and what you can claim.

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.

Brad Read - Accountant / Financial Advisor

Nicole Whitley - Accountant

Liability limited by a scheme approved under Professional Standards Legislation

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