Project Overview

Tax Returns & Planning

There’s no doubt making the most of what you have is a big help when it comes to building a comfortable lifestyle for your family.

Taxation planning is an integral part of any plan; we will assess your current financial position and help you to decide how best to structure your affairs from a taxation perspective.

Tax (statutory obligations)

  • Tax returns and annual financial statements for companies, trusts, partnerships and sole traders
  • Tax returns for individuals
  • Tax Planning for all other entities
  • Succession planning for both retirement and death

Business Activity Statements (BAS) and GST

  • Tax planning, structuring and reporting
  • Superannuation establishment and compliance
  • Self Managed Super Fund tax return and auditing
  • Property investor and taxation
  • Preparing and lodging (BAS) to report your GST to the Australian Taxation Office (ATO).

We will work with you to ensure that returns are completed accurately, saving you any surprises. Our detailed and personalised approach ensures all relevant deductions are captured to give you the best result.

Individual Taxation
We prepare tax returns for individuals. We are very flexible with our appointment scheduling to accommodate our busy clients.

Business Taxation
We prepare tax returns for all business structures namely: company, partnerships, and trusts.

It is also important to help you establish or transition to the right business structure for your business. There are ranges of factors to be considered when choosing a business structure, but factors we provide significant weight to include:

  • Asset protection
  • Income tax minimisation
  • Capital gains tax minimisation, and
  • Ease of administration