Tax & Superannuation Professionals

Welcome

To the Tax & Superannuation Professionals Client community. Please take a moment to familiarise yourself with our Practice services and policies. If you have any concerns or questions, please don’t hesitate to contact us to discuss the matter.

Jo

What we love to do here

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BUSINESS SERICES

Business structuring & asset protection
Cash flow & financial management advice
Budget & profit forecasts review
Trading performance
Business due diligence
Bookkeeping & accounting

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INDIVIUALS & INVESTORS

Budgets, cash flow and financing advice
Property Investment analysis
Share & Investment Portfolio management service including:

Management of your investment portfolio
Regular investment reports.
Filing and attendance to all corporate correspondence

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TAXATION

Taxation planning & advice for business owners, investors, retiree’s & salary & wage earners.
Preparation of all income tax returns
Preparation of business activity statements & instalment activity statements.
All lodgments are done electronically
Applications for ABN and registration for various tax rebates and concessions

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SELF MANAGED SUPER FUNDS

SMSF general advice and wealth creation strategies
Administration service for compliant financial reports & income tax returns
Assist trustees with SISA compliance, trust minutes & investment strategies

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STATUTORY AND COMPLIANCE

Setup of corporate entities, trusts & superfunds
Maintenance of Client Company Records
Lodgement of all ASIC forms
Attendance to all corporate secretarial matters

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SOFTWARE PARTNERSHIPS

XERO

MYOB

Quick Books – Reckon

Things you should know when working with us

PRIVACY POLICY

We will not divulge any of your personal information to any third party without your prior permission. Your consent for us to discuss your affairs with Tax Office is a requirement of our engagement. You will be asked to sign a specific ATO form for this purpose. Periodically the IPA conducts Quality Assurance Review on this practice, to ensure compliance with industry best practice procedures.

SCHEDULING OF ANNUAL COMPLIANCE WORK

Annual compliance work (financial statements & income tax returns) will be attended to on a pre­arranged basis. Each year, in consultation with you, your file will be allotted for completion in a particular month. We will contact you during the month prior to arrange for collection of the required information. Your assistance in providing all of the required information as soon as possible would be greatly appreciated. Subject to receipt of required information, we expect your file to be completed by end of the allotted month.

FEES

Our fees are based on our expectation of the degree of skill, acumen and licensing required to complete the engagement in a professional manner. An engagement letter, detailing our proposed service and fee quotation will be provided prior to commencement of annual compliance work. Other services will be charged on a time basis, or job rate. In some instances, a deposit may be required for larger engagements. This will be discussed where necessary. Your fees will include any out-of-pocket expenses or disbursements as arranged. All fees will be discussed and agreed upon prior to commencement of the work to be done.

TRADING TERMS

Our trading terms are strictly payment due within 7 days from date of invoice, which will be provided on completion of the work done. Should you experience difficulty in meeting these terms, please contact us to discuss. For individual tax return clients, fees will be due and payable on signing the return, and prior to lodgement of the return. Forms of payment accepted are cash, cheque, direct deposit, EFTPOS & major credit cards. In the interests of keeping our fees to a minimum we do not deduct fees from refunds.

DISPUTE AND CONFLICT RESOLUTION

All disputes and complaints are to be discussed with the Principal. We take pride in our client service and will always endeavour to provide a professional & ethical service. If we are unable to rectify the situation satisfactorily, then the avenues available for further mediation are with our Professional Association (Institute of Public Accountants) and the Tax Practitioners Board.

Articles

Records You Need to Keep for the Taxman

Records You Need to Keep for the Taxman

I want to talk today about record keeping for tax purposes.  In order to make sure we claim every deduction we’re entitled to, it’s a must to be able to substantiate  claims.  At the moment, the ATO is under pressure to increase tax collections, so audit activity is...

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TAX DEDUCTIONS FOR SMALL BUSINESS

TAX DEDUCTIONS FOR SMALL BUSINESS

One of the most common questions asked by new business owners is ‘what can I claim”? To calculate the amount of profit your business pays tax on, is determined by reducing your business income by eligible deductions. Eligible expenditures must be substantiated, and be...

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Maximise Your Refund

Maximise Your Refund

Be Organised To Ensure You Receive The Best Refund This Year It’s great to get a good refund each year, so to get the best outcome, early planning is vital.  Tax is paid on your “taxable income” which is the amount of income left after deducting your allowable...

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