Individual Services

Taxation

  • Preparation and lodgement of Income Tax Return
  • Preparation and lodgement of Instalment Activity Statement
  • Preparation and lodgement of Family Tax Benefit
  • Preparation and lodgement of Baby Bonus
  • Preparation and lodgement of Initial Land Tax Return

Tax Planning

  • Preparation of strategic tax planning
  • Minimising tax consequences on disposal of an asset
  • Purchasing an asset in the most tax effective vehicle

Rental Property

  • Advice on the purchasing of a property
  • Reviews of lease agreements
  • Assistance in finding out about funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised
  • Forecasts of revenue returns
  • Forecasts of potential growth

Finance - Partnered with Connect Financial Solutions Pty Ltd

  • Residential mortgage
  • Refinance of existing mortgage
  • Investment loan - residential and commercial
  • Hire purchase, lease and chatel mortgage
  • Cashflow loans
  • Personal loans
  • Construction finance

Salary Packaging

  • Packaging comparisons
  • Salary sacrifice opportunities
  • Contractor, employee comparisons

Financial Planning - Partnered with Matrix Norwest

  • Wealth creation strategies
  • Asset protection strategies

 

 

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