SALARY AND WAGES EARNERS

  • Tax Returns Preparation.
  • Deductions Finder Reports for specific occupations to ensure you can claim maximum available deductions. – see  pdf an example (77 KB)
  • Advice on record keeping and substantiation requirements. If records are not kept, a deduction may be denied even though the expense was incurred. Extensive worksheet provided, see  pdf an example (22 KB)
  • Taxation advice, including Income Taxation and Capital Gains.
  • Taxation Planning.

  INVESTORS

  • Pre-purchase advice.
  • Rental property investment advice

  • Investment in shares advice.

  • Negative / (positive) gearing advice.

  • Tax minimisation strategies advice.

  SELF MANAGED SUPER FUNDS*

  • Provision of factual information about superannuation, including explaining different superannuation choices and contributions limits.
  • Establishment of an SMSF on the client’s direction (no advice).
  • Preparation of Financial Statements and Members’ Statements for SMSF.
  • Preparation of Annual SMSF Tax Return.
  • Preparation of Trustee Minutes.
  • Advice on compliance, administration and operational issues for SMSF.

 

 *Please note that I am not licenced to provide financial product advice. My provision of SMSF services is restricted to providing taxation, compliance and administrative services.These services do not constitute financial product advice.   pdf Click here (39 KB)  to see more comprehensive list of SMSF services.