WHY WE OFFER TAX AS A SERVICE

Our Tax & Accounting arm of the business create integrated solutions for people who are pursuing Investment strategies or making retirement plans.

Part of our philosophy in designing financial strategies is to control what you can, because so much of investing activity cannot be controlled. Minimising taxes and costs represents a key opportunity to make a major difference to your investment returns and risk over both the short and long term.

Achieving Tax efficiency requires a complete view of your financial structure, as it is now and how it can best be put together. It requires the ability to focus on tax in all investing and borrowing decisions, and the ability to integrate your income generation and investing activities. It requires that your goals be properly planned for, particularly as long term objectives create incentives for long term investments, and potentially a bias against buying and selling investments. Your objectives also play a role in the structuring of your investments to minimise unnecessary taxes.

Income Tax Return

We work hard to keep your personal finances in order and ensure you get the income tax return that you’re entitled to. We provide this service so your finances are all under one roof and income tax return is as stress-free as possible.

Tax Advice

Whether you’re a high-income earner and an Investor OR a Small businessperson who is looking for strategic Taxation advice and the completion of your end of financial year returns, we’ve got a solution for you.

SMSF Compliance

We coordinate the preparation and lodgement of many Super Funds each year. Our team specialise in the provision of SMSF advice and strategies, and can assist with the preparation of your annual accounts, tax returns & SMSF Audits.