SMSF & Tax Solutions

Setup and Windup of SMSF

Do you find yourself with an SMSF that is difficult to manage and would like to wind it up?  I specialise in SMSF accounting and I can assist with that. 

Would you rather manage your own superannuation?  I can help you work through your needs so that you can decide if an SMSF is for you.

On-going Management of SMSF

• Annual financial statements 
• Annual SMSF administration and tax returns 
• Minutes and Resolutions 
• Organising the audit 
• All the small details associated with your SMSF

Does your occupation place you at increased risk of being sued?  Or maybe your income varies so much year to year that you never know whose name to invest in.  You could be a prime candidate to set up an investment trust and hold your investments in that structure.  

If this sounds like you, please contact me to discuss your needs.  I can advise if this structure would meet your needs, and implement if needed.

Ongoing management of your Investment/Family Trust

I will advise you on the most tax effective way to distribute your trust profits, and prepare your family/investment trust financial statements and tax return.   Tax returns for trusts can be quite tricky, particularly trying navigate the complexity of the Annual Tax Statement you receive from your managed fund or ETF. 

As an investor myself and with many years experience in the area, I can provide the assistance you need to reduce your stress around tax time.

With more than 30 years’ experience preparing tax returns for sole traders, investors with shares, managed funds and rental properties, I offer combined SMSF & tax solutions, meaning I can prepare your personal tax returns as well as handling your business financial needs. 

This keeps all your information together, and ensures consistency between the two areas, allowing me to maximise your refund and lodge it in a fast, efficient manner.  My specialty is investors, shares, managed funds and rental properties - I provide a totally electronic service to make the most of your valuable time, ensuring all your needs and questions are addressed during our phone or online appointments. 

If you own a business, as well as one or more rental properties, then it’s likely that you struggle each year to prepare your complicated tax return. 

Managing the tax implications of rental properties is one of my specialist areas, in which I work every day - I can estimate your tax position if you buy a rental property, prepare your annual Income Tax Withholding Variation (ITWV) if your property is negatively geared, or estimate your capital gains tax on sale.

Are you a sole trader and need help with your tax return?  

I work with a variety of sole traders, including Allied Health professionals, IT consultants, VA's and NDIS Contractors, to help iron out their tax return needs. 

During the initial consultation we may discuss:

• Your specific tax and if appropriate, financial situation;
• What you can claim and what records you will need to keep;
• What information you will need to provide me;
• Any other questions I can assist with.

You can expect your individual tax return to be finished in less than 2 weeks (subject to provision of information by yourself).  

Fees are dependent on the software you use and whether or not you are GST registered but start from $330 including GST.