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GROW YOUR WEALTH

Personalised  tax planning that minimises tax payments and put more cash in your pocket.

Every Australian deserves a well-tailored wealth management strategy at an affordable price - no more money worries, no more stress.

Sidney Cityscape

WE KNOW THAT YOU ARE STRESSED ABOUT PAYING TOO MUCH TAX EVEN WHEN YOU DON’T MAKE A LOT OF MONEY FROM YOUR EMPLOYMENT OR YOUR BUSINESS ONLY MAKES A MINIMUM PROFIT…

Finding a good accountant who understands your financial needs and goals is not easy. We are here to listen to you, put together for you a plan that solves your tax and financial problem now and prepare you ahead for a long-term success.

If you’re answering 'Yes' to any of these questions, we might be the right match for you and your business…

  • Do you feel like you’re paying too much tax?

  • Are you looking for proven methods to minimise your tax?

  • Are you thinking about buying an investment property and don’t know how it will save you tax?

  • Did you hear about negative gearing and want to know how it works for you exactly?

  • Are you a business owner who is looking for a local expert to take care of your tax compliance?

  • Are you ready to make a change to your financial situation?

Financial Analyst

SERVICES

TAX CONSULTATION

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Enabling Growth

Either you are salary earners who seek advice on how to save on your tax bills, or business owners who look for the right structure for your business, we are here to listen your needs, and deliver a tailored advice that suits your financial situation and business objectives.


We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities.


Contact us today and see how we can help you.

PERSONAL TAX PREPARATION

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Saving You Money

Our advisors provide individualized services to help alleviate your tax uncertainty and stress. With many years of experience, our experts have the knowledge and expertise to tap in the areas of tax deduction that you may not know about.

BUSINESS TAX PREPARATION

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Alleviating Stress

Managing taxation compliance and keeping up with various changes in tax law is time consuming and energy draining.

Let us take care of all these boring stuff for you, free up your time and resources to focus on the core and strategic elements that grows your business to its full potential. We can help with:

  • Financial Reporting

  • Management Accounts

  • Business Tax Returns

  • Activity Taxes (BAS & IAS)

  • GST & Withholding Taxes

  • Payroll Management (Single Touch Payroll & Annual PAYG)

  • Superannuation Guarantee & Salary Sacrifice

SELF-MANAGED SUPERANNUATION FUND (SMSF)

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Taking Control of Your Retirement

More and more Australians are choosing to take control of their super investments. After getting tailored advice from their planning experts, clients have chosen Self-Managed Superannuation Fund (SMSF), the most popular option to keep a nest-egg for retirement.

Our team is committed to assist our clients on this journey to their retirement. We can help with:

  • Establishing SMSF

  • Setting up structures for borrowing (LRBA)

  • Annual Financial Reporting & Tax Obligations

CONTACT US

Suite 16/432 Chapel Road, Bankstown NSW 2200

(02) 9145 8516

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SUPER GUARANTEE RATE RISING 1 JULY

3 June 2021

The superannuation guarantee rate will increase from 9.5 per cent to 10 per cent on 1 July 2021.

Employers will need to ensure their payroll and accounting systems are updated to incorporate the increase to the super rate. The ATO’s super guarantee contributions calculator is available for employers to work out how much super they need to pay.

To determine if employees are eligible for super, including any contractors treated as employees for super purposes, employers can use the ATO’s superannuation guarantee eligibility decision tool.

PROPERTY MANAGEMENT AND RENTAL BOND DATA: ATO DATA-MATCHING PROGRAMS

27 May 2021

The ATO has registered two data-matching notices to acquire:

  • property management data including property owner identification details, rental property details and property manager details for the 2019 to 2023 financial years covering 1.6 million individuals each year

  • rental bond data including landlord and managing agent identification details and rental bond transaction details from 20 September 1985 to 30 June 2023 covering 350,000 individuals each year.


This information will be used by the ATO to inform education program as well as to undertake compliance activities such as undeclared income and capital gains.

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FAIR WORK COMMISSION DECIDED DELIVEROO RIDER AN EMPLOYEE

20 May 2021

The Fair Work Commission found on Tuesday that Deliveroo rider Diego Franco was unfairly dismissed, a protection only extended to employees, on the basis that he was more akin to an employee than a contractor before he was dismissed by Deliveroo for “no valid reason”.

“In this case, when consideration of all the relevant indicia, has, like the colours from the artist’s palette, emerged to form a complete picture, the correct characterisation of the relationship between Mr Franco and Deliveroo is that of employee and employer. Although, the picture is impressionistic and not precise, it is nevertheless a compelling conclusion,” Commissioner Ian Cambridge found.


"Mr Franco was not carrying on a trade or business of his own, or on his own behalf. Instead, he was working in Deliveroo’s business as part of that business.”

The Commission ruled against arguments used by companies operating in the gig economy, including that because workers can work for competitors, they must be contractors.

In “the context of a modern, changing workplace impacted by our new digital world”, the Commission found this was insufficient justification. (Franco v Deliveroo Australia Pty Ltd [2021] FWC 2818, Fair Work Commission, 18 May 2021)

Keep up with all the latest tax news and insights.

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