Suite 906, Level 9, 37 Bligh Street, Sydney
02 9233 3639

Financial Accounts and Income Tax

climbWe aim to prepare your accounts and tax returns on a timely and accurate basis. We are able to assist with more regular management accounts as required, reporting to institutions including banks and have expertise with MYOB specifically

We act for a number of small to medium size businesses and their owners. We prepare financial accounts and income tax returns and focus heavily on tax planning and strategy from the business through to the individual owners. This includes investment strategies with an emphasis on superannuation. The aim is to continually improve the financial position of the owners to achieve targeted goals and outcomes.

At a personal level it is important to know that you are maximizing your allowable deductions and that you have a strategy in place that has as a goal maximising returns over the long

term. This may involve investment strategies that implement gearing strategies which in turn reduce tax in the short term.

We also specialize in family structures which might typically include a family trust and self managed superannuation fund. These structures are often used by partners in partnership and business owners. We can advise on how best to distribute profits of the Trust and provide investment strategies and administrative services for the superannuation fund.