Indivdual & Family Tax

Tax Laws and regulations are in a constant state of change and that trend will continue. Guidance, planning and preparation by a professional Tax Agent and Chartered Tax Advisor gives you peace of mind that your tax strategy is as efficient as possible and that your returns are compliant and will get the best possible outcome.

Self Managed Super Fund

A Self-Managed Super Fund (SMSF) for high net worth individuals delivers greater freedom over Superannuation on how your personal retirement savings are invested and managed. A SMSF provides a vehicle to make specific choices for your investments, eg. Individual Stocks, Investment Properties, Gold, Works of Art etc.
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​If your wish is to have more control of your retirement savings and returns a SMSF may be the right strategy. However a SMSF may not be for everyone, there are many considerations. The ATO and many experts recommend a minimum superannuation balance before considering a SMSF.

Individual & Family Tax

Self Managed Super Fund
  • Tax Returns and Compliance
  • Tax Planning and Preparation
  • Tax Minimisation strategies
  • Estate and Gift Tax Planning
  • Succession Planning
  • Fringe Benefit Taxes
  • Trust Taxation
  • Property, Investments etc.
  • Self-Managed Super Fund Set-up and Registration.
  • Contributions and Rollovers.
  • Annual Tax Preparation.
  • Annual Compliance Audit.
  • Winding Up Your SMSF.
  • Administration and Reporting.

1300 Brew 00 or 1300 273 900
[email protected]