AP Taxation Services

WHO ARE AP TAXATION?

AP Taxation is a forward-thinking modern business services advisory practice offering affordable accounting and taxation solutions to businesses all around Australia. Our wealth of knowledge combined with years of industry know-how ensure that the client experience is personalised and tailored to suit their specific needs and challenges. Whether you require assistance with business or personal financial matters, AP Taxation can develop a tailored solution for you.

OUR PHILOSOPHY

At AP Taxation our philosophy is to build and strengthen client relationships in order to identify opportunities and deliver the right solutions to maximise wealth and ensure you achieve your financial and business aspirations.

WHY CHOOSE US?

• We give you peace of mind ensuring all your business advice needs are taken care of
• We do this by being proactive and providing you with “real time” advice on how you can improve and increase your net worth.
• Our strong commercial networks empower us to “take lead” with clients, solving problems requiring a range of services.
• We act as a “concierge” to clients, facilitating the delivery of effective outcomes from a range of professionals to ensure expert advice needs are met and expectations are surpassed.

SERVICES

Accounting & Taxation

Our approach to taxation is proactive and advisory, with annual tax return preparation being a by-product of the more important issues – ongoing tax planning and tax advice.

We focus our efforts not only on compliance matters but importantly on value added services that create growth and are often forgotten about by your traditional accounting practices.

Our clients are small and medium sized businesses as well as individuals and families from a wide range of backgrounds, professions and industries.

Bookkeeping & CFO

AP Taxation provides clients with bookkeeping and CFO services that reduce the paperwork and minimise the financial stress in your business. We allow you to focus your efforts working on the business not in the business.

We use various cloud-based accounting software solutions and our team of bookkeepers and tax adviser’s work collaboratively to ensure all compliance and taxation matters are addressed throughout the financial year. Not just post year end!

We find this enables us to gain valuable insights to your business periodically and as frequently as may be required.

In addition, we provide accounting software training and initial setup, conversion and on-going support.

Rest assured, you can free your time focussing on your business knowing well that a fully qualified bookkeeping team is taking care of the books!

Self-managed Superannuation Funds

As the government encourages Australians to take responsibility for their own retirement and to build a nest egg which allows them to become self-funded retirees, superannuation has become a major part of all retirement plans.

A SMSF enables you to control your investment strategy, reduce personal tax whilst obtaining taxation benefits within the superannuation fund regime.

Superannuation law is complex and personalised planning is required for each individual member of the fund.

AP Taxation can assist in establishing a SMSF that will enable you to reach your financial retirement goals.

The services we offer include:

• Establishment of a self-managed superannuation funds (SMSF)
• Assistance with obtaining a Statement of Advice (SOA)
• Completing all compliance and audit requirements
• Advice on taxation benefits of a SMSF
• Tax advice on maximising the potential of your SMSF
• Tax advice on purchasing property within a SMSF and establishment of the appropriate structure
• Advice and maximisation of Centrelink benefits (Aged Care, Aged Pension and Social Security advice)

Wealth Management

AP Taxation can help ensure that your personal wealth is managed tax effectively. Whatever stage in life you are, we can assist. We provide a plan and advice relating to:

• Personal & business tax and strategic planning
• Optimal measures of extracting profit from your business
• Remuneration strategies
• Tax-efficient savings and investments
• Planning for a comfortable retirement
• Sale of business exit strategies
• Estate tax planning
• Financial separation and settlement services

We also have an affiliation with reputable independent financial advisors whose services include:

• Self-managed super fund (Specialist advice)
• Estate and retirement planning
• Transition to retirement advice
• Investment strategies and advice
• Direct share investments and managed fund investments
• Risk management including personal and business insurances
• Aged Care, Aged Pension and Social Security advice

Lending & Finance

AP Taxation provides clients with comprehensive expert advice and product knowledge from determining a client’s borrowing requirements and borrowing capacity through to assistance with all aspects of the credit application process.

This service can tailor a solution that meets the client’s needs with both business and consumer products sourced at competitive rates, whilst also structured to minimise tax.

The services provided include:

• Residential and personal lending
• Commercial, development and investment lending
• Commercial equipment/asset finance
• Cash flow lending
• Debtor Finance (Factoring)
• Debt consolidation and management
• Re-financing
• Private funding