Tax Store Oakleigh

PERSONAL

TAX RETURNS

SMART SOLUTIONS CUSTOMISED TO OPTIMISE YOUR TAX RETURN.

Life is busy. Time is valuable. Completing and lodging a tax return takes time.

You want to maximise any tax return due to you, or minimise any income tax you need to pay.

We thrive on complexity. We can get right under the technical nuances and details to get you the most out of your tax return. We’ll keep it simple for you, saving you time and money.

GENERAL INSURANCE

WE’LL FIND THE SMARTEST INSURANCE SOLUTION FOR YOU.

Wading through pages and pages on general, personal or domestic insurance options is baffling. Comparing apples for apples is near impossible.

We know our insurances. We love getting to know people. We can find you the best possible insurance policy tailored to your individual needs.

Our choice of insurance products is extensive to cater for the full range of individual circumstances. We only source products from proven, reputable, trusted providers.

We’ll work through with you to tick the boxes. We’ll answer all your questions before you sign on the dotted line of your new insurance policy. Our goal is to make sure you, and your family are adequately protected.

We’ll do the research for you – leaving you to simply choose from a shortlist tailored for your needs, or your family’s.

To get the best deal for your insurance needs, call us today or fill out our simple contact form. Let’s get you, and your family, covered.

FINANCIAL PLANNING

A SMART FINANCIAL PLAN IS LIFESTYLE INSURANCE FOR YOU, AND YOUR FAMILY.

Australians are motivated to insure material assets, but often forget the bigger picture ⎯ their lifestyle and financial future. We’d like to shake this up and turn this view around.

The fate of assets like cars and house and contents are reasonably predictable. We know they can break, or be stolen or lost.

Our health, careers and longevity are far less predictable. If you or a loved one fell ill and an income wasn’t guaranteed for a period of time – financial planning is your safety net.

SELF MANAGED SUPERANNUATION FUND

IS A SELF MANAGED SUPERANNUATION FUND A SMART SOLUTION FOR YOU?

There is a lot of debate about the benefits and challenges of Self Managed Super Funds. The simple truth is an SMSF will work for some people, and not for others.

We won’t throw you yet another list of generic pros and cons. Guiding you to the right solution calls for a hearty, honest conversation. Our team will work with you to discover your lifestyle goals, and what is achievable.

Being rewarded with financial independence and freedom in your retirement years is of paramount importance to us. Our trusted team of experts can explore a range of wealth growing solutions tailored to realising your desired lifestyle.

BUSINESS

ACCOUNTING AND FINANCIAL REPORTING

ACCOUNTING AND FINANCIAL REPORTING IS THE TYPE OF COMPLEXITY WE THRIVE ON.

We put our Tax Store team around you and your family – embracing a whole of life, whole of business approach to delivering your accounting, taxation and financial solutions.

Your business is the child you have planned, delivered and put countless hours and passion into nurturing. We respect this relationship and will treat your business needs as if they were our very own.

Business accounting and financial reporting is our strength. You don’t have the time, knowledge or technical expertise to make it one of yours. You’ve got a business to grow.

We will happily shoulder the burden of making sure that your business accounting and financial reporting obligations are perfectly in order.

Our business accounting and financial reporting services

Our team of Accountants are experienced and methodical experts in all the complexities of staying ahead of accounting and financial reporting obligations including:

• Annual Financial Statements
  • Periodic Management Accounts
  • Bookkeeping<br• income=”” tax=”” returns=””
  • Fringe Benefits Tax Returns
  • Applications for Research & Development Tax Concessions
  • Compliance requirements associated with any other indirect taxes.</br•>

We absorb the complexity and make it easy for you to understand. You can get on with running a great business!

ASSET FINANCE

WE’LL FIND THE SMARTEST BUSINESS LENDING SOLUTION TO GROW YOUR BUSINESS.

We understand that setting up and running a business is a huge undertaking. Sourcing and choosing a smart funding solution may be the best way to get you off the ground and keep you there.

Your Tax Store team includes diversity of expertise in asset finance across a range of industries.

We’ll do the grunt work to research and find the best asset lending and leasing solutions for your unique business needs.

SELF MANAGED SUPERANNUATION FUND

WE’LL LESSEN THE DISTRACTION OF INDEPENDENT AUDIT REQUIREMENTS.

Depending on the structure of your business a statutory, independent auditor reviewing your accounting records and reports may be a requirement.

An audit can be stressful for business owners who have been lagging behind in their bookkeeping. This is one of many reasons why it is imperative that your records are kept in pristine condition. Our team can help. Visit our Accounting and Financial Reporting page to learn more. {link here to the Business accounting and financial reporting services page}.

The team we put around you includes qualified, trusted auditors when you need them. Your Tax Store team will make the auditing process as simple and painless for you as we can.

AUDITING

WE’LL LESSEN THE DISTRACTION OF INDEPENDENT AUDIT REQUIREMENTS.

Depending on the structure of your business a statutory, independent auditor reviewing your accounting records and reports may be a requirement.

An audit can be stressful for business owners who have been lagging behind in their bookkeeping. This is one of many reasons why it is imperative that your records are kept in pristine condition. Our team can help.

The team we put around you includes qualified, trusted auditors when you need them. Your Tax Store team will make the auditing process as simple and painless for you as we can.

OUR AUDITING SERVICES

From the auditing and review of financial reports or self-managed superannuation fund audits, to internal auditing processes and systems and control reviews — Tax Store is your one stop shop for your business accounting and financial services needs.

We live and breathe compliance. And we’re great at it.