Beaumaris

Your local ITP tax agent in Bentleigh is a specialist in tax for individuals, businesses and public servants.

BOOK A TAX AGENT IN BENTLEIGH
Why Choose ITP Bentleigh?

If you’re looking for trusted tax accountants in Bentleigh, then you’ve come to the right place.

The beautiful city of Bentleigh is full of life and exciting surprises. But if you’re bogged down with taxes, it’s a little difficult to enjoy the city you know and love.

That’s why ITP Bentleigh gives you the opportunity to get in touch and communicate to our tax agents your various concerns and requirements for your personal or business tax needs. Our experienced accountants know how to find all the details you need to get the right tax deductions so you can get the tax returns you deserve.

Why trust ITP? The company has over 50 years of experience offering financial services for employees and business owners who need an extra hand in organising their personal budgets and accounting departments. In short, we do a hassle-free job of making sure all the numbers match.

So whether you need assistance in individual tax returns, general bookkeeping and other accounting activities between and among companies, we at ITP Bentleigh are here to help you make sense of it all. Come into our office, make yourselves comfy and talk to us about your tax related concerns.

Do you need help with something more complex than preparing tax returns and general bookkeeping? Don’t worry; our tax agents ITP Bentleigh are highly adept at solving any accounting problems that you or your business may be encountering. Whatever needs you to have, you can count on an ITP Bentleigh tax agent to set it all straight for you.

 

OUR SERVICES

• Accounts Payable and Receivable
• Bookkeeping
• Expense Tracking
• BAS
• Single Touch Payroll
• Payroll
• Cash Flow Management
• Cloud Based

 

INDIVIDUAL TAX RETURN
Our ITP Tax Accountants are ready to help you achieve your best possible tax refund.

STUDENT TAX RETURN
Are you under 21 or a student and need help with your tax? Tax return for U21s is just $79. Don’t want to come in? Click below and start your tax return online.

ONLINE TAX RETURN
We’re here to support you. Use our online form to begin your tax return and we’ll be back in touch to complete your return.

BOOKKEEPING
Whether it’s one day or five days a week, we’ll tailor our service to suit your needs. Benefit from professionals who understand a variety of industries and can offer advice for your unique needs.

SOLE TRADER
You may run your business by yourself, but you don’t have to worry about your financial obligations on your own.

TRUST ACCOUNTING
Protect your business and family assets, minimise your tax and guard your wealth.

PARTNERSHIP
Set up a solid partnership that will protect your business interest and manage your tax liability for years.

COMPANY
From BAS, GST, PAYG to registrations, we help you set up and maintain the framework necessary to run a company.

SMSF
ITP can help you grow your super and locate and consolidate lost super, to ensure you are maximising every cent in preparation for your retirement. We manage all aspects of SMSF, including fund structure and setup, rollovers of existing SMSFs, investment strategy, administration and compliance.

FINANCIAL PLANNING
We partner with you to enhance your financial situation. We learn your story, goals and develop a strategic and comprehensive plan to help you achieve it.

HOME LOAN
ITP specialise in new home loans, investment loans, refinancing loans, renovation loans and different home loan types that can save you thousands of dollars and shorten the life of your home loan.

CAR LOAN
ITP offer loans for motor vehicles, caravans, marine vehicles and commercial finance. We have a wide variety of finance options to suit your specific needs.

TAX CALCULATOR
ITP’s tax calculator gives a great indication of what to expect from your income tax return. Our tax calculator will use your basic financial information and combined with current tax rates, will determine your projected income tax refund. In some cases, a tax debt may be shown.

TAX COURSE
Learn anywhere at anytime! Take the first step towards a rewarding career in tax with ITP.

TAX CHECKLIST
Do you have everything ready to lodge your tax return? Preparation is key. Find out what you’ll need to bring to your appointment.

We think, we work and we speak like accountants, but we don’t charge like accountants.

We offer the full range of Business and Personal services

OUR SERVICES

• Income Tax Return
• Annual Financial Accounts
• Accounting Solutions
• SMSF Set Up
• SMSF Auditing
• SMSF Accounting
• Mortgage broker and loans
• Business Advisory
• SMSF Administration
• Tax Advice

 

PROFESSIONAL ACCOUNTING SERVICES IN MELBOURNE
Welcome to Gavin Ma & Co Accountants. We are certified practising accountants as well as a registered tax agent and registered ASIC agent. We’re also business startup consultants that you can trust to be prompt, accurate and professional.

 

OUR MISSION

“To provide responsible, practical and valued solutions to ensure our clients’ financial needs are met”

We provide residents and businesses with qualified accounting services in Melbourne as well as a range of additional services to help you grow your business and improve your own financial future.

 

OUR SERVICES

Whether you run your own business or simply need help putting together your personal taxation records for the end of financial year, our comprehensive range of services spans various fields and includes:

INCOME TAX RETURNS
Need assistance from Melbourne tax accountants? Our tax consultant in Melbourne can help you put together your tax return for the previous financial year. We can assist you in reducing the total amount of tax you need to pay by finding legitimate tax deduction opportunities. Speak to a tax return accountant in Melbourne today.

BUSINESS ADVISORY SERVICES
Our business startup consultant can help prevent your business from becoming one of the 30% that closes in its first two years. We can offer trusted financial advice that enables your business to grow and get off the ground with reasonable success.

MORTGAGE BROKER AND LOANS
Gavin Ma & Co offers mortgage broking services for Melburnians looking to either purchase their first home, purchase a rental property or take out a second mortgage on their existing property. We work with all the biggest banks and other NBFIs to help you get the best deals on interest rates. Not looking to buy property but still need available funds in the form of a small loan? Speak to Gavin Ma & Co about the lending options that are potentially available to you.

SELF MANAGED SUPER FUNDS
A self managed super fund (SMSF) allows fund members to exercise complete control over their superannuation investments with the aim of building a lump sum figure that they can draw from weekly, fortnightly or monthly. Gavin Ma & Co specialises in all SMSF related matters, from the set up and annual auditing of the fund through to general SMSF accounting queries.

ACCOUNTING SOLUTIONS
We can provide qualified accounting and payroll services for Melbourne businesses, no matter how big or small or how new or established. Make an appointment with our business consultant in Melbourne today.

FINANCIAL NEEDS

• Financial Solutions
• Investment Property
• Retirement Planning
• Insurance

 

Personal Tax Accounting Services

They say that there are only two certainties in life; one is death, and the other is taxes. While Gavin Ma & Co Accountants can’t assist you with your funeral arrangements, our personal tax accountant can certainly offer professional guidance to ensure your tax and financial matters work to your advantage.

Throughout your working life, you’ll earn income – and as part of earning that income, you’re required by law to pay income tax. However, many people end up paying more tax than they need to. Our qualified and highly experienced tax accountants in Melbourne will make sure you pay only the amount you need to by making sure you take advantage of all the tax deductions legally available to you.

 

YOUR SITUATION COULD BE COMPLICATED, BUT WE EXPLAIN AND SIMPLIFY TO PROVIDE UNDERSTANDABLE SOLUTIONS THAT WORK FOR YOU.

WORK WITH ACCOUNTANTS THAT PUT YOU FIRST.

 

We Are Different

We put our clients first:

SEE WHAT YOU’RE MISSING

With our ‘See What You’re Missing’ offer we can take a look at your tax free of charge, and point out what your (former) accountant didn’t.

MEET AND GREET

With a ‘Meet and Greet’ session you can see if we’re the right fit for you, free of charge.

MAXIMUM REFUND GUARANTEE

Mistakes are rare at Tax Window. However, if you do discover one of our rare errors we’ll make it right and resubmit it to the ATO free of charge.

 

Who We Are

We’re a team of tax experts standing by, ready to help you. We like to think we’re different to other accountants, backing our clients 100% of the way.

 

FREE MEET AND GREET SESSION

With our ‘Meet and Greet’ program you can see if we’re the right fit for you, free of charge. Rest assured you’re in good hands.

 

WE GUIDE YOU THROUGH TROUBLE

When you’re feeling overwhelmed, stressed or anxious we take the pressure off. We explain, simplify and provide achievable solutions and are ready to help.

 

SEE WHAT YOU’RE MISSING OUT ON

With our ‘See What You’re Missing’ offer we can take a look at your tax free of charge, and point out what your (former) accountant didn’t.

 

WE GIVE YOU THE ADVICE YOU NEED

It’s as simple as that. We’ve got a proven track record you can trust, backed by our maximum refund guarantee.

 

MAXIMUM REFUND GUARANTEE

Mistakes are rare at Tax Window. However, if you do discover one of our rare errors we’ll make it right and resubmit it to the ATO free of charge.

 

WE THINK YOU ARE IMPORTANT

You are your number one priority and we understand that. You’re not a little fish in a big accounting firm. You are in good hands.

 

Individual Tax

We work hard to keep your tax in order, and best of all we don’t charge through the nose to do it.

SUPERCHARGE YOUR TAX RETURN

We love numbers, but we love navigating tax legislation even more (we’re a weird bunch). So when it comes to getting a lot more out of our tax return, you can rest assured you’re in good hands.

MAKE FULL USE OF YOUR ABN

You’re already a step ahead with an ABN. But while you’re hard at work doing what you do, we’re hard at work too. With our unique knowledge of the Australian tax code, we’ll make sure you stay ahead. Can your accountant say the same?

MAXIMISE THE YIELD ON YOUR INVESTMENT PROPERTY

It’s hard getting the most our of your investment property, which is why accurate and trustworthy tax advice is so important.

Only 7% of investment property owners are getting the right tax help for their property, but 100% of our clients are. Make sure your accountant isn’t leaving you behind.

GET YOUR TRUST IN ORDER

Setting up and managing your trust can feel convoluted, but it doesn’t have to be. Whether you’re looking to structure your assets safely or minimise your tax liability we can help.

SETUP AND MANAGE YOUR COMPANY

Most accounting firms charge an arm and a leg for company tax services, because they make it out be more difficult and complex than it actually is.

But it doesn’t have to be this way, instead we provide understandable solutions that work for you. And best of all we’ll charge industry leading fees to do it.

 

Business Consulting

It’s hard getting accurate and trustworthy tax advice for your business. But you can rest assured that while you’re hard at work doing what you do, we’re hard at work too.

SUPERCHARGE YOUR BUSINESS TAX RETURN

We love navigating tax legislation, and we’re crazy about numbers too. So when it comes to getting the most out of your tax return, you can rest assured you’re in good hands.

FORGET ABOUT YOUR BOOKKEEPING

Don’t let bookkeeping distract you from what matters. Say no to late nights and work filled weekends, let us take care of your bookkeeping.

GET YOUR TRUST IN ORDER

Setting up and managing your trust can feel confusing and at times challenging, but it doesn’t have to be. Whether you’re looking to structure your assets safely or minimise your tax liability we can help.

SETUP AND MANAGE YOUR COMPANY

Most accounting firms charge an arm and a leg for company tax services, because they make it out be more difficult and complex than should be. But it doesn’t have to be this way, instead we provide understandable solutions that work for you, and best of all we’ll charge industry leading fees to do it.

 

 

Tax Accountants

At Private Wealth Accountants, we are here to help you take control of your accounting, tax and finances. We provide a range of tax, accounting, business advisory and wealth management services to businesses, families and individuals across Melbourne.

We believe in always providing customised, convenient and cost-effective services. By providing our clients with proactive advice and solutions that are practicable and actionable we can assist them in achieving their goals, all the while ensuring they remain compliant with relevant regulations.

Our team has more than 50 years of combined experience providing expert taxation and business advisory services across Melbourne. Whether it be maximising your business profits, minimising your personal tax liabilities or anything in between, Private Wealth Accountants can assist in ensuring you are on the right path to financial stability and success.

 

ABOUT INFO

Private Wealth Accountants originally began as L & D Associates 7 years ago. Our mission was to build an accounting firm that would not only meet the needs of, but also be the trusted advisor to local individuals and businesses. Since then we have continued to invest in new ways to deliver value to our clients.

 

 

Where We Are

Our office is situated in McKinnon, conveniently located in the south-eastern suburbs of Melbourne and right next to the McKinnon Train Station. We are just minutes away from nearby suburbs of Bentleigh, Cheltenham, Carnegie, Brighton, Moorabbin and more.

For those too busy to travel to us, we offer meetings over the phone and virtual conferencing at a time that suits you.

 

Our Services

Accounting Taxation
Personalised care for all your accounting needs

Private Wealth Accountants assist our clients with meeting the tax obligations imposed by the ATO as well as obligations imposed by other authorities.

 

Business Advisory

Maximising your business performance

Owning and running a small business can be a rewarding but challenging task. Private Wealth Accountants aim to not only reduce the burden of compliance on business owners, but also provide them with the assistance and information to maximise their business success.

 

Superannuation
Managing your retirement investments

Your superannuation investment is one of the most important financial assets you have. If you have chosen to invest in a Self Managed Superannuation Fund it is essential that your fund is administered correctly.

Back Office
Bookkeeping and payroll needs

In addition to the compliance and advice services offered, Private Wealth Accountants also offer back office services. These services aim to both utilise our expertise and free up your resources to concentrate on running your business.

• Bookkeeping
• Corporate secretarial services
• Mail services
• Superannuation compliance
• Payroll services

 

Wealth Management
Investment advice insurance services

Private Wealth Accountants understands the importance of growing and protecting your wealth. We can assist you with these objectives by providing the following services:

• Financial planning
• Personal insurances
• Asset protection advice

 

Private Wealth Accountants – Bookkeeping

If you’re running a small business, you have plenty to do without worrying about managing the books. Focus on what matters most to your business and let us handle the paperwork.

At Private Wealth Accountants, we provide a comprehensive bookkeeping service for businesses across Melbourne’s south-eastern suburbs including Brighton, Cheltenham, Carnegie, Bentleigh, Moorabbin and more.

We have a team of fully qualified accountants and bookkeeping professionals ready to take the accounting hassles off your hands. We can handle all your financial records in a secure and professional way, ensuring full compliance with all ATO regulations.

 

Private Wealth Accountants – Self Managed Super Funds

Your super is one of your biggest assets. Making sure it’s well-managed is essential for your long-term financial security and a comfortable retirement.

A self-managed super fund (SMSF) is a great way to control how and where your super is being invested while maintaining maximum visibility over your retirement savings.

At Private Wealth Accountants, we can help you set up and manage your SMSF. We provide a complete range of superannuation services. We can help you set up a new SMSF or manage an existing SMSF. We can handle all the compliance and taxation requirements, structure the fund, provide taxation strategies and advice and even help with wealth management and full retirement planning.

 

About Us

Super Tax Services Pty Ltd was proudly founded by Tina Nguyen, a certified practising accountant with 20 year experience in public practice. Super Tax Services Pty Ltd is a registered tax agent and CPA accounting practice.

Our mission is to provide the best tax and accounting services whether it is just a simple tax return, everyday bookkeeping or a complex business structure solution including trust and self managed superannuation fund. You have direct access to the principal, a very experienced accountant who will look after all your business tax and superannuation in the most effective and efficient way with a personal touch. 

Tina Nguyen – the principal

I have been in public practice for 20 years with a commitment to deliver high quality services to clients. I use my can-do attitude, numeral and analytical skills to help clients from their day to day running the business to complex tax effective strategies including superannuation. Seeing happy people with their journey to success brings me satisfaction and joy as I’m proud to be their trustworthy accountant.

With a hands-on and practical approach, I advise clients on a variety of business matters, tax planning and prepare compliance work such as business activity statements, financial statements and tax returns for all entities including individual, partnership, company, trust and superannuation fund. I also provide SMSF audit services to other accountants and SMSF trustees.

I have worked for 3 medium size accounting firms previously including Bruce Edmunds & Associates, JM Partners and Mekong Corporate Services. I am thankful for all the great experiences because of which I have acquired excellent skills and expansive knowledge in all areas of small business and superannuation fund.

Now I endeavour to provide the very best services to my very own clients – high quality and cost effective.

 

Services

Tina Nguyen, a CPA accountant, qualified SMSF auditor and Xero certified advisor, endeavour to provide the best services in all areas of accounting, taxation and superannuation.

• Tax Returns and Financial Statements – individual, partnership, company, trust and superannuation fund
• Bookkeeping – assist with setting up and recording your everyday business transaction efficiently using the latest cloud software such as Xero, Quickbook online, MYOB
• Business Activity Statement (BAS) – up to 4 week extension for lodgement and payment thanks to tax agent lodgement program
• Business Structure and Superannuation Fund – advice and set up the best structure to suit your business and investment
• SMSF Auditing – independent and qualified SMSF auditor

 

Looking to Grow Your Business?

Are you a small business owner looking for an innovative accounting and business advisory firm that can help you grow your business, your profits and your wealth?

Here at Upside Accounting we do more than just ‘keep the financial score’ for our clients. While we are very skilled at preparing financial statements, tax returns and cash flow budgets, it is our services beyond compliance that distinguish us from other suburban accounting firms. For example, we believe your marketing could be the difference between gloom and boom which is why we help our clients with their branding, website, videos and social media strategies.

 

About Us

Monaghan McLean & Co was established in 1987 in the south eastern suburbs of Melbourne to service the accounting and taxation needs of local small business owners.

The foundation partners were Alan Monaghan and David McLean.

Three decades later the practice has grown significantly and built a reputation for delivering quality service and advice to small and medium sized businesses. While the business name changed to Upside Accounting in 2016 and the personnel has changed over the years, our commitment to provide exceptional value and service remains a constant.

Since the firm was established 30 years ago we have been committed to providing an ‘old fashioned’ service where the partners regularly visit the premises of clients to get a better understanding of their business, their products, their services and their staff. We have evolved from being a traditional tax and accounting practice to a full financial services firm providing business owners with more than just tax returns and compliance. In fact, our positioning statement of ‘Helping Your Business Achieve Amazing Results’ really captures our mission.

Alan Monaghan retired in 2003 while David McLean retired in 2008 at which time Adam Wilson took over the practice. The current team members take great pride in the history of the firm and continue to strive to deliver outstanding and proactive service.

 

Our Range of Services

Our services to small business owners are both broad and deep.

We started out as a very traditional accounting firm offering taxation and general accountancy services. However, over the years as our client’s needs changed we expanded our range of services and we now offer you an extensive range of accounting, taxation and financial services. This includes general consultancy, marketing consultancy, profitability diagnostics and benchmarking.

While our consulting services provide you with the ‘why and what to do’, our range of tools, templates and checklists provide you with the ‘how to do’. Yes, we offer you all the traditional services you would expect from an accounting firm but we believe there is much more that can be done to help you maximise your profits and improve your lifestyle.

Contact us today if you’re looking for:

• Start-Up Business Advice
• Advice regarding the Purchase or Sale of your Business
• Tax Registrations including ABN, TFN, GST & WorkCover
• Preparation of Business Plans, Cash Flow Forecasts and Profit Projections
• Accounting Software Selection and Training – Bookkeeping, Invoicing & Payroll
• Preparation and Analysis of Financial Statements
• Preparation of Finance Applications
• Bookkeeping and Payroll Services
• Tax Planning Strategies
• Assistance with your Marketing including your Branding, Corporate Brochure or Website
• Advice with your Website Development, Content and SEO
• Wealth Creation Strategies and Financial Planning Services
• Industry Benchmarking and KPI Management
• Vehicle & Equipment Finance (Chattel Mortgage & Lease)
• Monitoring and Controlling Labour and Sub-Contractor Costs
• Marketing Assistance
• Advice & Assistance with Pricing your Services
• Advice regarding Claiming Motor Vehicle Expenses
• Recession Survival Strategies
• Advice regarding Employee Relations and Workplace Laws
• Business & Risk Insurances (Income Protection, Life Insurance etc.)
• Business Succession Planning
• Advice to help you Grow your  Revenue, Profits and Business Value

We primarily work with small and medium sized business owners who are generally ambitious people looking to grow their business and maximise their profitability and business value. They invest in their business and are prepared to work hard but they also want to work smarter.

We believe our offering is unique and our pro-active team is incredibly passionate about helping business owners succeed. If you’re a committed and ambitious business owner looking to accelerate your business success we invite you to book a FREE, one hour introductory consultation to discuss your business needs. You’ll get practical business, tax, marketing and financial advice designed to help you build your business and grow your wealth. To book a time, contact us today on (03) 9575 3800 or complete your details in the box at the top of this page.

Upside Accounting – Helping Your Business Achieve Amazing Results

 

Emerging businesses need emerging accounting & solutions.

We are experts in accounting & technology. More than that, it is our focus to play an integral role in your success and growth by assisting you with the achievement of your business, financial and personal goals. From tax compliance and accounting essentials to business planning, start-up mentoring, property investment and Xero training, we’re here to help you emerge. Together. We Grow.

 

Services

• Tax & Accounting
• Bookkeeping
• Business Advisory
• Business Set up & Structuring
• Cloud Accounting
• Contact

 

TAX & ACCOUNTING

As registered Tax agents, we can manage all of your annual, quarterly & monthly lodgement requirements and planning, from a personal tax return to large business tax requirements.

At Emerge Accounting and Advisory, we pride ourselves on finding innovative solutions to generate the best outcome for you.  We keep you informed throughout the year to ensure that you remain in the best possible position as the end of financial year rolls around.

 

BOOKKEEPING

Our Bookkeeping solutions are at the forefront of innovation and automation in the sector.

We encourage you to embrace our Emerge bookkeeping services to ensure your business is equipped in the latest cloud bookkeeping and accounting technologies. The technology available to you now revolutionizes old inefficient processes so your business can leverage off for the significant and cost saving efficiencies, improved and immediate financial reporting necessary to drive higher margins, profit and business growth.

Ensuring you have efficient bookkeeping not only ensures that you have a clear understanding of your business’ position but allows us to perform valuable data analysis and develop key insights and business strategy.

At Emerge Accounting, we are experienced bookkeepers equipped with the latest in innovative bookkeeping solutions to take care of all your bookkeeping and compliance whilst driving your business growth.

As specialists in cloud accounting, we’ll get you fully trained up and set up in Xero and any additional software or add-ons you need to streamline your business’s bookkeeping. Plus you’ll have all the support at hand, when you need it. Our success is measured by the progress you make towards achieving business, financial and personal goals.

 

BUSINESS ADVISORY

Speak to us and you’ll find a group of open and direct professionals with an approach based on trust and working with you all year round. This is about a partnership and we measure our success by the progress you make towards achieving business, finance and personal goals.

 

 

BUSINESS SET UP & STRUCTURING

At Emerge Accounting & Advisory our team of accountants will set you up with the right structure for your business from the get go! We understand the importance of being correctly setup from the beginning. Our understanding of your business, goals and strategic direction gives us the insight we need to ensure you have the best structure. This structure will align with your vision and allow a strong and strategic foundation from which you can emerge, grow and succeed.

There are a variety of options and understanding them and what they offer your business is essential. That’s where we come in. We do the work with you to ensure you understand your options and why one structure may be more favourable than another for your circumstance. Alternatively, it may be a combination of a few structures that works best for you. Every bit of advice is tailored for your business needs.

 

CLOUD ACCOUNTING

Technology is revolutionising every industry, including accounting. The major driver of this change is cloud computing which is enabling not only companies, but their accountants with better and faster access to business intelligence that they can then use to advise clients.

Cloud computing allows a company to access applications from a range of expert industry leading providers at a very low entry cost level.

With the introduction of online accounting software we can now access the client information on-line in real time. This has made the accounts preparation process more timely and efficient, as well as opening up access to more up-to-date and detailed business information.

Talk to your advisor about the Cloud Computing options that are available and most relevant for your business, and how you can maximise any investment you make in this new technology.

– Take a fresh look at how you and your business use technology.
– Using the technology available will result in more efficient and timely preparation of financial information.
– Your accountant can become a better business advisor with access to real time information.

 

We make your business our business

Welcome to Douglas & Harrison – Chartered Accountants

It’s about you & us
You have a vision of where you want your business to be. Douglas & Harrison are here to help you get there.

As one of Melbourne’s leading Chartered Accountants we provide a range of services.

Our mission is to take a holistic approach, ensuring we understand your business and personal goals.

We form priorities to empower you to make the right financial decisions.

Douglas & Harrison – building strong businesses since 1975.

 

Our Specialties

accounting & business advice

taxation planning & preparation

auditing & due diligence

corporate advisory & cloud accounting

superannuation & smsf

management consulting & valuations

 

Accounting & Business Advice

Accounting

Timely, accurate and understandable financial statements are necessary to gauge how well your business has performed and to assess the strength of its financial position. They are the foundation upon which you make important business decisions.

Our compliance teams can efficiently and effectively compile your data. Where your business affairs are more complex we can redesign your accounts to provide divisional and other cost centre reporting.

Business Advice

Our informed advice on business management comes from a wealth of personal experience: the founding owner Kevin Harrison has 40 years of experience in managing client’s successful businesses.

Today our team boasts a number of professionals who regularly update their skills to be at the forefront of business management and development. We believe that focusing purely on tax is short sighted.

Achieving wealth and financial stability requires looking at the bigger picture for you and your business.

 

Taxation Planning & Preparation

Taxation planning and preparation

We are committed to building and maintaining a close working relationship with you. We recognize that each tax or other financial issue is different and requires timely and practical advice which best meets your needs.

Our proactive planning ensures you understand the tax consequences of business decisions; keeps you abreast of taxation developments as they affect your business; and identifies areas for potential savings across direct and indirect taxes to minimise your business and personal tax.

 

Auditing & Due Diligence

Auditing

We offer a complete auditing process, which not only meets the requirements of your audit compliance, but provides insights to your organisation’s internal controls and performance, as well as paths that can be taken to enhance and improve operations.

Due diligence

Buying or investing in any business presents a risk, but this can be mitigated through a thorough approach to due diligence services. Our due diligence service focuses on the most critical elements of transactions to help you identify and manage transaction risks and set up the right corporate structure for an acquisition.

We work with you and your legal advisors to ensure you develop a full understanding of what you’re buying, including contractual matters, warranties and indemnities, and purchase price adjustments.

 

Corporate Advisory & Cloud Accounting

Corporate Advisory

Exploring the myriad ways in which people, strategy, operations, and process improvement will help shape the future of organisations, our team has a deep interest in business and talent trends and will advise solutions to your most complex issues.

Leveraging research, analytics and industry insights to create value for you whatever your stage of the business cycle – we deliver value-added services to improve your business performance and help you achieve your objectives.

Cloud accounting

Cloud accounting or online accounting is the way forward for the modern business.  It offers: an access-anywhere capability; your data is stored in the cloud rather than on a local drive (giving you the ability for real time data); no backups; and improved collaboration with your team, bookkeeper and accountant.

Our staff are accredited in a number of cloud accounting software packages, so the choice is yours.  We invite you to contact our staff to discuss your software needs and obtain practical advice on the best option for your business.

 

Superannuation & SMSF

Superannuation

Several of our Directors are Authorised Representatives of the SMSF Advisers Network Pty Ltd.

This authorisation allows Douglas & Harrison Pty Ltd to give advice on Self Managed Superannuation Funds (SMSF) including: recommending establishing an SMSF, additional contributions, consolidation of your superannuation assets into a single fund, and commencement of your superannuation pension.

 

Management Consulting & Valuations

Management consulting

Exploring the myriad ways in which people, strategy, operations, and process improvement will help shape the future of organisations, our team has a deep interest in business and talent trends and will advise solutions to your most complex issues.

Leveraging research, analytics and industry insights to create value for you whatever your stage of the business cycle – we deliver value-added services to improve your business performance and help you achieve your objectives.

Valuations

Valuations are not just about the numbers — there are commercial, legal and technical issues that may need to be considered and understood in the process. We provide technically robust, commercially focused independent valuations to meet your specific needs, with clear, credible and transparent reports.

Our team combines professional experience, industry knowledge, sound judgement, good financial analysis, a comprehensive understanding of market risk and appropriate methodologies.

 

Specialising in a range of Tax, Accounting, Superannuation and Business Services, we aim to deliver expert, reliable and cost-effective solutions to our clients. At MAS Tax Accountants, we work with Individuals, Families, Sole Traders and different-sized businesses, and assist them to understand and manage their Tax and Accounting commitments.

 

Personal Tax Specialist

Our team of experienced Accountants do more than just tax returns, and can help you to manage all your personal tax-related and financial necessities. We are committed to helping you achieve the best possible outcomes and reaching your financial goals.

Working with individuals from different professional backgrounds and industries, we understand that no two clients are the same. To ensure that you receive the right solutions, we provide personalised advice and give you the support that you need. Our high attention to detail and sophisticated systems mean that you can rest assured knowing that your tax and financial work are in good hands.

 

Business Tax Specialist

We are committed to helping you to effectively manage your business responsibilities and achieve your goals. Whether you are a sole trader, own a small business or run a large company, how you look after your business tax and accounting can affect your business’ financial situation.

Our expert Accountants offer a range of tax and accounting solutions that are tailored to fit your business. Working with businesses from different industries across Australia, we can assist you during any stage of development and help keep your business running smoothly.

 

Small Business Bookkeeping

Yes – We do Small Business Bookkeeping! We can help you to keep your business organised and running smoothly, with our regular and one-off bookkeeping services. Using the leading software, we can help you to complete your bookkeeping duties with efficiency and ease. We can also provide you with software set-up and training support, and ensure that the software system is running correctly.

 

Self Managed Super Funds (SMSF)

Are you considering your superannuation options? Over the past decade, many people have made the switch from their industry or retail superannuation fund, to a Self Managed Super Fund (SMSF). At MAS Tax Accountants, we can help you to decide if a SMSF is right for you, as well as assist in its set-up, tax processing and auditing needs.

 

Medical Professionals

Providing specialist tax services and advice for Doctors, Nurses and other professionals working in the medical industry. Our Accountants can help you to manage your tax duties and provide solutions tailored to medical professionals.

We have a broad knowledge of the taxation system, and work with medical professionals and offices to get the best out of their tax situation. Whether you own or work for a medical practice, you may be surprised to learn what tax deductions you may be missing out on. Using our expertise and integrated software systems, we can complete your end of year work and improve your tax position with efficiency and ease.

 

Childcare and FDC

Offering a range of tax and accounting services tailored to fit the Childcare and Family Day Care (FDC) sectors, we can help you to achieve the best possible tax outcomes. Working with small and large centres, we are dedicated to providing accurate and cost-effective solutions to childcare and FDC businesses and educators.

Specialising in childcare and FDC tax, we have a detailed understanding of your tax requirements, allowances and opportunities. We can help you to legally improve your tax position and achieve a better return at the end of the financial year. Using our expert knowledge and integrated systems, we can help you to effectively manage your responsibilities and ensure that your tax return is lodged on time. Providing helpful and reliable advice, you can rest assured knowing that all your tax and accounting duties are being handled with care.

 

Food and Hospitality

Providing specialist tax solutions for those working in the Food and Hospitality industries, we can help you to manage your individual or business tax responsibilities. Our Tax Accountants are committed to delivering high quality services and providing tailored advice to improve your tax position.

Whether you are an employee or the business owner, it is important to receive the right tax advice and ensure that you are claiming all your eligible deductions and allowances. At MAS Tax Accountants, we have experience working with people in different areas of the Food and Hospitality industries and achieving the best possible outcomes.

 

Trades and Construction

We provide expert tax and accounting advice for individuals and businesses in Trades and Construction, as well as self-employed tradesmen and contractors. Whether you’re on the tools or working in the office, it is important to have an Accountant who understands your industry and tax position.

At MAS Tax Accountants, we are committed to providing high quality tax services that are tailored to the unique needs of your job role and industry. We can help you to develop a better understanding of your tax responsibilities and legally increase your tax refund, without the added stress or hassle associated with tax time.

Working with a range of trade and construction professionals, we can help you to identify and capitalise on the tax deductions and concessions that you may be missing out on.

 

Financial Advice

Whether you are about to make some important financial decisions or need to plan for your financial future, it is always a good idea to seek professional advice. By speaking with your Accountant or Financial Planner, you can gain new insights on your finances, and have expert support and resources when making financial decisions.

At MAS Tax Accountants our sister company, Vivid Financial Planning Pty Ltd, holds an Australian Financial Services License (AFSL 478 937), so we are ideally positioned to advise you on a variety of financial matters. Providing reliable advice and solutions, we can assist you with all your of financial issues and questions.

 

Home Loans

Ready to take the next step and buy a house? Whether you are buying your first home, are looking at your next house or need to refinance, it is essential to be set up with a home loans that is right for you.

At MAS Tax Accountants, our certified Mortgage Brokers can help you to find a home loan that fits your needs and financial situation. As we are not affiliated with any banks or financial institutions, we can provide unbias recommendations and assistance. This allows us to focus on finding the best loan result for you, instead of looking out for the bank’s best interests. You don’t have to worry about ‘shopping around’ for the best loan, because we do it for you by searching the most reputable and quality loans from around the country.

Advisory services for your business!

Accountants who use a proactive approach to enhance our client’s businesses and their lives with wealth creation opportunities for the future

 

Trust Worthy

Over 30 Years of trust  & respect built up amongst our clients and the community.

Experienced

Geoff Gartly Chartered Accountant SMSF specialist has over 35 Years  experience working with large and small business. Geoff is well supported with a professional supportive team that love what they do.

Professional

Our Professional approach to helping you , your business  the your team is paramount. A high standard of quality is our promise together with exploring ways to manage tax, grow your profit and wealth!

OUR SERVICES

 

We offer a complete service for Business.

Tax Advice, SMSF Specialist Accountant

General Accountancy and everything in between!

 

Business Advisory Services

We aim to provide a level of service and strategies that suit our clients’ needs. Before we begin working  on your objectives, we take the time to learn more about you.

We endevour to provide trusted advice in a timely and professional manner.  Always ready to explain any part of the data or information we present. Also provide further explanation if it’s not quite clear to you, or isn’t exactly what you need.

if your profit is what you had expected or hoped for we, work with you to work out why.

 

SMSF Help

Geoff is a  SMSF Specialist Accountant.

Take control of your retirement destiny.

A well structured SMSF will ensure you  can accumulate, manage and grow your assets for retirement.  Our clients who conduct their own SMSF enjoy the benefits of a strategic retirement plan strategy and control over their destiny. We strive for a encompassing approach by developing a plan for their SMSF together with their other entities such as Family Trusts  and Companies etc.

 

Taxation Services

We know that tax time is probably not yourr favorite time of the year! We aim to make it as quick and pain-free as possible for you. We can assist you navigate the maze of tax forms, requirements, deadlines and constantly changing tax laws. So that you can be aware of the possible financial opportunities avaliable for you circumstances! As a registered tax agent we get right and done correctly.

 

We aim to assist our clients to grow their wealth and businesses. Our Accounting advice is timely, professional and practical.

We work with our small business clients to plan and guide them to take action in their personal and business world, resulting in amazing outcomes and achieve results.

Tax Services for wealth creation

Financial Planning

Problem solving when the ATO calls

• Tax Management Services
• Financial Modeling & Profit Performance Management
•  Estate Planning and Strategy

• Budgeting Analysis
• SMSF Administration & establishment
• Accounting Services and ongoing accounting advice
• Retirement Planning, Estate planning and family business structure advice

• ATO Representation for audits and debt
• Entity Selection for your business & investments
• Payroll Services