About Uschevron down

Expert Advice For Businesses, Super Funds, Retirement Planning And Tax

  • A boutique firm where you are not just a number
  • Empowering clients through advice and education
  • Specialists in all facets of superannuation funds
  • Using technology to help clients meet obligations
  • We develop trust with long standing relationships
General Info

We provide services to our clients, from tax returns for individuals up to comprehensive services to multi-national companies.

Our team of experienced professionals are qualified to help you with your personal or business accounting and taxation matters. We continually update our knowledge so we can provide you with the best advice. Our financial planning arm provides advice on how to grow and maintain your wealth. We understand the issues we discuss are complex and we do our best to communicate in easily understood terms, so that you can make informed decisions with confidence. We prepare all types of tax returns, BAS and financial statements for individuals, right through to family businesses and companies with international affiliations. Equipped with the latest technology and software, we are able to provide efficient and expert service you can rely on.

While the majority of our clients are located within the greater Sydney metropolitan area, we service clients in the ACT, Queensland, Tasmania, South Australia, Western Australia as well as several international clients based in the UK, Spain, France and New Zealand. We are the trusted advisor for clients ranging in size from individual salary and wage earners right through to small and medium businesses (some with international affiliations) with multi-million dollar turnover figures.

A complete range of super services are provided, including: Establishing a SMSF and apply for ABN and Tax File Number Advice on the running of a self-managed superannuation fund Advice and assistance to set it up and run account-based pensions Administration of SMSFs to help you meet compliance obligations Advice and assistance on restructuring investments in order to meet eligibility for the Centrelink aged pension. Rollovers, lump sums, pensions General super matter Audit of SMSF

A full range of accounting and taxation services are provided, including: Preparation of financial statements and consolidated financial statements Preparation of self-managed superannuation fund financial statements, including member's statements Taxation - We know tax inside and out. Our extensive knowledge can help you to meet your tax obligations, including Income Tax, GST, Capital Gains Tax, FBT, PAYG, Land Tax, Payroll Tax and Stamp Duty Financial planning Mortgage advisory

Accreditations
Accreditation badgeRegistered Tax AgentAccreditation badgeFinancial Planning Authorised Representative
Email
Payment method
mastercard, visa, cash, amex
Established
1985
ABN
76 114 691 673
ACN
114 691 673
Staff
1-10
Ownership
Locally Owned
Service Notes
Please phone to make your appointment. Consultations outside normal business hours can be arranged by appointment only.
Free Estimates
Yes
Categories
Commercial
Yes
Licenses
Legal ID: 100009112
Keywords
Accountant Blacktown, Accountant Blue Mountains, Accountant Parramatta, Accountant Penrith, Accountant Sydney, Accounting, Accounting advice, Advice on all taxation issues, Including:, Audit of SMSF, Audit of Self Managed Super Funds, BAS, Bookkeeping, Bookkeeping Services, Business Activity Statements, Capital Gains, Capital Gains Tax, Company Tax Return, FBT, Financial Planning, Financial Statements, Fringe Benefits, Fringe Benefits Tax, GST, Goods and Services Tax, Income Tax, Individual Tax return, Land Tax, Parramatta Accountant, Parramatta Tax agent, Partnership Tax return, Payroll Services, Retirement Planning, SMSF, SMSF Audit, SMSF Tax Return, Self Managed Super Funds, Self Managed Superannuation Fund, Set up SMSF, Setting up Super Fund, Small Business Accountant, Subsidiary of foreign company, Super Fund Tax Return, Tax Advice, Tax Agent, Tax Agent Parramatta, Tax Return Preparation, Tax Return SMSF, Tax return Super Fund, Taxation Advice, Trust Tax Return
FAQschevron down

How are the hourly rates determined?

A standard hourly rate is set for each team member based upon the criteria of experience and ability and also incorporates the continuing education requirements of our professional bodies. If no extenuating circumstances exist, clients are billed using standard hourly rates multiplied by the actual hours worked. It is not uncommon to adjust the fees so determined to recognise additional time spent on an unfamiliar area or the value to the client of the services provided.


Do you charge for telephone calls and emails?

Due to the extensive amount of consulting work done by our firm through the use of the internet or phone, emails and telephone calls are treated in the same way as any time spent on a client’s behalf. If matters of substance are discussed, the time is charged and billed to the client. Personal calls of a non-business nature are obviously not charged to clients.


What are your charges for consultations and performing client work?

Since we sell no products our time and expertise is our only source of revenue. However, when we provide a service, you are not only just buying an accountant's time, but rather utilising the significant wealth of accumulated knowledge and experience of the firm, its director and staff. Each fee earner in the firm maintains accurate time records and clients are billed based on the actual time spent on their behalf.


If I buy a rental property and then spend money on repairing it, can I get a tax deduction for the amount spent on the repairs?

The ATO's website states: initial repairs to rectify damage, defects or deterioration that existed at the time of purchasing a property are capital expenditure and may be claimed as capital works deductions over either 25 or 40 years, depending on when the repairs were carried out. Capital improvements (such as remodelling a bathroom or adding a pergola) should also be claimed as capital works deductions. A common mistake is to claim initial repairs as immediate deductions.