Personal Tax

PERSONAL TAX

1. Income tax return preparation

At S M TRAN & ASSOCIATES we prepare income tax returns for many individuals, businesses and self managed superannuation funds.

We use checklists to ensure you obtain the best tax result possible. When you contact us we will email you an individual or business checklist. We will then spend time speaking with you to ensure nothing ‘slips through the cracks’.

To achieve the best result for clients we take the time necessary to understand your unique circumstances.

2. Tax advice/ Tax planning

At S M TRAN & ASSOCIATES we can work closely with our clients to regularly review potential tax liabilities, and develop strategies to legitamately minimise your personal and business tax burden.

Advice on optimum tax structures to be used for your business or investments.

Income tax and Capital Gains Tax advice on asset purchases and sales including business, real estate, shares, etc.

Planning and estimating future tax liability.

Preparation of Self-Managed Superannuation Fund Tax Returns, Trust Tax Returns, Company Tax Returns, Individual Tax Returns, FBT Returns, and Business Activity Statements.

Advice on the taxation requirements of individuals, companies, trusts, superannuation funds, joint ventures and partnerships.

Retaining working papers and other documentation for protection in the event of a desk audit.