Chartered Accountants

Accounting & Taxation

   
   

Taxation Returns and Financial Statements and Compliance

We have an experienced team who ensure that you are getting the best possible result in an efficient time effective manner. We prepare tax returns and financial statements for individuals and all types of business entities including:-

  • Sole Traders
  • Partnerships
  • Discretionary Family Trusts
  • Unit Trusts
  • Companies 
  • Self Managed Superannuation Funds.

We specialise only in business and investment clients to enable us to work closer with you and have more time to be proactive ensuring we plan for your future.


Complex Taxation Advice and Correct Business Structure

We are proactive in the advice we give all our clients. You need to ensure that you are getting this advice and here at Skybridge Financial we work hard to make sure your business is running through the best business structure to suit you.

Business entities that we specialise in and advise include:-

  • Sole Traders
  • Partnerships
  • Discretionary Family Trusts
  • Unit Trusts
  • Companies 
  • Self Managed Superannuation Funds.

 Having the right entity for your business and investment vehicle ensures that:-

  • You only pay as much tax as you need to;
  • You have the right asset protection for business assets and your own personal assets including your home and investments;
  • You are not paying too much in fees;
  • You have the flexibility you need for the future;
  • Estate planning – to ensure your assets are dealt with as you want;
  • You are protected from personal liability; and
  • That you comply with all regulations.

If you do not get this advice, you need to contact us now.


Tax Planning and Minimisation

We are passionate about the proactive approach that we have on tax planning and tax minimisation, however not as passionate as our clients who benefit.

We specialise in how we can help you plan to legally minimise your tax liability.

We do not like nasty tax surprises and ensure that you pay only the lowest amount of tax allowable. It is important that you have the appropriate business structure, and get us to perform an end of year tax estimate in April and May each year.

We give you the best advice on tax effective investments and superannuation strategies, these are the cornerstone to any great tax minimisation and tax plan.

Meet with one of our Advisors today and start saving now.  

Company Secretarial and ASIC Compliance

There are many complex rules and responsibilities placed on company directors and secretaries. Our team ensure that you are always kept up to date and that your company records are compliant. We keep up to date with corporate law requirements and will always provide expert guidance in terms of your responsibilities.

We maintain your ASIC requirements by:

  • Maintaining corporate registers of members, office holders and meetings;
  • Preparing and reviewing your company’s annual return;
  • Maintain your company’s registered office;
  • Ensure your company has been set up correctly; and
  • Ensure your company’s memorandum and articles of association are kept up to date and maintained.  

 

 
Self Managaed Super Funds
Receive our Newsletter