Anztax Pty Ltd (Ausunland Accounting)

ANZ Tax is a pro active Accounting and Business Advisory firm based in Burwood, Sydney.

The team at ANZ Tax is dedicated to driving business forward and inspiring you to greater heights. We understand that clients expect more from their accountants than just keeping score. Business people want accountants who can add value to their business, be a part of the management team and guide the way to growth and prosperity.

At ANZ Tax, we are passionate about developing and maintaining close relationships with our clients to provide effective and intelligent solutions that meet ever changing and diverse needs.

With an experienced team of Certified Practising Accountants and Tax Agents allows us to provide a quality, personalised service and pro active solutions at a realistic price. We look forward to meeting with you today and in the future and helping you align your business with your future personal lifestyle and financial goals.

Business Consulting Services

ANZ Tax provides a broad range of professional services that will ensure your business or organisation is achieving optimal performance.

Need help to start a business from scratch, or streamline an existing one?

Whether you’re just starting a business and need help with a business registration, or you’re an established organisation wanting to increase profits by implementing effective financial plans and systems, our business consulting services can help save you time and money.

We can help you to step out of the daily grind by looking after small details such as business registration or accounting and bookkeeping services, so you can re-focus your efforts ‘on’ your business.

Our experience as Certified Practising Accountants can help you with running or starting a business by transforming your planning, strategic decision-making, reporting and control procedures, resulting in improved commercial working methods and increased profitability.

Business Consulting Services

Strategic planning – what do you want your business to become more profitable, efficient, bigger, better? We can provide you with a skilled and objective view of your business’ current position, a realistic forecast of an attainable future target and, perhaps most importantly, the methods and means to achieve it. The strategic plan will provide you with an essential guide to your long-term business development.

Business setups – starting a business and choosing the appropriate structure can be complex. Once we have gained an understanding of your business and its objectives, we will work closely with you to ensure that the best option is selected, and then take care of the business registration with the relevant authorities.

Business planning – we understand how to critically appraise your ideas and to present them in a realistic and practical business plan that can radically improve your chances, and prove invaluable in selling your idea to finance providers and potential investors. Our professionally prepared plans will convey the right message of intent to those you are seeking to impress.

Accounting & Bookkeeping services – managing the internal books of account, though crucial, is not by any stretch of the imagination anyone’s favourite activity in running a business. We can remove many of the mundane tasks from your working life to leave you to concentrate on the important issues. These include monthly management accounts, cash flows, budgets, GST returns and day to day money management. In this role, ANZ Tax is essentially the financial controller you can’t afford on a full time basis.

Benchmarking – Benchmarking is a process of comparing characteristics of your business with other businesses. It is more than identifying areas where your business is under performing. It’s also working out and implementing changes that can boost performance. By benchmarking, you can get a better understanding of your business’ position in the market and work towards relevant improvements.

Payroll services & salary packaging – our fully comprehensive payroll service keeps you informed of your obligations and makes it easy for you to pay your staff. These include PAYG withholding, superannuation guarantee, payroll tax, fringe benefits tax and workers compensation insurance. Ask about how you can provide extra benefits for your staff at little direct cost to you through our salary packaging advice.

Financial statement preparation – statutory accounts may needed for audit purposes, ASIC requirements, or to assist in financing. We are able to prepare a professional set of accounts compliant with all the latest relevant accounting standards.

Computer accounting software – for small businesses who want to keep their finger on the pulse, we are able to assist your business in the implementation of business accounting software such as MYOB, including the training of your staff & ongoing support.

Taxation Services

Our experience in taxation is extensive. We can provide you with advice to minimise the tax exposure whether you are operating a corporation or whether you are an individual.

Our taxation advice seeks to recognise your requirements and provide you with the most viable option having regard to all business factors.

The services we provide include:

• Tax planning to minimise tax
• Advice to maximise franking credits & rebates
• Assistance with ATO reviews and audits as required
• Preparation of returnsPreparation of Income Tax Returns for Individuals, Partnerships, Trusts, Companies and Superannuation Funds
• Preparation of Business Activity Statements
• Preparation of Fringe Benefits Returns
• Preparation of and/or assistance with preparation of PAYG Payment Summaries
• Registrations for ABN, GST, PAYG and FBT as required
• Advice on Income Tax, Capital Gains Tax, GST, Fringe Benefits Tax
• The review of the current structure and the advice of an appropriate structure
• Tax effective salary packaging
• Preparation of objections and appeals to the Australian Taxation Office
• Estate and succession planning

Self Managed Superannuation Funds

We offer a full suite of all the operational and administrative needs of a SMSF.

Our service offering includes the following:

Trust Deed service

For new Funds a complying deed is sourced from ANZ TAX preferred legal supplier.
For existing Funds, the Trustees must determine whether the existing deed is complying or not. ANZ TAX can arrange for a review service to be provided by their preferred legal supplier to assist with this process.

Fund establishment

Completing application to become a regulated Fund.
Completing ABN and TFN applications.
Completing establishment minutes and member application documentation.
Organising the rollover of any amounts into the Fund.

Actuarial

Arranging actuarial calculations as required. Statutory obligations
Preparing and lodging statutory annual returns.
Lodging all statutory reporting forms.
Preparing annual statutory financial accounts and Members’ statements.
Preparing all minutes for the Trustees to sign.
Preparing audit work papers and liaising with the auditor of the Fund in regards to the audit.

Fund reporting, trustee obligations and administration

Regular Fund reporting to the Members, Trustees and any financial advisers including reporting on investment valuations and movements.
Advising Trustees of their upcoming obligations.
Advising the Trustees of movements of assets outside of the investment strategy.
Maintaining of records for each member including balances, contributions, allocation of contributions and drawdowns to the correct components.
Monitoring of non-standard assets to advise of need for revaluation.
Retaining records in digital format for the mandatory 10-year period.

Taxation and audit

Determining taxation payments for the Fund and the members.
Preparing contribution reporting.
Arranging for preparation and lodgment of the Fund’s annual Taxation Return.
Preparing and lodging of GST, BAS and IAS Returns as applicable.
Preparing all Rollover documentation for the appropriate regulator.
Preparing comprehensive work papers at year end to simplify the audit process.

Technical strategy assistance

Preparing advice relating to the technical structuring of Funds whether in accumulation or pension mode.
Calculating and implementing of pensions, multiple pensions, multiple account types and components.
Dealing with specific issues as a result of a death or divorce.
Providing assistance with understanding how to apply the law to personal situations.

‘Fix-it’ service

Taking on non-complying Funds and fixing them (if possible).
Bringing messy Funds that are missing substantial documentation up to date.