Austwise Tax & Investment Services

The Austwise Financial Services Team consists of accountants, registered tax agents and financial advisers.

We have been operating very successfully for over twenty years.

Our team consists of fully experienced and qualified accountants and financial advisers.

• Fellow of National Tax & Accountants Association
• Certified Financial Planner CFP Financial Planning Association
• Chartered Tax Advisor CTA The Tax Institute
• SMSF Specialist Advisor SMSF Association
• Fellow of the Institute of Financial Accountants
• Fellow of National Institute of Accountants
• Associate fellow of the Australian Institute of Management
• Member of Justice of the Peace Association of NSW
• Principal Member of Financial Brokers Association

services

For Individuals

• Income tax returns
• Maximising deductions by taking the time to sit down with clients to discuss
• Capital gain
• Rental property schedules and relevant negative gearing advice
• Medical expense claims
• Salary sacrifice and other strategies
• Fees are tax deductible
• Over due or late tax returns
• Tax planning

For Business Clients

Financial accounts and income tax returns for Companies, Trusts, and Partnerships in a timely manner

• Pro-active tax planning
• GST and BAS returns
• Payroll tax
• Fringe benefits tax
• PAYG
• Bookkeeping – MYOB accredited bookkeepers
• Audits –trust accounts audits
• Financial audits Business advice
• Assistance with accounting systems
• Future planning and budgets
• Establishing a new business and advice on structures
• Secretarial – registered office services, all ASIC requirements handled
• Start up new business
• Sole traders
• Partnerships
• Companies
• Trusts
• Real estate trust account
• Law firm trust account
• ABN ,and GST registration

For Self-Managed Super Funds

Michael Todd AFS Licenese No. 239197 ABN No. 87 955 425 721

• Self managed Superannuation income tax returns
• Self managed Superannuation audits
• Establishing self managed super funds
• Establishing pensions and relevant advice regarding pension strategies
• Estate planning issues to save your children tax on your death
• Property warrants

Direct property

• For Financial Planning Advise
• Wealth creation
• Mortgage reduction plans
• Retirement planning
• Savings and investments
• Risk management
• Superannuation
• DIY self managed super funds

Get In Touch With Austwise Financial Services

Contact Austwise Financial Services Today for more information on any of our financial services offered.