Success Tax Professionals Accountants

Company Basics

• Accounting practices trading as ‘Success Tax Professionals’ are franchise practices belonging to the Success Tax Professionals network of accountants.
• Success Tax Professionals practices provide the full range of services to Businesses, Self Managed Superannuation Funds, and also Individuals with more complicated or involved taxation matters such as rental properties and capital gains. Services are professional practice level services.

Professional Body Memberships

Various professional accounting bodies that accountants of Success Tax Professionals may be members of include:

• CPA Australia (Certified Practising Accountants)
• ICAA (Institute of Chartered Accountants Australia), and the
• IPA (Institute of Public Accountants)

There are currently over 67 practices belonging to the Success Tax Professionals group of accountants which are owned and operated by our practice principals.

The Importance of Learning Programmes

Not all accountants in the tax industry continue to keep up to date with advancements, policy changes, and new products.
Reasons for this might include lack of interest or time. A primary reason however is often the cost involved in attending professional workshops and information seminars, and also the significant cost of purchasing resource material.

Services

• Business Accounting Services
• Taxation Return Preparation, Lodgement and Review
• Self Managed Superannuation Funds
• Business Structure Set-Up (Sole Traders, Companies, Trusts, Partnerships)
• Proactive Taxation Planning and Solutions
• Business Advice, Strategies and Cash Flow Improvement
• Asset Protection Services
• Salary Sacrifice
• Negative Gearing
• Rental Properties
• Private Rulings and Complex Tax Affairs
• Electronic Lodgement
• Interviews, Research and Documentation
• Pre-Filling

Business Accounting Services

Success Tax Professionals Business Accounting Services involve the efficient and timely preparation of financial statements for:

• Sole Traders
• Partnerships
• Companies
• Trusts, and
• Self Managed Superannuation Funds

Our processes and compliance standards ensure our clients receive accurate, reliable and meaningful financial statements.

Taxation Return Preparation, Lodgement and Review

We manage current taxation needs and also late lodgement of taxation returns for businesses, individuals and SMSFs. We also offer review services for previous years of taxation returns already lodged by taxpayers themselves or other accountants. It is not uncommon to identify missed deductions or benefits and to prepare and submit amended returns. This may result in a further tax refund. Our proactive review services have benefited a significant number of clients new to Success Tax Professionals who have moved their services to us from other accountants or from self-completion.

Categories

Tax Returns are prepared and lodged for:

• Individuals and Sole Traders
• Partnerships
• Companies
• Trusts
• Self Managed Superannuation Funds

Self Managed Superannuation Funds

SMSFs are governed by strict policy and legislation. Substantial benefits and savings are obtained when an SMSF is the right choice to match circumstances, goals and knowledge of how these funds operate and the compliance involved.

Basics

Success Tax Professionals are able to provide services in the following Self Managed Superannuation Fund (SMSF) areas:

• Establishment or set-up of fund
• Accounts (e.g. preparation of financial statements)
• Taxation (e.g. preparation of taxation return for the fund)
• Audit of fund