Please visit our services page for full list and description of all services we can provide.
We are a team of friendly professionals who have a diverse range of knowledge and experience. Melanie Jenkins is the principal accountant and she is a member of the Chartered Practicing Accountants who is a regulating body to ensure the highest standards are upheld. We offer excellent service to all our customers and are very competitively priced.
We are open from 9am to 4pm Monday to Friday. After hours appointments are available upon request.
We deal with a wide range of clients from individual tax payers to small & medium sized businesses to Self-Managed Superannuation Funds, locally, interstate & internationally,
We have experience in many different business areas and with all business structures.
Our relationship with our clients is more than just about making sure their compliance work is up to date. We work with our clients to grow & develop their business, offering a range of services to suit their needs.
A Tax Agent must be registered with the Tax Practitioners Board and follow strict regulations that ensure they act in a professional manner.
Most registered tax agents have special lodgement schedules and can lodge returns for their clients later than the usual 31 October deadline. However, if you did not go to a registered tax agent last year – or you will be going to a different tax agent this year – make sure you see them before 31 October.
See this article from the ATO that further explains the role of the tax agent.
Changing accountants is a pain free process. We take care of notifying your previous accountant that you have engaged us as your tax agent and we request your documentation that is held at their firm be forwarded to us.
Depending on how complex your needs are you may need an appointment, Please call us on (02) 6652 8788 to determine what is required.
he difference is simple: Bookkeepers record a company’s day-to-day transactions while
Accountants tell them how to do it. The accountants than periodically make sense of all the information by turning it into useful reports. A more in depth explanation of the differences can be found in this article
A straight forward income tax returns means there is usually just one or two payment summaries, some claimable expenses and private health insurance. It does not include any tax returns that include rental properties, investment portfolios or any business income (i.e. sole trader).
If your work is a little more complex, or involves business entities and you would like some further details on what your tax is likely to cost, we would be pleased to sit down with you and discuss your needs and expectations – this would be a complimentary service. We could then put together an estimation on what your work is likely to cost.
It’s always a good idea to be insured, but if you’re basing your Private Health Insurance decision on taxation considerations there are a few things to consider. The below table shows how the Medicare Surcharge is applied at differing income rates.
|Medicare Levy Surcharge|
For families with children, the thresholds are increased by $1,500 for each child after the first.
If for example you are a single person earning $100k per year, you would need to pay 1% (or $1,000) of your taxable income in Medicare Levy Surcharge if you did not have private health insurance (with private hospital cover). If your insurance costs $51 per month (average for single 40 year-old) you’d be paying $612 in premiums. So you’re saving yourself $1k in tax but spending $612 to do so, and getting the benefit of having private health cover at the same time.
If your income is below $90k you would not be required to pay the Medicare Levy Surcharge, so with no immediate taxation considerations you would perhaps base your decision on insurance reasons alone.