Services We Offer
At Burwood Tax, client service is vital and key to our success in building strong, long-term client relationships. Based in Burwood, we serve individuals and businesses throughout the inner west suburbs of Sydney.
Taxation
With the ever-changing landscape of business tax in Australia, it is crucial that you partner with an accountant who is up to date with these changes. We are here to assist you in maximising your business incentives, taxation outcomes, while ensuring that your business stays compliant. As Tax Care Accountants and SMSF Auditors, we offer our clients an extensive background and tax expertise from both a personal and corporate tax perspective.
TAX RETURN SERVICES
Partnering with a professional tax agent to prepare your tax return can maximise deductions and tax offsets. It makes a lot of difference in helping you avoid costly mistakes that could lead to audit activity. At Burwood Tax, we help clients with their personal and business tax returns and compliance. We can expertly prepare the Annual Financial Statements and Income Tax Returns for all entities including Private Companies, Trusts, Partnerships, SMSF Superannuation Funds and Sole Traders
Partnering with a professional tax agent to prepare your tax return can maximise deductions and tax offsets. It makes a lot of difference in helping you avoid costly mistakes that could lead to audit activity. At Burwood Tax, we help clients with their personal and business tax returns and compliance. We can expertly prepare the Annual Financial Statements and Income Tax Returns for all entities including Private Companies, Trusts, Partnerships, SMSF Superannuation Funds and Sole Traders
BUSINESS & TAX ADVISORY
In a rapidly evolving business and regulatory environment, the right guidance is more crucial than ever.
SMSF AUDIT & TAX RETURN
We are SMSF Auditors bringing more than 10 years of experience providing our clients with expert advice you can maximise the return of your SMSF, while ensuring easy compliance.
SMSF Set Up
We can help you with the setup of your Self-Managed Superannuation Fund (SMSF), and help you understand the roles and responsibilities that you take on when controlling your own superannuation.
Our SMSF assistance and advice include:
Our SMSF assistance and advice include:
- Setup or Purchase of SMSF Trust Deed
- Registration Requirements
- Learning your Roles, Responsibilities, and Administration Requirements
- Rolling over your Superannuation
- Investment Options (what you can and can’t invest in)
- Preparing your fund for Gearing and Property Purchases
- Record-keeping and Compliance Requirements
- Assistance with Annual Compliance
Family Trust Set Up
A family trust is a discretionary trust that is usually created to:
- Conduct a family business,
- hold assets for a family,
- protect assets,
- and for tax purposes.
ACNC Set Up
The decision to set up a charity can be extremely rewarding, and running a charity is a great way of giving back to your community by supporting a cause close to your heart. But to ensure your charity operates efficiently, you need to become registered with the Australian Charities and Not-For-Profits Commission (ACNC), which can be a complicated process.
At Burwood tax, you are assured of professionals to assist you set up your charity and register it with the Australian Charities and Not-For-Profits Commission (ACNC). We will help you determine and ensure that your organisation is eligible to register as a charity, as well as maximise the tax and other practical benefits available to your charitable organisation.
At Burwood tax, you are assured of professionals to assist you set up your charity and register it with the Australian Charities and Not-For-Profits Commission (ACNC). We will help you determine and ensure that your organisation is eligible to register as a charity, as well as maximise the tax and other practical benefits available to your charitable organisation.