Tax Returns and Advisory

Tax Return & Advisory Campsie
 
Individual Tax Returns
 
We at CBD Accountants Campsie have a team of professionally accredited tax specialists that are able to help with your personal tax returns. Their years of experience and knowledge mean they can efficiently minimise your tax through reviewal of your specific situation and the current tax regulations. We excel at all individual tax returns, whether they are for professionals, share traders, sole traders, subcontractors or owners of investment properties.
 
Partnership Tax Returns
 
Our team of tax agents at Campsie can guarantee the quick and accurate delivery of your partnership tax return. No matter your situation, we are able to assist as we are experienced in all types of tax treatments including depreciation schedules, inventory and business activity statement reconciliations, profit and loss analysis and motor vehicle calculations.
 
Trust Tax Returns
 
Whether you have a family trust, fixed trust, hybrid trust or another variation, our tax specialists are proficient at creating and lodging returns that correctly depict your trusts financial situation. We will indentify all eligible deductions, fund distributions and losses and ensure that they are properly recorded for your trust. We want to make your trust’s tax return as simply and easy as possible, while maintaining that high level of professionalism that we are known for.
 
Company Tax Returns
 
Our dedicated taxation specialists are more than capable of preparing and lodging tax returns for small and medium companies. Whether you have your financials digitally organised or just have a bank statement and a bag of receipts our team are able to help timely and accurately prepare a tax return that reflects your current situation.
 
SMSF Tax Returns
 
CBD Accountants Campsie is able to accurately prepare your SMSFs financials including their annual position and operating statement. Our professionally accredited SMSF specialists are also able to lodge your SMSF annual return to the ATO. During this time, we will proactively offer taxation advice and can represent you with your ATO dealings.
 
Tax Returns for Other Entities
 
Your charity, club, religious entity, association or similarly structured entity may be tax-exempt, but you still will be required to lodge annual tax returns with the ATO which our highly skilled and experienced tax team can prepare and submit for you.
 
Tax Planning & Advisory
 
No matter your situation, tax planning will always be beneficial. We believe you should never pay more tax than you need to and tax minimization strategies are something we are going to want to discuss with you. We will work closely with you to understand your specific financial situation and can recommend effective strategies, such as:

• Salary Packaging and Salary Sacrificing
• Bonuses for Staff
• Timing of Income
• Prepaying Expenses
• Scheduled Depreciation Claiming
• Bad Debts
• Utilizing Tax Losses
• 100% Franked Share Portfolio
• Donations & Gifts
• CGT Reductions
• Trading Stock Valuations

COVID-19 Update : Our offices are now open! Feel free to get in touch with our offices for an appointment.Ok
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