Agreeing Tax Liabilities
Filling in tax forms can be complicated. Whatever the tax assessment involved - income tax or GST etc, a Chartered Accountant can help to collate the necessary information and prepare the return on your behalf.
Where there is a dispute over a tax liability, a Chartered Accountant can handle the negotiations with the ATO on your behalf, even to the extent of appealing if necessary.
Some businesses have trouble sorting out transactions which are GST able and those which are exempt or zero-rated. A Chartered Accountant can help you to understand the rules governing GST and also advise on the type of invoicing and bookkeeping required for Customs & Excise purposes.
A tax liability may depend on the taxable value of a benefit received or an asset transferred. In such cases, the professional opinion of a Chartered Accountant can help you to agree a value with the tax authorities.
If too much tax has been paid in the past, it may be reclaimed in certain circumstances.
A Chartered Accountant can help you to understand income tax rules and make sure you are fully aware of the implementation timetable.
Choosing a Chartered Accountant to help with personal or family finances
A Chartered Accountant can help you make important tax savings and plan for the future.
It is a good idea to consult a Chartered Accountant when you make key financial decisions.
Unless your affairs are very complicated, you will probably need to consult one of the 'general practitioners' of the chartered accountancy profession.
They are expert at dealing with personal and family finances and you can find them on your high street or even working from offices at home.
Remember to check for the title 'Chartered Accountant' when looking for help with your personal or family finances. Anyone can call themselves an 'accountant', even if they have no qualifications.
To plan a course of action which will ultimately lead to a better life style in my retirement
To work on my business strategy, manage my business for greater profitability and help with my ongoing taxation compliance obligations
When I need help to negotiate the maze of options available to me and to make sure I am fully informed before making any decisions.
 | Financial Planner Dip FP, CFP Licensed Dealer in Securities & Registered Life Insurance Broker. Winner of the prestigious National "Securitor Adviser of the Year" Award for 2008. |
 | Financial Planner Dip FP, CFP, Grad Dip Mgt Licensed Dealer in Securities & Registered Life Insurance Broker. |
 | Accountant BA(ACC) CA FTIA AICD Member of the Institute of Chartered Accountants and Justice of the Peace for SA |
 | Financial Planner Dip FP Licensed Dealer in Securities & Registered Life Insurance Broker. Winner of the prestigious 2009 Securitor "Rising Star of the Year Award" |
 | Mortgage Specialist Cert IV Mortgage & Finance Services, AMC. Winner of the prestigious SA/NT Rookie of the Year Award 2008/09 |