Tax Time 2015 Checklist

2015 Tax Time

Dear Client,

Please ring for an appointment to complete your Tax Returns this year with either Donna, Tynna, or Max.

Taxation Advice
It is important that anyone considering an investment proposal seeks our advice with regard to the taxation consequences and options available to minimize taxation. For example there can be very significant tax advantages available by holding an investment in a Self Managed Super Fund rather than your own name.
We provide a full range of taxation services including:

  • Advice regarding the best tax structure for the formation of new businesses. It is always best to discuss your new business proposal before committing to any new venture.
  • Company & Family Trust returns.
  • Formation & administration of Self Managed Super Funds.
  • Investment property tax advice.
  • Bookkeeping.
  • Our mobile lending service offers a wide range of finance options for home & investment loans plus vehicle financing.

Please review the above PDF of our checklist and tax tips, to assist with the preparation of your returns.
See you soon and thank you again for your referrals over the past year.
Kind regards,
Max Connelly
B.Comm (NSW Uni.) FIPA JP

 

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