Client Letter - Tax Time 2012

Accountant Penrith
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Tax Time is again upon us. Please ring for an appointment to complete your Tax Returns this year with either Donna, Tynna, Peter 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 and Family Trust returns.
  • Formation and administration of Self Managed Super Funds ( SMSF ).
  • Investment property tax advice.
  • Bookkeeping.
  • Our mobile lending service offers a wide range of finance options for home&investment loans plus asset financing.

Please review our checklist and tax tips on the following pages 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 FIPA JP

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