In the grand scheme of your financial picture, taxes play a major role. Unfortunately, taxes are tied to almost every aspect of your portfolio. Benjamin Franklin said it best, “In this world nothing can be said to be certain except death and taxes.”
The key to mastering them is figuring out ways to pay less and get the best returns possible. This can be difficult given the complexity involved in the rules and regulations within Australia. That’s where we come in. Our team has the knowledge and necessary means to break down the intricacy associated with taxes and highlight the areas you can be saving in.
Along with returns and lodgement, Option Wealth will also provide clients with core services they need to keep their SMSF compliant and effective by providing the below administration services.
Annual Services Include:
- Income Tax Return of the SMSF
- Preparation of financial statements
- Preparation of member statements
- Preparation of fund minutes and declaration
- Investment strategy reviews
- Audit of SMSF
- Daily service for ATO correspondence
Optional Added Services:
Preparation and lodgement of:
- Individual tax Return (ITR)
- Instalment Activity Statement (IAS)
- Business Activity Statement (BAS)
- Pay As You Go Instalment (PAYG)
Don’t waste another year paying too much in tax! Contact our Option Wealth Team and let us put more of YOUR hard earned money where it belongs… back in your pocket.