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Taxation Services: Comprehensive Solutions for Your Tax Needs

Our taxation services are designed to help individuals, property investors, and small businesses navigate the complexities of tax regulations, ensuring compliance while optimizing financial outcomes. We offer a range of specialized tax services to meet your unique needs.
Tax Planning and Strategy:
  • Develop proactive tax strategies that minimize liabilities and maximize savings.
  • Identify and take advantage of available deductions, credits, and incentives.
  • Tailor tax plans to align with your personal or business financial goals.
  • Tax Compliance:
  • Ensure timely and accurate filing of tax returns to avoid penalties and audits.
  • Stay up-to-date with ever-changing tax laws and regulations.
  • Provide support and guidance during tax audits or inquiries.
  • Tax Preparation:
  • Prepare and file tax returns for individuals and businesses.
  • Ensure all relevant information is accurately reported.
  • Review past tax returns to identify missed opportunities for savings.
  • Tax Advisory Services:
  • Offer expert advice on tax implications of financial decisions and transactions.
  • Help with tax-efficient estate planning and wealth management.
  • Assist in structuring business deals and investments for optimal tax outcomes.
  • Specialized Services for Property Investors:
  • Maximize returns with tailored tax strategies for real estate investments.
  • Manage capital gains tax efficiently when selling properties.
  • Accurately report rental income and expenses for optimal tax treatment.
  • Specialized Services for Small Businesses:
  • Advise on the most tax-efficient business structure (sole proprietorship, partnership, company and trust).
  • Manage business expenses and deductions to minimize taxable income.
  • Ensure compliance with GST and Income tax regulations and requirements.
Accounting Services: Comprehensive Financial Reporting and Business Health Check
Our accounting services are designed to provide individuals, property investors, and small businesses with the financial clarity and support they need to thrive. We offer a range of specialized accounting services tailored to meet your unique requirements, including detailed financial reporting and business health checks.
Preparation of Financial Statements:
  • Compile accurate and comprehensive financial statements, including balance sheets, income statements, and cash flow statements.
  • Ensure that all financial statements adhere to relevant accounting standards and regulatory requirements.
Management Reporting:
  • Prepare periodic management reports to provide insights into your business’s financial performance.
  • Analyse key financial metrics and trends to inform strategic decision-making.
Budgeting and Forecasting:
  • Develop realistic budgets to guide your financial planning.
  • Provide financial forecasting to anticipate future trends and needs.
  • Assist in setting financial goals and measuring progress.
Financial Analysis:
  • Conduct a thorough review of your financial statements to assess your business's financial health.
  • Identify strengths, weaknesses, opportunities, and threats to your financial stability.
Profitability Assessment:
  • Review your revenue streams and cost structures to assess profitability.
  • Provide recommendations to enhance profitability through cost control and revenue optimization.
Risk Assessment:
  • Identify potential financial and operational risks that could impact your business.
  • Develop risk mitigation strategies to protect your business's financial health.
Operational Efficiency:
  • Evaluate your business operations to identify inefficiencies and areas for improvement.
  • Recommend process improvements and technology solutions to enhance productivity and reduce costs.
Business Setup and Advisory Services: Your Partner in Establishing and Growing Your Business
Our business setup and advisory services are designed to support entrepreneurs and business owners at every stage of their journey, from inception to expansion. We offer comprehensive guidance and strategic advice to help you navigate the complexities of starting and running a successful business.
Business Structure and Registration:
  • Advice on Business Structure: Assess your business goals and recommend the most suitable legal structure (sole trader, partnership, company and various Trust) for tax efficiency and liability protection.
  • Business Registration: Assist with the registration process, including obtaining necessary licenses, permits, and registrations (e.g., ABN, TFN, GST).
  • Compliance: Ensure compliance with local, state, and federal regulations governing business operations.
Business Planning and Strategy:
  • Strategic Business Planning: Develop a comprehensive business plan outlining your objectives, market analysis, competitive positioning, and financial projections.
  • Financial Forecasting: Create detailed financial forecasts to guide budgeting, cash flow management, and investment decisions.
  • Risk Management: Identify potential risks and develop strategies to mitigate them, ensuring business continuity and resilience.
Operational Efficiency and Process Improvement:
  • Operational Review: Evaluate business operations to identify inefficiencies and areas for improvement.
  • Process Optimization: Recommend streamlined processes and technology solutions to enhance productivity, reduce costs, and improve customer satisfaction.
  • Performance Metrics: Establish key performance indicators (KPIs) to measure business performance and track progress towards strategic goals.
Market Entry and Expansion Strategies:
  • Market Research and Analysis: Conduct market research to assess market potential, customer demographics, and competitive landscape.
  • Expansion Planning: Assist in developing expansion strategies, including new market entry, product/service diversification, and mergers/acquisitions.
  • Capital Planning: Provide guidance on securing financing and investment to fund growth initiatives and capital expenditures.

SMSF Administration Services: Expert Management for Self-Managed Super Funds

Self-Managed Super Funds (SMSFs) require meticulous administration to ensure compliance with regulatory requirements and optimal financial management. Our SMSF administration services are tailored to assist trustees in effectively managing their funds.
We offer specialized services to meet the unique needs of SMSF trustees.
Financial Statement Preparation:
  • Accurate and timely financial statements are essential for the effective management of your SMSF. We prepare comprehensive financial statements, including balance sheets, income statements, and cash flow statements. These documents provide a clear and detailed overview of your fund’s financial status, helping you make informed investment decisions.
SMSF Auditing:
  • An annual audit is mandatory for all SMSFs. We coordinate the entire audit process, working with independent auditors to review your SMSF’s financial records and compliance with regulatory requirements. This ensures that your SMSF adheres to all legislative standards, providing peace of mind and maintaining the integrity of your fund.
Advice on SIS Act Compliance:
  • The Superannuation Industry (Supervision) Act 1993 (SIS Act) sets out the regulatory framework for SMSFs. Compliance with the SIS Act is crucial to maintaining the tax-advantaged status of your SMSF. We provide expert advice on all aspects of SIS Act compliance, helping you navigate complex regulations and avoid potential pitfalls. Our guidance ensures your SMSF operates within legal boundaries, safeguarding your retirement savings.
We do not provide financial advice or recommendations regarding SMSFs:
  • We do not provide financial advice or recommendations regarding SMSFs, and we also do not offer financial planning, investment advice specific to SMSFs. Any information provided during our engagement is strictly for administrative purposes and should not be construed as financial advice. Our role is to support trustees with administrative duties, ensuring compliance and operational efficiency within the framework of SMSF regulation.

Property Tax Advice

Our expertise in property tax advice encompasses comprehensive knowledge and specialized services aimed at optimizing tax outcomes for property owners, investors, and developers. With years of experience and a deep understanding of tax laws and regulations pertaining to real estate transactions, we provide strategic guidance to maximize tax efficiencies and minimize liabilities.
Tax Planning and Structuring:
  • We analyze your property portfolio or transaction to develop tax-efficient strategies aligned with your financial goals.
  • Our expertise includes structuring property transactions to optimize capital gains tax, stamp duty, and land tax implications.
Investment Property Taxation:
  • Guidance on claiming deductions for rental property expenses, depreciation, repairs, and maintenance costs.
  • Advice on negative gearing strategies and implications for tax deductions and offsets.
Property Development Taxation:
  • Assessing GST implications for property developments, including input tax credits and margin scheme eligibility.
  • Structuring property development projects to minimize GST liabilities and comply with tax obligations.
Capital Gains Tax (CGT) Advice:
  • Calculating and managing CGT liabilities arising from property sales or transfers.
  • Providing advice on CGT exemptions, rollover relief, and strategies to minimize CGT through timing and structuring.
Tax Compliance and Reporting:
  • Ensuring compliance with ATO requirements for property transactions, including lodgment of tax returns and statements.
  • Preparation and submission of necessary documentation, such as PAYG withholding variations and foreign resident withholding tax.
Specialist Advice for Unique Situations:
  • Handling complex tax issues related to property trusts, joint ventures, and partnerships.
  • Providing guidance on tax implications for overseas property investments and transactions.

Mortgage Broking Services via Caplink Finance: Streamlined Property Financing Solutions

Caplink Finance, our esteemed sister company, specializes in providing dedicated mortgage broking services aimed at simplifying the process of securing property financing.
With a strong commitment to client satisfaction and a wealth of experience in the financial services industry, Caplink Finance offers comprehensive support tailored to meet the diverse needs of individuals and businesses alike.
Extensive Lender Network:
  • Caplink Finance maintains partnerships with a wide array of lenders, including major banks, credit unions, and private lenders.
  • This extensive network allows us to access competitive mortgage products
Personalized Financial Advice:
  • Our team of experienced mortgage brokers provides personalized advice based on your specific financial circumstances and property goals.
  • We conduct detailed assessments to recommend mortgage solutions that align with your budget, cash flow requirements, and long-term objectives.
Comprehensive Service Offering:
  • From initial consultation to settlement and beyond, Caplink Finance manages the entire mortgage process with diligence and efficiency.
  • We assist with loan applications, paperwork, and liaising with lenders to ensure a smooth and timely transaction.
Specialized Expertise:
  • With a focus on transparency and client education, Caplink Finance guides you through the complexities of mortgage financing.
  • We offer insights into loan structures, interest rates, and repayment options, empowering you to make informed decisions.
Tax Compliance and Reporting:
  • Ensuring compliance with ATO requirements for property transactions, including lodgment of tax returns and statements.
  • Preparation and submission of necessary documentation, such as PAYG withholding variations and foreign resident withholding tax.
Post-settlement Support:
  • Our commitment extends beyond loan approval. Caplink Finance provides ongoing support, including advice on refinancing opportunities and loan management strategies.
  • We remain accessible to address any queries or concerns throughout the lifespan of your mortgage.
Actax Accounting Pty Ltd is a CPA Practice.
Liability limited by a scheme approved under Professional Standards Legislation.
Acknowledgement of CountryWe acknowledge the Ngunnawal people as traditional custodians of the ACT and recognise any other people or families with connection to the lands of the ACT and region that our business operates. We acknowledge and respect their continuing culture and the contribution they make to the life of this city and this region.
Contact Us
Office Address: 10 Winsome Street Taylor ACT 2913
Office hours:
Monday - Friday 09:00 AM - 07:00 PM Saturday 09:00 AM - 01:00 PM
At Actax Accounting, we are dedicated to delivering the highest level of accounting and advisory services to help you manage your financial affairs and grow your business and investments. We recognize that each client is unique, which is why we meticulously tailor our services to meet the specific needs of every individual or business. Our extensive experience has taught us that one-size-fits-all solutions simply don’t work.
Copyright 2024 Actax Accounting. All Rights Reserved.