At Loftus Wealth we firmly believe in order to create and implement a Wealth Strategy that can achieve tremendous results, it must be fundamentally supported by a clear cut tax strategy.
Our Accounting team will determine the most efficient strategies for your goals and circumstances, and implement them seamlessly as founding principle of your plan. Our expertise in rules and regulations of Australian Taxation system, has already proven extremely valuable for our clients. Accounting team at Loftus Wealth will assist you with your individual tax returns, as well as keeping your SMSF compliant and tax effective as part of your yearly administration service.
SMSF Related Services:
- 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
Individual Related Services:
Preparation and lodgement of:
- Individual tax Return (ITR)
- Installment Activity Statement (IAS)
- Business Activity Statement (BAS)
- Pay As You Go Instalment (PAYG)
Investment Property:
- Depreciation Schedules
- Tax Variation Services