OptiTax
Accounting & Advisory
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Comprehensive Accounting & Advisory
"Smart Solutions. Strong Compliance. Sustainable Growth."
Accounting & Taxation
Taxation Compliance
• Individual, Company, Trust & Partnership Tax Returns
• BAS, IAS & GST Compliance
• Capital Gains Tax (CGT) & Fringe Benefits Tax (FBT)
• Tax planning & minimisation strategies
• ATO audit & review assistance
Accounting & Bookkeeping
• Bookkeeping (Weekly, Monthly, Quarterly, Yearly)
• Bank & Credit Card Reconciliations
• Payroll & STP Reporting
• Software setup (Xero, MYOB, QuickBooks, HandiTax)
Business & SMSF Advisory
Business Advisory
• New business setup & structure guidance
• ABN, TFN, GST & PAYG registrations
• Profit improvement & performance reviews
• Cash flow management & forecasting
SMSF Services
• SMSF accounting, administration & reporting
• SMSF tax returns & annual documentation
• Liaison with auditors and advisers
Corporate & Government
Company Secretarial & ASIC
• Company formation & registration
• Annual ASIC compliance
• Minutes, resolutions & record updates
• Shareholder changes & amendments
Government Liaison
Acting on your behalf with authorities:
ATO
ASIC
REVENUE NSW
ICARE
BANKS
TPB