Beyond Accountancy Services
The Beyond Accountancy Services concept comes from providing services beyond just your tax obligations.
Our innovation and efficiency makes tax and accounting simpler for you. This allows us to go beyond traditional accounting services by providing advice and education to improve your financial situation.
Simplify your paperwork, and spend more time growing your business.
Our services revolve around business needs and they are tailored to your needs. Services include:
- Annual financial accounts
- Company and trust establishment & registration
- BAS preparation
- Tax returns
- Advice for buying/establishing a business
- Do you want better financial data and less time on admin and bookkeeping? We can help!
Personal Tax Returns
We offer on-the-spot tax return preparation in multiple locations, including online consultations and on site visits.
We aim to be friendly and approachable to make the experience of lodging your tax return as painless as possible.
Our knowledge of tax law and procedures will provide you with a financial advantage.
We can do all types of tax returns, and we have special expertise to help property investors, self funded retirees and working families.
Self Managed Super Funds
Superannuation is the best tax vehicle for providing for the retirement lifestyle you want. A self managed superannuation fund gives you the control to:
- choose your own investments,
- protect your assets,
- optimise your position in regard to tax and Centrelink benefits
- avoid hidden "superannuation death tax" when you pass on wealth to the next generation
To run a successful SMSF you need the advice and knowledge to help avoid compliance pitfalls and implement strategies to give you an advantage.
We can work with and complement your existing financial planning relationship.
Saturday and after hours by appointment only.
Our Team Profiles
Jarrod Rogers is a CPA with 6 years experience as an accountant. Jarrod oversees the administration of our Self Managed Super Funds as well as providing personal tax services for a wide range of clients.
Thomas Ho is a Chartered Accountant with 5 years experience in public practice accounting. Thomas works mainly with small and medium business clients, providing tax services and advice. He can also assist personal tax clients.
Frequently Asked Questions
Yes. We can prepare the rental schedule on your tax return.
We also provide tips and advice to help you get more out of your investment.
Our advice can help you structure your loans for tax effectiveness, optimise your deductions each year and help manage your capital gain when you sell your property.How do I make an appointment?
You can choose your own appointment time using our online booking system, powered by Appointments Online.
You can book also by calling 1300 823 011 or by requesting a call back via email to firstname.lastname@example.org.Do you do personal tax returns?
Yes. In fact, while many accountants treat personal tax return clients as the poor cousin of business clients, we pride ourselves on the quality of service we provide to our personal tax clients.How much do you charge?
We have a full and transparent list of charges for our personal tax services on our website. Prices start at $150.
Business and SMSF engagements will be quoted based on complexity. The price for annual financial accounts preparation, compliance documents and tax return start from as low as $1,650 for businesses and $1,320 for super funds.Where is your office?
We are not restricted to particular suburbs, we can cover all areas.
Appointments can be booked in our Bourke St, City or Hawthorn East offices.
But we also have clients from Traralgon VIC to Perth WA who use our "Live Tax" online consultation service.
Home visits can be arranged in the north eastern suburbs, usually for no extra charge.
A brief guide to deductions and other tax issues for Teachers.
Straight forward Tax guide for Temporary Residents.
A brief guide to Rental Property - Suitable for first time investors or investors who wants to check what they are doing at the moment is tax effective and correct.