You and your family

Whether you have younger children, older teenagers, or no children - as your family grows and your needs change, it is important to plan and protect for the future.  Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

ACHIEVE YOUR FAMILY'S GOALS

 

 



Individual Tax Returns

At Walsh Accounting we offer a full range of taxation services. Our proactive approach ensures we deliver consistent service and build solid relationships that stand the test of time. Taxation can be a major cost to your household - we will work with you to minimise your tax to help you achieve your personal objectives. We provide a complete service of assistance and advice in each of these areas:

  • Tax returns - we want to make sure you claim all the work/business related expenses to which you are entitled
  • Rental property income and expenses, shares
  • Advice on, and implementation of, tax effective trust structures for asset protection and tax minimisation
  • Managing any ATO audits or disputes

To make sure we achieve the best possible result for you please review our step by step processindividual tax return checklist and rental property checklist



Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Need advice on self-managed superannuation funds?

Superannuation law is a delicate area and personalised planning is required for each individual. Our SMSF specialist, Tony Walsh,  is a licensed Australian Financial Services Advisor on superannuation and  is well supported by a team of superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

We can help you with:

  • Establishing self-managed superannuation funds
  • Contributing to a SMSF
  • Consolidating your Super
  • Setting up an income stream (pension) in your SMSF
  • Preparing an SMSF investment strategy
  • Superannuation audits
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

Self-managed Superannuation Funds

Setting yourself up in super can be a complicated and sometimes daunting task.  Walsh Accounting can help you work through the pros and cons of all superannuation options, with no obligation to proceed if you find super is 'not for you'. 

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees or establish a company as a corporate trustee (if preferred)
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At Walsh Accounting we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

Once you are up and running, we make superannuation easy.  We will take care of your fund administration, prepare financial statements, annual tax returns, arrange audit and manage your compliance requirements.

Our SMSF advice package offers 2 options:

  1. Summary review of super needs and options - Estimated cost $550 (including GST)
  2. Detailed review of overall financial needs with Statement of Advice in relation to superannuation strategies - Estimated cost quoted based on circumstances min $1500 (including GST)
Contact us today to ensure your SMSF is formed and administered as effectively as possible, covering all legal requirements and tailored to fulfill its purpose!



Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!



Rental Property

At Walsh Accounting we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Advice on purchasing a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

  • Revenue returns
  • Financial position
  • Cashflow analysis

Contact us today for more information on how we can assist you in the business of rental properties!

Walsh Accounting Rental Property Checklist



Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

The executor and trustee of a will are required to perform a number of duties. At Walsh Accounting we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets - Valuations, inventories, and appraisals
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
  • Superannuation



Succession Planning

To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.

Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!



Your Business

We offer a wide range of services to help you set up, run and grow your business as effectively and as stress free as possible.

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You and your family

Need help getting your family finances in order? Our specialist services include Taxation, SMSF services, estate planning plus many more.

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Your community

Our team can assist your community organisation with their financial reporting and auditing needs. 

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