Services provided by Philip Sachs & Associates include:

  • Accounting and taxation compliance services
  • Business planning advice
  • Tax consulting and structuring advice
  • Company, trust and superannuation set-up
  • Property and asset gearing and advice
  • Business set-up and development
  • Liason with various independant organisations. Including: banks, financial planners & finance brokers.
  • Self Managed Superannuation Funds (SMSF). Including provision of an independent auditor for the fund
  • Business & tax advice
  • Complant Secretarial Services – ASIC
  • Justice of the Peace Services
  • GST, IAS & BAS services
  • ABN Registrations & tax role changes
  • Rental Properties
  • Electronic Lodgements – Usually within 14 Days
  • Company incorporations
  • Business establishment & Registrations
  • Tax-effective business structures & Tax Minimisation Strategies
  • Assistance with implementing your accounting systems and procedures

Taxation Returns and Financial Statements and Compliance

We have a highly experienced team who are dedicated to ensuring that you are getting the best possible result in an efficient time effective manner. We prepare tax returns and financial statements for individuals and all types of business entities including:

  • Sole Traders
  • Partnerships
  • Discretionary Family Trusts
  • Unit Trusts
  • Companies
  • Self Managed Superannuation Funds.

We want to work closer with you if you wish to change your financial situation.

Taxation Advice and Correct Business Structure

If you are after a change to any type of situation, especially to changes in business situations, creating new set-ups such as a Trust or Incorporation of a business, joining accounts and financial planning, we can help you to move forward and be confident in your new situation or refining an existing one.

Having the right entity for your business and investment vehicle ensures that:

  • You only pay as much tax as you need to;
  • You have the right asset protection for business assets and your own personal assets including your home and investments;
  • You are not paying too much in fees;
  • You have the flexibility you need for the future;
  • Estate planning – to ensure your assets are dealt with as you want;
  • You are protected from personal liability; and
  • That you comply with all regulations.

We are proactive in the advice we give all our clients and here at Philip Sachs & Associates we work hard to make sure your business is running through the best business structure to suit you.

Some of the business entities that we specialise in:

Sole Traders

Partnerships

Discretionary Family Trusts

Unit Trusts

Companies

Self Managed Superannuation Funds

Tax Planning and Minimisation

We are passionate about the proactive but conservative approach that we have on tax planning and tax minimisation. We give you the best advice on tax effective strategies,

We do not like nasty tax surprises and ensure that you pay only the lowest amount of tax allowable. It is important that you have the appropriate business structure, and get us to perform an end of year tax estimate in April and May each year.

Company Secretarial and ASIC Compliance

There are many complex rules and responsibilities placed on company directors and secretaries. Our team ensure that you are always kept up to date and that your company records are compliant. We keep up to date with corporate law requirements and will always provide expert guidance in terms of your responsibilities.

We maintain your ASIC requirements (Online) by:

  • Maintaining corporate registers of members, office holders and meetings;
  • Reviewing your company’s annual return;
  • Maintain your company’s registered office;
  • Ensure your company has been set up correctly; and
  • Ensure your company’s Constitution or Memorandum and Articles of Association are kept up to date and maintained.
Contact Us

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