Our Services
Our team has over 10 years of specialized expertise in SMSF administration.
We take pride in delivering high quality services and satisfying results for our valuable clients across the nation.
Meet a team of SMSF Specialists.
SMSF Administration
- Setup SMSF service - Ongoing administration service - Annual tax and statutory reporting - Online access to reporting of portfolio - Establishment of a cash management account - Preparation of fund minutes - Preparation of lump sum and income stream documentation - Preparation of death benefit documentation
Financial Planning
Retirement may seem a light year away, the sooner you start planning the more likelihood you’ll have to achieve financial independence and peace of mind. We have the expertise and ethical standards to ensure your finances are in safe hands.
Estate and Succession
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Accounting and Taxation
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Business Structures
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Information we are required to Disclose to You
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
- Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward.
- The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
- If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Bingxin Qu – Director by email. Your complaint will be investigated by Bingxin Qu. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.