Accounting

We have experience and expertise in providing comprehensive financial & tax accounting services for the full range of businesses and organisations, including:

  • Private Companies
  • Family Trusts
  • Unit Trusts
  • Sole Traders
  • Individuals
  • Self-managed superannuation funds
  • Estates

Superannuation

Brookside Accountants holds an AFSL #485237 limited to providing superannuation advice.

We are specialists in self-managed superannuation services. We provide cost-effective and highly competent professional accounting services to clients. Our current professional experience includes super funds involving:

  • How and when to make contributions
  • How and when you can access your super and the tax implications of access
  • Commencing a pension from your SMSF
  • Real estate including residential rental investment properties, commercial property, vacant land, including relating to business real property, geared property
  • Limited recourse borrowing arrangements, bare and unit trusts
  • Capital gains tax reset of cost base and the $1.6 million transfer balance cap

We have up to date experience dealing with superannuation matters pertaining to:

  • Control of the fund after the death of a trustee
  • Establishment of retirement income streams, including for reversionary pensioners
  • Communication and liaison with the ATO to assist trustees requiring assistance to meet regulator requirements.

Our CPD Policy can be viewed here

Taxation

We provide a comprehensive range of tax agent services including:

  • Preparation and lodgement of all types of tax returns
  • Forward tax estimates and tax planning including instalment estimates and budgeting
  • Capital Gains Tax estimates
  • Business & Instalment Activity Statements

Advice

Jennie is a specialist adviser and her advice is limited to superannuation under ASIC Australian Financial Services Licence 485237. Jennie is committed to getting to know your situation, goals and life stage in order to develop a structured plan for your superannuation. We use a transparent fee-for-service structure.

Our specialist advice includes how to:

  • structure your superannuation in a tax-effective manner
  • improve your overall superannuation position through personal contributions, maximising the use of self managed super fund (SMSF) and commencing pension accounts
  • maximise your overall personal and family financial position using superannuation

Have any questions?

We’re available for a chat to discuss your needs

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