Our Services / Taxation and Accounting

Taxation and Accounting

The implications of an investment or superannuation strategy need to be fully investigated to ensure a tax effective outcome.

Effective taxation planning while in the workforce can be important in the development of a suitable wealth creation strategy.

The rate of taxation applicable may vary according to your particular circumstances.

When you are developing a strategy it is important that you are fully aware of tax implication.

In response to a growing demand from our clients for taxation and accounting services, to assist them streamline their financial affairs, we have taken the necessary processes to establish this service.

Should you choose to utilise this service for the completion of your tax returns (electronically), or any other matter associated with taxation and accountancy, you can immediately take advantage of this new service.

The service will be headed by Paul Mc Inerney of Totally Integrated Financial Planning Pty Ltd.

We pride ourselves on always providing ethical, independent, objective and knowledge based advice.

We work with you to ensure that all of your taxation requirements are met in a timely and efficient manner

We are able to offer the following

• Income Tax preparation (Individual, Companies, Partnerships, Trusts)
• Advice on all aspects of Income Tax, Capital Gains Tax, Goods and Services Tax
• Business and Instalment Activity statements
• Annual PAYG summaries
• Superannuation Fund returns
• Electronic Lodgement

Refunds paid direct to your nominated bank account by the ATO

We have preferred access to our clients' accounts with the ATO

We believe our approach to clients’ accounting needs should be as unique as you are.

Fully compliant Practice - Peace of Mind.

Liability limited by a scheme approved under Professional Standards Legislation.

Paul’s credentials in the taxation and accountancy area are extensive and with our knowledge of your financial arrangements and investments, a seamless and comprehensive service can be delivered to you. Paul is a Fellow member of CPA, has a Public Practice Certificate, and holds the designation Financial Planning Specialist.

Contact details are as follows: