Accounting and Taxation Services

Simmons Financial Services offers a comprehensive range of accounting and taxation solutions for both individuals and businesses. We offer the highest level of service and welcome the opportunity to work with you.

Accounting & Taxation for the individual

Your Tax return can be complex and there are allowable tax deductions and expense claims that can be made that you may not be aware of. We can help you minimise your tax payable and potentially increase your tax refund and ensure your tax return is lodged on time.  We also offer advice on:

• Investment properties, tax and negative gearing.
• HELP (higher education loans) debts
• Superannuation tax considerations
• Late tax returns – we can help.
• Business Valuations

Business accounting

You concentrate on running your business and let Simmons Financial Services take care of all your business accounting and taxation requirements.

• Accounting and bookkeeping
• Accounting software advice and assistance
• Business & company tax returns
• Taxation – GST & PAYG advice, BAS preparation
• Michael can liaise with the ATO on your behalf
• WorkSafe: your obligations.
• Audit of SMSFs
• Business ‘start up’ advice
• Trust & company structures

At Simmons Financial Services we have the expertise and resources to complete your tax returns in the most efficient and effective manner possible.  Contact us today to discuss how we can work together.

Salary packaging

• Effect of FBT on salary packaging
• Tax considerations in Superannuation contributions for spouses
• Tax and salary effective car plans
• Novated leasing/asset financing

Estate Planning

• Planning your kids’ inheritance
• Assisting children and grandchildren
• Charitable donations

Advice on income and capital gains tax matters