Our Accountant specializes in assisting property investors to get the maximum return from their property portfolios. Concise Finance offers a full range of accounting and taxation services for individuals, small and medium sized businesses. We will prepare financial statements and income tax returns, and lodge tax returns and the various other documents necessary to comply with your legal obligations.
More importantly, our expertise in structuring your affairs to fit with your financial objectives is a key part of achieving better wealth creation without more risk. This involves combining taxation, superannuation, financial structuring and investment expertise.
We advise clients on what business and investment structures best suit their needs and help them achieve good taxation outcomes when purchasing or selling businesses, or planning for the transfer of assets between generations.
Our accountants work with our insurance and finance specialists to integrate your insurance and debt arrangements within your business, investment and personal structures.
Our taxation advice includes business structures, salary packaging, estate planning and asset protection, tax and commercial advice.
We also do:
Preparation and lodgement of Monthly/Quarterly BAS Statements,
Preparation of annual financial statements and income tax returns,
Taxation advice on choosing or transitioning to new structures for tax optimisation, and