TAX, ACCOUNTING AND ADVISORY SERVICES
C & J Partners offers professional accounting service, taxation service and advisory including superannuation, retirement planning, and business services throughout Eastwood, Ryde and the surrounding region.
This Service will be designed to suit your needs where we offer you a range of standard accounting and compliance needs for your business
Assist in understanding your financial situation and taxation impacts. It’s important to explore all options to ensure taxation outcomes are optimised
Our professional tax planning service will enable you to plan ahead ֠getting greater returns and improved taxation outcomes with all available options.
Fulfill your legal and administrative obligations, with an accurate and transparent account of your super fund.
Running a business takes up a lot of precious time, so it’s important to identify and use a trusted adviser to work with you through the business life cycle.
Our Corporate Secretarial service will ensure that you meet your legal and administrative requirements as a corporation.
Our business formation service offers professional advice and administration for Individuals, Partnership, Company, Discretionary Trust and more.
Talk to us immediately when you receive a Director Penalty Notice, Garnishee Order, or face Insolvency, Voluntary or Involuntary Administration, or Bankruptcy.
The cost varies from client to client, depending on the complexity of the advice required. The initial meeting with one of our advisers is free of charge. At that point, we will gather relevant information about your current situation, and then we will look to see what strategies we can employ to help you achieve your objectives.
Initial cost
C & J Partners provides excellent advice in the form of written Statements of Advice (SOAs). The fee for preparing a SOA will generally be between $1,650 and $3,300, depending on the scope and complexity of the advice. The cost will be fully disclosed to you prior to any expense being incurred, and in most cases, the expense can be paid from your superannuation.
Ongoing cost
Our ongoing cost of advice is 0.88% per annum of your investment balance, and this may be less if the appropriate strategy for you involves a Self Managed Super Fund (SMSF). The ongoing cost of advice with a SMSF is a flat dollar fee, which varies depending on the complexity of the fund and the level of service that you require.
Personal Risk Insurance
We will take great care to identify and recommend insurance that provides the best value for money for our clients. In line with industry practice, C & J Partners receives a commission on insurance placed through us.
Please note that while the commissions are payable based on the premium you pay, the commissions do not form part of your premium and are not an additional fee to you. The level of commission payable to C & J Partners will be fully disclosed at the time of the recommendation.
SMSFs are the fastest growing part of the superannuation market, but they are not for everyone. SMSF's offer an unparalleled level of flexibility and diversity of investment opportunities, but with great power comes great responsibility. Being a member, and therefore a trustee, of a SMSF requires you to be actively involved in the management and compliance of your super fund, and there are severe penalties for those who do not take their responsibilities seriously. C & J Partners will work with you to ensure you remain on track with your obligations, but it is important to remember that it is the responsibility of the trustee to ensure the fund remains compliant with superannuation rules.
A SMSF's fee structure differs from a standard retail or industry fund, and this is another area where SMSF's can be worth consideration. While a standard fund tends to charge fees on a largely percentage basis, meaning you pay more as your funds grow, a SMSF tends to have more 'fixed dollar' fee structures. As a general rule, if the combined superannuation balances of yourself and your partner is less than around $250,000, it is likely that a SMSF is not going to be economical from a fee perspective. As your funds increases over and above this level, the balance can shift towards a SMSF being economical. If you have a super balance of over $500,000, it is advisable to compare a SMSF to your current arrangements to see if it is something that will save you money (assuming you are prepared to take an active role in your super going forward).
C & J Partners are specialists in SMSF and we would welcome the opportunity to discuss your suitability and compare your options.
We are a full service accounting and financial management firm, known for our ability to solve problems – making us the firm that other accountants turn to when a complex situation arises. This solution driven focus has enabled us to provide helpful business solutions in matters where time and complexity have proved otherwise challenging.
Our office is located at Eastwood, however, our services not only across Eastwood, Ryde and the surrounding area but also across the Sydney region. Please feel free to contact us for details.
C & J Partners are the Accountants and Tax Professionals without compromise.
We are located at Eastwood and The Team at C & J Partners has combined experience in professional accounting and taxation services. we specialise in a range of tailored financial and business solutions, designed to meet your individual business needs. From simple tax returns to managing complex multi-tiered business accounts, we can help you meet both your financial and legal obligations while ensuring the best financial outcome for you and your business.
C & J Partners are the Accountants and Tax Professionals without compromise. We are located at Eastwood and The Team at C & J Partners has combined experience in professional accounting and taxation services. we specialise in a range of tailored financial and business solutions, designed to meet your individual business needs. From simple tax returns to managing complex multi-tiered business accounts, we can help you meet both your financial and legal obligations, while ensuring the best financial outcome for you and your business.
Suite 7/1 Trelawney St, Eastwood NSW 2122 | Suite 1 107 Miles Platting Rd, Eight Mile Plains QLD 4113
+61 2 9808 5508
ACCOUNTING SERVICES
Goods & Services Tax:
Our team can assist you to with the preparation and lodgement of your Business Activity Statements (BAS), Instalment Activity Statements (IAS) and PAYG Instalments. Of course, if you prefer to prepare your own Activity Statements we are always happy to review and lodge on your behalf, which gives you peace of mind and often time extensions to pay any Activity Statement debt.
ASIC Returns:
We act as the Registered Office for most clients and ensure all Australian Securities & Investment Commission (ASIC) forms and paperwork are prepared and lodged on time. Most ASIC forms have lodgement deadlines with significant penalties if lodged or paid late.
Financial Reports:
We will prepare financial reports, including a Profit/Loss Statement, Balance Sheet and supporting explanatory notes. We apply high professional standards to ensure the accuracy and reliability of the information disclosed in these reports.
TAXATION SERVICE
Income Tax:
C & J Partners is a registered tax agent. Our accounting staff has many years of experience preparing all types of income tax returns. Taxation is an area that is constantly changing. It’s important to plan well and stay one step ahead of the changes. Our tax planning service means that prior to the end of the year we’ll review how your business is faring, which could be the difference between paying the optimal, legal amount of tax, or paying more than necessary.
Capital Gains Tax:
Allow us to show you how, with careful planning and timing, you can minimize your capital gains tax.
Fringe Benefits Tax:
Compliance for FBT is also generally a nightmare for small business as it is a widely misunderstood tax. Allow us to assist in preparing your FBT returns to ensure you only pay what you have to.
BUSINESS ADVISORY SERVICES
Our business advisory services can provide traditional accounting services as well as professional business advice and planning. Our advisory services are not just about taxation and lodging Activity Statements, Focus Partners can offer advice from the set-up stage of business right through to sale or retirement.
During your complimentary one hour meeting, we conduct a Needs Analysis Review on your business, where we will discuss everything from your key business concerns to your will, right through to your holiday/leisure goals. From there we assess how we can help you meet your financial goals, help you understand your financial position, and develop a package that will enable us to become your trusted adviser.
LITIGATION SUPPORT
Talk to us immediately when you receive a Director Penalty Notice, Garnishee Order, or face Insolvency, Voluntary or Involuntary Administration, or Bankruptcy.
BUSINESS FORMATION & RESTRUCTURE
Business Formation
Establish your business in the most profitable form. Our business formation service offers professional advice and administration for Individuals, Partnership, Company, Discretionary Trust, Unit Trust, Hybrid Trust, Self-managed Super Funds.
Business Restructure
We can provide expert advice, and assist you in restructuring your business with minimal hassle for maximum result.
CORPORATE SECRETARIAL
Our Corporate Secretarial service will ensure that you meet your legal and administrative requirements as a corporation.
SELF-MANAGED SUPERANNUATION FUND AUDIT
Fulfill your legal and administrative obligations, with an accurate and transparent account of your super fund.
TAX PLANNING
Our professional tax planning service will enable you to plan ahead ֠getting greater returns and improved taxation outcomes.