North Sydney Accountants & Advisers

Discover Powerful Tax Ideas, Gain Better Financial Positions

Welcome

We are located right at the corner of Walker St and Pacific Hwy North Sydney. 

Branch: Ground Level / 111 Pacific Hwy North Sydney NSW 2060

Office: Level 23 / 111 Pacific Hwy North Sydney NSW 2060

Opening Hours: Monday – Friday 9am – 5.30pm

Other times by appointment | +61 2 8318 1545

We can open Saturdays and evenings by appointment year-round. Professional tax accountants and business consultants are only a step away.

 

tax ideas

As a Sydney North Shore focused North Sydney accounting firm, experience and tax knowledge, as well as a passionate attitude and proactive method, are crucial to providing accounting and tax service.

Our personal tax expert’s services include tax return; tax advice on capital gains; superannuation review and wealth strategies. Our business accountant  services include BAS lodgement; bookkeeping services; company tax returns; sole trader tax returns, and business consultancy.

Our values define us and you

  • Our people are enthusiastic, positive and take ownership of what they do.
  • Our clients appreciate the value of knowledge and respect quality advice.
  • Our firms enable our people and clients to achieve their goals with ideas and commitments.
  • Our philosophy is to achieve an outstanding result with the collaboration of multiple ‘Ideas Partners and Firms’.
tax ideas room

Ideas Interactive Session

Please allow a few seconds to load.

Explore Our Ideas Services

Discover Powerful Unknowns, Gain Better Positions.

Image is not available
Personal

Paying lots of tax? Love share and property investments? Need tax and financial advice? Talk to us to gain better positions.

Image is not available
Business

Starting a business? Taking the business to the next level? We are your partner in growth. Together, we make your business prosper.

Image is not available
Are you an accountant?

CPA / CA with 8 years+ experience? Passionate about Tax? Ready to give your heart to your clients? Join us and become an Ideas Partner.

Personal Services

Tax Return and Advisory, Wealth Strategies, Superannuation Experts, You will Gain Better Positions.

Image is not available
Business Services

Bookkeeping, BAS, Annual accounts, Companies and Trusts Grow your business with Ideas.

Tax Ideas North Sydney
Ideas Partners

We love to work with the professionals who love what they do. Become a partner, not a employee!

Image is not available
Slider

Case Studies

We love what we do and keen to help!

peace of mind

Mr Wong is a new migrant from HongKong. He has accumulated a decent amount of wealth overseas and came to Australia to enjoy the retirement life. He’s worried about Australian tax burden on his existing asset portfolios after becoming Australian tax resident.

We have reviewed Mr Wong’s situation and implemented a series of preparation plans to minimise the future tax burden. He is now enjoying his Aussie life with a peace of mind. 

 

debug

We were completing Peter’s individual tax return and 360 degrees reviewing his tax position as usual. We found Peter was paying enormous amount of insurances within his superannuation fund that he has no ideas of. Such a large amount of insurance premium is eating into his superannuation balance and can cause a serious issue when approaching retirement.

We have completed a factor finder session and identified the real needs for Mr Smith. We have saved Mr Smith 30% insurance premium ($3,500) a year and made the premium structure more tax deduction friendly.

Boost wealth

Mary would like to boost her superannuation balance, so she can use it to fund her future retirement. May has a fully paid off commercial property but she doesn’t have enough liquid cash to make any large contribution to her Superannuation fund.

After completing the Statement of Advice, we have set up a SMSF and a custodian trust for Mary. Portion of her commercial property was transferred over as in-specie contribution while the rest is through LRBA with a related party borrowing arrangement. As Mary have engaged the full service, we have also requested the stamp duty on the transfer of property from $25,000 to be reduced to only $500.

Book Your IDEAS Session Today In Our Live Calendar