Tax Ideas | North Sydney
We have a wealth of knowledge and experience.
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.
Address: Ground Level Suite 502 / 111 Pacific Hwy
North Sydney NSW 2060
Our core value
- 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’.
Trust the process
Process is vital for quality assurance.
Ask Us a Question
and you can expect a call back or email answer regarding your question.
Book Your FREE Consultation
Explore Our Ideas Services
Discover Powerful Unknowns, Gain Better Positions.
Paying lots of tax? Love share and property investments? Need tax and financial advice? Talk to us to gain better positions.
Starting a business? Taking the business to the next level? We are your partner in growth. Together, we make your business prosper.
CPA / CA with 8 years+ experience? Passionate about Tax? Ready to give your heart to your clients? Join us and become an Ideas Partner.
Tax Return and Advisory, Wealth Strategies, Superannuation Experts, You will Gain Better Positions.
Bookkeeping, BAS, Annual accounts, Companies and Trusts Grow your business with Ideas.
We love to work with the professionals who love what they do. Become a partner, not a employee!
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.
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.
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.
- Topics on self-managed superannuation fund – SMSF (3) 26 November 2020
- Topics on self-managed superannuation fund – SMSF (2) 26 November 2020
- Topics on self-managed superannuation fund – SMSF (1) 26 November 2020Major SMSF dangers under revamped non-arm’s length income provisions
Make an Appointment in Our Live Calendar
We offer 45 mins free consultation for all new and current clients every year
A personal, proactive approach
Tax compliance can be difficult to manage amid changing laws and regulations. Tax Ideas professionals have the experience and the resources to ensure that our clients not only remain compliant, but stay on track with new laws, regulations and opportunities. We are determined to solve issues as well as identify opportunities for our clients.
Tax Ideas serves a wide range of companies, from small businesses, online ecommerce businesses, trusts, to large enterprises. We tailor our services to specifically meet every client’s unique needs. All of our experienced Accountants have experience in more than one area which allows us to provide fully integrated, multidisciplinary tax services. We are confident to handle more complicated issues compared to a normal tax Accountant firm. Our services include:
- Business Tax
- Personal Tax
- Private Client Services
- Trust, Estate, and Succession Planning
- Trust Management
- Funds Management
- SMSF Services
Personal tax can be complex and highly technical for some individuals. Each taxpayer has their own unique tax-saving opportunities & tax filing requirements.
No matter if you are self-employed, or have a variety of income sources such as shares or rental from investment properties or dividend-paying equities, we have a tailored plan for your tax return.
We offer a wide range of personal tax services to meet individual needs. We are determined to go far beyond just filing a personal tax return with the Australian Tax Office. We customise our approach based on your individual situation and needs.
Tax Ideas offer the following individual tax services:
- Financial Planning for Individuals
- Personal tax return preparation
- Personal tax Return
- Sole-proprietorship tax assistance
- Rental property tax assistance
- Personal income tax minimisation
Trust, Estate and Succession Planning North Sydney
There is only one roadmap – Yours
There are a lot of tough conversations involved in developing an estate or succession plan. One important question to start and finish the discussion is always “what matters most”. We work closely with our clients and their families to create comprehensive estate and succession plans tailored for current and future generations which allow for long-term wealth preservation. We evolve our professional recommendations over time to reflect the changing goals or circumstances of our clients.
We aim to aim to minimize risks, tax burdens, simplify complexity, allow for long-term wealth preservation and create peace of mind for our clients. Our services include:
- Charitable Gift Planning
- Tax Compliance for Estates
- Tax Planning for family trusts
- Business transition
- Succession planning
- Estate planning services