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Tax Ideas | Sydney CBD

We have a wealth of knowledge and experience.

As a Sydney North Shore focused Sydney CBD 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.

Monday 9:00 AM to 6:00 PM
Tuesday 9:00 AM to 6:00 PM
Wednesday 9:00 AM to 6:00 PM
Thursday 9:00 AM to 6:00 PM
Friday 9:00 AM to 6:00 PM
Saturday by Appointment
+612 83181501

 

Office Address: Suite 10, Level 14, 528 Kent Street, Sydney

This office is operating independently by the Allied Tax Ideas Partner “Wealth Edge Pty Ltd” (ABN 56 610 301 721) .

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.

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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.

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Personal

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

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Business

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

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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.

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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!

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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.

Case Studies

Make an Appointment in Our Live Calendar

We offer 45 mins free consultation for all new and current clients every year

Tax Return Australia

Tax Ideas – Efficiency, accessibility, and fully integrated service

unlock the unknowns, Always available for Ideas.

Personal Tax Sydney CBD

Individual requirements demand individual tailored approaches.

Personal taxes are as unique as clients themselves. We understand your goal, your needs then we’d adjust our strategies accordingly to help you achieve your goal and your needs. We are proactive, efficient, effective, accountable and hands-on. We closely follow existing legislation as well as considering proposed legislation to determine tax opportunities and risks of achieving individual financial goals, and provide ongoing guidance.

We understand that many personal and business taxes are intertwined. Our professionals offer the integration of both services to help further drive efficiencies. Our comprehensive range of services includes:

  • Family Tax Minimisation
  • Retirement Planning
  • SMSF Services
  • Trust Management
  • Funds Management
  • Tax compliance
  • Tax Planning for Owner-manager Remuneration
  • Asset Protection
  • Company Tax Return
  • Individual Tax Return

Corporate Tax Services Sydney

Corporate tax is a highly technical and complex field of expertise. From a small start-up business to multi-million dollar entity, each business has its own unique tax-saving opportunities and tax filing requirements. Tax Ideas offer a wide range of corporate tax services which meet all needs of your business. We are determined to go far beyond an average number cruncher. Our experienced tax experts and financial advisors will guide you and your business through the various corners of the Australian tax system. Tax Ideas make the process easy to navigate. We are experienced in providing tailor-made solutions for your businesses or individual needs.

Tax Ideas offer the following corporate tax services:

CORPORATE TAX / COMPANY TAX

  • Corporate tax planning
  • Corporate tax return preparation
  • Company tax return
  • Business consultant
  • Lodging BAS or annual GST return
  • Income and capital tax minimisation
  • Lodging Tax return
  • Holding company structuring
  • Salary vs. dividend consideration

Trust, Estate and Succession Planning Sydney CBD

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

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