Maggie Lua, Ajith Fernando (practice principals) and Tina Yu (senior accountant) are the practice team at Success Tax Professionals in Glen Waverley, Victoria.
‘Our practice provide a friendly and relaxed environment for clients to come and discuss accounting for business, taxation and problem solving options. We also see a lot of clients who have rental properties or investments. Simple taxation returns can often be completed by the taxpayer themselves using the free ATO MyTax system for example, and we recommend this as a very targeted option for capable users,’ explains Ajith Fernando.
‘Registered Tax Agents can perform a whole range of functions. Most people think of tax returns, however this is only one service. If you are a business owner you can also benefit from advisory services and tax planning. Business owners who are frequently hands-on in their business can be at high risk of getting absorbed in operational matters and neglect or fail to work on strategic, planning and monitoring measures that are instrumental in shaping the success of the business. These ‘shapers’ allow for change, improvements and other efficiencies. A business plan, strategic plan, goals, timeline and use of KPIs (Key Performance Indicators) are very basic structural elements. Exactly how well a business is performing and what the owners can do to improve, keep ahead of change and have on-going increasing profits – these are investigative areas that Ajith, Tina and myself can explore. Don’t wait until it’s time to lodge a tax return. Get professional assistance along the way’, adds Maggie Lua.
Glen Waverley’s services include:
- Accounting, BAS & GST,
- Instalment activity statements,
- Cost effective and tax compliant bookkeeping,
- Business structure set-up and review,
- Business advisory,
- Taxation return compliance,
- Tax planning,
- Budgeting and cash flow improvement for business, and
- Self managed super fund (set-up, accounts, taxation and audit).
Glen Waverley VIC 3150 VIC 3150
Fax: 03 8555 9704
Phone: 03 8555 2900
Mobile: 0421 399 855
Fax: 03 8555 9704
After hours by appointment