Published Date: July 2, 2014

“I had previously been with a very prominent accountant in West Perth for over 30 years. My business interests include a large and diverse share portfolio and extensive commercial properties in both Perth and Melbourne. When my accountant retired I was placed in the position of finding a new practice to complete my tax affairs. I found out about Success Tax Professionals as one of their practices happened to be tenants in a property I owned.

From my very first meeting with my new Success Tax Professionals accountant I immediately realised that my former accountant had not actually provided me with the most effective tax saving strategies. Darren, my new accountant in Success Tax Professionals, conducted a very comprehensive interview and review of my full circumstances.

A number of areas overlooked by my former accountant became apparent during our meeting. Once I had provided all the documents required, Darren developed a constructive business plan to create highly beneficial tax savings. One of the major changes made was to place my Self Managed Super Fund into pension phase to save $75,000 of tax per annum. I have now been a client for 10 years and would not consider going anywhere else.

Success Tax Professionals found $75,000 of tax savings per annum for me by placing my Self Managed Super Fund into pension phase. This and even more tax savings were identified by them, which had been completely missed by my former accountant.”

Success Tax Professionals (SMSF Auditors) – O’Connor, WA


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