Accounting and taxation can be a complex and stressful task, especially if you are not familiar with various fiscal policies and procedures. The amount of paperwork alone requires a lot of effort and may take up too much of your time, so leave it to us.

Accounting Services

  • Self-managed superannuation funds
  • Personal tax, including sole traders
  • Small business tax, including GST
  • Establishment of companies
  • Referral network for specialised areas such as mortgage brokers, financial planners and bookkeepers.

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Tax giving you a headache? No problem. We’re taxation experts, meaning that you don’t have to worry about your tax anymore. We can look after you whether you are a small business, or need help with personal tax. Our tax agent services at Foxton Financial are efficient, affordable, and stress-free.

Taxation Services:
  • SMSF returns, preparation and lodgement
  • Personal tax returns, including sole traders
  • Small business tax returns, including financials
  • Preparation and lodgement of Business Advisory Statements, for personal, small business and SMSFs

Contact us to find more about our Taxation Services.
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We are here to save you time and to ensure that your business and SMSF administration work is correct and up to date. Let us free your time by completing and lodging your business and/or instalment activity statements. We can also take care of quarterly processing and all administrative paperwork and recording.

Administration Services:
  • Corporate registry
  • Liaising with the ATO and external parties on your behalf
  • Documentation preparation, including liaising with lawyers for legal documents
  • General administration
  • Liaising with external parties, such as:
    • SMSF Auditors
    • ATO
    • ASIC, including being the registered office for companies
  • General correspondence, and documentation preparation

Please Note:
we do not supply bookkeeping services,
however, we can refer you to quality contacts.

Need help with your
Administration Services?

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Self-Managed Super Funds

As SMSF Association specialised advisors we are here to ensure your SMSF is up to date and compliant in this complicated environment. We don’t just prepare simple financials and tax returns. We take a detailed and individualised approach to each and every SMSF.

SMSF Services:
  • Annual taxation preparation, including associated compliance work
  • Legislation updates
  • Deed reviews
  • Annual SMSF returns, preparation and lodgement
  • Compliance documentation, both annual and ad-hoc
  • Specialised reviews, taxation and compliance
  • Establishment or Limited Recourse Borrowing Arrangement (LRBA) structures
  • Establishment of SMSFs
  • Wind up of SMSFs
  • Rollovers
  • Pension commencement
  • Specialised tax advice

SMSF Association SMSF Connect

Important Educational Resources for SMSF Trustees

We recognise the importance of trustee education and being supported with resources to assist you to feel informed and in control of your self-managed super fund journey.

As a member of the SMSF Association, the independent, professional body representing Australia’s self-managed super fund sector, we now have the following SMSF trustee resources on our website:

  • 8 x detailed education modules on topics including SMSF foundations, contributions, investment rules and strategies and administration.
  • Important information sheets and checklists that you may use in your appointments with us including what is involved in maintaining an SMSF.
  • Information on upcoming live events and monthly webinars presented by the SMSF Association

  • Archive of important news articles and updates on topical SMSF issues including legislation changes and annual Federal Budget information.
  • A library of comprehensive videos on common SMSF questions including member eligibility, trustee responsibilities and investment strategies.

We hope that you find these resources valuable to complement our advice services and keep you up to date.

Please feel free to contact us to discuss any questions you may have in relation to the information provided and how it may affect your specific circumstances.

Personal Tax Returns

No need to fall asleep too soon! We can take the time and hassle out of your personal tax. We can ensure that you are completely up to date, and stay that way. We can look after all your personal tax needs, including, small business, investment property and GST/IAS.

  • Preparation and lodgement of personal tax returns
  • Review of prior year returns and potential amendments
  • Taxation advice

Need assistance with your Personal Tax Returns?
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Referral Network

We have a specialist referral network with the resources to assist yourself and/or your business with a range of financial and legal issues. Our network can help you to streamline your bookkeeping processes, arrange software to save you time and money, and more. We want to support you to access the right tools and specialist advice in all financial areas.

Our referral network includes, but is not limited to:
  • Mortgage Advice
  • Insurance
  • Legal Support
  • Financial Planning
  • Banking Contacts
  • Bookkeeping

Get in touch with us today to find out more about our Referral Network.
Contact us today!

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