AC Small Maxwell & Co

Accounting and Taxation: We prepare Income Tax Returns, Business Activity Statements, Fringe Benefits Tax Returns and more for entities including Individuals, Partnerships, Companies, Trusts, Self-Managed Superannuation Funds and Private Charitable Foundations. Management accounts are provided as and when required. Our team are well versed in taxation law and have experience lodging private ruling applications with the Australian Taxation Office. Business Advice: We can assist clients with starting a new business, finding the appropriate business structure, managing cashflow, finances and staff. Our effective tax planning strategies can assist to legally minimise tax liabilities. Our business expertise can help identify potential pitfalls or improvements for our clients. Audit: We provide auditing services to many local not for profit organisations including sporting clubs, independent Aboriginal Corporations, and cultural organisations. Financial Planning: Our Financial Planner, Derek Alden, provides our clients with exceptional financial advice relating to investment composition and structure. This aims to maximise the wealth of our clients and improve their financial plans for retirement (whether they aim to retire at 65 or 35). Self-Managed Superannuation Funds: Our firm provides assistance in the creation of, and annual reporting of, our clients’ Self-Managed Superannuation Funds. This enables our clients to have total control over their superannuation assets and investments. Estate Planning: We assist clients in succession planning to ensure that the allocation of financial assets upon their passing is appropriate to their situation, and done in a tax effective way. This helps to make a difficult time for families a little easier. Establish Private Charitable Foundations: We have experience in establishing Private Charitable Foundations and preparing their annual reports. This allows our clients to leave a lasting legacy to those less fortunate.