At Focus Wealth, we transform your financial journey with expert tax and accounting services.
Our seasoned professionals navigate tax complexities, optimise deductions, and prepare accurate returns. With seamless accounting solutions, including financial statements and bookkeeping, we foster transparency and growth. Empowering your finances, we value building relationships that go beyond numbers.
Taxation
The Focus Wealth Tax & Accounting team is your trusted partner in handling the complexities of taxation. We specialise in providing expert guidance on various tax-related matters, ensuring you stay on top of your tax obligations without stress.
Navigating through the vast and intricate world of taxation can be overwhelming; our tax specialists are here to assist you. As professionals, we cut through the noise and offer you clear, reliable advice tailored to your unique financial situation.
Our affiliation with professional bodies ensures access to the latest tax laws and insights for up-to-date solutions. We specialise in capital gains tax (CGT), optimising it to potentially save you substantial amounts. Whether it’s investment income from rental properties, managed funds, or equities portfolios, our dedicated team ensures accurate reporting, eligible tax credits, and organised records. We’ve got the expertise to guide you through these areas.
Our Business Advisory team recognise the true value of financial statements for small business owners. Whether you need financial statements prepared annually, quarterly, or monthly, we tailor our services to meet your specific requirements, ensuring you have the information you need when you need it. We can take care of all your business activity statements and tax returns, ensuring full compliance with your tax obligations, so you can focus on growing your business and doing what you love while we handle what we love – managing your financial matters.
Business Services
As your trusted business advisors and ASIC agents, we go beyond financial statements to offer comprehensive bookkeeping and payroll services. Let us take care of these essential tasks, allowing you to concentrate on your business’s growth and success.
Whether you’re starting a new venture or contemplating a change in business structure, we’re here to provide expert advice on the best solution for your present and future needs. From companies and trusts to partnerships and self-managed super funds, we will guide you in establishing the most suitable entity for your business. Our ultimate goal is to help small businesses like yours meet compliance obligations, enabling you to achieve your financial and lifestyle aspirations.
Self-Managed Super Funds
At Focus Wealth, we understand the significance of managing your own Self-Managed Super Fund (SMSF) effectively. It’s a major financial decision that requires comprehensive support and technical services to ensure compliance and peace of mind. We offer a full administration service, keeping trustees informed and up to date with the latest legislation and regulations.
With our cutting-edge SMSF software, we streamline the process of preparing financial statements, tax returns, and necessary minutes, all in accordance with the Superannuation Industry Supervision (SIS) Act. Whether your SMSF has individual or company trustees, we handle all corporate secretarial needs with precision and expertise.
To ensure the highest standards of compliance, we have a strong partnership with an independent and external auditor. We liaise directly with them on your behalf, providing an annual audit report that reinforces the integrity and transparency of your SMSF.
We are committed to empowering your financial future through effective SMSF management. Let us take the complexity out of SMSF administration, allowing you to focus on your retirement goals with confidence.