SERVICES

Self-managed Superannuation

At Carlisle Advisory, we manage the accounting, administration, financial statements, reporting and tax returns for lodgement to the Australian Tax Office (ATO).

Your transactions can be fed directly into our software using data feeds to provide efficiencies and cost savings.

We can provide you with taxation advice on your contribution strategy and ensure your SMSF is compliant with legislative requirements.

We love fully self-managed investors, and can work with your financial advisor or help you find one in an area close to you.

Income Tax

No matter your situation, we can complete and lodge your tax return. We will assist with income tax matters for:

  • Individuals

  • Companies

  • Partnerships

  • Family, discretionary, unit, fixed and hybrid trusts

  • Deceased Estates

  • Self Managed Superannuation Funds

We can also can also provide specific taxation services and advice, including how to structure your business to maximise profit, minimise risk, reduce tax, and provide a mechanism for tax-effective retirement or inter-generational succession.

We provide traditional accountancy services including preparation of financial statements. Using modern cloud-based applications, we can provide timely financial data to assist in strategic decision making, and monthly and quarterly reporting for business activity statement compliance.

We recommend our clients hold their own subscriptions to cloud-based accounting applications so they remain in control.

Accounting

Carlisle Advisory can help you identify ways to legally minimise your tax liability. We will work with you to determine your tax position for effective planning. As a registered tax agent our clients have the benefit of our extended lodgment due dates.

One of the keys to successful taxation planning is having the correct structure in place for your business or investments. The structure should provide a flexible and workable solution, taking into consideration minimising taxation, capital gains tax implications in the event of selling all or part of the business, and protecting your assets as a business owner.

Capital gains tax can be a complicated area for investors and business owners – we have the expertise to provide assistance in this area to ensure that your exposure to capital gains tax is identified and minimised.

Tax Planning