SERVICES

Self-managed Superannuation

At Carlisle Advisory, we manage the accounting, administration, financial statements, reporting and tax returns that must be submitted to the Australian Tax Office (ATO). Your bank and share transactions can be fed directly into our software using data feeds to provide efficiencies and cost savings. Our services include:

  • Preparation of financial statements

  • Preparation and lodgment of tax return

  • Guidance and factual advice to help you run your fund in accordance with applicable rules and regulations

  • Organising the annual SMSF audit

  • Maintaining the Australian Business Register, and acting as the registered agent for corporate trustees

  • Preparation and lodgment of Pay As You Go (PAYG) statements, and Business Activity Statements, reporting TBAR events

  • For pension funds, assistance with starting and stopping a pension; calculation of minimum and maximum pensions, organising the actuarial certificate, and optimising ECPI claims

  • Registering your fund for SuperStream

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

We 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, decrease taxation, and provide a mechanism for tax-effective retirement or inter-generational succession.

We provide traditional accountancy services including preparation of financial statements, management reporting, and review of bookkeeping services you may use. 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