Corporate Secretarial Services
Holdfast Accounting is a registered tax agent and an ASIC registered agent.
We can organise and manage ATO registrations for you and your business including partnerships, companies, trusts and Self Managed Super Funds
- Obtaining a TFN
- Obtaining an ABN
- Registering for PAYG withholding
As an ASIC registered agent we can
- Organise the formation of a company
- Register and renew business names
- Act as your Registered Office
- Handle annual ASIC renewals and registration
- Maintain ASIC records
Call us today on 08 8377 5457 to see how we can help
Self-Managed Superannuation Funds
Self-Managed Super Funds are a popular way for people to take control of their retirement. However, there is a complex set of ever-changing laws and regulations that apply.
The expert team at Holdfast Accounting keeps up to date with all the current rules and can help with the operation and administration of your SMSF.
Services we can offer
- Initial discussions explaining how a SMSF operates, what you can and can’t do and how to do it properly.
- Organise establishment of fund and corporate trustee if required including obtaining TFN and ABN.
- Prepare annual financial statements and tax returns. Our fees are very competitive as we charge on the actual time spent not as a percentage of your fund.
- Assist with administrative paperwork, minutes and letters.
- Explore ways to utilise your SMSF to minimise personal tax.
- We can advise on borrowing within your fund
We are always available to discuss the operation of your SMSF, answer queries and help you manage your fund.
Call us today on 08 8377 5457 to see how we can help
Estate Planning
Estate planning can be a difficult subject for many and often gets put into the “too hard basket”.
We believe that pre-planning can relieve the stress and make things easier for your executor and family.
Our first recommendation is to make sure you have an up-to-date will. We cannot draft one for you but can discuss some of the options and explain the tax implications of them.
Issues to consider that we can help with
The tax implications of how the assets of your estate are handled.
The importance of record keeping if you have shares, property or superannuation.
If you have a business do you want to sell it or leave it to a beneficiary in your will?
The pros and cons of using trusts including testamentary trusts.
Explain how your super will be handled after your death and the tax implications. Careful Tax planning can save your beneficiaries tens of thousands of dollars in tax.
Deceased Estates
We are experienced in preparing tax returns for deceased estates. We aim to handle tax affairs for the deceased respectfully and as efficiently as possible to ease the burden on the executor and family.