accounting and tax advisory session at tennant schultz accounting and financial services in adelaide

Accounting & Tax

Whether you have business ownership or personal tax needs, we have a complete range of accounting and taxation services to help you.


Self Managed Super Funds (SMSF)

We have in-house SMSF experts who can help you work out whether a Self Managed Super Fund (SMSF) is the right choice for you. The use of a SMSF can provide a number of advantages over other super funds in the right situation, including:

  • Greater control and flexibility over your wealth

  • Boutique investment choices, including business real property

  • Ability to gear (use borrowed funds) in specific situations

  • Better estate planning opportunities

  • Scale benefits when fund size is significant

The needs of your SMSF will likely change over time. Some of the questions we hear the most are; what are the most tax effective ways for contributions to be made, how to build and use your super balance to purchase a new asset, when and how do you start drawing on your super as you enter retirement? We can address these questions and any others, helping you develop a strategy to meet your needs.

Compliance requirements for SMSF’s change regularly. Not knowing the current legislation can lead to costly, complex and potentially long-lasting implications. We provide continuous advice and monitoring to ensure that your SMSF remains compliant at all times.


Personal

Tax Planning

With forward planning tax can be minimised, your assets protected and your potential financial rewards increased. We do this by implementing asset protection strategies such as establishing family trusts and partnerships, and company set up and associated compliance.

Individual Tax Returns

At Tennant Schultz we are committed to accurately preparing your return so you can rest assured that you are not missing out on a single dollar.


Business Owner

We can take care of your accounts, tax, planning, budgeting, reporting and advice. We’ll provide you with accurate accounts, timely reports, and we’ll be there to make sense of the numbers so you can have greater confidence in your daily business decisions. Our accounting services include:

  • Quarterly BAS/Monthly IAS

  • Annual financial accounts

  • Tax returns and tax planning

  • Help and support when you need it

  • In depth analysis of data

  • Review meetings on a monthly, quarterly or annual basis

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 Ready to take the next step?