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Applecross Accountants organisation
Applecross Accountants
Applecross Accountants

Bachelor of Business Degree from Curtain University

Bachelor of Business Degree from Curtin University

Registered ASIC Agent

Registered ASIC Agent

Member of National Tax and Accountants Association

Member of National Tax & Accountants Association

Member of Taxation Institute of Australia

Member of Taxation Institute of Australia

Registered Certified Practicing Accountant (CPA)

Registered Certified Practicing Accountant (CPA)

Registered Tax Agent

Registered Tax Agent

Registered Authorised Representative

Registered Authorised Representative

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Associated with NTAA Risk Solutions

Taxation & Tax Planning

Dealing with your business  issues (including the main sections of);

  • Income Tax Assessment Act (ITAA)
  • All income tax returns
    • Individual
    • Partnerships
    • Trusts
    • Companies
    • Superfunds
  • Goods and Services Tax (GST)
  • BAS’s and IAS’s
  • Capital Gains Tax (CGT)
  • Corporate Tax
  • Fringe Benefits Tax (FBT)
  • Superannuation Industry and Supervision Act  (SIS Act)

 

Accounting

Deal with and reporting your accounting requirements as per the Australian Accounting Standards.

Process, manage and report your accounts correctly with the use of computerized accounting packages:

  • Xero
  • Myob
  • Quickbooks

Asset Protection

The aim is to assist you to control your assets or to have access to assets which the person does not legally own.

Asset protection is also about minimizing the exposure to risk, that is, the risk of losing assets.

The aim is to take active steps to protect your assets and wealth.


Superannuation

Superannuation is a tax-effective way of creating wealth for your retirement.

  • Assistance is provided in relation to:
    • Establishment 
    • Compliance
    • Administration of SMSF
  • Reporting of:
    • Financial Statements
    • Income Tax Return
    • Bare (Property) Trust

In accordance with the relevant legislation, that is, Superannuation Industry and Supervision Act 1993 (SIS Act).

 

Self Managed Superannuation Fund Advisory

Applecross Accountants & Advisors is a Corporate Authorised Representative (No. 127 1596) of SMSF Advisers Network Pty Ltd. Kevin Dobra (No. 127 1597) is authorized by SMSF Advisers Network to provide superannuation and self-managed superannuation fund (SMSF) advise on the following;

 

  • Establishment of SMSF's
  • Contribution strategies (amounts, types, withdrawal and recontributing)
  • Pensions strategies
  • Transfer of business real property into superannuation
  • Withdrawal, commutations and death benefit payments
  • Provision of an asset class investment strategy (based on your risk profile)
  • Limited Recourse Borrowing Arrangements (for property / asset acquisition)
  • Winding up of SMSF's

Personal & Business Insurance

After Applecross Accountants & Advisors identify an insurance need,  it is then set up alongside and as part of our trusted team of insurance brokers at NTAA Risk Solutions as follows,

 

Personal Insurance:

  • Income Protection Insurance – provides a monthly payment if you’re unable to work due to an illness or injury
  • Life Insurance - provides a lump sum payment when you die or if you’re diagnosed with a terminal illness
  • Total & Permanent Disability Insurance – provides a lump sum payment if you become permanently disabled and unable to work again
  • Critical Illness Insurance  (Trauma Policy) – provides a lump sum payment if you’re diagnosed with a serious illness

Business Insurance:

  • Business Overhead Insurance – helps protect your livelihood by giving your business the cash flow it needs to cover day to day expenses, so you can focus on your recovery
  • Buy / Sell Insurance – provides a lump sum if you or one of your partners dies or suffers a serious illness or injury so the remaining owners can acquire the departing owner’s share and continue running the business
  • Key person Insurance – can be used to help businesses protect against the loss of income if its owners or key income generating staff are unable to work due to sickness or injury.

 

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Company Secretarial Services

Assist your company in meeting its Company Statutory Requirements in accordance with the Australian Securities and Investment Commission (ASIC).

  • Assistance in relation to:
    • Establishment
    • Reviewing Annual Statements
    • Preparation of Annual Statutory Minutes
    • Notifying ASIC of changes for its Officers and Members
    • Provide a facility of a Registered Office

 

Deceased Estates

The property and assets belonging to a person who has died are called their deceased estate and is held in trust until there’s a transfer of the assets to the beneficiaries who are presently entitled.

 

Contact Kevin Dobra

Fill in the form below to get a Quote from Kevin Dobra