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Utopia Tax & Accounting is has been developed to meet our clients’ needs. We have a client-centred approached – everything we do is for the best of our clients.

Our comprehensive range of taxation services and cross-disciplinary training equip our team to handle all taxation jobs, from individuals to complex businesses.

We are trained to provide the following services:

  • Individual, Trust, Partnership, Self-Managed Superannuation Fund (SMSF) and Company Tax Advice and Income Tax Return completion
  • Advice on the Incorporation of a Business
  • Professional assistance and advice in completing and complying with legislation for Good and Service Tax (GST), Fringe Benefits Tax (FBT), Pay As You Go (PAYG) taxation instalments, Capital Gains Tax (CGT), Business Activity Statements (BAS), and Instalment Activity Statements (IAS).

We prepare and lodge all forms on time, and can negotiate with the Australian Taxation Office on your behalf for any late lodgement fees to be waived.

Utopia Tax & Accounting can also provide:

  • Advice on applying to taxation concessions, opportunities and reliefs
  • Management of Australian Taxation Office audits and disputes. We also communicate with the Australian Taxation Office when your situations change.
  • SMSF compliance advice
  • Establishing the best tax structures to suit you and your family or your business, including setting up trusts and SMSF which are tailored to each individual client’s circumstances.

Taxation legislation changes with every successive government and budget. Taxation matters become more complex with each new change. We work to simplify it for you, by doing the hard work ourselves. We manage your  taxation compliance and work with your to minimise your tax liability by keeping our staff and our clients up to date on any changes that have the potential to impact them. Our staff are encouraged to be proactive in their approach, and to always be aware of potential or existing problems, and areas where we can save you money.

With customized tax and business structure advice, our clients are able to save time and money. Our accounting staff were able to save one of our clients $10,000.00 in withholding tax.

For clients who have all of their accounts with Utopia Financial Partners, our accountants are able to keep an eye on any loan accounts and the corresponding interest rates so that the client can be referred to our mortgage broking team for a complimentary loan review to see if they can find a loan with a lower interest rate to save the client money.

Consulting

Financial Advisory

Tax & Accounting

Mortgage Broking