Do You Want To Take Control Of Your Super?
We can help you set up your own DIY Super fund, look after the auditing and compliance and provide you online access to individual member balances and transactions.
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Are You A Busy Doctor Or Lawyer?
We specialise in accounting and tax solutions and investment solutions for the busy doctor or lawyer.
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Are You Considering Property Ownership In A Trust Or Super Fund?
We have a team of experts who handle the entire process from trust or SMSF establishment to property sourcing.
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Are You A Busy Accountant Or Financial Planner?
You can outsource your SMSF back office to us for a competitive fee.
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Do You Have A Complex Financial And Or Taxation Situation?
We are experts in resolving complex financial and taxation matters in ways you understand.
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Are You Paying Too Much Tax?
Call our Chartered Tax Advisers now! We can help you plan and manage your current and future tax liabilities.
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About Us

Finding professionals who are at the full front of continuous changes in Australian income tax laws can be extremely challenging for the individual or business owner. The challenge of finding a skilled and qualified professional is especially acute for professionals like doctors who may be affected by the Personal Services Income (PIS) regime. The team at Epic Tax and Financial Services has a wealth of knowledge in all areas of taxation laws.

Our Package

SMSF No Borrowing Package(Individual Trustees)

This Package includes:

$2800

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SMSF No Borrowing Package(Corporate Trustees)

This Package includes:

$3900

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SMSF Borrowing Package(Individual Trustees SMSF Only)

This Package includes:

$4800

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SMSF Borrowing Package( Corporate Trustees For SMSF & Custodian Trust )

This Package includes:

$6500

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TAX CONSULTING

It’s Time To Take Effective Control of Your Tax and Financial Matters

Tax consulting involves offering expert tax advice to individuals and businesses on planning to reduce and manage the tax outcomes. of their investment and other activities that are caught under the tax laws. It requires you to think ahead before making the investment to consider the impact of tax. The broad strategies we use include tax reduction strategies, income swapping strategies, strategies to maximize offsets, deferral of tax and timing strategies

A RANGE OF SERVICES TO HELP YOU KEEP YOUR TAX AT THE LEGAL MINIMUM AND STRUCTURE YOUR BUSINESS IN A TAX EFFICIENT MANNER

Practice structures

Advice to help you chose an optimal structure for your business.

Service Trusts

A trust to split income with lower tax family members and reduce business risk.

Accounting services and advice

Financial accuracy and informed decision-making.

Preparation and lodgement of business activity statements (BAS)

Tax return services

Expert assistance for accurate and timely tax filing.

Tax minimisation strategies

Strategies to minimize tax liabilities effectively.

Self-Managed Super Fund establishment and administration

Company establishment

Professional assistance for company formation.

Trust establishment

Expert guidance for establishing trusts efficiently and effectively.

Individual tax advice

Personalized guidance for optimizing tax obligations and benefits.

Strategic tax advice and structuring

Tailored tax planning to keep tax at minimum

Payroll

Managing employee wages and salaries efficiently and accurately.

Chief Financial Officer “CFO” services

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