Investment Strategy Advisers
It takes time to build wealth. Now you need accountants who will help you manage your investments well. We put you first and always seek to act in your best interests and to help you achieve your goals.
Prudent. Measured. Insightful.
Creativity is key to innovation, but good management is key to bringing it to fruition. The challenges that most lean startups and established businesses in the innovation /technology space face are how to manage investment in innovation the right way. How do they make the most of government tax exemptions, grants and incentives? How do they track and measure the success of their projects? How can they measure the impact of their overall investments in innovation on the bottom line?
It can be complex, but Toorak Tax Accountants can help you through the fog of uncertainty. We devote the time and effort to the background detail, which frees you up to invest in your innovation, manage team progress, and make prudent, timely decisions. Working together, we ensure that you reap the reward from your investments.
Accountants that Help You with Innovator and Early Investor Tax Law
You have an innovative idea? After the ATO amended tax laws for innovators and early-stage investors in 2016, new tax concessions have opened up for startups with high growth potential, especially in the innovation and technology space. This includes a 20% carry-forward tax offset per year (total combined amount: $200,000) and an exemption from capital gains tax for qualifying investors (with investments held between 1 and 10 years). We can advise if you qualify and guide you on how to make the most of these concessions.
Our services include all aspects of tax accounting and planning, pre-30 June reviews, tax cost minimisation strategies, capital gains tax record keeping, BAS and IAS requirements, and cloud bookkeeping services. We will make sure you comply with all statutory requirements at both state and federal levels – it is our job, not yours, to keep up with all the legislation.
Let Toorak Tax Accountants, we take care of your XERO and MYOB bookkeeping needs while you focus on growing your business! We offer bookkeeping services for small businesses in all the major suburbs in Toorak. We will take care of your books while you focus on making more sales for your small business. Check out our accounting solutions and see which suits your needs.
We ensure that you are structured in the most tax-effective manner so that you can be confident that you are paying the least amount of tax possible. Legally minimising the amount of tax payable is strongly dependent on having the appropriate structure in place so that you can apply the funds towards growing a sustainable business.
Accountants that will advise you on Research and Development Government Tax incentives
Is research and development on the cards for your business? The federal government has a program in place to assist Australian businesses innovate through R&D. Your business could receive a cash refund of 43.5c for every dollar you spend on R&D! Businesses with a turnover of less than $20 million p.a. can potentially have a 43.5% refundable tax offset applied. We give you the best possible chance to gain maximum tax incentives.
Accountants that will Guide you through Export Development Market Grants
Are you in the process of developing or wanting to develop export markets for your products and services? Why not take advantage of the federal government’s initiative to help small and medium enterprises develop export markets? You may receive up to 50% reimbursement for eligible export promotion. Our all inclusive service ensures you maximise all of your potential entitlements. Let us do the hard work. We’ll like sure you get your grant applications right the first time.
Accountants With Simple Easy to Understand Fees
Each investment strategy is different, so we tailor our fees to your investing style and the level of advice you want.
Your package will be simple and affordable.
We help you understand right from the start what your full costs will be for the year. You won’t get charged extra every time you talk to us or send us an email. We actually like to talk to you and would rather you raise concerns or issues early so we can help you succeed.
We don’t get paid commissions or advise on individual assets. We can advise you on your overall investment risks and asset mix conflict-free, and with only your wellbeing in mind.
Sound Like the Kind of Accountants You Need?
Let's talk. An initial consultation is completely free and we’d love to get to know you.
Building and maintaining a successful business in today’s rapidly changing environment is a balancing act. Sustaining year on year growth, while keeping up to date with commercial and legislative compliance and managing the challenges of daily business operations, places huge demands on business owners and directors.
Our specialist advisors work with you in a role to help you plan and implement contemporary business practices that will allow you to keep a close eye on the detail while not losing sight of the big picture.
Our Self Managed Super administration service can help you achieve the benefits of an SMSF by taking care of the administration and compliance of your SMSF, creating free time for you to focus on the critical job of managing the investments of your fund.
With a self-managed super fund, you are in charge of your super and where it is invested, plus you manage those investments yourself.
At Tax Window we provide comprehensive financial advice to our clients with an enthusiastic and proactive approach. Our strong team of experienced professionals will work with you towards identifying valuable solutions on how best to achieve your goals. Toorak Tax Accountants is a Toorak based Chartered Accounting firm offering timely and cost-effective services to both individuals and businesses. We consist of a team of accountants and business consultants dedicated to providing the highest quality accounting, taxation, bookkeeping, and business advisory services.