Services
How we can help
At Lakeside Taxation, we recognise that every individual and business has unique financial needs and goals. That’s why we are committed to providing personalised accounting & taxation services tailored to your specific situation. Our capable team is dedicated to offering real help, and delivering solutions that best fit your requirements. Whether you’re an individual seeking taxation advice, or a business looking to balance work and life by offloading time-consuming accounting and bookkeeping tasks, we are here to support you every step of the way.
Proudly supporting the Central Coast and Lake Macquarie regions.
Taxation Advice
Tax Minimisation Strategies, Maximising your Allowable Deductions, Capital Gains Tax Management, Financial Forecasting and Analysis.
Taxation Compliance
Compliance Assurance, Tax Return Preparation, Financial Statements, BAS Preparation and Assistance, Fringe Benefits Tax (FBT), Payroll Tax, Corporate Assistance and Formations.
Business Advisory
Accounting Software and Record Keeping Assistance, Business Structure Advice, Performance Monitoring, Assistance with Financing.
Self Managed Super
Assistance with SMSF Setup and Structure, Regulatory Compliance, Annual Audits and Tax Returns, Ongoing Support.
Financial Planning
Wealth Creation Strategies and Investment Advice, Retirement Planning, Home Loans & Business Loans, Superannuation Planning, Addressing Your Risk & Insurance Needs, Self-Managed Super Fund Investment Strategy and Product Advice.
Taxation Advice & Planning
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Tax Minimisation Strategies:
Implement effective strategies to reduce tax liabilities. -
Maximising your Allowable Deductions:
Maximise eligible deductions to help you achieve your best tax position. -
Capital Gains Tax Management:
Advise on minimising capital gains tax liabilities. -
Financial Forecasting and Analysis:
Provide detailed financial analysis to guide informed decision-making when needed.
Taxation Compliance & Financial Statement Preparation
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Compliance Assurance:
Ensure adherence to Australian tax laws and regulations. -
Tax Return Preparation:
Accurately prepare and lodge individual and business tax returns. -
Financial Statements:
Prepare financial statements and help you understand your tax position. -
BAS Preparation and Assistance:
Provide guidance on Goods and Services Tax (GST), and prepare and lodge your monthly, quarterly, or annual Business Activity Statements (BAS). Assist with bookkeeping for this reporting requirement. -
Fringe Benefits Tax (FBT):
Preparation of FBT returns and assisting with understanding FBT and potential liabilities. -
Payroll Tax:
Prepare and reconcile monthly and annual payroll tax returns. -
Corporate Assistance and Formations:
As registered ASIC Agents, we assist with company set up and registrations, preparation and lodgement of necessary documents for corporate changes and annual reviews.
Business Advisory
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Accounting Software and Record-Keeping Assistance:
Assist with selecting, setting up, customising, and maintaining your online accounting software. We provide training, data migration, integration with other systems, and ongoing support to ensure compliance and efficiency for your business. -
Business Structure Advice:
Advise on optimal business structures for tax efficiency and asset protection. -
Performance Monitoring:
Assess business performance using key metrics and provide actionable insights as required. -
Assistance with Financing:
Liaise with banks and lenders to assist with your financing needs.
Self-Managed Super Funds
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Assistance with SMSF Setup and Structure:
Assistance with establishing and structuring an SMSF. -
Regulatory Compliance:
Ensure adherence to superannuation laws and regulations. -
Annual Audits and Tax Returns:
Manage the preparation and lodgement of SMSF audits and tax returns. -
Ongoing Support:
Offer continuous support for regulatory updates and reporting requirements.
Financial Planning
We understand that financial planning can be a complex and sometimes overwhelming process, which is why we have partnered with Country Wide Wealth, who are experts in this field.
Country Wide Wealth can help you with the following:
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Wealth Creation Strategies and Investment Advice:
Experts in crafting personalised wealth creation strategies and providing expert investment advice to help you grow and protect your assets. The team of seasoned financial advisors will guide you through the complexities of the market, ensuring your portfolio is aligned with your financial goals and risk tolerance. -
Retirement Planning:
They can help develop a strategy for long-term saving, investing, and finally withdrawing money you accumulate to achieve a financially comfortable retirement. -
Home Loans & Business Loans:
Whether you're a first-time homebuyer or looking to refinance, they offer comprehensive home loan services tailored to your needs. Their experts will navigate you through the lending landscape, securing competitive rates and terms to make your property dreams a reality. They also assist with commercial and business finance. -
Superannuation Planning:
Secure your retirement with their strategic superannuation planning services. They can help you maximise your super contributions and optimise your fund's performance, ensuring a comfortable and financially secure future. -
Addressing Your Risk & Insurance Needs:
Protect what matters most with their risk management and insurance solutions. They will assess your unique situation to recommend the right coverage, safeguarding your assets and providing peace of mind. -
Self-Managed Super Fund Investment Strategy and Product Advice:
Take control of your retirement savings with their expert SMSF investment strategies and product advice. They will assist in creating a diversified investment portfolio that aligns with your retirement objectives and regulatory requirements.
