Frequently asked questions

Yes. The practice is led by Babu Marimuthu, a registered tax agent with more than 25 years of experience in accounting and taxation, and a Fellow voting member of the National Tax and Accountants' Association (NTAA). You can confirm any tax agent's registration on the Tax Practitioners Board register at tpb.gov.au.

If you lodge yourself, the usual due date is 31 October. Clients of a registered tax agent can generally access later due dates under the agent lodgement program, provided they are on the agent's client list before 31 October.

We have two offices: 33 Lexington Drive, Bella Vista NSW 2153 in Sydney's Hills District, and 19 Percival Street, Holder ACT 2611 in Canberra's Weston Creek.

No. Many clients send their documents by email or WhatsApp and go through their return over the phone. In-person appointments are available at both offices.

Your myGov login or income statement, bank interest and dividend statements, receipts for work-related expenses, rental property statements, private health insurance details and your bank account for any refund. See our full tax return checklist.

Fees depend on how complex your affairs are. Tell us about your situation when you enquire and we will give you a quote before any work begins.

Yes. Alongside individual returns we prepare company, trust and SMSF accounts, lodge BAS, and advise on structuring, cash flow and buying or selling a business.

If you lodge yourself, the usual due date is 31 October. If you are on a registered tax agent's client list before 31 October, you can generally access later due dates through the agent lodgement program. Contact us before 31 October so we can add you to our list.

Yes. Most clients send documents by email or WhatsApp and we go through the return over the phone. You are also welcome to meet Babu at our Bella Vista or Holder office.

Your property manager's annual statement, loan interest statements, council and water rates, insurance, repair invoices and any depreciation schedule. Our tax return checklist lists everything in one place.

Yes. With your authority we request your records from your previous accountant and update the ATO client link, so the handover is straightforward for you.

Yes. We work with both and can help you set up or tidy up your file so year-end work is faster and cheaper.

Our offices are in Bella Vista NSW and Holder ACT, but much of the work is done remotely, so we work with businesses across Sydney, Canberra and beyond.

Yes. We bring overdue activity statements up to date and can talk with the ATO about lodgement and payment arrangements where needed. The sooner you act, the more options you usually have.

Yes, although most clients find it simplest to have the same team handle both because year-end is faster when the books are already in order.

It is the ATO's written view on how the tax law applies to your specific circumstances. If you follow it and your facts match those you described, the ATO is bound by it, which gives you certainty before you act.

Yes. Objections generally need to be lodged within a set period after the assessment or decision, often two or four years for income tax assessments and shorter for some other decisions. Contact us as soon as possible so the deadline is not missed.

Don't ignore it. Send us a copy and we will explain what it means, what the ATO is asking for, and how to respond.

Every SMSF needs an audit by an independent approved auditor. We prepare the fund's accounts and work with the auditor on your behalf.

We don't provide personal financial or investment advice. We look after the fund's accounting, tax and compliance, and are happy to work alongside your financial adviser.

Earlier than most people think. Transferring a business or assets can trigger capital gains tax, stamp duty and other costs, and many concessions have conditions that take years to meet. Starting several years ahead gives you the most options.

No. We handle the tax and accounting side and work closely with your solicitor, who prepares wills, trust deeds and other legal documents.

We prepare your accounts and audit working papers, and work with your independent auditor. The audit itself is carried out by a separate auditor.

Yes. Many not-for-profits have access to concessions, such as a higher GST registration threshold and FBT concessions for eligible organisations. We review what applies to you and keep you compliant.

Yes. We review the financial records, test the assumptions behind the asking price and flag risks before you commit.

It depends on the benefits you provide to employees and their associates. We can review what you provide and tell you whether you have an FBT liability.