Do You Want to Legally Pay Less Tax? Tax Planning Strategies Are the Keys to Achieving Your Goals.

Tax planning is designed with consideration of all relevant factors. Effective tax-saving strategies are provided accordingly to minimise tax liabilities for all your related entities.

Business Accounting & Taxation Services


Due Diligence Analysis

  • Analyse thoroughly financial positions of the business targeted to be purchased
  • Prepare a detailed report addressing results of the analysis and providing advices
  • Prepare projected financial statements required by banks and lending institutions
  • Write the accountant letter required by the lending institutions


Business Registration

  • Select the most suitable business structure for you
  • Register ACN, ABN, TFN, GST & PAYGTW as appropriate for the selected business structure
  • Register business name for the business
  • Discuss matters needing close attention while running the business
  • Change the existing business structure to a better one


Financial Statements & Returns

  • Record accounting data & provide bookkeeping training
  • Manage payroll and prepare PAYG payment summaries
  • Prepare & lodge quarterly IAS & BAS as well as annual GST return
  • Manage quarterly or monthly superannuation payment
  • Prepare quarterly financial statements in order to detect & fix issues in time
  • Provide tax-saving strategies before the end of a financial year
  • Prepare annual financial statements and returns
  • Prepare financial statements requested for immigration purposes
  • Liaise with the Australian Taxation Offices for all taxation matters


ASIC Matters

  • Manage annual ASIC review to avoid risk of late payment penalties
  • Notify ASIC of all changes with a registered company in a timely manner
  • Cancel company registration

Individual Accounting & Taxation Services


Individual Tax Returns – Detailed Queries for Maximising Allowable Tax Deductions

  • Claim as many allowable work-related expenses as possible
  • Calculate capital gains/losses on shares in the most tax-effective manner
  • Claim as many allowable rental property expenses as possible
  • Revise legally your prior years’ tax returns as appropriate for your best interest
  • Liaise with the Australian Taxation Office for all your taxation matters


Tax Planning Strategies on a Case-by-Case Basis

  • Maximise the main residence exemption
  • Maximise tax deductions upon purchase of an investment property
  • Maximise tax deductions while refinancing property loans
  • Provide tax-saving strategies before the end of a financial year

LZ Phoenix Accountants & Advisers (LZ鳳凰会计事务所)

Cannington, Perth, Australia