Saul CA delivers commercially astute advice to clients to reduce their financial risks. Using a qualified Chartered Accountant guarantees a high standard of financial management and accountability.

Use Saul CA to strengthen your control on your finances and reduce risk.

  • Accounting
  • Actuarial certification
  • Deed Upgrades
  • Fund Establishment
  • Minutes, Applications and Declarations
  • Trustee Company Establishment

Accounting

Saul CA helps align your business’ commercial needs with its tax requirements. We will help match your expenditures with your business forecasts to ensure you get the right mix of debt and equity. 

We assess your financing structure to make sure it is appropriate for your size and growth expectations. We will advise you on loan restructuring to take advantage of commercial and tax opportunities and to protect your existing assets.

Actuarial certification

When a Self Managed Superannuation Fund (SMSF) has current pension liabilities, an actuarial certificate can be obtained which entitles the fund to claim an exemption from income tax for a proportion of the net ordinary assessable fund income.

SMSF Deed Upgrades

If the law changes relating to SMSFs, then your SMSF deed and rules need to be reviewed. Saul CA regularly reviews our clients’ SMSF deeds to ensure they comply with current SMSF law.

Fund Establishment

Saul CA will help you set up a self-managed superannuation fund (SMSF). SMSFs are an alternative to investing in large superannuation (super) funds managed by professional trust managers. It gives you greater control and flexibility with your investment portfolio.

Minutes, Applications and Declarations

Saul CA will help you set up, manage and administer SMSFs. We help with applications for membership, trustee minutes, and trustee declarations.

Trustee Company Establishment

Saul CA can assist you to establish a corporate trustee structure for your SMSF. When starting an SMSF there are two options for the trustee structure, one uses individual trustees the other uses a corporate trustee. The key advantage of using a corporate trustee structure is that it protects the trustees from personal liability in the case of major losses or litigation in the case of disputes.

Saul CA delivers commercially astute advice to clients to minimise their tax liabilities. Using a qualified Chartered Accountant guarantees a high standard of financial management and accountability.

Use Saul CA to help you with your tax planning to minimise your tax liability.

  • Registered Tax Agent
  • Better tax planning
  • SMSF expertise 
  • Managing capital gain
  • Annual Financial Reporting
  • ATO Reporting and Lodgements
  • Financial Statement preparation
  • TFN and ABN applications

Registered Tax Agent

Saul CA is a registered tax agent. We are legally able to prepare and lodge your tax return. Understanding and interpreting the Australian Tax Office (ATO) requirements is the manner in which we provide professional value. We will structure your affairs to maximise your entitlements so that they are tax effective:

Better tax planning

Saul CA will help you organise your affairs to give you the best tax advantage. Tax planning is a legitimate way of minimising your tax within the letter and the spirit of the law. By understanding the full tax implications of your income and expenditures we will make sure you get your tax return correct and that you don't pay more tax than you need to. 

SMSF expertise

David Saul, the Managing Director of SAUL SMSF, has 18 years experience with SMSFs. He is a long time member of the Self-Managed Super Fund Association of Australia Limited (SPAA). SPAA is one of the peak bodies for SMSF professionals. 

Managing capital gain

The profits that you make on your investments are usually considered part of your income and are taxable. Saul CA will make sure that all the tax-deductable expenses relating to your investment are included in your tax return.

Annual Financial Reporting

Your annual financial reports are an important tool in monitoring your business success and meeting your statutory obligations for disclosure. Saul CA will prepare accurate annual financial reports for your business.

ATO Reporting and Lodgements

Saul CA is a registered tax agent. We prepare and lodge your tax returns to comply with the ATO lodgement program. We will seek lodgement deferrals for exceptional or extenuating circumstances.

Financial Statement preparation

Producing financial statements is an important way of monitoring your business finances. Saul CA will prepare accurate financial statements that will help you monitor your business success.

TFN and ABN applications

Saul CA can help you apply and manage your tax file number (TFN) and Australian Business Number (ABN). The TFN is a unique number issued by the Australian Taxation Office (ATO) to individuals and organisations to help manage your tax and other government services. Your ABN is a unique identifying number that your business uses when dealing with other businesses (you need to put your ABN on your invoices, for instance) and the ATO. 

Saul CA delivers commercially astute advice to clients to optimise their business profitability. Using a qualified Chartered Accountant guarantees a high standard of financial management and accountability.

Use Saul CA to help build your profitability through strong financial management.

  • Management consulting
  • Company and Trust formation
  • Estate planning
  • Accounting software consulting
  • Budgeting and forecasting
  • Preparation of Government Grant Applications 
  • Accounting and Tax Planning
  • Corporate secretarial
  • Strategic planning and advice
  • Superannuation

Management consulting

Saul CA helps with business planning. We help align your business’ commercial needs with its tax requirements. We will help match your expenditures with your business forecasts to ensure you get the right mix of debt and equity. 

We assess your financing structure to make sure it is appropriate for your size and growth expectations. We will advise you on loan restructuring to take advantage of commercial and tax opportunities and to protect your existing assets.

Company and trust formation

Saul CA provides a range of company structures and other company related services. We establish new companies by preparing documentation required by the Corporations Act 2001 and registering the companies with ASIC. 

Managed investment funds have a number of specific requirements. Saul CA will advise you on the correct treatment of managed investments , such as including income or credits you receive from an investment product in your tax return.

Estate planning

Saul CA helps clients with their estate planning to protect their investments in the event of their death or disability. This ensures a positive future for the individual if they are disabled and particularly for their family if they are disabled or deceased.

We strongly recommend to our clients that they undertake estate planning. It provides huge benefits. We keep client records and maintain details of their estates which are often difficult to find  when someone passes away.

Accounting software consulting

Saul CA will assess your business financial operating systems and provide advice on risk management and corporate governance. We advise on selecting and installing accounting software systems to meet your business needs.

Budgeting and forecasting

Saul CA produces business cash flows and profit projections for our clients. We can even help our clients set up business systems and cloud accounting products to prepare monthly, quarterly and annual management accounts.

We advise on the best options for funding property, plant and equipment. We advise on the best financing option for obtaining assets or plant. Options include purchase, lease, hire purchase or chattel mortgage options. 

Preparation of Government Grant Applications

When you become aware of a Government grant that you might be eligible for notify us and we’ll undertake an assessment of the grant and your eligibility. We monitor the grant market and can notify you directly when we discover a grant that is relevant to you.

Accounting and Tax Planning

Saul CA is a registered chartered accountancy firm and registered tax agent. We provide a full range of business accounting and tax planning services for businesses. 

We work with business owners to develop strategies to maximise the leverage of your assets and to minimise your tax liabilities to achieve your business’ financial goals.

Corporate secretarial

Saul CA provides corporate secretarial services to medium to large businesses. We understand company structures and business strategies and have experience of working to the Corporations Act. We will help maintain your good governance.

We will ensure your documents are filed on time and your company's share register is kept current. We will arrange Board and members' meetings and attend AGMs when required.

Strategic planning and advice

Saul CA assists businesses with their strategic planning by helping them consider a wide range of options and opportunities. We help organisations use strategic planning to set out their goals and visions and to develop actions and policies to achieve them. We help facilitate the management team’s input and change processes to update and modify the plan to keep it current and relevant.

Superannuation

The Australian Government encourages people to take responsibility for financing their own retirement through superannuation. Superannuation is a complex area and personalised planning is required for each individual. 

Saul CA will advise you on the best superannuation method for saving for your retirement. 

Saul CA is expert at establishing and assisting with the administering of self managed superannuation funds. We will help you establish an SMSF that suits your preferred investment strategy and reduce your tax liabilities.