Jade Finance

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(02) 9672 6320

Taxation & Tax Planning

We help individuals and business clients plan their tax strategy & minimise their tax bill

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If you have any questions, or would like to book an appointment please call or send us your details to book an appointment

Tax Accountant - Bella Vista

We help you claim your maximum entitlement & increase your cashflow through pro-active tax planning

Our accountants have experience in corporate accounting, right through to small business and personal tax. Across hundreds of clients we have helped them achieve the best cashflow and tax position that is possible for their scenario.

We don’t believe in a tick-the-boxes approach. As caretakers of your financial wellbeing we believe it is our duty and responsibility to provide the best advice for your individual circumstances.

A Future Focus With Every Client

Whether you’re coming to us post-financial year, or in advance to maximise your position for your next tax return lodgement, we’re looking to plan for and claim your maximum entitlements now and for the future.

Personal Tax Strategy and Lodgement

Taxes can be confusing and tedious, we aim to make tax time easier for you by ensuring your returns are correct and up to date with reporting requirements and legislation changes.

Business Tax Strategy and Lodgement

We take care of Monthly and Quarterly Business Activity Statements as well as Annual GST Returns, Company Partnership and trusts tax returns as well as dealing with the ATO on your behalf to allow you to focus on growing and expanding your business.

We review your business an an individual entity and provide you with tailored tax minimisation strategy, year end tax planning objectives and Advice on Tax and Business Structure


  • Preparation and electronic lodgement of:
    • Personal Tax Return
    • Partnership Tax Return
    • Company Tax Return
    • Trust Tax Return
    • Self Managed Super Fund Tax Return
    • Monthly and Quarterly Business Activity Statements as well as Annual GST Returns
  • Year end Taxation Planning
  • Tax Minimisation Strategies
  • Review and Advice on Tax and Business Structure


More than 15 Years Serving Clients

With backgrounds in corporate accounting, we help individuals and organisations of all levels we maximise your entitlements to achieve the best financial outcomes.

Experienced Accountants

Only experienced professionals work on client matters to ensure top level service

Solutions Orientated

Working in the present with a view to better outcomes for you in the future