Our Solutions
Our services range from tax compliance to business development. Our friendly staff speak English, Cantonese, Mandarin and Hindi. Efficient customer service, effective job management and up to date technical knowhow are three key results you can expect from the team at Sutherland Tse and Co.
Tax Compliance
We are specialists! We do more than just data entry.
Registered Tax Agents have an obligation to analyse the facts of each case and calculate the correct tax result for you, year in and year out. We are more experienced at taxation then a generalist accountant who gives incidental tax advice. Further, as a Practice Certificate holder with CPA Australia, we are held to account by their by-laws and education standards. All of this ensures that our clients receive a top quality service. We set out our terms of engagement with every client on a case by case basis to make sure we have your financial needs identified and instructions covered.
Tax Planning
We are thinkers! We plan a few moves ahead for you to stay ahead of the pack. We keep our knowledge up to date and razor sharp.
It is important to take a lifetime view of your tax affairs, not just focusing on today. Estate planning, superannuation and business planning are all key ingredients for effective tax planning for you and your family.
We deliver this service at an affordable price for a boutique “private clients only” firm. We do not take on work from the “big end of town” so we can focus on family sized businesses.
Feedback from our clients over the last 15 years tells us that it is equally important to find an extra $1000 in tax deductions or GST refunds, as it is to plan ahead and save $100,000 in the future!
Wealth Creation
Over the years, we have helped many investment plans and self-managed superfunds commence, then grow in wealth as well as seen through many retirees closing their funds with a handsome final pension payment.
We have also assisted our clients with bank loan paperwork to get through the credit assessment process of the banks, so they can invest in direct property or a portfolio shares, managed outside or inside of superannuation.
Valentine’s personal experience in working at Price Waterhouse, NRMA Financial Services ( now IAG ), Zurich Financial Services Australia and Intech Financial Services has provided him with a strong foundation based on industry best practices when it comes to funds management and insurance. He is always keen to share his knowledge with his clients!
Click here to learn more about LionRock Wealth.
Business Development
“Fail to plan” is a plan to fail.
Planning is important but you also need a team of experts who can help you through strategy planning to implementation, including progress reporting.
Our clients tell us that they need a good accountant for all of the above reasons. Our services could begin with finding the right structure for your business and then teaching you how to prepare your first set of cash books and creating a cash flow forecast.
We also provide an excellent book-keeping service, tailored to your needs, not that of your software! We prepare business activity statements, payroll and guide you through GST, for local or overseas businesses.
We also have a network of like-minded accountants overseas, should your business reach new heights and require international tax and business planning.
Even eventual listing on the stock exchange can be a possibility! We want to be your first port of call if you have any business problems. Even, if we cannot help directly, we will refer you to an expert who can.