Your trusted tax advisor, delivering personal service you can rely on.
Supporting individuals and small businesses to save on tax, without compromising compliance.
Making Tax Simple and Stress-Free
MSA Tax & Advisory provides personalised services for individuals and small businesses. I help you stay compliant, maximise tax savings, and take the stress out of tax and accounting. I enjoy building long-term relationships with my clients and making the process simple and straightforward.
Services include:
Bookkeeping
Tax advice and preparation
Financial account preparation
BAS lodgment
Business advisory
Using the latest accounting tools and software, I ensure your finances are accurate, efficient, and professionally managed. My goal is to make accounting simple and clear, so you can focus on growing your business or enjoying your personal life.
Here’s How I Can Help You
MSA Tax & Advisory delivers tailored accounting and tax support for individuals and small businesses. I aim to take the stress out of managing your taxation affiars, keeping your records accurate, and helping you make the most of your financial opportunities.
Bookkeeping
Keep your financial records organised and up-to-date. I manage transactions, receipts, and reconciliations so you have a clear picture of your business finances.
Tax Advice and Preparation
Receive expert guidance on minimising tax liabilities and maximising refunds. I prepare and lodge tax returns accurately for individuals and small businesses.
Financial Account Preparation
Accurate preparation of financial statements, including profit & loss and balance sheets, to help you understand your business performance.
Director Loans and Division 7A Compliance
Informal payments or loans from your company to directors can trigger serious tax consequences if not managed correctly. I identify and resolve Division 7A issues, prepare complying loan agreements, and calculate minimum repayments — helping you stay compliant before it becomes an ATO problem.
BAS Lodgment
Ensure your Business Activity Statements (BAS) are prepared and submitted on time, keeping you compliant with ATO requirements.
PAYG Withholding Setup & Management
As an employer, you are required to withhold tax from your employees' wages and remit it to the ATO. I set up and manage your PAYG withholding obligations, ensure accurate amounts are withheld each pay cycle, and keep you compliant with ATO reporting requirements — so your employees are covered and your business stays on track.
SGC Statements and Superannuation Compliance
Missed or underpaid superannuation can result in significant ATO penalties and interest. I prepare and lodge SGC statements on your behalf, calculating the exact shortfall and associated charges to resolve your obligations quickly and minimise your exposure.
Inquiry Form
Please complete the form below, and we’ll get back to you within 24 hours
Registered Tax Agent
Registered to provide tax agent services under the Tax Agent Services Act 2009
Frequently Asked Questions
Helping you understand tax, BAS lodgment, financial account preparation, tax planning matters through answers to your frequently asked questions
A tax agent helps individuals and businesses with tax compliance and planning. This includes preparing and lodging tax returns, advising on tax minimisation strategies, and assisting with various tax types like GST, FBT, and CGT.
Generally, individuals earning above a certain income threshold or with tax withheld from their income must lodge a tax return. All businesses, regardless of structure, typically need to lodge annual tax returns. Consult a tax agent to confirm your specific requirements
For individuals, gather income statements (e.g., PAYG summaries), bank interest, dividend statements, and records for deductions (e.g., work-related expenses, donations). Businesses need profit/loss statements, balance sheets, bank statements, sales/purchase records, and payroll data. Organised documents streamline the process.
BAS (Business Activity Statement) services involve a tax agent preparing and lodging your BAS with the tax authority. This includes calculating and reporting GST, PAYG withholding, PAYG instalments, and FBT. It ensures accurate and timely compliance, helping businesses avoid penalties and focus on core operations.
Tax preparation is backward-looking, focusing on lodging past year's returns accurately for compliance. Tax planning is forward-looking, strategising throughout the year to legally minimise future tax liabilities. Both are crucial, but planning offers proactive financial benefits.
Contact Us
Address
Melbourne VIC, Australia
Phone
+61 435 844 264ABN
54582553358