Individual

When it comes to choosing the right tax agent for your needs we understand that costs and availability are generally the deciding factors.

Whether you are a busy person with complex tax matters, have limited time, or have just fallen behind in your lodgements we can work out a solution for you.

Fees

Our individual tax returns start from $121.00 per person or $220.00 for couples.

Rental property returns start from $165.00 per property (see our pre packaged plans for more information).

We also offer a "fee from refund" option for existing clients for an additional fee of $22.

Availability

We have a series of different options to suit all clients regardless of where they are located including:

face to face meetings during or after business hours;
use of Australia Post for exchange of paperwork and completed returns;
use or our online portal or emails to communicate;
or use our new online signing option (i.e. no more printing and manual signing of your returns).

Our Service

Taxation
Budgeting
Business Start-up
Estate Planning & Inheritance
Financial Planning
Car, Home & Personal Loans
Insurance
Portfolio Management
Rental Properties
SMSF
Superannuation

Taxation

At Cyre Partners we offer a full range of taxation services. Our taxation consulting division is nationally recognised and we offer advice based on proven knowledge and experience. Our proactive approach ensures we deliver consistent service and build solid relationships that stand the test of time.

Taxation can be a major cost to your business. We will work with you to minimise your tax and help you achieve your key objectives. We provide a complete service of assistance and advice in each of these areas:

Personal, partnership, company or trust returns
Preparing and lodgement of activity statements (including potential extension deadlines)
FBT obligations
GST advice and calculations
Advice on, and implementation of, tax effective structures for asset protection and tax minimisation
Managing any ATO audits or disputes

Budgeting

A good budget is a necessity in a good business plan. It is one of the best business tools you can have, enabling you to set financial targets and measure your performance.

In addition to goal-setting value, budgets will often improve your chances of acquiring funding. Financiers often require budgets as a prerequisite for funding approval.

The techniques we utilise to form financial projections enable you to consider future scenarios and provide you with goals to strive for in your business. There are many types of budgets. We can help you design the right budget for your requirements.

Let us show you how a budget can provide feedback that helps you prepare for the future of your business!

Business Start-Up

If you have a good idea for a new business venture but don't have expertise in the legal or financial aspects of creating a new business, we can help you:

Decide on the most suitable structure for your business - Sole trader, partnership, or limited company
Prepare a business plan, cash flow projections, budgets, and trading forecasts
Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
Establish a good working relationship with your bank
Register for an Australian Business Number with the ATO
Complete registration procedures with the Australian Securities and Investments Commission
Deal with company secretarial issues
Set up a recording system for your internal use and for complying with statutory requirements

Let us help you turn your business idea into a reality!

Estate Planning & Inheritance

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Cyre Partners we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

Meeting to discuss objectives for your estate
Confirming assets - Valuations, inventories, and appraisals
Court approval for a grant of administration
Documentation involved in estate planning
Protecting the assets
Paying taxes and debts
Estate distribution

Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

Initial financial advice
Implementation of a financial plan
Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, Real Estate, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Cyre Partners, together with our team at Yellow Brick Road - Tamworth guide you towards achieving your financial goals.

Financing for Car, Home & Personal Loans

A wide range of financing options exist each with their pros and cons. At Cyre Partners we know the financial market and have the experience to assist you in securing the best financing option for your personal and business goals. Our experience in the market means we can also structure debt upon acquisition to maximise tax advantages.

Let our experienced team explore the best financing options with you to get your business closer to its goals!

Insurance

A multitude of risks exist in today's environment. At Cyre Partners we pride ourselves in our ability to have access to quality insurance providers including motor vehicle, sickness and accident, home and contents and loan protection products.

Call us to request a quote today.

Portfolio Management

The experts at Cyre Partners offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At Cyre Partners we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

Rental Property

At Cyre Partners we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

Advice on purchasing a property
Reviews of lease agreements
Advice on funding
Guidance in tax minimisation
Advice on ownership structure
Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

Revenue returns
Financial position
Potential growth

SMSF

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

Obtain a trust deed
Appoint trustees
Sign a trustee declaration (NAT 71089)
Elect to become a regulated fund
Obtain a tax file number (TFN)
Obtain an Australian business number (ABN)

At Cyre Partners we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at Cyre Partners are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

Establishing self-managed superannuation funds
Completing information for the Insurance and Superannuation Commissions
Superannuation audits
Advice on compliance matters
Advice on taxation benefits
Advice on employer obligations

Are you already in business, run an agribusiness operation, are retired or looking for finance? - refer to our other links on this site.