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Contact Us

Phone

03 9727 1277 

 

Email

admin@dcataxandfinance.com.au

 

Address

Shop 4/91 Brice Avenue

Mooroolbark, Vic 3138 

Resources

 

 

Aged Care

 

We are all growing older.  For some of us, there may come a time when we are unable to manage looking after ourselves and need access some form of housing and care assistance or move out of our home.

 

The thought of moving yourself or someone you love into an Aged Care facility can be very emotional and stressful to all involved.

 

As Accredited Aged Care Advisers we are able to assist and advise you on these important matters.

 

We can assist you with:

  • Aged Care Checklist
  • Where do we find a suitable home?
  • How much will it cost?
  • Is it affordable?
  • If you need to sell the family home?
  • Being informed of available Centrelink Assistance
  • Understanding and completing Centrelink forms
  • What will happen to Mum if Dad goes into a home?
  • Assisting with guidance in how to amend important documentation:
    • Will
    • Powers of Attorney
    • Insurance Policies
    • Superannuation Beneficiaries

We attach for your benefit:

Business

  

Business is a daunting minefield.  Yes, you are great at what you do, so why shouldn’t you go into a business of your own?  Seems easy, doesn’t it?   No, it’s not, but millions of Australians have ‘given it a go’, so why shouldn’t you?

 

Firstly, congratulations on making the decision to start your own Business.  That’s the tough decision made.  Now – where do you start?  You are not alone.

 

As a Small Business and your Accountant, we are able to assist and advise you on these important matters.

 

We can assist you with:

  • The right Business structure for you
  • Understanding your responsibilities in your new role
  • Understanding your obligations in:
    • GST
    • Employing Staff
    • Tax
  • Marketing your Business – website, logo, slogan, business card.
  • Financing new Equipment and a Motor Vehicle
  • Choosing the right software or bookkeeping service to suit you
  • Insurance – there are so many – we’ll get the right ones organised for you
  • Tax – what to pay and how it’s calculated. What you can do to minimise your tax
  • Quoting and what to include
  • The way to chase debt
  • Selling your Business – your Succession Plan

 

We attach for your benefit:

 

Planning Your Retirement

 

Whether you like it or not, our Government will NOT be there for you when you retire.

 

Fortunately, your Employer is now contributing towards your retirement ‘nest egg’, but you can’t rely on them, alone, to retire at the age you want with the amount to service you.

 

From the early age of 35 you need to sit up and take responsibility, also, for your retirement.

 

As your Financial Planners, we are able to assist and advise you on these important matters.

 

We can assist you with:

  • When & how to start planning
  • Understanding your Preservation age and when you can retire
  • Transition to Retirement – accessing your Super before you retire
  • Retirement income options
  • Setting up & operating your own Self Managed Super Fund
  • Salary Sacrificing
  • Contribution limits
  • What happens to your Super upon your death?
  • Centrelink - Aged Pension eligibility

 

We attach for your benefit:

 

Rental Property

 

 A rental property is a perfect way to reduce your annual tax bill and to create wealth for your future.

 

With the help of the ATO and the rental income you receive, a rental property could cost you as little as $20 per week.

 

There is no time like the present to begin paying less tax and increasing your nest egg.

 

We can assist you with the following:

  • Understanding what Negative Gearing is
  • Tax savings and how they are calculated
  • PAYG Withholding Variation – what is this?
  • Financing the purchase
  • Affordability
  • Getting the right mortgage
  • Where to buy
  • What to buy
  • Agents Fees – the costs involved
  • Depreciation Schedule – the importance of this
  • Allowable Expenses
  • Capital Gains Tax – how & when is it calculated?

Did you know that you can purchase a share portfolio using negative gearing as well?

 

Social Media

 

Whether you like it or not, social media is a must in business today.

 

Do you know what a telephone book looks like?

 

As you are aware, phones are attached to the hands of your potential customers – or never far away.

 

Not communicating through Social Media will not bring you clients under the age of 40.

 

As a Small Business and your Accountant, we are able to assist and advise you on these important matters.

 

We can assist you with:

  • A Marketing Plan
  • The right Business name for you
  • Developing your new logo & slogan
  • Understanding your Social Media options
  • Setting up your Website & Emails
  • Advertising on the Web
  • Preparing your LinkedIn profile
  • Business Cards & Signage
  • Uniforms & logos
  • Networking opportunities

We attach for your benefit:

 

Suddenly Single

 

Becoming Single can be a very emotional time of your life.

 

There are many important things you need to consider, be aware of, and action to try to make this uncertain transition easier, whilst protecting yourself, your finances and your family.

 

We are here to help you get through this difficult time.

 

We can assist you with:

  • Newly Separated checklist
  • Understanding and preparing a budget for your ongoing income & expenses
  • Being informed of available Centrelink Assistance
  • Understanding and completing Centrelink forms
  • Assistance in writing letters to Creditors and other agencies
  • Assisting with guidance in amending important documentation:
    • Will
    • Powers of Attorney
    • Pre-Nuptial /Binding Financial Agreement
    • Superannuation Beneficiaries

We attach for your benefit: