About CBM Accounting
CBM Accounting is a family-owned business that has been providing quality tax return preparation services since 2005. We specialize in individual tax return preparation and offer comprehensive services to maximize deductions and credits. Additionally, we provide self-managed super fund administration services, including annual administration, SMSF establishment, compliance, and more. Our dedicated team is committed to understanding your financial needs and delivering personalized solutions to optimize your tax outcomes.
Our Services
Explore our range of specialized services designed to address your specific tax and financial needs
Individual Tax Return
We provide comprehensive individual tax return preparation services to help you maximize your deductions and credits. Our experienced staff can handle complex tax returns, such as those involving rental properties, dividends, and trust income. We will work with you to ensure that you get the best possible outcome when filing your taxes.
Standard $121 Rental Properties $242-$385 Includes GST
Small Business Tax Returns
Our team of experienced XERO Certified accountants can help you with all your small business tax return needs. We will provide accurate and timely filing of your returns, whether as a Sole Trader, Company or Family Trust, as well as advice on how to best maximize your tax savings. With our help, you can be confident that your taxes are taken care of correctly and efficiently.
From $550 - competitively priced!
Self-Managed Super Funds
Annual Administration – start from $770
• Preparing Financial Statements for the Fund
• Preparation of the Annual Return including Income Tax Member Reporting and Regulatory Information
• Advising of Fund’s activities and reviewing its compliance with the Superannuation Industry (Supervision) Act and Regulations, highlighting any areas of concern
• Calculating member entitlements including preservation components
• Preparing member statements
• Preparing trustee minutes, trustee declarations, gainful employment declarations
• Documenting the creation of and minutes of the annual review of the Fund’s Compliance Investment Strategy, or obtaining the Fund’s Compliance Investment Strategy from the Fund’s financial planner
• Liaising with the fund’s auditor
• Calculating annual pension requirements
• Advising on the appropriate level of pension to draw and calculation of the tax to be deducted from the pension, where necessary
• Liaising with the fund’s actuary, where necessary
Why Choose CBM Accounting
Expert Tax Advice
CBM Accounting offers expert tax advice to help individuals optimize their tax outcomes and make informed financial decisions. Our personalized approach ensures that your unique financial situation is taken into consideration, leading to favorable tax results
Maximized Deductions
Personalized Solutions
Compliance
Superannuation Expertise
Dedicated Team
Client-Centric Approach
Optimized Tax Outcomes
Execution Excellence
Professional Memberships
