Looking For a Bookeeper or Tax Agent for Tax Returns on the Mornington Peninsula?

Are you a Mornington Peninsula based business looking for an accountant, bookkeeper or tax agent? Perhaps you’re an individual looking for help with your tax return, Susan J. Smith can help.  
Whether you’re starting up, winding down or anywhere in between, we help Mornington Peninsula residents and businesses with bookkeeping, tax returns and so much more!

Who can we help?

• Small Businesses
• Medium Businesses
• Individuals
• Partnerships
• Companies
• Trusts
• Sole Traders
• Families
• Retirees

What can we do for you?

Tax Planning
Proactive preparation and lodgement of tax returns on time – even ahead of time - to minimize tax and maximize your benefits

Accounting
Accounting that can help you your business improve cash flow, reduce risk, maximize tax benefits and grow!  

Bookkeeping - BAS
Take the stress out of bookkeeping and let us take care of it for you including preparation and lodgement of your BAS.

Investment properties
We’ll show you how to buy, maintain and benefit from bricks and mortar investment.

Business Structure Advice
Find the business structure and trading entity that gives you maximum benefits.

Finance Applications
Put together a comprehensive business plan that gives you the best chance for approval.

Protecting your Assets
Structuring your assets to protect your family.

Selling a business
Restructure your business to maximize tax benefits and minimize capital gains when you sell.

Relax for Retirement
Whether you need Superannuation advice now or for the future - or information on setting up and administering a self managed funds we can help you plan to retire – and relax!