Accountants and Registered Tax Agents

Being in Bondi Junction since 1965, Rosen Partners longevity and success has been based on a reputation where by personal service and professionalism has always been at the forefront.
 
Many of Rosen Partners clients are small to medium size organizations or individuals that require tax accounting and financial services, enjoying the personal contact and steady hand provided by a firm of such experience and heritage.
 
Rosen Partners philosophy prides itself upon sitting down, analysing the client's situations from the client's perspective, then utilizing the firms experience and knowledge to provide the best outcome. This recognizes our main role that is to care for our clients in a broad range of accounting, taxation and business matters.
 
Rosen Partners tax agents and accountants are specialised in all facets of Australian taxation and accounting practices and offer our clients a broad level of expertise in the fields of accounting and taxation and other related fields. Please view our services below or call us today on 02 93893622  to speak to one of our professionals
 
Rosen Partner's tax agents cover the entire Sydney area, in particular, Sydney's Eastern suburbs, such as  Alexandria, Annandale, Bondi, Bondi Junction, Botany, Bronte, Coogee, Clovelly, Double Bay, Dover Heights, Double Bay, Darlinghurst, Edgecliff, Point Piper, Kensington, Kingsford, Maroubra, Mascot, Paddington, Point Piper, Pagewood, Randwick, Rose Bay, Redfern, Sydney CBD, Surry Hills,  Tamarama, Vaucluse, and Waverly.
 

 
Individual Services
Preparation, Planning and Advice tailored for individuals
  • Income Tax
  • Capital Gains Tax
  • Land Tax
  • Goods & Services Tax
  • Business Activity Statement  
  • Advice on negative gearing of property, shares, and other investments
  • Salary Packaging
  • Advice to maximise franking credits and investment dividend income rebates
  • Managing shareholders loans borrowed from your company
  • Changing your business structure from sole trader/contractor into a company
  • Preparation of objections and appeals to the ATO and representation in the event of an ATO tax audit

 
Business Services
Business accounting and taxation and is one of Rosen Partner specialty
  • Advice on Stamp Duty, Land Tax and Payroll Tax
  • Group Tax
  • Goods & Services Tax
  • Preparation and lodgement of business Activity Statements (BAS) 
  • Fringe Benefits Tax
  • Preparation of Financial Statements
  • Preparation and electronic lodgement of Income Tax Returns for companies, superannuation funds, trusts, partnerships, sole traders and individuals
  • Profit Improvement
  • Budgets
  • Cash Flow Forecasts
  • Establishment of New Business
  • Business Plans
  • Advice on Purchase and Sale of Business
  • Assistance with Financial Applications
  • Corporations Law compliance by directors and company officers
  • Corporate secretarial services - ASIC requirements
  • Regular performance measurement
  • Remuneration planning and salary packaging
  • Managing tax issues with loans to shareholders and related companies
  • Preparation of monthly accounts
  • Preparation and lodgement of all necessary taxation and employment registrations
  • Advising on and setting up your record keeping systems
  • Advice on how you should structure your business - sole trader, partnership, company, inside a trust
  • Maximising franking credits and rebates including company loans to shareholders
  • Foreign taxes, tax credits
  • Workers Compensation
  • Managing tax issues with loans to shareholders and related companies
  • International tax advice
  • Ensuring all your compliance obligations are up to date for the:
    • State Revenue Office
    • Australian Securities and Investments Commission
    • Australian Taxation Office
    • Insurance and Superannuation Commission

 
Superannuation
 This increasingly complex area has long been one of Rosen Partners competencies
  • Administration of Superannuation Funds
  • Taxation of superannuation contributions, eligible termination payments and fund earnings
  • Audit the financial position and operation of self-managed superannuation funds
  • Taxation planning pre and post retirement.
  • Assistance with setting up Trust Deeds etc 

 
Self Managed Super Funds (SMFS)
We have the skills and experience necessary to:
  • Firstly Determine your suitability for a  self managed superfund
  • Set-up the fund and advise on legislative requirements for the administration
  • Perform tax compliance obligations
  • Audit the financial position and operation of self managed superannuation funds
  • Help you implement various strategies for converting SMSF from accumulation to pension phase

 
Succession Planning
  • Buy/Sell agreements
  • Adequate insurance to cover key employees
  • Looking at alternatives when a partner dies.

 
Partnerships and trusts
Partnerships and trusts can be taxation quagmire, and we are equipped to steer you through these.
  • Advice on provisions affecting family trusts
  • Maximising use of losses and distribution of trust income to beneficiaries
  • Advice on partnership deeds and agreements, goodwill and partnership entry and exit
  • Incorporation into a company