LOCAL BRANCH

Dubbo

Level 1/ 270 Macquarie Street, Dubbo NSW 2830
Business Summary
Institute of Public Accountants
About Us
About Us

In 1973 Brian Davis opened a new accounting and financial advice business in Bathurst NSW. Brian (now located at the Tweed Heads Office) is an accountant and Registered Tax Agent and Licenced Financial Adviser through MCA Financial Planners Pty Ltd

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Accounting

Personal Tax Accounting Services

  • Preparation and electronic lodgement of personal salary and wage returns generally leading to speedy tax refunds
  • Tax minimization strategies including negative gearing and salary packaging
  • Tax Planning
  • Capital Gains Tax Advice
  • GST and BAS
  • Fringe Benefits Tax
  • Payroll Tax
  • Superannuation Guarantee Charge

We offer a FREE initial, no obligation consultation to the following services:

  • General advice for the setup of a new business including income tax and GST implications
  • General advice on negative gearing and capital gains tax
  • General advice regarding our financial planning services

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Business Development
  • Starting up, buying or selling a business
  • Assistance with "do it yourself" accounts or we can do the bookkeeping for you
  • Assistance with GST matters
  • Assistance with BAS Statement preparation
  • All accounting matters including tax preparation and electronic lodgement of tax returns for Companies, Trusts, Partnerships and Self Managed Superannuation Funds

  • Tax minimization strategies including negative gearing and salary packaging
  • Management of taxation audits
  • Helping you plan to reach your business goals

Financial Planning

It is illegal to give investment advice in Australia unless you are licenced to do so by the Australian Securities and Investment Commission. Brian Davis at Tweed Heads is a licensed financial adviser through MCA Financial Planners Pty Ltd to provide BDS clients with financial planning advice. MCA does not have any ownership connections with life offices, banks or fund managers.


This allows Brian to offer completely financial advice and recommendations that are objective and not influenced by fund manager commissions.

A FREE initial consultation with Brian who is located in Tweed Heads will allow clients to assess whether they are comfortable with the service offered, the cost involved and ultimately whether the next step is to be undertaken.

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