Our tax planning services provide highly efficient solutions to individuals, companies, trusts and SMSFs. We’ll help you identify and manage tax risk before it becomes a problem, maximise opportunities, minimise your tax exposure, take realistic tax positions and comply with all ATO requirements.


We’ll show you how to minimise the amount of tax you pay each year and create real wealth through smart investments by starting a regular investment plan.

We specialise in:

  • Self Managed Super Fund tax returns & auditing
  • Tax structures
  • Property investor tax advice
  • Capital Gains Tax
  • Tax on superannuation
  • Early retirement tax
  • Redundancy payments
  • Tax returns


Our efficient and cost-effective services include preparing financial statements, audits and reports. We comply with all the relevant standards, including the International Financial Reporting Standards (IFRS).

In addition to preparing financial statements we:

  • Detect any significant accounting or record-keeping issues.
  • Produce detailed working papers and audit trail for the preparation of financial statements.
  • Achieve swift turn-around times for producing financial statements.
  • Prepare tailored management reports regularly upon request.
  • Provide bookkeeping referral service to align your requirements with a suitably qualified professional.

How we work with you:

Building an open and honest relationship with you by getting to know you and your business is our top priority.

We’ll initially do this by:

  • Collecting copies of your last two years’ financial statements.
  • Reviewing your company’s structure through an ASIC search (if not newly incorporated).
  • Confirming your company/entity fully complies with its obligations with the ATO, ASIC and other Government organisations that it operates under.


Holzworth Partners will support you by providing a greater vision of your personal financial strategy as you plan your future. This can be achieved by unlocking more benefits of your super and retirement planning.

Our experienced Accounting and Finance team are qualified to provide you with expert, comprehensive support in relation to:

  • Preparation of Annual Financial Statements and Compliance Returns, including Income Tax Returns;
  • Facilitation of independent Audits;
  • Contribution and Capital Strategies;
  • SMSF Wind Up when you no longer require a SMSF;
  • SMSF Trust Deed upgrades and enhancements to maintain compliance with changes to superannuation law;
  • Expert Technical and Compliance advice so you can gain the greatest use and benefit of your SMSF.

We assist our clients with making the most important financial decisions. This helps you increase control over your personal financial future.

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