Welcome to Stapleton Tax & Accounting

ACCOUNTANTS, TAX AGENTS & BUSINESS CONSULTANTS
Boronia, Victoria

Welcome to Stapleton Tax & Accounting

ACCOUNTANTS, TAX AGENTS & BUSINESS CONSULTANTS
Boronia, Victoria

Stapleton Tax & Accounting provides professional advice and a full range of accounting, taxation and bookkeeping services to individuals and businesses.

Welcome

About Stapleton Tax & Accounting

At Stapleton Tax & Accounting, we are committed to maintaining and improving our expertise to be able to deliver you a personalised accounting and taxation service of the highest standard.

Our aim is to build a strong relationship with you as a client, by understanding you, your business goals and objectives.

Our Team can assist you with what you might find complex and stressful, at Stapleton we love figures. Our goal is to assist you with your accounting and bookkeeping needs as well as business strategy and succession planning.

THE STAPLETON TEAM

Malcolm Harris
— Business Co-owner

Malcolm is a registered Tax Agent, qualified accountant and Member of the Institute of Public Accountants (MIPA) and has worked within Stapleton Tax & Accounting since 1997. Malcolm’s years of tax and accounting experience and expertise enables him to lead the tax and accounting business.

Aaron Cattle
— Business Co-owner

Aaron is a registered Tax Agent, qualified accountant and Fellow of the Institute of Public Accountants (FIPA) who joined the team in 2012. Aaron commenced in the taxation and accounting industry in 1999, and has extensive experience in business advisory services, management accounting and taxation over a wide range of client types and industries.

About Us About Us

Our Services

Learn more about how the team at Stapleton Tax & Accounting can provide you with expert service.

Through our variety of service capabilities we ensure clients not only meet their statutory, taxation and compliance requirements but we also assist clients in obtaining their goals and objectives, whether it be profitability or peace of mind.

With our considerable business, taxation and accounting experience, allow us to assist you in making your way in the business mine-field. We can provide comprehensive advice and assist you to get your business going where you want it to be.

Our Services Our Services

Latest Accounting News

Read the latest from the Stapleton Tax & Accounting news desk in the accounting sectors.
State and Federal COVID-19 support

State and Federal COVID-19 support

 The following links are to the latest state and federal government plans, schemes, programs, and initiatives...

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ATO extends COVID-19 relief for SMSFs

ATO extends COVID-19 relief for SMSFs

The ATO has made an extension to several COVID-19 compliance relief for SMSFs to cover the 2021-22 financial...

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Treasury consults on increase to charities financial reporting threshold

Treasury consults on increase to charities financial reporting threshold

The revenue thresholds defining small, medium and large charities are set to be raised, saving over 5,00...

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Greenhouse gas emission by country since 1880

Greenhouse gas emission by country since 1880

The total sum of CO2 emissions since 1880 (in tons). Food for thought, that's for...

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ATO announces STP Phase 2 blanket deferral

ATO announces STP Phase 2 blanket deferral

Australian employers will now have two more months to transition to the second phase of Single Touch Payroll...

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Reminder: super changes for the 2021 financial year

Reminder: super changes for the 2021 financial year

The government’s long-slated “flexibility in superannuation” legislation is finally...

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Recontributions of COVID-19 early released super

Recontributions of COVID-19 early released super

Under the COVID-19 early release measures, individuals could apply to have up to $10,000 of their super...

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Working from home during a COVID-19 lockdown: Can you claim a tax deduction for rent?

Working from home during a COVID-19 lockdown: Can you claim a tax deduction for rent?

The ATO has long held firm on the principle that rent payments (being a form of occupancy costs) are generally...

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Lockdowns and mental health

Lockdowns and mental health

 Victoria endures its sixth lockdown as the state's cases grow; NSW records 1,281 new local COVID-1...

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Tools & Resources Tools & Resources

Tools & Resources

Create a FREE account and login to our Financial Tools client area, or enjoy the links to FREE tools and calculators supplied by MoneySmart.
Contact Us Contact Us

Contact Us

We'd love to get in touch and we welcome any enquiry that you may have.

Get in Touch

Stapleton Tax & Accounting welcomes your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

Email

Our Office

  • Suite C, 6 – 8 Floriston Road, Boronia VIC 3155
  • (03) 9760 7800
  • 9:00am to 5:00pm - Monday to Friday

PO Box

  • PO Box 485, Boronia VIC 3155

Tax & Accounting

Stapleton Tax and Accounting offers a comprehensive range of taxation and accounting solutions for both businesses and the individual. Let us help you take control of your financial future. Our team are devoted to offerng the highest level of service and would love the opportunity to work with you.

So you can concentrate on running your business and let us take care of all your business taxation requirements:

We also complete tax returns for individuals. They can be complex and there are allowable tax deductions and expense claims that can be made that you may not be aware of. We can help you minimise your payable tax and potentially increase your tax return and make sure your tax return is lodged on time. We also offer advice on:

Contact Stapleton Tax & Accounting today to discuss how we can work together: (03) 9760 7800 or email us at info@stapletongroup.com.au.

Business Services

What ever stage you are in your business, whether it is at start-up, or established we will provide you with knowledge and support with the correct business structure that best suits you and your goals.

There are four main business structures commonly used by small businesses in Australia and we can help you with them all:

Sole trader: an individual operating as the sole person legally responsible for all aspects of the business.

Partnership: an association of people or entities running a business together, but not as a company. A partnership is relatively inexpensive to set up and operate.

Company: a legal entity that is separate from its shareholders.

Trust: an entity that holds property or income for the benefit of others. Trusts require a formal trust deed that outlines how the trust operates, requires the trustee to undertake formal yearly administrative tasks and if you operate your business as a trust, the trustee is legally responsible for its operations. A trustee of a trust can be a company, providing some asset protection.

It is important to note that you can change your business structure throughout the life of your business.

We can help with the following:

Contact Stapleton Tax & Accounting today to discuss how we can work together: (03) 9760 7800 or email us at info@stapletongroup.com.au.

Self-Managed Superannuation Fund

Self-Managed Superannuation Funds (SMSFs) offer an alternative strategy option for many individuals, families and small business owners to build tax effective wealth and protect assets over time. SMSFs are becoming popular for those who are ready to take control of their own super investments as they give you ultimate control and flexibility to manage your retirement benefits.

It must be noted though, that you will have increased responsibilities as a trustee of the fund. As a SMSF Trustee, you need to keep up to date with all required SMSF regulations and be aware of changes occurring in financial markets.

It is generally agreed that there are a number of benefits of an SMSF, but it is important that you also understand that an SMSF may not suit your situation. Outlined below are some of the reasons why a SMSF needs to be considered carefully before establishment:

Benefits:

Disadvantages:

Running and managing a SMSF may not be suitable to everyone. Many of the advantages are also a disadvantage:

Whilst we are unable to provide financial planning advice as we are not financial planners, we can put you in touch with one of our business alliances, that will be able to assist you.

Contact Stapleton Tax & Accounting today to discuss how we can work together: (03) 9760 7800 or email us at info@stapletongroup.com.au.

Bookkeeping

Having trouble reconciling your accounts? Not enough hours in the day to balance the books? Outgrown your existing bookkeeper or have they recently left? Then our in-house bookkeeping services can provide accurate and timely reporting for any business. You can focus on running your business while Stapleton Tax & Accounting reconciles your accounts and attends to the processing of your financial transactions.

Our in-house bookkeeping services can:

Contact Stapleton Tax & Accounting today to discuss how we can work together: (03) 9760 7800 or email us at info@stapletongroup.com.au.

Software Resellers

More small to medium-sized businesses are moving to cloud accounting and using cloud based applications for their bookkeeping and accounting needs through desktop and mobile apps. All businesses need to keep track of their accounts, and cloud accounting allows businesses to make invoicing and cashflow management decisions based on more up to date information. It also provides for other business efficiencies including payroll for off premises workers. The cloud revolution is propelled by fast, reliable internet, cheaper servers and widely-used open-standards for interchanging data and instructions between software. Moving to the cloud does not increase data risk if good password policies and back-up strategies are in place. Businesses should ensure staff understand modern security risks and complete training when moving to cloud accounting or using any service that provides remote access.

Contact us to discuss your circumstances so we can help determine the most appropriate solution for you based on functionality, ease of use and cost.

The main cloud accounting players in Australia are:

QuickBooks logo

Quickbooks Online – Provides a cloud-based accounting & bookeepping software, with different levels for different types of businesses.

MYOB logo

MYOB – Provides cloud-based and desktop versions of their accounting & bookkeeping software.

XERO logo

Xero – A New Zealand based software company that offers cloud-based accounting & bookkeeping software for small to medium-sized businesses.

Contact Stapleton Tax & Accounting today to discuss how we can work together: (03) 9760 7800 or email us at info@stapletongroup.com.au.

Company Corporate Services

Helping our clients grow, strengthen and develop their businesses is our main aim. Whether small, medium or large receiving expert help in areas such as strategy development, management accounting, cost analysis and budgeting is very important to attaining a business’s short and long objectives.

Our aim is to enable you and your business to maximise potential and profitability. We do this by providing the highest level of technical and commercial solutions to resolve issues that might impair the attainment of these outcomes.

We also have particular expertise in advising our private clients with family succession strategies that allows for the effective transfer of wealth to future generations.

Our expertise and time will help you attain your goals.

We specialise in the following:

Contact Stapleton Tax & Accounting today to discuss how we can work together: (03) 9760 7800 or email us at info@stapletongroup.com.au.

Finance

Are You Confused By The Multitude of Mortgage Choices?

The word mortgage come from a French word ‘mort’ meaning ‘death’ and ‘gage’ meaning ‘pledge or agreement’ so ‘agreement till death’. For most of us mortgages are a necessary debt which we seem a life time to pay. The cost of owning a house for most Australians steals away their dream for a good retirement. Unfortunately most of us are married to our mortgages and have no solution as to how to pay it off faster.

We have been conditioned to focus on the interest rate rather than being educated on how to pay less in interest. A good broker is one who is proactive and can tell you how much can on ‘leverage’ to maximise your current position. Unfortunately with mortgages, there is no one size fit all.

The Finance Right Now team is dedicated to finding you the best solution. They pride themselves on their industry knowledge as they themselves have mortgages, investments and can advise you with personal experience. Their experience ranges from residential mortgages to chattel lending and their team is confident that they will find you a solution for you. Unlike most business they are not jack of all trade as they engage other independent mortgage broker to keep up with industry knowledge and product range.

Contact Stapleton Tax & Accounting today to discuss how we can work together: (03) 9760 7800 or email us at info@stapletongroup.com.au.

Individual Tax Returns

We also complete tax returns for individuals. They can be complex and there are allowable tax deductions and expense claims that can be made that you may not be aware of. We can help you minimise your payable tax and potentially increase your tax return and make sure your tax return is lodged on time.

We also offer advice on:

Contact Stapleton Tax & Accounting today to discuss how we can work together: (03) 9760 7800 or email us at info@stapletongroup.com.au.

Latest Accounting Videos

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer, or contact us if you require a username and password.

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Get in Touch

Focus Partners welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

Email

Our Office

  • 550 Smollett Street, Albury NSW 2640
  • (02) 6021 3399
  • (02) 6021 8539
  • 8:30AM to 5:00PM