RM Financial Services Pty Ltd

FAQ’s

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Frequently Asked Questions

Do you produce individual tax returns?

We specialize in creating individual tax returns. Contact us for more information.

What do I need for my tax return?

Once you have given us authorisation we can usually access your income statements online via the ATO portal. Some of the most common items you will need include: personal details (plus spouse and dependent/s), income (wages, investments, crypto), interest, work-related expenses and charitable contributions.

Should I register for GST?

As a business owner, it’s your responsibility to register for GST if your turnover exceeds the $75,000 threshold or is likely to exceed it. It’s important to note that business turnover is different to business profit. The turnover is the businesses gross income. The ATO advises that if you’ve just started a new business and expect it to earn $75,000 or more in its first year of operation, you should register for GST.

What is a BAS?

A Business Activity Statement (BAS) is how you report and pay your business taxes to the ATO. The reason most businesses need to lodge a BAS is to report and pay GST and PAYG withholding tax. If you need to complete a BAS, the ATO will send it to you when it is time to lodge. You can choose to self lodge or you can speak to a member of our team for assistance.

When is my BAS due?

The due date to lodge and pay your monthly BAS is the 21st day of the month following the end of the taxable period. For example, a July monthly BAS is due on 21 August. Quarterly BAS due dates are:

Quarter 1 (June to Sept) – 28 October
Quarter 2 (Oct to Dec) – 28 February
Quarter 3 (Jan to Mar) – 28 April
Quarter 4 (Apr to June) – 28 July

The due date to lodge and pay your annual GST return is 31 October. Registered BAS agents receive a concession for lodgement. This means we are granted an extension on the above lodgement dates. If you think you might not be able to lodge on time, Get in touch today to see if we can help.

Are you a team of qualified accountants?

Yes – Our team is made up of Chartered Accountants & Registered Tax Agents. Tax Agent Number: 6481 1002

What type of services does RM Financial Services offer?

Our services include, but are not limited to:

Lodgement of Individual and Business Tax returns
Business Activity Statements (BAS) and GST Compliance
Single touch payroll reporting
Business & Entity Set Ups
Preparation of Financial Statements
Self Managed Superannuation Funds (SMSF) Audit, Taxation and Compliance
NDIS Plan Management

How much do you charge?

We offer a wide range of services, as such, the fees vary depending on the expertise and time required to complete the work.

For more information, please get in touch via the Contact page.

What are your office hours?

Our office hours are:

Monday to Friday: 9am to 5pm

Saturdays and after hours: By appointment only

Where are you located?

Our Main Office is located at 77 Wattle Road, Casula NSW 2170

Can you travel to my location?

Our team is based in Casula and Oran Park and can travel to clients in our area if needed.

Alternatively, we offer Zoom/Telephone meetings for our regional and national clients.

Are you a walk in office or do I need to make an appointment?

If you would like to meet with one of our accountants for your business or individual taxation needs, we ask that you give us a call or email to make an appointment first. This way we can best serve you and give you the most value for your time.

How do I book an appointment?

Feel free to fill out our enquiry form on our Contact page & we will get back to you at a time that suits you best.

Why Choose Us?

With over 25 years experience, our friendly and knowledgeable team will take the time to listen to your circumstances, consider your best options and offer a personalised service that you can trust.