With more than 14 years chartered accountancy experience, Patrick is a Registered Tax Agent, Chartered Accountant and an Authorised Representative of the SMSF Network Advisers.
At age 30, Patrick founded New Leaf Business Services, having identified consistently unfulfilled service needs in the consultancies he worked in and fuelled by a burning desire to do things better. He established the business based on the core values which continue to drive the business’s success today.
Property Tax: You don’t know what you don’t know Your home is generally exempt from tax. However if you have an investment property, build or renovate to sell for a profit (i.e. property flipping), deal in land, or use a property in running a business, there may be implications for Income Tax, Land Tax, Capital…
Super Seminar October 2018 New Leaf Business Services recently attended the NTAA Super Schools Seminar at Doltone House. Our broadened knowledge from this seminar is highlighted below including details as to why we are better placed to consider, implement and oversee appropriate value-added superannuation strategies for our clients.
New Website It’s been about a year since we last touched based over social media. Since then, we’ve added a Chartered Accountant to our team, made quality changes internally with systems/procedures and serviced our expanding client base on a broader spectrum of affairs. Additionally, we have upgraded our website thanks to the help of the…
Mills Oakley and ATO Seminar I attended a seminar held at the Establishment in Sydney tonight presented by senior officers from the Australian Taxation Office’s (‘ATO’) Private Groups and High Wealth Individuals teams. In addition to being informative, relevant and insightful for some of my specific client groups, it was nice to be joined by…
RG146 Qualified Our Director is RG146 qualified and ready to provide advice in superannuation from 1 July 2016. Is your adviser ready for the major legislative changes that are in effect on that date? Get in touch with us at any time to discuss your superannuation related matters – contact@nlbs.com.au
March 2016 Activity Statement – Deadline Extension If you have had issues recently working to complete your March 2016 activity statement, some good news. The ATO have granted an extension of time to lodge and pay by Monday 30th May 2016. Those extra few days should come in handy this time of year! The commissioners…
May 17 Many of you will know that 16 May 2016 was a critical deadline for tax agents in Australia with a large majority of income tax returns due for companies and superannuation funds. That day has past and aside from an activity statement deadline later in May, the next major income tax deadline relates…
Financial advice and your tax agent – MAJOR changes coming 1 July 2016 From 1 July 2016, accountants wanting to provide any financial advice, including advice relating to self-managed superannuation funds (‘SMSFs’) will need to hold an Australian Financial Services License (‘AFSL’) or operate under an AFSL. Basically, that means that tax agents will require…
Service Delivery A client decided to turn a new leaf in November 2015. Two months later we have: – 13 (rather complex) tax returns complete – 7 annual financial reports complete – Corporate structure reviews for 3 trusts and 6 companies complete – Deregistration of the legacy company with ASIC complete – Digital recording of…
Quality This logo represents quality and we will always be a Chartered practice authorised to use the logo, required to uphold the highest standards in the industry. According to the institute, our business represents “a distinguished cohort of Chartered Accountants entrusted to offer professional services in the public domain and committed to upholding financial integrity…