Tax, accounting and SMSF administration
Advice starts with tax.
The accounting and tax team behind financial advisers. Personal and corporate returns, bookkeeping and full service SMSF administration for your clients, so your advice covers the whole picture.
Members of the Institute of Financial Professionals Australia
The frustration
Advice and tax usually live in different rooms.
You know the pattern. The strategy is sound, and the tax position is a stranger to it.
The accountant is a stranger
Your client's accountant has never spoken to you. Structures, contributions and disposals get decided without a word passing between the two people advising the same person.
Advice given with one eye closed
Every investment decision carries income tax consequences. When the tax position is a mystery, the strategy is built on guesswork you would never accept anywhere else.
SMSF admin that drags
Late statements, chased documents, reporting that arrives long after the decision needed it. Fund administration should feed your advice, not trail behind it.
The year-end scramble
Books touched once a year, at return time. Nothing reconciled, nothing current, and a client whose position you are guessing at for the other eleven months.
The solution
One tax desk behind your whole book.
LTA runs your clients' tax, books and SMSF administration in one place, and works with you, not around you. That is the whole idea.
A collaborative tax model
We sit behind you with tax technical knowledge and support. You stay the adviser your client turns to.
Advice with the tax in view
Your clients sit with you knowing the income tax consequences of their investment decisions are accounted for.
Accountants and bookkeepers on staff
A team that works with clients of all shapes and sizes, from personal returns to corporate accounts.
Books that stay current
Online accounting updated monthly. Bank feeds, payroll, invoicing and reconciliations, not a year-end scramble.
What you get
One firm, the whole tax engine.
Everything your clients' tax and accounting leans on, staffed and answerable, in one place. So you spend your week advising.
Tax and accounting
Personal and corporate returns completed correctly, led by Stefanie Seco and a team of accountants and bookkeepers.
Bookkeeping
Business accounting kept current monthly. Bank feeds, payroll, sales and creditor invoices, reconciliations.
SMSF administration
Full service fund administration on Class or BGL 360. Records, valuations, financial reports and member statements.
Technical support
Income tax and superannuation law advice on SMSF transactions, from breach rectification to trust deed updates.
Compliance
Regulatory returns, BAS, investment strategy minutes, ASIC documentation and audit support files, all handled.
Adviser support
A collaborative tax service model available across the adviser network, sitting quietly behind the advice you give.
Getting started
Three easy steps.
No drawn-out onboarding theatre. Sign, apply, and we come to you.
On fees: three simple levels, each a flat monthly amount plus GST. We will walk you through the numbers in your proposal.
Sign the proposal
Reach out and we will send you the LTA proposal. Read it properly, then digitally sign and return it.
Complete the application
We send your application, with the links you need to complete the process.
We make time to talk
We set a time that suits you, talk everything through properly, and start the new chapter.
The people
The faces behind LTA.
The key drivers of LTA's approach. Real people who pick up the phone, not a service desk.
Scott Heathwood
Director
Luke Borthwick
Group General Manager
James Moore
Head of Lifestyle Tax & Accounting
Louise Fitzpatrick
Business Manager
Memberships
You will be in good company.
A few of our professional memberships:
Institute of Financial Professionals Australia
Finance Brokers Association of Australia, Accredited Member
Institute of Managed Account Professionals
Member of the leading aggregator
The next step
Ready to put real tax support behind your advice?
Tell us about your practice and your clients. We will come back to you, and when you are ready, the proposal follows. No obligation.