I have Asked my Accountants to set up a service for traders, please feel fee to ask David questions about his service, they have set up a few Asset and trading trusts for me, Cheers Peter Mathers
PS more info under Resources www.tradinglounge.com.au
LAWTON ACCOUNTANTS
Paperwork service
Traders have the choice of sending copies of source documents (include buy and sell contracts for shares, etc.) or listed transaction printouts from their CFD providers, Broker, etc. and we input them in monthly and store them on our system and keep the record of each trader separate, and can access their history.
This Services is getting their paperwork in order for the accountants to work on the taxation outcomes. In April – May of each year, we will opt the client via email or phone call as we are able to offer some sort of tax planning services for them as we will have on our system forecast profitability for their yearly trading, and can apply strategies for them to reduce their taxation expenses.
Traders Taxation Service
This service incorporates the work that has been done in the first paperwork service, and complements it. It will retrieve the information that we will have already stored for the paperwork/bookkeeping side of the trading, and we will prepare their tax returns on a very timely fashion.
We will have everything prepared and ready and will request any additional information that is required (such as wages, interest income, claimable expenses, etc.)
Structures for Traders
This service is based on the fact that we are able to advise traders about risk protection and taxation minimization. We can advise the on the structures to use and set them up for them to ensure we meet their requirements.
CONTACT: David Lawton (07)4940 3555
traders@lawtongroup.com.au
Suite 1, Lawton Business Centre
85 Gordon Street, Mackay