Yan Financial Chartered Accountant
Yan Financial Chartered Accountant
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Professional Accounting & Tax Solutions

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Business Service

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Specialist Tax & Advisory

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Private Client Services

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SMSF

Business Accounting & Compliance

Tax Compliance & Returns

We manage the end-to-end preparation and lodgment of Company, Trust, and Partnership tax returns, ensuring you meet all ATO deadlines without the stress. 

BAS & GST Services

Accuracy is key. We handle your Business Activity Statements (BAS) and GST obligations, ensuring your records are precise and your lodgments are on time.

Bookkeeping Oversight

 We don't just "do the books." We review your financial data to provide insights into your business performance and cash flow. 

Corporate Secretarial

Managing ASIC compliance, annual reviews, and business registrations so you can focus on running your company.

Specialist Tax & Advisory

Strategic Tax Planning

Don't wait until June 30. We work with you year-round to structure your finances and transactions in the most tax-efficient way possible. 

Small Business Startup Support

From choosing the right structure (Company vs. Trust) to setting up your ABN and accounting software, we get you started the right way. 

Registered Tax Agent Advice

As a Registered Tax Agent, we provide authorized, high-level advice on complex tax issues, including FBT, Payroll Tax, and Capital Gains. 

Private Client Services

Individual Tax Returns

Specialized support for high-net-worth individuals, professionals, and contractors with complex income streams.

Property Investment Tax

Expert guidance on negative gearing, capital gains tax (CGT) events, and maximizing rental property deductions. 

SMSF Administration

Comprehensive compliance and accounting for Self-Managed Super Funds, ensuring you meet your obligations as a trustee. 

Our SMSF Services

Annual Tax Returns & Financials

 Preparation of annual financial statements and the SMSF annual return for the ATO. 

Compliance Monitoring

 Ensuring your fund operates within the Superannuation Industry (Supervision) Act (SIS Act) guidelines. 

Audit Coordination

We liaise with independent approved SMSF auditors to ensure your annual audit is seamless and stress-free.

Member Contribution Tracking

 Accurate recording of contributions and pension payments to ensure you stay within your caps. 

Establishment & Technical Support

 Guidance on the accounting requirements for new fund setups. 

Why Yan Financial?

 

Direct Partner Access: You won't be passed off to a junior. You work directly with a qualified Chartered Accountant.

Bilingual Support: We proudly serve our community in English, Mandarin, and Cantonese.

Tech-Forward: We are experts in Xero and MYOB, helping you move toward a paperless, automated accounting system.

Contact Us Now

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Liability limited by a scheme approved under Professional Standards Legislation.


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