Contact FormDate Submission: Friday, November 19, 2021 02:34:51 PM
First Name: Agnes Wilmott
Subject: Appointment to discuss investment in superannuation
Message: I have received an inheritance of $250,000 and I am looking to invest in a retirement income account. I am 66 years of age and have permanently retired. I have an existing retirement income account with CBA and are looking to establish same with Aware Super. I need to know the tax implications. Can you help me?
Contact FormDate Submission: Friday, August 06, 2021 07:45:20 AM
First Name: Gabrielle Matthews
Subject: Individual returns
Message: Do you do small individual income tax returns or just business returns?
Contact FormDate Submission: Friday, July 23, 2021 07:53:18 PM
Subject: Tax & investment for children
First Name: Marnie Doyle
Message: Hi there, we have seen Paul previously for financial advice and our tax returns (someone else has been doing our returns the last few years). I wanted to talk to someone about investing in shares for our children, and I'm also wanting to do our tax returns. I'm happy to talk with anyone from your office regarding these. Can I drop all my paperwork off for my tax to your office? Is it open at all at the moment? Cheers, Marnie 0413 845 608
Contact FormDate Submission: Thursday, July 22, 2021 11:22:03 AM
First Name: Mark James Curry
Subject: Copy of Tax Return 2018-2019
Are you able to email me a copy of my tax return for 2018 - 2019?
I was in a motorbike accident and my insurance company needs it, but I can't find a copy anywhere.
56 Mullbong Rd Blackwall
Contact FormDate Submission: Tuesday, July 06, 2021 06:20:36 PM
First Name: Stefan
Subject: Looking for Long term accountant
I'm 30yrs old and have never used the services of an accountant before but am looking to from today onwards for completing tax returns.
I need a bit of advice and quote before proceeding though.
Last financial year:
-I've been unemployed receiving government benefits.
-I've been employed in an ongoing permanent full time role.
-I've made minor realised share losses.
-I've personally invested $10k starting a business that has not yet made any return.
(Expecting to launch this year whilst also working full time)
My questions are:
-Can I claim the business expenses at all last financial year, or am I able to delay them to this financial year (preferable)? Can I not claim them at all?
-How much would it cost to process a return like this? I have all tax invoices for everything on the computer ready to go.
Contact FormDate Submission: Wednesday, June 30, 2021 10:20:39 AM
First Name: Alexander Chapman
I am a client of Paul Booth, but I have just inherited some money. I was interested about investment opportunities to make that money work and the possibility of drawing a yearly salary from it?
Any help or information you could provide would be most welcome.
Contact FormDate Submission: Tuesday, May 18, 2021 10:49:00 PM
First Name: Ben Dingley
Subject: Financial Advice
I'm writing on behalf of my mother; she recently received an inheritance and would like to gift some money to her two sons. She is currently on the aged pension and has be assessed by Centerlink who have adjusted her payments accordingly after receiving the inheritance.
She understands the rules around gifting with reference to aged pension however she would like to give more than stated limits and wants to be sure if this will impact her pension in a negative way.
If you are able to assist than I will pass on your details to her so she can contact you directly.
Contact FormDate Submission: Monday, January 04, 2021 02:24:47 PM
First Name: Gai Hardman
Message: Hi i would like to meet to discuss having your company take over the audit and tax of our SMSF. Since we moved to Ettalong 3 years ago we continued to use our Sydney accountant but now want someone local. Also , our married son who lives in Woy Woy would like to come along to discuss setting up a business and the requirements and costs associated with this. He is a civil landscaper currently working for a company and wants to contract himself out instead. Look foward to hearing from you. Regards Gai Hardman 0422730077
Contact FormDate Submission: Monday, December 07, 2020 03:59:47 PM
Message: Hello . We would like to schedule an appointment to see Paul Booth please. If you have a booking on a Wednesday afternoons that would be great.
Contact FormDate Submission: Monday, November 30, 2020 11:36:42 AM
First Name: Karen Knight
Subject: Looking for a new Tax man
Message: I'm overdue to get my tax return completed for this year and I have been living up here since Covid hit so I'm looking for a new tax firm in the area and hoping you can take on a new client.
Contact FormDate Submission: Thursday, November 05, 2020 09:51:07 AM
First Name: Scott Hill
Subject: Quote for services
Message: Hi, I am a Umina local, relocated here in June 2020.
Can you advise the cost of completing an electrical contracting business tax return for the tax period 2019 - 2020 plus the inclusion of a personal investment property (first time claimed) purchased in August 2019.
Contact FormDate Submission: Tuesday, October 13, 2020 12:26:35 PM
First Name: Christine Webb
Subject: Tax return 2020
Message: Hi guys. This year is flying and I need to do my tax return for the end of last financial year.
You have most of my details on file.
I need to update my address. Shall I just phone you? (Due To Covid restrictions.)
Contact FormDate Submission: Thursday, September 24, 2020 04:04:54 PM
First Name: Raymond Cregan
Subject: Financial Planning
Message: Hi, We would like to organise a time to sit down and discuss Portfolio advice for Equity, Investment home and other.
Contact FormDate Submission: Sunday, August 16, 2020 04:36:13 PM
First Name: Colin and Ann James
Subject: Tax return
We have now been retired for nearly 2 years and need some tax return advice. We receive an allocated pension from Catholic Superannuation. We have no other income and am not sure whether we need to put in a tax return. Are we able to make an appointment to speak with someone to get some questions answered. We can be contacted on Ann 0402282041 or Colin on 0492410222 or via email.
Contact FormDate Submission: Wednesday, July 15, 2020 12:53:03 PM
First Name: Emily Clune
Subject: Tax Return
I was just wondering if you took appointments on a Saturday?
Contact FormDate Submission: Monday, March 30, 2020 01:25:39 PM
First Name: John Victor Millers
Subject: Tax Returns
Message: Hi Paul Can you please advise if the Tax Return for Jane Millers has been completed and also the final statements for John and Sue Millers. If Jane's has been completed can you please send me the invoice by email so I can pay it and forward you the payment receipt.
Contact FormDate Submission: Friday, March 27, 2020 05:30:58 PM
First Name: Amanda
Message: Hello, I am a customer of your company as I am registered as a sole trader. I was wondering if you may be able to assist me in finding out if I am eligible for assistance due to having to close my business due to the Covid-19 restrictions.
Contact FormDate Submission: Wednesday, January 29, 2020 11:41:45 AM
First Name: Katherine Marson
Subject: Tax Return
Can I please book an appointment to do my tax return for the past 2 years.
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