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Holistic Accounting and Taxation
  • 246 Lum Road, Wheelers Hill VIC 3150, Australia
  • 03 8555 2256
  • [email protected]
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Superannuation Funds (SMSF)

Superannuation Funds (SMSF)

Self Managed Superannuation Funds (SMSF) is a fund with fewer…

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Taxation Compliance

Taxation Compliance

In current economic situation where substantial tax reform measures are…

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Our Services

Accounting & Business Advisory

We provide cost effective accounting & business advisory services to a broad range of clients including individual sole traders, companies,…

Taxation Compliance

In current economic situation where substantial tax reform measures are undertaken in recent years, careful planning is required to achieve…

Superannuation Funds (SMSF)

Self Managed Superannuation Funds (SMSF) is a fund with fewer than five members managed by corporate or individual trustees. Government is…

RSS Latest News

  • Minimum tax on trusts another masterclass in inept tax reform September 4, 2026
    The release of the minimum tax for discretionary trusts legislation is the latest instalment following the radical tax changes announced in the 2026 federal budget.
  • Top 10 things you need to know about the CGT changes September 4, 2026
    The 50 per cent CGT discount on gains accruing to 30 June 2027 is preserved. Almost everything else about working out a capital gain changes, writes Robyn Jacobson.
  • The SMSF borrowing change lands on the middle of your client book, not the top August 18, 2026
    Borrowed assets make up 17.9 per cent of the average fund holding $500,000 to $1 million, against 3.0 per cent of a $5 million to $10 million fund. The clients affected by the 10 August change are ordinary practice clients, and the question they bring you has a specific answer.

Our Testimonials

Lokesh is a client focussed professional who goes out of his way to assist not only his clients but his colleagues and business partners..

Steven Taylor CFP

Holistic Accounting & Taxation Services have genuine interest in getting the best possible results for their clients. Lokesh always provide us with holistic advice to help grow our business along…

Sahil Sethi – Owner Red Rooster

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