MBA warmly welcomes the team of Stephen Jolley & Co. Stephen Jolley, Lisa Read, Deborah Garside and Elizabeth Jolley will continue to work with all of their valued clients as well as assisting with the ever growing client base of MBA.
We see the 'people' behind the 'numbers'.
At MBA, we understand that your work life and personal life are intrinsically linked and the goals you set for each are heavily impacted by the other. Every set of numbers we look at is somebody's life story. This is why we make sure we take into account and plan for your life circumstances as a whole rather than focusing exclusively on one or the other.
We listen to you, and apply our specialised knowledge in the many areas of accounting and taxation to ensure that your needs are met with the highest quality of advice combined with our friendly personal service.
We offer a full range of targeted services including:
- Business Accounting and Taxation
- GST Advice and BAS Preparation
- Business Improvement, Advice, and Structuring
- Assistance with Business Purchases and Sales
- Self-Managed Superannuation Funds (SMSF's)
- Property Investment Advice and Structuring
- Establishing Entities including Companies and Trusts
- Financial Planning and Wealth Creation
- Tax Planning and Minimisation
- Personal Tax Returns
Located in Mornington, we service many clients in all nearby suburbs including Frankston, Mount Eliza, Mount Martha, Safety Beach, Dromana, Rosebud, Rye, Sorrento, Portsea, Seaford, Carrum Downs, Langwarrin, Somerville, and Hastings as well us those towns surrounding these suburbs.
These days though, we are finding that geographical proximity to your accountant has diminished in importance due to advancements in technology and an increase in options for communicating effectively so we also have many clients spread around the greater Melbourne metropolitan region, regional Victoria, and several clients interstate. Essentially, we can work with you closely no matter where you are located!
Aged care can be a tough subject for many families to broach, but as we enjoy longer lives, there’s a growing likelihood that at least part of our final years may be spent in aged care.
Clients knocking on tax agents’ doors for a tax return from today may be better off waiting a few weeks, says the ATO.
A mid-tier firm has sounded a warning on seasonal holiday homes this tax time, with advisers urged to prepare clients for a potential grilling from the ATO.
Over $7.2 billion in work-related car expenses claimed last year have placed the popular deduction firmly in the headlights of the ATO this tax time.