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FIRM PROFILE

Taxation, Accountancy, Superannuation and Advisory Services

Anita B Olsen started in August 1994 and is a registered tax agent and accountant. Anita has built her business from being a sole practitioner (working on her own with a few clients) to now employing twelve staff with over 700 clients, ranging from small individuals to high net wealth individuals, self managed superannuation funds and small to medium sized businesses. In 2006 Anita Olsen admitted a new partner, Tania Moujalli, who has worked closely with Anita since January 2002. Prior to that Tania worked for PricewaterhouseCoopers and focused on personal taxes and high net worth individuals.

Anita B Olsen and Tania Moujalli work closely with their clients to provide high quality taxation and business services. The services provided include;

  • Preparation of Australian income tax returns for Individuals, Trusts, Partnerships, Companies and Self Managed Superannuation Funds;
  • Compilation of Financial Accounts for Trusts, Partnerships, Companies, Superannuation funds, Allocated Pensions and Complying Pensions;
  • Compilation of Business Activity Statements and other Goods and Services Taxation (“GST”) documentation including registration for GST;
  • Preparation and lodgment of Private Taxation Rulings;
  • Taxation advice and year end tax planning ;
  • Business Advisory Services;
  • Preparation of Australian Securities and Investments Commission annual returns for companies as well as other company secretarial matters
  • Setting up Business Structures and Restructuring;
  • Advice regarding international tax issues and managed fund investments for the purposes of wealth creation;
  • Retirement planning and taxation advice regarding employer termination payments and superannuation payments; and
  • Liaising and negotiating with Australian Taxation Office (“ATO”) on behalf of clients. 

 As a dynamic and fast growing practice Anita and Tania have taxation experience in a wide range of industries. The income tax return is used as a tool to assist clients with their tax and financial affairs and provide solutions. They manage the compliance and tax associated with individuals’ investments in an environment of continual and significant tax law changes with consideration to the ATO attacking tax effective investments and transactions.

 Anita and Tania are dedicated and passionate people who believe that they truly make a difference in their clients’ taxation affairs as they care about their clients and want to be their trusted advisors.

 

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