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Bexceed Tax & Accounting Services - Home - Tax Agent - SMSF Specialist
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  • Bexceed Tax & Accounting Services
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Your Finance Needs and Our Approaches

family
Individuals & Families

We look closely at your lives, and take time to understand your circumstances and aspirations, as well as your financial goals. We look at your whole life picture, and forward think of your future.

Making sure you do not pay tax other than necessary, or you obtain all social benefits you deserve, or you achieve your financial freedom are the least we could do. We are not an ordinary tax man that you might have experienced in the past.

 

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We organise regular no charge and no obligation seminars and networking events for all our individual and family clients. Our guest speakers regularly talk about topics that may matter to your everyday financial needs. During these events, you will be covered with hot topics, such as investment, property, banking needs, social benefits, insurance and wealth creation. We’d also like to link you with right connections and resources, whether that could result in advancing your career, inspiring you with some business ideas, or informing you timely market insights, hence growing your wealth, we are more than happy to do that for you.

We do not apply a routine rule on you, and we definitely do not judge your financial goals. We understand when people say what they need, they mean it. We are here to help you on a right track, whether through cost cuttings, regular saving plans or perhaps investment strategies. We are here to help you to achieve your financial goals in reality, and to give you that extra bit of confidence, motivations or aspirations. We will be with you the whole journey.

We believe in straight speaking, and we open our heart with honesty. We seek to develop a long term sustainable relationship with you, perhaps a friendship that you could trust and rely on.

Business
Businesses

We have a deep understanding of challenges facing businesses today, being an experienced business ourselves, we know how vital business strategies, connections, resources, financial management, regulation and compliance are for a business to survive and thrive in this real commercial world.

Our approach is simple and effective, we coach you practical business concepts, we link you with our connections, we seek you right resources, and we design you a business solution to suit your particular needs under your particular circumstances. We are here to help you to define what great looks like in your industry.

 

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We offer a full range of compliance, advisory and business solution services, covering all stages in a business life cycle, whether you need to incorporate a business, grow a business, sustain a business, or retire a business, we have a solution for you.

With family enterprises, we take multigenerational and integrated approach to navigate complex challenges and decisions within your family, free you from the burden of uncertainties associated with managing your family financial affairs and your estate and succession planning. We recognise family business has its unique character, and we are here to ensure you a peace of mind within your family and prosperity well in next generation.

Our local knowledge, coupled with our China mainland business connections have positioned us uniquely in today’s market. Whether you are considering of exporting your products into China, sourcing goods or services from China, or perhaps expanding your operations into China, we are the right person to speak with. In addition, we have substantial hands on experience in China No 1 social media and marking tool WeChat, whether you require to start up a business official account, or build a mini app within it, we would be your great help as well.

SMSF
Self Managed Super Funds

Running your own SMSF fund can give you greater flexibility and control over your retirement savings. However, taking care of all the essential admin tasks and maintaining compliance can be time – consuming and complex for fund trustees.

We offer full compliance and administration services at market competitive capped rates. In addition, we offer a selection panel of independent SMSF auditors for you to choose from. We believe our approach is for your best interest and protection, as you would have an independent and objective view of your SMSF from an independent auditor of your own choice.

 

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We also organise regular mini education programs designed for SMSF trustees. With completion of these programs, you will gain a full understanding of SMSF trustee obligations, legislations, contribution, withdrawal, investment and borrowing rules, good practices and compliance requirements.

For SMSF trustees who are seeking wealth creation and wealth protection advices, we recognise independency and transparency are fundamental to gain your trust. We guarantee act in your best interest, and only provide you with an objective view of your investment portfolio and your overall financial health.

Accounting practices, perhaps you are considering of outsourcing your SMSF compliance work for a strategic move purposes of your business, especially when you are a sole practitioner and do not have an expertise in the area, or you do not have SMSF economy of scale, or you are experiencing a shortage of competent staffs, or you do not want to hold your own AFS licence or limited licence for any particular reasons. If you are considering of outsourcing, we will fully support you by being your dedicated SMSF specialist team. We can become your trusted back office, when you need us. We guarantee you two weeks turnaround time for our value added services with market leading rates.

12 Reasons to Choose Us

Professional

Inspirational

Forward Thinking

Market Competitive Prices

Value Added Services

Reliable & Trustworthy

Always Approachable

Convenient City Location

Opening on Saturdays

China Market Connections

Can Speak Mandarin

WeChat OA Account Guru

Satisfactions

  • Lisa Cadden

    I started my own business two year ago, straight after uni. At the time, everyone said my move was too bold, and I should have applied a relevant job and get some experiences first. You know, the normal career path. Bexceed supported my dream since day one, and delivered a financial solution to suit my budget, my time and my needs. They even linked me to an investor without my need to ask. They are real people with a big heart to help.

    Adelaide CBD,Entrepreneur

  • Peter Morrison

    I deliberately chose this photo for Bexcced, just showing how serious I am about my own business. So is Bexceed. I have been with them since they started their practice, and they have never taken everything I mentioned lightly. They are always responsive and approachable. They have introduced me to cloud accounting and some brilliant add-ons, and bought me valuable time. Now I can afford to focus on real things that matter to me.

    Adelaide South,Engineering

  • Wendy Liu

    We were migrants from China. Bexceed showed us heaps of understanding of our culture and background, of course our migration requirements and family needs. They helped us to launch our local business from scratch, and they are definitely not just an accounting firm or tax agent that we had previously been through with. They offered us a whole business solution, even including practical advices on website design and online marketing.

    Adelaide West,Logistics

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I am interested in (multiselection available)
SMSFInvestmentTax advisoryBusiness solutionsBusiness incorporationBusiness compliance & taxationIncome tax returnOthers

Bexceed Tax & Accounting Services Pty Ltd is a CPA Practice
M:0432 029 746 | T:(08) 8423 4578 | admin@bexceed.com.au
Level 5, Tower 2, 121 King William St, Adelaide SA 5000

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