Santillana

At Santillana & Co, we pride ourselves on being a dynamic boutique advisory practice that has been serving clients for over 20 years. Our team of experienced professionals is dedicated to providing personalized service to a wide range of clients, from small to medium-sized businesses to high net worth individuals. Our commitment to ongoing professional development and extensive experience enable us to meet the complex needs of our clients in today's challenging business environment.

Our Philosophy

Our reputation is built on the excellent service we provide to our clients - reliable, practical, commercial, and thorough. We believe in building long-standing relationships with our clients, based on mutual trust and respect. Our goal is to provide tailored advice and solutions that cater to the unique needs of each client, ensuring that their financial and business goals are achieved.

Accounting Services

At Santillana & Co, we understand the importance of accurate and timely financial reporting. Our experienced team of accountants provides a wide range of administration and financial management services, including:

• Statutory accounting and financial reporting
• Scheduled and regular performance analysis, planning, and measurement reports
• Succession planning and making businesses investor ready
• Finance, cash flow forecasting, working capital and debt management reporting

Tax Advisory Services

The Australian taxation landscape is continually changing, and at Santillana & Co, we believe it is essential for individuals, corporations, and trusts to ensure their financial affairs are managed in a way that is both tax effective and compliant with the law. Our tax advisory services include:

• Tax compliance for individuals, companies, trusts, and SMSFs
• Tax planning, strategy, and optimisation
• ATO reviews, audits, and negotiations
• Business structuring advice, including mergers, acquisitions, and disposals
• Strategies for employers covering FBT, payroll tax, salary packaging, and superannuation

Superannuation Services

Superannuation is the provision of a retirement income. Our superannuation system may be complex and difficult to control, but if used correctly, it will provide a retirement lifestyle that ensures very little or no tax and provides a flexible structure for your retirement wealth. Self-Managed Superannuation Funds (SMSFs) represent the most tax-effective investment, wealth creation, and estate planning structure available in Australia. Our services include:

• Establishment of Superannuation Trust Deed
• Fund Tax File Number Application
• Fund Australian Business Number Application
• Notice of Election to Become a Regulated Fund
• Minutes, Membership Application Forms, & Product Nomination of Death Benefit Beneficiaries
• Benefit Rollover Documentation
• Administration
• Annual Financial Statements
• Annual Member Statements
• ATO Income Tax & Regulatory Return
• ATO Member Contribution Statement
• Business or Instalment Activity Statements
• Fund Audit Investment Reporting
• Conversion to Pension Benefit Payment Processing
• PAYG Payment Summaries
• Actuarial Certification
• Consulting Contribution Strategies to Maximise Contributions
• Pension Planning and Projections