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Elias Financial Services

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Elias Financial Services is an accounting and tax firm at Level 5, 115 Pitt Street, Sydney, led by principal George Elias. Its focus is property investor tax, SMSFs and work for family businesses and investment clients. The firm is locally owned.

Services from Elias Financial Services

Tax

Individual tax returnsEstate planningMortgage broking

Business services

Business tax planningBAS and GSTBookkeepingCompany and trust set-upProperty investor taxXero and MYOBBusiness structure advice

Super and SMSF

SMSF administration

Elias Financial Services prepares individual tax returns, covering capital gains planning, personal deductions and rental property income. For businesses it helps choose a structure, registers ABN, TFN and GST, obtains companies or trusts, and provides ongoing tax planning. SMSF work covers setup help, record keeping, compliance advice and administration. Property investors get advice on depreciation, negative gearing and borrowing through an SMSF, and the firm also runs a tax-effective mortgage broking arm. Its team works with Xero and MYOB. Clients quoted on the site describe the advice as timely, competent and easy to understand.

Tips for visiting Elias Financial Services

  • โœ“Fees aren't published, so ask for a quote when you call on 02 9264 3084.
  • โœ“If you need payroll, confirm it first, as the site doesn't list payroll as a service.

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FAQ about Elias Financial Services

How long has Elias Financial Services been trading?

The firm says it was formed in 1958, and George Elias has been providing advice as principal since July 1991.

Is Elias Financial Services a CPA firm?

George Elias is a Certified Practising Accountant and a member of CPA Australia, and the site shows the CPA Australia logo.

Does Elias Financial Services work with Xero?

Yes. It is a Xero Platinum Partner and has also worked with MYOB extensively.