Tax planning and compliance

We assist clients with:

• Tax effective family structures
• Estate planning
• Succession planning

We can help you meet your ATO lodgement requirements. As tax agents, we can prepare and lodge your ATO forms in a compliant and timely manner including:

• Income tax returns for entities and individuals
• Business activity statements
• Fringe benefits tax returns
• General interest charge remission requests
• Amended income tax returns
• Private binding ruling application

Tax consulting and risk review

Our philosophy is to tackle Australia’s complicated taxation system on the front foot. We are proactive in our approach to our client’s taxation issues. The inevitability of taxes means that with sound planning and good advice they can be managed, minimised and even turned to your advantage.

Our tax advice allows you to find a balance between current obligations and your future plans, your personal financial affairs and your business responsibilities. The decisions you take today will have a direct bearing on the future. Therefore, we ensure that you are fully compliant in the first instance and then build a solid platform for the future by minimising your liabilities and structuring your affairs to give you the greatest benefit.

We work closely with our clients to provide up to date and timely advice on a wide range of issues including:

• Income tax
• Goods and services tax (GST)
• Business tax planning
• Fringe benefits tax
• Research and development (R&D) tax incentive – what R&D activities qualify for the tax incentive, assistance with registration and on-going lodgement
• Pay-roll tax
• Stamp duties
• We also help our client manage their risk by advising on:
• Compliance risk – such as tax disclosures and lodgement deadlines
• Transaction risk – identifying taxes that may result from transactions such as a business sale
• Director and personal risk – we identify the risk of not meeting tax obligations or identify where clients are inadvertently putting

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