Taxation & Advice

Mention the word tax and watch people cringe! For most it is challenging enough just doing a basic tax return let alone tackling the complexities of a tax return where you must account for investments or a business. We are dedicated to helping you achieve the best outcome and can guide you through the stages of tax planning, effective strategies and your obligations. Our services include, but are not limited to:

INDIVIDUALS

• Salary & Wage tax returns
• Late/prior year tax returns
• Sole trader
• Investments – rental properties, share portfolios, managed funds, interest etc.
• PAYG Instalments
• Foreign tax issues
• Capital Gains Tax issues resulting from the sale of an asset
• Salary sacrifice & salary packaging reviews

PARTNERSHIPS, TRUSTS & COMPANIES

• Preparation of tax returns and financial statements (where applicable)
• Goods & Services Tax (GST) – we can assist you with understanding your obligations
• Capital Gains Tax (CGT) – selling an asset or acquiring an asset for business – seeking professional advice can help you choose the right CGT scenario for your business
• Fringe Benefits Tax – we can answer your questions and ensure your business is compliant
• Small Business Entity Concessions – let us help identify all of the concessions that are available to your business

ATO

• We can liaise with the ATO on your behalf whether you want a private ruling, a payment arrangement, you have late tax returns or you want to arrange a remission of penalties or interest (where valid reasons exist)
• We can assist with ATO audits & disputes

 

No matter what your tax issue is we can assist you. Some of the other areas we can help you with:

• Personal Services Income
• Non-Commercial Losses
• Carried forward tax losses
• Family Trust Elections
• Foreign tax issues
• Inter-entity loans
• GST issues

 

PLEASE CONTACT OUR OFFICE TO DISCUSS YOUR INDIVIDUAL CIRCUMSTANCES