Taxation Advice & Compliance

Diligent, best practice compliance with the latest taxation legislation and proactive planning.

The quality of tax compliance services between accounting firms is surprisingly varied. We not only ensure you are meeting your tax return requirements accurately and on time, we explore options to lower your tax liability where possible.

By the time the tax year ends your final taxation position shouldn’t be a surprise, it should be an expectation. If you receive a large amount of personal, business or investment income, our compliance team can advise you about your potential tax liability, help with cash-flow planning and develop tax minimisation strategies so there’s no unwelcome end of financial year surprises.

Whether it’s a personal tax matter or a more complex transaction, we have the expertise and resources to ensure that you achieve the best possible outcome. By involving us early in the decision making process we can ensure that you are structured to maximise your return and ensure all imposts are considered. Our staff are highly educated and well placed to provide advice in all areas of Taxation Law including:

  • Taxation Planning
  • Capital Gains Tax
  • Goods & Services Tax
  • Fringe Benefits Tax
  • Business Structuring/Restructuring
  • Asset Transactions
  • Research and Development Concessions
  • Salary Sacrifice Calculations
  • Estate Planning
  • Taxation Return Compliance

We’ve saved our clients significant amounts of money by being proactive about tax planning.

In one case, a client sold his business, resulting in a $2m capital gain. We saved him $250,000 in tax by rolling it into a Self Managed Super Fund, enabling him to enjoy a more comfortable retirement.

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Case Study

Acton Rockingham and Baldivis

We’ve been right alongside the owners as they’ve grown their real estate business from a two person partnership to a 25-strong team. When the daily commute to Rockingham became too much for Scott, we helped him transition…

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Case Study

RM Surveys

We developed a tailored strategy to allow the company founders to exit through a gradual management buyout. Background Our relationship with RM Surveys began as an independent company accountant. (Both owners have their own personal accountants.) In addition…

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