Taxation Services

Tax Planning

Tax Planning

We can help you reduce the impact of Federal & State taxes through advice on tax effective strategies for you, your business(es), personal investments & assets and superannuation.

How can we help?

  • Pre 30 June review of actual &potential income

  • Transactional planning advice to minimise tax

  • Capital Gains Tax advice and calculations pre disposal

  • Fringe benefits tax advice

  • Salary packaging

  • Structuring for asset protection and tax minimisation

  • Taxation advice on sale or purchase of businesses, real estate, investments and other assets

Over the years, Paul has assisted us not only with our tax but the valuation of businesses and properties and the sale of my businesses.

Tax Returns & Compliance

 

Tax Returns & Compliance

As accountants and tax agents we offer the usual ‘annual ATO compliance’ services for individuals, partnerships, trusts, companies and self managed superannuation funds.

  • Preparation of income tax returns

  • Reviewing ATO assessment and instalment notices

  • PAYG Installment notice variations

  • ABN Applications

  • GST Registrations

  • Management of taxation audits &/or disputes*

* Tax Audit Insurance is also available to cover these professional fees

Paul helped get us out of a big hole. He got us back on track and up to date with our bookkeeping, BAS and tax. It was such a big relief!