Services
Tax Strategy & Planning
Before you lodge. Before you sign. Before you sell.
We work with business owners to get ahead of tax issues before they become problems.
What we cover: Tax planning, Division 7A management, PSI assessment, Part IVA risk review, ATO correspondence strategy, year-round advisory.
Business Structuring & Advisory
The right structure saves money, protects assets, and unlocks opportunity. The wrong one costs you for years.
We work with you to get the foundation right from the start and keep reviewing it as your business grows.
What we cover: Company vs trust analysis, discretionary and unit trust setup, restructuring advice, family arrangements, shareholder agreement referrals.
CGT & Exit Planning
Most business owners leave significant tax concessions on the table simply because they did not plan ahead.
We help you structure for the exit before you need one.
What we cover: Small Business CGT Concessions (Division 152), 15-Year Exemption, Retirement Exemption, 50% Active Asset Reduction, asset sale structuring.
Tax Compliance & Returns
Accurate, timely lodgements across all entity types. You will always know where you stand with the ATO.
What we cover: Company, trust, partnership and individual tax returns, BAS and GST, PAYG, FBT, payroll tax, ATO audit support.
SMSF Administration
Running an SMSF comes with strict obligations. We handle the compliance so you stay on the right side of the ATO.
What we cover: Annual SMSF tax return, financial statements, audit coordination, and contribution compliance review.