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Tax Planning

If you can’t measure it you can’t manage it!

Having your financial affairs in order is a key factor in managing your financial arrangements.

For most of us, tax is our biggest expense. We work closely with you to ensure that your arrangements are managed in the most tax-efficient way possible. Our Accounting team assist with the design of effective ownership-structures for assets and enterprises. They work closely with our Financial Advisers and our Mortgage team by focusing on the taxation implications of your key decisions.

We provide professional taxation and accounting services involving expert advice on:

  • Annual taxation compliance
  • Business structuring including new entity registration
  • Financial reporting
  • Capital Gains Tax management
  • State Tax advice including Land Tax
  • Preparation and lodgment of Income Tax Returns, Fringe Benefits Tax returns
  • GST management including BAS preparation

Timely taxation management combined with efficient, effective reporting makes the management of your financial arrangements a more effective process. You will always have clear line of sight and understanding regarding the taxation consequences of your wealth creation strategy.

Business structuring, involving the design of appropriate structures for the ownership of assets can provide both tax efficiency and asset protection. These ownership structures are developed though the combined efforts of your Financial Adviser, our Mortgage Team, our Accounting Division, and external legal advice.

By providing taxation and accounting services we can help you to manage and resolve these important issues.

Key Service Offerings

Tax Advice & Tax Planning

Your accounting arrangements are managed within a framework designed to provide maximum tax efficiency. Our accounting team provides leading-edge taxation advice to serve as a platform on which to manage your affairs.

Asset Protection Strategies

This is an increasingly important part of the tax planning and financial management process. Use of limited liability companies will enable you to fully understand the potential vulnerabilities. Our senior staff can advise on this key aspect of your arrangements and can implement various strategies to ensure protection.

General Security Arrangements ('GSA') for proprietor's loans

Historically called fixed and floating charges these should be used by you to secure any loans that you make to a company that you are either an owner or shareholder of. This key step is often overlooked by principals of private companies and the result is that your loan remains unsecured.

CGT advice for sale of businesses

It is extremely important to obtain advice on any tax implications before you dispose of shares or units in a company or trust or dispose of a property.  the key planning should occur before the sale event occurs to ensure you obtain maximum tax efficiency.