Taxation Services
Comprehensive tax compliance and strategic planning covering Income Tax, GST, Capital Gains Tax, and proactive tax minimization strategies.
More Than Just Tax Compliance
Tax can be one of your largest business and personal expenses. While compliance is essential, strategic tax planning can save you tens of thousands of dollars annually. The difference between reactive tax compliance and proactive tax strategy is the difference between paying what you must versus paying only what you legally should.
Our taxation services combine meticulous compliance with strategic planning. We ensure you meet all ATO obligations while implementing legitimate strategies to minimize your tax burden legally. From individual tax returns to complex business tax structures, we provide comprehensive tax advice and services.
Our Comprehensive Taxation Services
Individual Tax Returns
Personal income tax return preparation:
- Employment income and deductions
- Investment income and expenses
- Rental property returns
- Capital gains tax calculations
- Medicare levy and surcharge
- Offset and rebate claims
Business Tax Returns
Company, trust, and partnership returns:
- Company tax returns
- Trust distribution statements
- Partnership tax returns
- Sole trader returns
- Loss carry-back and carry-forward
- SMSF Administration and Tax
GST Compliance & Planning
Comprehensive GST services:
- GST registration advice
- BAS preparation and lodgment
- GST on property transactions
- Margin scheme advice
- Input tax credit claims
- GST grouping strategies
Capital Gains Tax (CGT)
CGT planning and compliance:
- CGT event identification
- 50% CGT discount eligibility
- Small business CGT concessions
- Main residence exemption
- Rollover relief application
- Sale timing optimization
Strategic Tax Planning
Proactive tax minimization strategies:
- Year-end tax planning
- Income and deduction timing
- Entity structure optimization
- Income splitting strategies
- Prepayment strategies
- Multi-year tax modeling
ATO Audit Support
Representation during ATO reviews:
- Audit response preparation
- Document compilation
- ATO correspondence management
- Negotiation and resolution
- Objection lodgment
- Payment plan arrangements
Tax Types We Handle
Income Tax
Coverage:
Personal, company, trust, and partnership income tax
Services:
Tax return preparation, estimated tax calculations, PAYG installments, refund optimization, deduction maximization
Goods & Services Tax (GST)
Coverage:
GST registration, BAS, property GST, margin scheme
Services:
Quarterly/monthly BAS, annual GST returns, registration advice, input tax credit claims, compliance reviews
Capital Gains Tax (CGT)
Coverage:
Asset sales, property disposals, business sales
Services:
CGT calculations, concession applications, cost base tracking, timing strategies, exemption claims
Fringe Benefits Tax (FBT)
Coverage:
Employee benefits, car fringe benefits, entertainment
Services:
FBT return preparation, benefit valuation, exemption advice, reportable fringe benefits statements
PAYG Withholding
Coverage:
Employee withholding, contractor payments
Services:
Withholding calculations, payment summaries, STP compliance, contractor vs employee advice
Payroll Tax
Coverage:
State-based payroll tax obligations
Services:
Registration, monthly returns, annual reconciliation, grouping advice, exemption claims
Tax Planning Strategies
We Implement
Income Splitting
Legally distribute income among family members or entities to take advantage of lower tax brackets and minimize overall family tax burden.
Timing Strategies
Defer income or bring forward deductions to smooth tax liability across years and take advantage of tax bracket changes or rate differences.
Superannuation Contributions
Maximize concessional and non-concessional contributions to super, reducing taxable income while building retirement wealth tax-effectively.
Entity Structure Optimization
Use companies, trusts, partnerships, or hybrid structures to minimize tax while achieving business and asset protection objectives.
Division 7A Planning
Avoid deemed dividends from private company loans through compliant loan agreements, minimums repayments, or alternative strategies.
Small Business CGT Concessions
Apply for 15-year exemption, 50% active asset reduction, retirement exemption, and rollover relief to minimize or eliminate CGT on business sales.
Our Tax Philosophy
Aggressive Tax Minimization, Conservative Compliance
We believe you should pay the minimum tax required by law, nothing more. We’re aggressive in identifying and implementing legitimate tax strategies that reduce your tax burden. But we’re conservative in our compliance approach, ensuring every strategy is legal, defensible, and properly documented.
We never use illegal schemes, phoenix arrangements, or strategies that create audit risk. Every recommendation is based on tax law, ATO rulings, and established case precedent. You’ll have complete peace of mind knowing your tax position is solid.
What We Do:
- Implement legitimate tax planning strategies
- Maximize legal deductions and offsets
- Optimize entity structures for tax efficiency
- Time income and deductions strategically
- Apply all available concessions and exemptions
- Defend positions with law and ATO guidance
What We Don't Do:
- Use illegal tax evasion schemes
- Implement aggressive/dubious strategies
- Create phoenix or artificial arrangements
- Make claims without proper substantiation
- Engage in tax avoidance arrangements
- Expose you to audit risk unnecessarily
Why Choose Us for Tax Services
Tax Specialists
Registered tax agents with deep technical knowledge and 20+ years experience
Proactive Planning
We don’t just prepare returns, we plan ahead to minimize next year’s tax
Significant Savings
Our strategies typically save clients $15,000-$50,000+ annually
Audit Protection
Every position defensible, documented, and based on tax law
Timely Lodgment
Returns lodged on time, maximizing refunds and avoiding penalties
Year-Round Support
Available for tax queries and advice throughout the year, not just tax time
Ready to Minimize Your Tax Legally?
Contact us today for comprehensive tax services that combine meticulous compliance with aggressive tax minimization strategies.