Tax Advisers
What tax related services can you provide me?
We provide a range of tax specific services, including:
- Forward Period Income Tax Estimates
- ATO Benchmark Reporting and Advice
- Capital Gains Tax Planning, Estimates and Advice
- Payroll Tax Estimates and Advice including pertaining to 'subcontractors'
- Fringe Benefits Tax Estimates and Advice
Do you provide tax managment advice and service?
We provide a comprehensive Income Tax Planning, Management and Advice Service that includes working in collaboration with our in-house commercial, property and estates solicitor to advise you on appropriate and prudent commercial structures.
In addition our tax accountants advise on prudent tax management approaches within and between your group of businesses or entities.
This comprehensive tax advisory service involves both legal and accountancy services, and cannot be provied by a sole legal or accountancy practitioner (unless using a specialist tax lawyer who also provides accountancy and tax agents services). (Accountants alone are not permitted to provide advice pertaining to the establishment of companies, trusts etc. as these are have been found by the courts in Australia to be provision of a legal service).
Our service includes:
- provision of comprehensive advice
- establishment / amendment of all entities for your specific-purpose in-house entities (no on line company templates),
- preparation of all legal documents including contracts, loan agreements, mortgages, caveates, corporate powers of attoney, etc.
- preparation of accounts and tax returns, and lodgement of same in accordance with our advice.
Should I request a tax plan be done in advance of the end of the financial year?
You can ask us and we will be able to advise whether this is likely to be worthwhile for you.
We will not undertake a tax planning exercise unless there is a substantial benefit. The only circumstance where we may recommend this exercise is where there has been significant change in your circumstances, and we are suggesting a tax plan to ensure no surprises - to obtain certainty for you.
How much does a tax plan cost?
This depends on the scope of the job and the complexity of your affairs - we can provide a fee estimate. A tax plan should cost about 10-20% of what you can save in tax.