issues and challenges (click for more info)

From structuring a proposed business acquisition to implementing a personal investment strategy, tax is usually the most significant cost factor. For this reason
it is important to manage tax in your business and investment decisions - tax efficiency is a common thread in any optimal financial solution.

It is delivering this tax efficiency to our clients and so helping them achieve their financial ambitions that is the vision of our Taxation Services Division.

“Tax” comes in all shapes and sizes - income tax (incorporating tax on capital gains), fringe benefits tax, superannuation levies and charges, goods and
services tax, payroll tax and stamp duties. Managing your tax cost is made even more difficult due to the tax complexities peculiar to different business and investment structures and decisions.

our services and expertise (click for more info)

To assist our clients incorporate and maintain tax efficiency in their financial equation we offer the following services founded on our core tax competencies:

Taxation Services

• Capital Gains Tax:
  • Small Business CGT advice and planning
  • General advice
• Company & Trust Loss Rules
• Debt/Equity Rules
• Employee Share Acquisition Schemes
• Expatriate / Inpatriate Advice
• FBT and Salary Packaging
• GST Advice:
  • Real property
  • Other
• GST Audit:
  • Managing “live” audits
  • Trial audits/risk management
• “High-end” tax compliance services
  (including tax provision review for audit clients).
• Income Tax Audit:
  • Managing “live” audits
  • Trial audits/risk management
• International Tax Structuring:
  • Inbound and outbound investment
  • Resident director and local agent
  • Controlled Foreign Corporations
  • Tax Residency advice
  • Transferor Trust rules
  • Thin Capitalisation
  • Transfer Pricing
  • Double Tax Agreements
  • Tax Havens
• PAYG Instalment & Withholding
• Property Development (tax structures and advice)
• Superannuation Issues:
  
  • Advice on tax & SIS rules
  • Using super in retirement/estate planning
  • RBL planning, including pensions
• Transaction based income tax advice:
  • Optimal business/investment structures
  • Tax effective asset protection/estate planning