01
Entity & group structuring
Trust, company, partnership or a combination — chosen against your income, your family, your lending and the exit you expect, not just this year’s tax bill. We restructure existing groups where the original set-up no longer fits.
- New business and acquisition structures
- Bucket company and trust distribution strategy
- Restructures and rollovers
- Ownership rules for regulated sectors
02
Tax planning before year end
A position modelled in April and May, while the levers are still available to pull — prepayments, timing of income and deductions, distributions, super contributions and asset purchases.
- Pre-30 June planning meeting
- Estimated liability and cash plan
- Distribution modelling
- Instant asset write-off and depreciation review
03
Annual compliance
Financial statements, income tax returns and the year-end work for every entity in the group, prepared consistently so lenders, buyers and the ATO all see the same numbers.
- Financial statements for each entity
- Company, trust, partnership and individual returns
- Division 7A loan management
- Consolidated group view
04
BAS, payroll & obligations
GST, PAYG withholding, payroll and superannuation handled on time, every time, so obligations never quietly become liabilities. Award interpretation where wages are your biggest cost.
- BAS and IAS lodgement
- Payroll and Single Touch Payroll
- Super guarantee compliance
- Payroll tax and workcover registrations
05
Capital gains & concessions
The small business CGT concessions can remove most or all of the tax on a business sale — but only if eligibility is tested early and protected. We map your position years before it matters.
- 15-year exemption and 50% active asset reduction
- Retirement exemption and rollover
- Property and investment CGT
- Eligibility testing and record-keeping
06
Succession & family transfer
Moving a business or assets to the next generation, a partner or an employee without triggering avoidable tax or family friction. Done properly, it is a plan with dates, not a conversation that keeps being postponed.
- Staged ownership transfer
- Family trust and estate interaction
- Buy-in arrangements for staff
- Coordination with your estate planner
07
ATO matters & reviews
Payment arrangements, objections, reviews and correspondence handled calmly and early. Problems disclosed and managed are almost always cheaper than problems discovered.
- Payment plans and remission requests
- Review and audit support
- Voluntary disclosures
- Debt and lodgement catch-up
08
Management reporting
Monthly or quarterly numbers you can actually run the business on — reconciled, compared against the right benchmarks and explained in plain language.
- Monthly management accounts
- Cashflow forecasting
- Budget versus actual
- Cloud accounting set-up and training