Taxation Advice
Proactive tax advice that keeps more money in your pocket — legally, and with the ATO's blessing.
Who is this for?
Our taxation advice service is for individuals and business owners who want to understand their tax position and plan ahead, rather than simply reacting at year-end. If you're buying a property, selling a business, restructuring your affairs, or simply feel you're paying more tax than you should, a taxation advice consultation can make a material difference.
What's included
- Review of your current tax position across all entities
- Identification of legal tax minimisation strategies
- Capital gains tax (CGT) planning — timing, main residence exemption, small business CGT concessions
- Income splitting strategies (salary packaging, trust distributions)
- Negative gearing and investment structuring advice
- Tax implications of business sale or acquisition
- Superannuation contribution strategies (concessional and non-concessional)
- Division 7A and deemed dividend considerations
- Written summary of advice on request
What to bring
- Recent tax returns for all relevant entities (individual, company, trust, SMSF)
- Details of any planned transactions (property purchase/sale, business restructure)
- Current financial position — assets, liabilities, income sources
- Any specific questions or concerns you'd like addressed
Don't worry if you're not sure what applies to you — bring what you have and we'll work through the rest together.
Frequently asked questions
How is this different from general accounting?
Compliance accounting — tax returns, BAS — is about recording what happened correctly. Taxation advice is about what you do before events happen to achieve the best tax outcome. A good tax adviser identifies opportunities and risks before a transaction occurs, not after.
Is tax minimisation legal?
Absolutely — the ATO distinguishes between tax avoidance (illegal) and tax minimisation (legal and legitimate). Claiming all the deductions you're entitled to, choosing the most tax-effective structure, and timing your income and expenses sensibly are all perfectly legitimate. We provide advice strictly within the law.
I'm selling my business — what should I know?
Business sales trigger significant tax considerations: capital gains tax, the small business CGT concessions (which can potentially reduce your gain to zero if you qualify), GST on the sale of a going concern, and superannuation contribution strategies to shelter proceeds. The planning needs to happen before the sale, not after — contact us as early as possible.
Can you advise on property investment structuring?
Yes. We advise on individual vs. company vs. trust ownership, the implications of negative gearing, land tax, and CGT main residence exemptions. The right structure depends on your overall financial position and goals.
How much does a consultation cost?
Contact us to discuss your situation and we'll advise on the scope and cost of the advice before we begin.
Get started
Ready to put your numbers in good hands?
Get in touch today — we respond within one business day.