Personal & Family Tax
Death and taxes. That old saying. Unfortunately you can’t avoid either.
Tax is hard though. Australia’s tax system has been quoted as the third most complex in the world. Sunglasses are deductible to some people and not to others. Your spouse’s income dictates the amount of tax you have to pay.
If you don’t find this stuff fun, you’re better off passing the hard work to us and enjoying something else instead!
How Can We Help?
Tax Returns
Almost all of us have to lodge one.
What you can claim though, varies on your profession. Teachers, doctors, lawyers, tradies - they all have different rules as to what the ATO will allow you to deduct.
Let us use our knowledge of the specific rules for your job to ensure the most efficient tax outcome.
Family Tax Planning
You’re not Jeff Bezos. Yet. But maybe your business is booming, or you’re expecting a big bonus and unsure of how to best structure the tax affairs for you and your family going forward. Maybe you’ve read all about starting up an SMSF and want to know how this works from a tax perspective.
We have previously worked with some of the richest families in the country. You may not need 17 different trusts and companies, but there’s a method to some of the madness. The earlier you get a quality family group structure in place, the more efficient things can get from a tax perspective over time.
We also partner with a number of financial advisors who we can provide a tandem approach from an investment / tax perspective.
Ad-hoc Advice
You may have just won Lotto. Do you have to pay tax?
We hope you all receive the luxury of asking that question, but there are a lot of life events which require some guidance from a tax perspective. Think business sales, inheritances, receiving shares from your employer.
The earlier you ask the question, the easier it is to get things right.
Contact us.
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