Specialist Tax Advice

Customised Tax

We are a registered tax financial adviser with the Tax Practitioner’s Board.

We aim to provide customised tax advisory services to our clients that make their tax planning simple and also assist in addressing issues that arise when they are dealing with their taxation affairs.

We also cooperate with AP Accountants professionals to provide assistance in the following tax-related services:

  • Tax advice, such as minimising CGT or optimising residency changes;
  • Taxation planning & structure for couples, families, and family groups
  • Financial plan reviews;
  • Salary packaging;
  • Structuring superannuation and other employment benefits;
  • Negative gearing various investments (and the best methods for doing so);
  • Negative gearing and positive cash flow;
  • Share investors and share traders;
  • Specialist taxation services include Goods & Services Tax (GST), Capital gains tax (CGT) and Stamp Duty, etc.;
  • Land Tax and other state revenue authority matters;
  • Dealing with Australian Taxation Office matters and audit defence;
  • Taxation issues pertaining to retirement planning;
  • Trusts and Estate Planning
  • Self-Managed Superannuation Fund (SMSF) Advisory