Taxation

Taxation issues are at the core of much of the work we do and we pride ourselves on our knowledge and continuing education in this area. Bill is a longstanding Committee member of the Tax Institute in WA and nationally.  We deal regularly with a range of income tax issues across many different industry sectors and client structures.

Some of the taxation work we are regularly involved in is:

• Advice and assistance in establishing business structures for clients which are suited to their particular needs.
• Taxation consulting advice in relation to issues arising for our business clients, such as the small business capital gains tax concessions, Division 7A in relation to loans from private companies to associates, employee/contractor issues and personal services income and its tax treatment.
• Taxation of trusts and advice in relation to legislative changes and ATO interpretation in this evolving area.
• Succession planning and the tax implications of clients' succession plans.
• Dealing with Australian tax for foreign companies and their employees.
• The tax issues associated with professionals trading in public practice.
• The tax issues arising from family law financial settlements and strategies for achieving the best outcome for our clients.
• Tax issues associated with property development.
• Tax planning to ensure clients are well aware of their tax obligations on a timely basis.
• Preparation of income tax returns and assistance with activity statements and variations to quarterly instalment obligations.