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Tax Advisory

Get a Free Consultation

Partnering With You to Minimise Tax and Maximise Peace of Mind

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Personalised Tax Solutions, Helping You Keep More and Achieve More

Our tax planning service is about more than compliance; it’s about strategy. We help you reduce tax liabilities, maximise deductions, structure investments smartly, and forecast with confidence. With personalised guidance, you keep more of what you’ve earned and achieve long-term financial growth and security.

THE VALUE WE DELIVER

We help you reduce your tax burden while making sure your income and assets work harder for you.

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Maximising Outcomes

Beyond Compliance Support

We offer personalised solutions to help you with what you need. Our approach extends beyond lodging tax returns; we provide proactive strategies that deliver long-term benefits.

We offer tailored services to meet your specific needs. Our advice is personalised to your unique situation and goals.

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Tailored Solutions

SOLUTIONS WE PROVIDE

We offer a wide range of services to support your business and provide guidance, project management and support where you need it most.

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Capital Gains Tax

We help you navigate the complexities of Capital Gains Tax by creating a tailored plan for your business. Our goal is to make sure you can budget effectively, pay your CGT on time, and avoid unnecessary stress or financial implications.

Fringe Benefits Tax Advice

We help you navigate the complexities of FBT, so you know exactly what you can claim, what records you need to keep, and how to lodge your claim correctly. With our guidance, you can take advantage of deductions while staying compliant.

GST & BAS Planning

We help you stay on top of GST and BAS by managing the paperwork and making the process simple. We ensure everything is lodged correctly and on time, while also helping you budget so you’re never caught off guard by a large tax bill.

Business Structuring and Succession

We help you protect your assets, raise capital, expand internationally, welcome new shareholders, or plan your exit into retirement. Whatever stage your business is at, we provide tax advice and structuring strategies that prepare you for the future while keeping your business strong today.

Trusts and Superannuation

We help you structure and manage your superannuation and trusts in the most effective way possible. From reviewing contributions to setting up tax-efficient trust arrangements, we create strategies that protect your wealth, maximise benefits, and support your long-term financial goals.

Tax Risk Management and ATO Audit Support

We help you stay compliant and manage ATO audits with confidence. Our experts ensure your information is accurate, securely stored, and submitted correctly, taking the stress out of what can be a daunting and time-consuming process.

International Tax Guidance

We help you navigate the complex tax challenges of doing business across borders. Whether you’re setting up in Australia or expanding overseas, our experts provide guidance on compliance, transfer pricing, and international tax laws so you can focus on growing your business with confidence.

EOFY Tax Reviews

We help you take the stress out of tax time by compiling your information and lodging your return with ease. Our experts also review your spending in detail to uncover potential tax reductions, helping you lower your bill and keep more of what you’ve earned.

The Team Powering Your Growth

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Seth Li

Director - Alexander Spencer

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Read Bio

61 3 8199 3000

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Jeffrey Isaacs

Director - Alexander Spencer

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61 3 8199 3000

FAQS

  • Tax planning is the process of structuring your finances to legally minimise your tax liabilities while maximising your financial outcomes. It’s important because it helps you keep more of what you earn and avoid unnecessary tax costs.

  • Our services are designed for individuals, families, and businesses of all sizes. Whether you’re a small business owner, high-net-worth individual, or managing complex investments, tailored tax advice can help.

  • No, we work with both individuals and businesses. From personal wealth planning to complex business structures, our advice is always tailored to your unique circumstances.

  • We simplify the process by managing the paperwork, staying on top of deadlines, and providing clear strategies. Our team takes care of the complexities so you can focus on your business, family, and goals.

  • We take a personalised approach, integrating tax planning with broader accounting, advisory, and wealth management services. That way, your financial picture is managed as a whole, not in isolation.

Talk to our tax experts today

Get proactive, personalised strategies that minimise liabilities and maximise your financial outcomes.

Take control of your tax with advice tailored to your goals.

Book a Consultation

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