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TAX IS NOT SIMPLY ABOUT TAX RETURNS, IT’S ABOUT PLANNING TO SUCCEED

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Each year we are required to prepare and lodge our income tax returns. In this we have little choice and say. However, we can have some say in the amount of tax (if any) we are required to pay. This can be achieved by undertaking some prudent and legal tax planning. Tax planning is simply smart business planning.

 

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Tax Planning
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Our accounting firm can help with streamlining your management structure, from providing advice on your duties as an employer, to implementing new payroll policies and procedures. We perform detailed, reliable auditing so you know exactly what the financial state of your business is, and safeguard against potential risk.
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Value Accounting can provide commercial and tax planning advice to guide you to plan for success if you wish to:

  • buy & sell a business

  • merge your business with another

  • introduce employees or business investors into your business

  • expand your business overseas

  • undertake property development whether on your own or with another person

  • establish a family trust which can be an effective means of reducing the amount of tax paid by your family and also help safeguard the family’s assets from creditors

  • resolve a dispute with the Australian Taxation Office including the reduction of penalties & interests

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Tax Service Offering

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Value Accounting main areas of tax specialisation are:

  • Capital gains tax: e.g. structuring the buy & sale of a business to provide stakeholders with maximum net cash return;

  • Undertaking of tax due diligence (tax health check) common in preparation of the purchase or sale of a business;

  • Corporate transactions: mergers & acquisitions of corporate groups;

  • International tax: establishing tax and business structures for Australian businesses expanding overseas and foreign business entry into Australia;

  • Taxation of employee shares and options: designing & establishing employee incentive plans;

  • Conduct, negotiation and management of ATO audits;

  • Stamp duty advice;

 

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Take the guesswork out of property investing
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Whether you’re planning to buy your first investment property, build-up a portfolio of properties, or taking your existing portfolio to the next level, Tax Effective can provide property expertise, advice, and proven strategies to bring your financial goals to life. And if you’re like most of our clients, and don’t have the time to do things yourself. We can do it all for you.

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Use advanced tax structures and increase your returns

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Consider ownership structures such as trusts and self-managed super funds or a combination of the two. Significantly reduce tax obligations on rental income and capital gains, increasing your return on investment. 

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Minimise property risks

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Implement risk management strategies and structures to insulate your property portfolio from interest rate hikes, income loss, potential tenant lawsuits, failed business ventures, relationship breakdowns, or estate disputes

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Tax-effectively structure your finances

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Your Tax Effective adviser will structure your home and investment loans to increase the tax effectiveness of your property investment, boost your cash flow, and improve your ability to expand your wealth-building property portfolio.

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Specialised Tax Planning for doctors, dentists and medical practices
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All the time and energy you devote to caring for your patients often means that thinking about your tax and financial plans takes a backseat.

At Tax Effective, we understand the unique challenges faced by medical professionals, including specialists, general practitioners, dentists and dental surgeons. Which is why we have created a specialised tax, accounting and wealth management solution just for you.

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Trusted advice and expertise to help you

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As a medical professional, you require the expertise of multiple tax and financial specialists; however, contacting each one individually is time-consuming and often results in conflicting advice. 

With Tax Effective, you will receive personalised attention from a trusted accountant who will act as a single point of contact for you. Your accountant will look at your big picture and liaise with other specialists in order to offer the best solutions to help you reach your business, lifestyle and personal financial goals.

  • Simplify and automate your practice tax, payroll and accounting functions by implementing a cloud accounting solution that does everything for you

  • Establish companies, trusts and self managed super funds to protect your personal and business assets from potential lawsuits

  • Implement permanent tax reduction strategies and structures to increase your personal and business cash flow

  • Tax-effectively structure practice, home and investment loans and save thousands in interest repayments each year

  • Make smarter personal investment decisions and tax-effectively grow your family wealth

  • Purchase your business premise through your self managed super fund

  • Customise estate planning strategies and structures that will allow your wealth to be transferred to family members and beneficiaries tax-effectively, whilst providing asset protection

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