Unique tax focus.

In devising their corporate strategies, the majority of accountancy firms have chosen to comfortably stay where the majority of the work is ~ everyday compliance and everyday accounting.

Updates to the regulatory laws that impact here are relatively easily understood, interpreted, and complied with.

Minimisation of taxation in the everyday matters is well charted territory and can be competently handled by duly experienced practitioners. Companies are well serviced, and are confronted with choices between many knowledgeable firms.

But there is no such ease ~ or choice ~ when it comes to out of the ordinary tax matters that frequently confront small and medium market capitalisations.

Here acquisitions, divestments, mergers, floats, spin-offs, share restructures, buyouts, takeovers, and capital raisings are all driven by a desire to maximise all reportable gains, and minimise any condemnatory liabilities.

Without exception, sophisticated tax structures underpin all.

We are an uncommon firm that chose long ago to focus on building skills
for handling high-level tax matters. Our scope this day covers offshore and onshore taxation skills, all manner of entry and exit transaction tax structures. We advise and undertake work complex in nature.

Often we are briefed by a company’s incumbent accountancy firm to bring our skills to bear on an abstruse problem ~ or optimisation opportunity ~ beyond their common capacity. We are also briefed by adept taxation teams within clients wanting precise advisory on the very latest taxation rulings for a large upcoming transaction.

In no other part of our practice can our retained knowledge and skills have greater immediate impact to a client’s bottom line.

It is here that our true differentiation from our competition lies. So perhaps some real-world examples are in order here.

With floats we can assist with the following.

1. Work with the due diligence committee to ensure tax efficacy.
2. Correctly structure employee share schemes.
3. Carry out pre-listing tax audits.

With acquisitions and divestments we can assist with the following.

1. Target due diligence.
2. Tax indemnities and warranties.
3. Tax structuring of the target entity.
4. Tax structuring of the transaction.
5. Pre and post transaction tax and accounting issues.

Taking into account both offshore and onshore tax considerations, we seek to optimise capital and income tax gains outcomes, navigating our way through debt forgiveness provisions, scrip for scrip rollover relief, and tax consolidation entry and exit issues.

And with compliance tax we can assist with the following.

1. Group dividend flows.
2. Franking account management.
3. GST and FBT.
4. Individual entity tax return or consolidated group tax return preparation.
5. Manage the relationship with the Australian Taxation Office including audit reviews and applying for private rulings when prudent.

Importantly we act as a tax advisor independent of the company’s auditors.

Here there is no 'Chinese wall' between two parts of the one firm where audit responsibilities govern the overall risk perspective of the client relationship, and where audit can be seen as loss leader.

If you feel that we are the firm you would like to partner with, then we invite you to contact. We would like to explain in detail the uncommon skills and expertise we could bring to bear on your unique needs. The links for our preaddressed emails are on the left, and our telephone number is below ~ should you prefer to call.
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                                                                                                                     Telephone +61 2 9241 7701.