Businesses utilising all structures for business tax, while considering the items below, all while minimising your exposure to annual income tax:
-Asset protection;
-Succession planning / CGT minimisation;
-Estate planning;*Lending; *ATO debts, objections and remissions;
-Capital Investments;
-GST
-FBT
-Division 7A loan issues; and
-Unpaid en
Businesses utilising all structures for business tax, while considering the items below, all while minimising your exposure to annual income tax:
-Asset protection;
-Succession planning / CGT minimisation;
-Estate planning;*Lending; *ATO debts, objections and remissions;
-Capital Investments;
-GST
-FBT
-Division 7A loan issues; and
-Unpaid entitlements from trusts
Other
-Self-managed Superannuation Funds SMSF
-Deceased Estates
PERSONAL Tax
Nationwide & International Services
Business Tax & OTHER
A self-confessed tax nerd, Warren is multidisciplinary and there's not many topics he doesn't cover or have experience in, but where this is the case, he will connect you with the right person within his group of close contacts. Some areas covered:
-Personal tax returns - including, but not limited to:
*Property development - from mum &
A self-confessed tax nerd, Warren is multidisciplinary and there's not many topics he doesn't cover or have experience in, but where this is the case, he will connect you with the right person within his group of close contacts. Some areas covered:
-Personal tax returns - including, but not limited to:
*Property development - from mum & dads through to commercial scales;
*Cross-border (international) tax affairs;
*Rental properties,;
*ESS / ESOP - with and without the start-up concessions;
*Crypto;
*Technical capital gains tax issues; and
*Micro businesses & hobbies.
Advisory
Nationwide & International Services
Nationwide & International Services
As the self-proclaimed tax addict, there's no area that Warren doesn't dabble in, though he has a more focussed past in property development and start-ups. Warren has had a vast range of exposure to many smaller "every day" people type issues, through to large corporations that are "almost" listed companies. Some examples below:
-Internati
As the self-proclaimed tax addict, there's no area that Warren doesn't dabble in, though he has a more focussed past in property development and start-ups. Warren has had a vast range of exposure to many smaller "every day" people type issues, through to large corporations that are "almost" listed companies. Some examples below:
-International taxation
-Start-ups & seed funding
-Business succession
-Asset protection
-Estate planning
-Due diligence
-Cash flow planning
-Debt restructuring
-Tax minimisation strategies
-General income tax advice - such as the tax implications of purchasing a rental property.
Nationwide & International Services
Nationwide & International Services
Nationwide & International Services
Our clients are largely located from all over Australia and beyond.
-From Western Australia up to Far-North Queensland, and then down to "South Aussie", and back across to the Eastern Seaboard with a majority of clients within and Sydney & Melbourne.
-We also cater to many people who hail from "the old country" of the United Kingdom, and
Our clients are largely located from all over Australia and beyond.
-From Western Australia up to Far-North Queensland, and then down to "South Aussie", and back across to the Eastern Seaboard with a majority of clients within and Sydney & Melbourne.
-We also cater to many people who hail from "the old country" of the United Kingdom, and now an increasing number of north American expats who now call Australia home.
-We have clients in many other countries such as Germany, Israel, Indonesia, Portugal, China, Sweden, Singapore, Iran, Denmark, Turkey, Estonia, Malaysia, Macedonia, France, Taiwan, Iraq and Italy, to name a "few".
Why Us?
Failure to plan is planning to fail
Failure to plan is planning to fail
As holistic advisers, tax is a very important consideration, but it's not the sole consideration. We always remain conscious of other items such as protecting assets, exit strategies, estate and succession planning. As people and businesses change over time, the plans should change with them.
When was the last time your will was reviewed?
Replacement director provisions?
Insurance levels?
Ownership of assets?
We go the extra mile
Failure to plan is planning to fail
We always strive to get the best result for our clients, no matter how long it takes. We aren't advisers who watch the clock and charge you for every point of contact. If there were to be additional charges, we'll flag it in advance, as no-one likes surprise invoices. You will have our dedicated support every step of the way, so that you can focus on running your business with the peace of mind knowing that tax has been catered for.
Cash flow is king
Cash flow is king
In our experience, the timing of tax is a crucial element for cash flow planning. It all comes down to "how much?" and "when?"
When is the annual tax due?
What impact will that have on the PAYG tax instalments?
Can the instalments be varied?
What about my personal tax?
Are there any other taxes to consider? GST? FBT? Payroll Tax? Land Tax?
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