Every job below is scoped and priced in writing before work starts. No prices on this site because scope drives cost, and pretending otherwise is how surprise invoices happen. You'll know before you commit.
Checked, not copied from prefill: salary and investments, rental schedules, capital gains, and deductions done properly.
Your ABN income lives inside your personal return: business schedules, vehicle and home-office claims, PAYG instalments reconciled.
Family and entity groups, never single returns: company and trust financials, partnership returns, resolutions before 30 June.
The calendar handled: quarterly BAS from your actual records, monthly payroll, and one retainer covering both.
We find what's outstanding first, then price it: a fixed fee per year, oldest year first.
Nobody is going to lecture you. Coming forward voluntarily is consistently a better position than waiting, and the first step is simply finding out what is actually outstanding. Payment plans exist. We'll tell you where you stand, and what each year costs, before anything is lodged.
Educate, then apply, then quantify: you learn the rule, it meets your facts, you see the number.
Investments that have built up inside the trading company, moved out of its risk path. The 50% CGT discount ends on 1 July 2027, so timing is now part of the answer, and what that means for you depends on your numbers. That's a scoped conversation.
Money drawn out of the company, sorted before it becomes a tax problem. We work out what the loan account actually is, what has to happen by when, and what each option costs you. Company money is not your money, and that is the whole idea behind Div 7A.
What your super becomes in your children's hands, reviewed while you can still change it. Adult children usually aren't death benefits dependants for tax. That means the taxable component can be taxed when it passes to them. Some of that can be planned for, and it has to be done while you are alive. What applies to you depends on your fund and your family. That is a scoped review.
A 30% minimum tax on trust income starts on 1 July 2028. That's a reason to look at your structure now rather than later. What it means for you depends on your numbers, so that's a scoped conversation.
The letter your broker asked for: serviceability letters and written tax positions for lenders and third parties.
That's what the free 15-minute chat is for. It's scoping, not advice. We work out what you actually need, you leave knowing what the work would cost, and the person who scopes it is the person who does it.
Book a free chat