Accounting and Financial Planning

Tax & Business

Proactive Taxation Support

Taxation is a necessary part of running a business. We all want our tax to be as simple and low as possible. The tax and business services team at Business + Wealth Partners work with you on an ongoing basis to make sure this is how it is for you. We look at the whole picture and work with you to meet your business and personal objectives.

Having personal contact with the partners – you know you will get highest level analysis and advice – backed up by our experienced specialist team. You will have access to the most up to date taxation rules and changes specific to your industry.

We like our clients to review their tax position, at least once prior to the end of the financial year, evaluating any strategies that may be available to legitimately reduce your tax. We will work with you proactively, to get the best outcomes from this planning.

Part of our taxation service is to make sure the tax changes each year get to you and that you understand what they mean to your business. Taxation details change every year – as a Business + Wealth Partners client you can relax and trust us to keep you informed in a timely manner.

Individual Tax Returns

Do we do simple tax returns? Yes! We can assist with the simplest tax returns through to complex structures. If you have a rental property, investment or capital gain in your return Business + Wealth Partners prepares all levels of tax returns and can assist with all of your taxation needs.

New Business Support

When you are investigating options and evaluating a new business or venture, don’t forget to talk to your accountant. At Business + Wealth Partners, the team can help you evaluate the business or idea and choose the right structure for both your short term and long term objectives. Whether you are buying an existing business or creating one from scratch, working with us will make the journey easier and more informed. We can help you work through the process to reach good decisions for your future prosperity.

Selling Your Business or Property Portfolio

Capital Gains Tax is a major consideration when moving on from an investment. Proactive planning well in advance of the actual sale can minimize the impact of the tax on the transaction. The Business + Wealth Partners team have extensive experience assisting in structuring business sales for legitimate tax reduction. We seek advice from all our expert teams to make sure every base is covered.

Talk to one of our team today.

At Business + Wealth Partners we offer a complete range of business and taxation services including:

  • Income tax returns
  • Financial Statements
  • BAS preparation and GST advice
  • End of year tax planning
  • Capital gains tax
  • Fringe benefits tax
  • Individuals
  • Partnerships
  • Trusts
  • Companies
  • Superannuation