Overview
Most tax outcomes are set months before the return is prepared — by how the entity is structured, when an asset was sold, how a distribution was resolved, and whether a loan to a shareholder was documented. By the time a return is being typed, the options have narrowed to almost none.
We handle the lodgement calendar so it stops being your problem, and we raise the decisions that matter while there is still time to make them differently.
Scope
What we look after
- Income tax returns
- Individuals, companies, trusts, partnerships and superannuation funds, with the schedules and elections that go with them.
- BAS, IAS and PAYG
- GST, PAYG instalments and withholding, Single Touch Payroll finalisation and taxable payments annual reports.
- Tax planning
- A pre-year-end review of the year’s position, distributions, deductions and timing — held in May, not in October.
- Capital gains
- CGT on business sales, property and shares, including the small business concessions, rollovers and main residence questions.
- Division 7A
- Shareholder and associate loans, minimum repayments and complying loan agreements, before they become deemed dividends.
- Fringe benefits tax
- Vehicles, entertainment, car parking and employee contributions — with the record keeping that supports the position.
- State taxes
- Payroll tax and land tax with Revenue NSW, including grouping and threshold questions.
- ATO reviews and debt
- Correspondence, reviews, audits, objections, remission requests and payment arrangements handled on your behalf.
Reference
Key lodgement dates
Standard self-lodgement dates. Lodging through a registered tax agent generally extends them; where a date falls on a weekend or public holiday, the ATO accepts lodgement on the next business day. Talk to us before a date passes, not after.
| Date | Obligation |
|---|---|
| 14 July | Single Touch Payroll finalisation for employees |
| 28 July | Q4 BAS and June quarter super guarantee |
| 28 August | Taxable payments annual report (TPAR) |
| 31 October | Individual income tax return — self-lodgers |
| 28 February | Q2 BAS — December quarter |
| 21 May | Fringe benefits tax return — self-lodgers |
Questions
Common questions
I’m behind on several years of returns. Is that a problem you take on?
Regularly. Overdue lodgements are far more common than people assume, and the ATO treats a taxpayer who comes forward differently from one it has to chase. We bring the lodgements up to date and deal with penalties and payment terms in the same conversation.
When is tax planning actually useful?
April and May, while the financial year is still open. A planning meeting in August can explain your tax bill; it can rarely reduce it.
Can you deal with the ATO directly?
Yes. Once we hold the relevant authority, ATO correspondence, reviews and payment negotiations come to us rather than to you.
Also
Related services
Registered Company Auditor
Independent audit and assurance, signed by a registered company auditor.
View →02Not-for-Profit & Charity Audits
ACNC reviews and audits for charities, associations and foundations.
View →03Self-Managed Super Funds
SMSF set-up, administration, tax and independent audit.
View →Talk it through before you commit to anything.
Tell us the situation and the deadline. We'll tell you what's involved, what it costs and whether it's us you need.