Tax Agents in Brisbane providing Tax Planning Solutions
Corporate and Personal Tax Compliance
Tax Planning
Business, Investment and Superannuation Structuring
Finance Structures
Asset Protection
Employee Benefits Structuring and Superannuation
Headed by Stephen Toohey, a recognised taxation specialist, we are able to achieve significant savings by continuing to build our database of successful plans and strategies. A lateral approach often takes us beyond conventional thinking to find solutions that deliver powerful results in a practical and appropriate manner.
Hotel – proposed sale for $7m. We provided advice to minimise Capital Gains Tax (CGT) using the small business CGT concessions. As well as advising on CGT we proposed an alternate option for comparison where the son was introduced as part of a succession plan.
Client wanted to buy $2.5m commercial building using cash they had in their Superannuation Fund and borrowing remainder. We designed a suitable structure and obtained a successful income tax ruling from Australian Taxation Office (ATO).
We completed asset protection and tax planning for client owning millions of dollars in assets with large un-realised gains individually. This was completed without triggering CGT or stamp duty.
A new client who is an owner and developer of retirement villages was in the middle of ATO GST audit. We advised the client on the GST issues and handled dealings with the ATO, minimising penalties imposed.
Advice to client purchasing significant business and how it should be structured taking into account taxation, asset protection, and financing.
Advice on minimising tax on significant gains on sale of shares and dividends from public companies.
Advice related to retirement funds and retirement planning to minimise tax and maximise social security benefits.
