An exclusive service for Tax & Super Australia members

All of Tax Australia’s services will be provided to members of Tax & Super Australia only. This means Tax Australia will only ever have a relationship with the TSA member, not with their end clients, and we cannot be appointed as an end client’s tax agent.

In other words, we never compete with our members for a client’s business – our sole purpose is to support only TSA members, by helping them work through any difficult technical issues that their clients may present.
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Services
Written advice:

Tax Australia provides fully configured and researched written advice, detailing the facts of the matter as well as a full discussion of the relevant legislation, ATO rulings, source materials and so forth. All statements about how the tax or superannuation laws operate will be referenced so that you can review our advice and understand how we came to our conclusions.

ATO private ruling requests:

Tax Australia can assist members in preparing applications for Private Rulings from the ATO. We can review an existing draft or provide advice in the actual preparation and lodgement to ensure you and your clients have the best opportunity to receive a favourable outcome.

ATO audits, negotiations and objections:

Tax Australia can prepare objections to assessments for members’ clients. We are uniquely placed to help member’s clients when the client is under investigation by the ATO, and can provide a full service that includes managing an ATO audit, liaising with ATO officers, preparing position papers and negotiating outcomes.

Other Services include:
  • Tax return and reconciliation review

  • Review of proposed client advice

  • Tax due diligence in mergers and acquisitions

Tax Australia provides advice on most areas of the Australian federal tax legislation.

Our tax specialisations include:
  • Capital Gains Tax (CGT)

  • Small business CGT concessions

  • Restructures and CGT roll-overs

  • Tax consolidation

  • Small business tax concessions

  • Private companies, including Division 7A and share buy-backs

  • Goods and Services Tax (GST) issues including property and the margin scheme

  • Employee share schemes

  • Depreciating assets
  • Personal Services Income and allocation of professional firm profits

  • Trust and beneficiary taxation including elections

  • Deceased estates