Taxation Services

Business Tax Compliance and Lodgement

We provide a full suite of tax compliance services for all entity types (companies, trusts, and partnerships), including:

• • Preparation and lodgement of company income tax returns (under ITAA 1936 and ITAA 1997)
  • Preparation and lodgement of Business Activity Statements (BAS) and Instalment Activity Statements (IAS)
  • Annual reconciliation and adjustment of GST, PAYG Withholding, and PAYG Instalments
  • Preparation and lodgement of Fringe Benefits Tax (FBT) returns
  • Payroll tax lodgement (all states and territories)
  • Tax registrations including TFN, ABN, GST, PAYG Withholding, fuel tax credits, wine equalisation tax, and other applicable registrations
  • Single Touch Payroll (STP) compliance support

Tax Planning and Structuring Advisory

Tax planning is one of our core strengths. We help clients optimise their tax position within a lawful and compliant framework, including:

• • Business structure design and restructuring (selecting the optimal tax structure across companies, trusts, and partnerships)
  • Dividend distribution strategies and franking account management
  • Utilising small business tax concessions (including Instant Asset Write-off, simplified depreciation rules, and Division 7A compliance)
  • Trust income distribution planning and beneficiary tax optimisation
  • Year-end tax planning and proactive tax positioning
  • Asset protection structure design
  • Family office tax planning (for intergenerational wealth transfer by high-net-worth families)

International Tax and Cross-Border Tax Advisory

As one of Australia’s leading bilingual accounting firms, international tax is our core competitive strength. Our services include:

• • Practical application of the Australia–China Double Tax Agreement (DTA) — including optimising withholding tax rates on dividends, interest, and royalties (under Articles 10, 11, and 12 of the Australia–China Tax Treaty)
  • Transfer pricing compliance and documentation (under ITAA 1997 Subdivision 815 and ATO Practical Compliance Guideline PCG 2017/2)
  • Controlled Foreign Company (CFC) rules analysis (ITAA 1936 Part X)
  • Base Erosion and Profit Shifting (BEPS) compliance, including Division 832 — Australia’s Global Minimum Tax rules (Pillar Two)
  • Tax treatment of Australian permanent establishments (PE) (under ITAA 1936 Division 2 and Article 7 of the OECD Model Tax Convention)
  • GST registration and compliance for overseas entities operating in Australia (including cross-border services GST treatment)

Tax Dispute Resolution and ATO Audit Response

When you are facing an ATO audit, enquiry, or tax dispute, we provide full representation services:

• • ATO audit response and representation — including responding to ATO information-gathering notices, preparing audit position papers, and coordinating communications with the ATO
  • Tax rulings and Private Ruling applications
  • Objection and Review proceedings — including appeals to the Administrative Appeals Tribunal (AAT) or the Federal Court
  • Tax penalty remission applications and Voluntary Disclosures
  • Tax debt negotiation and instalment payment arrangements

R&D Tax Incentive Applications

For eligible businesses, we assist with applications for the Research and Development Tax Incentive (R&D Tax Incentive). This program, under ITAA 1997 Division 355, provides refundable or non-refundable tax offsets at a rate of 43.5% (for entities with aggregated turnover below $20 million) or 38.5% (for entities with aggregated turnover between $20 million and $400 million). We work with technical advisors to ensure that R&D activities meet AusIndustry’s eligibility requirements.