Tax & Compliance

Focus on growth. Not tax deadlines.

Tax compliance shouldn't slow you down. We handle all your Australian tax obligations—BAS, IAS, STP, TPAR, payroll tax, and company returns—so you can focus on building your business with zero ATO stress. Plus strategic tax planning and family office services for founders building generational wealth.

The Challenge

Tax compliance is critical—and complex

Missing deadlines or getting it wrong can cost you penalties, investor confidence, and precious time

Multiple Deadlines

BAS, IAS, STP, TPAR, company tax returns, payroll tax—keeping track of all your lodgement deadlines is overwhelming without a system.

Costly Mistakes

Late lodgements mean penalties and interest charges. Wrong calculations trigger ATO audits. Both are expensive distractions you can't afford.

Complex Regulations

Australian tax law is complicated and constantly changing. Staying current while running a startup is nearly impossible without expert help.

What's Included

Comprehensive tax compliance coverage

Everything you need to stay on the right side of the ATO

Ongoing Tax Compliance
Quarterly BAS and monthly IAS lodgements
STP finalisation and TPAR reporting
Multi-state payroll tax management
GST reconciliation and PAYG withholding
Company & Trust Tax Returns
Annual company tax return preparation and lodgement
Trust tax returns and distribution planning
Tax planning and optimization strategies
Franking credit management and imputation credits
R&D Tax Incentive
Eligibility assessment and program registration
Activity tracking and documentation management
Annual R&D claim preparation and lodgement
Maximize cash refunds and tax offsets
ATO Compliance & Support
Proactive compliance health checks and risk assessments
ATO audit and review representation
Penalty remission and objection applications
Lodgement deadline tracking and reminders
Strategic Tax Advisory
Family Group Structuring & Tax Planning
Multi-entity group structure design and optimization
Trust structures for asset protection and succession
Tax-effective profit distribution strategies
CGT planning and Division 7A compliance
Business succession and estate planning
Related party transaction documentation
Family Office Services
Consolidated wealth reporting across entities
Personal tax returns and investment income
Property and investment portfolio oversight
Cashflow management and treasury services
Philanthropic structure and giving strategies
Board support for family business governance
Premium Services

Strategic Tax Advisory

From compliance to competitive advantage

Tax compliance keeps you out of trouble. Strategic tax planning builds generational wealth.

Average tax savings: $85K+ annually through strategic structuring

For Growing Businesses
Family group restructuring
Tax-effective distributions
Asset protection strategies
For Successful Founders
Exit and succession planning
Capital gains optimization
Related entity management
For High Net Worth
Family office services
Multi-generational planning
Consolidated wealth visibility

How It Works

Your compliance calendar, automated

We track every deadline so you never miss one

Monthly
Ongoing Tasks
IAS lodgement (if applicable)
Payroll tax lodgement
STP reporting validation
GST reconciliation
Compliance health check
Quarterly
Quarterly Tasks
BAS preparation and lodgement
PAYG withholding review
GST payment scheduling
Payroll tax reconciliation
Tax planning review
Annual
Annual Tasks
Company tax return lodgement
STP finalisation
TPAR lodgement
Payroll tax annual reconciliation
R&D tax incentive claim

FAQs

Common questions about tax compliance

Ready to optimize your tax strategy?

From compliance to wealth structuring—book a consultation to discuss your business and family tax needs.

Book a consultation