Why Choose Us

Why Choose Us

Easy to deal with

Our approach is entirely flexible. You choose whether we deal with you behind the scenes or directly with your client.
You choose what the output of our work will be (for example whether it be a verbal response, written advice or a full blown reasonably arguable position paper).
You can also "top and tail" our advice into your own client advice on your letterhead. 
 

Free up your time

The time you will save on tax technical matters can be better spent generating new work and attracting new clients.
 

You're not "feeding the beast"

Other providers have large cost structures which your fees need to pay for - think marketing teams, human resource teams, IT departments and every other cost that doesn't directly relate to providing you with high quality advice.
Being a boutique firm, we don't have any of those costs, and we don't want them.
With us, your fees relate solely to providing you with high quality advice.
 

Scalable

Only pay for what you use. This is in contrast say to an employee that is paid regardless of whether there is enough high value work to keep them busy.
 

Work performed by highly qualified staff

Your work is performed only by highly qualified staff. You will not be paying hundreds of dollars per hour for inexperienced staff to prepare your advice.
 

External network

No one person and no one firm can be the best at everything.
So we have an extensive network of tax specialists available to assist as required.
The difference with us is that our network isn't constrained by firm employees that work on a general mix of tax advisory and tax compliance jobs (i.e. client manager tax specialists).
Rather, we utilise external tax advisory specialists that we call "specialist specialists" - tax advisory specialists that sub-specialise in a particular and narrow area of tax law.
That way, you can count on getting the best advice.
 

Your staff learn too

We are not about making our clients dependant on us. Your staff learn when they work with us.
For phone support for general tax queries we would normally provide you with a follow up email with links to the relevant technical support to help your staff learn as they go.
Our tax advice is prepared with technical support referenced in footnotes, so when reviewing our advice, it is easy to understand and follow the technical basis of our advice.
 

Ability to provide a broader range of services to your clients

By "tapping into" our tax advisory specialist skills, you can provide your clients with a broader range of services.
As your clients grow and their needs change, you can provide the next level of tax advisory services they require without the need for them to go to a competitor.
 

No threat to your relationship with your clients

Unlike other providers, we do not provide a full range of accountancy or tax compliance services, so you can feel safe that when you engage us to help, you won't be introducing your clients to the competition!
 
 

Request Advice


Latest Tax Bite

Restructures of small businesses roll-over – Some limitations

The restructures of small businesses roll-over contained in Subdivision 328-G has applied since 1 July 2016.
 
Since then, some of the limitations of the roll-over have become apparent.  Here we consider two such limitations in relation to relatively straightforward restructures.
 
The first limitation relates to the ultimate economic ownership test, and the second limitation relates to the active asset test.
 
In relation to the ultimate economic ownership test limitation, consider the example of business assets being transferred from Company A to a new company, Company B, that is 100% owned by a new family discretionary trust controlled by the shareholders of Company A.
 
In such a situation, the ultimate economic ownership test (contained in paragraph 328-430(1)(c)) would not be satisfied as Company B would not be eligible for the ultimate economic ownership concession for discretionary trusts (contained in section 328-440) as the new family discretionary trust would not be acquiring the business assets directly itself, rather, these would be acquired by its subsidiary Company B.
 
In relation to the active asset test limitation, consider the example of an individual transferring shares in a trading company to a new family discretionary trust controlled by the individual.
 
In such a situation, the active asset test (contained in paragraph 328-430(1)(d)) would not be satisfied as the shares in the trading company would not be an asset that is used, or held ready for use, in the course of carrying on a business conducted by an affiliate / connected entity of either the individual or the new family discretionary trust (as required by subparagraph 328-430(1)(d)(ii)).

Share on
View Past Tax Bites Subscribe to Tax Bites
Want to know more?

If you would like to know more about how we can help you, please contact us via:

Number0414 965 653
Copyright © 2012 Tax Advisory Specialists Sutherland Shire Web Design