Taxation Advice & Consulting

We take pride in our ability to assist our clients with a wide range of accounting and tax solutions.

Over the course of your life, your personal and business circumstances will change, new legislation enacted and your taxation needs and obligations will be directly impacted. We work with you to understand your tax obligations and options in mitigating risk and reducing unnecessary tax burdens.

It is typical for all of our business clients to have a tax planning session each year, this gives you an opportunity to plan for any tax obligation, review your business structure, take action to reduce your tax burden effectively. 

With Australian tax law growing increasingly complex, it’s important that your business has a great accounting team behind it. Whether you’re just getting started or have been in business for a number of years, Balance123 can help. We tailor our advice to your specific business challenges, to make sure that whatever we recommend, it fits your needs perfectly.

Common Services

We are here to help, if you have a question or would like to meet over a coffee or Zoom - send us a message!

We can help you with:

  • Tax-effective business structuring 

  • Group structuring and reorganisation (including tax consolidation)

  • Corporate and commercial tax planning

  • Tax effective shareholder/beneficiary distributions

  • Business succession planning

  • Capital gains tax (CGT)

  • Fringe benefits tax (FBT)

  • Goods and Services tax (GST)

  • State-based taxes including stamp duty, payroll tax and land tax

  • Year-end tax planning strategies

  • Debt/equity instruments and derivatives

  • Due diligence for business acquisitions