Our Expertise
Case Study 1
The Challenge
A growing business had inconsistencies between its BAS, tax returns and accounting records. Director drawings and some private expenses had also been coded incorrectly.
Our Approach
We reviewed the records, reconciled GST and tax reporting, corrected the coding and checked the director loan account. We also identified missed deductions and amended prior lodgments where required.
The Outcome
The business moved forward with a cleaner tax position, lower compliance risk and better processes for future tax reporting.
Case Study 2
The Challenge
A client sold an investment property after several years of ownership. Renovations, ownership costs and incomplete historical records made the CGT calculation complex.
Our Approach
We reviewed the purchase and sale documents, capital improvements and eligible ownership costs. We reconstructed the cost base and applied the appropriate CGT treatment.
The Outcome
The client received a clear and properly supported CGT calculation, captured eligible costs and avoided paying more tax than required.
Our Approach
Service Breakdown