Tax and Expert Witness

Preparation, review and lodgement of tax returns such as:

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• BAS return

• IAS return

• Payroll tax return

• Income tax return

• Fringe benefit tax (FBT) return

• Country-by-country reporting documents including Local File

• Transfer Price Documentation (TPD)

• Benchmarking report

• Substitute Accounting Period

• ATO private ruling application​

• Special purpose financial statements

• General purpose financial statements

• Joining and/or leaving an income tax consolidation group

• Forming, changing or cancelling a GST group

• ABN details up-to-date

From time to time, you may have doubts how to apply tax laws.  We are here to help and provide written tax advisory on the topics such as:

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• Transfer pricing / benchmarking

• GST

• Capital gain tax

• Company income tax

• Fringe benefit tax (FBT)

• Division 7A

• Significant Global Entitty (SGE) consideration

• Foreign controlled subsidiaries operating in Australia consideration​

• ATO private ruling application

• Reasonably arguable position paper

As a Significant Global Entity (SGE) in Australia, any late lodgement would trigger a heavy penality.  We are good at helping SGE for:

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• Australian Local File

• Master File

• Country-by-country reports

• Transfer Price Documentation

• Change of your substutite accounting period (SAP)

• Determination of your audit obligations

• Financial statements audit

• General purpose financial statements (GPFS) preparation 

A Chartered Tax Adviser plays a crucial role in tax structuring by helping entities design and implement strategies to optimize their tax position while ensuring compliance with applicable laws. Tax structuring involves organizing an entity's financial and operational activities in a way that minimizes tax liabilities and maximizes after-tax profits. Here’s how a Chartered Tax Adviser can assist with tax structuring:

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• Entity selection and formation

• Optimizing tax liabilities

• International tax structuring

• Transfer pricing

• Mergers and acquisitions (M&A)

• Estate and succession planning

• Compliance and risk management

• Tax deferral strategies

• Capital gains and investment structuring

• Reorganizaitons and restructuring

• Federal and local tax planning

• Exit strategies

• Customized solutions​

Expert means a person who has special knowledge in a subject area due to their skills, qualifications and experience in that subject area.

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Where you need an expert witness, our senior professional can prepare an expert report as appropriate for the purposes of a legal proceedings.

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The subject areas we usually involve in those legal proceedings such as:

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• Marriage breakdown

• Shareholders' dispute

• ATO cases​