Case Studies

$30,000 tax incentive missed

A client invested into a technology company that is currently serviced by a Top 10 international firm. We approached the...

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Family enjoys a land tax saving in excess of $40k a year in perpetuity

A property development family approached us with their affairs.  As part of our comprehensive investigation program we i...

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Athlete saves over $7,000 in tax

A professional basketball player requested that we prepare their 2017 year tax return. As a part of our process, we revi...

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Employee share scheme reviewed

A client received a large amount of money from their employer. The employer (apparently) acted on tax advice from a larg...

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A key supplier goes into liquidation

A clients key supplier went into liquidation on Monday. The loss in the supplier stopped the operation of our client and...

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Family dispute nipped in the bud

A new family member chose to create a business and they sought, and gained, support from other family members. The total...

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Family SMSF saves $90k in death tax; converts to a donation

We did a SMSF review for a family. The SMSF had a tax liability of $125k to the family that would be triggered on death....

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Calculating the redundancy payment for a CFO

A family made their CFO redundant. However one of the CFO’s jobs was to calculate their redundancy pay. We reviewed the ...

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Manufacturer refinances loans

Our client was a family that owned and operated a Perth based manufacturing family business.  The family business employ...

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