Taxation Services

At MaxWealthCA, we provide a wide range of taxation services tailored to the needs of individuals, businesses, and organisations across Australia. Our dedicated team of tax professionals is committed to delivering accurate, timely, and personalized tax solutions to help you achieve your financial goals within the framework of the Australian tax system.

Individual Tax Services

  • Expert preparation of income tax returns to ensure compliance with the Australian Taxation Office (ATO) and maximise your tax refund.
  • Strategic tax planning to minimise liabilities and optimize your financial situation throughout the year.
  • Capital Gains Tax advice, including CGT exemption on the main residence and CGT obligations in case of marriage or relationship breakdown.
  • Tax-effective advice for buying/selling investment property.

Business Tax Services for Pty Ltd Companies/Family Trusts/Partnerships

  • Comprehensive tax preparation for companies, ensuring compliance with ATO requirements and maximising tax efficiency.
  • Tailored tax solutions for small businesses, including BAS preparation, GST compliance, and payroll tax management.
  • Preparation and filing of partnership tax returns, ensuring all partners' tax obligations are accurately met.
  • Preparation and filing of Family Trusts tax returns, ensuring all partners' tax obligations are accurately met.
  • Assistance with GST registration, reporting, and compliance to ensure accurate and timely filings.
  • Preparation and filing of Fringe Benefits Tax returns and advice on ways to reduce FBT liability through salary sacrifice arrangements.
  • Advice on small business CGT exemptions, including small business 50% active asset reduction, small business retirement exemption, and small business rollover.

Specialised Tax Services

  • Preparation of estate and trust tax returns, helping to manage and protect your assets in accordance with Australian tax laws.
  • Non-Profit Tax Services: Tax preparation and advisory services to help non-profits maintain their tax-exempt status and comply with regulatory requirements.
  • International Taxation: Guidance on international tax matters, including expatriate taxes, foreign income reporting, and cross-border transactions in line with Australian regulations.
  • Real Estate Taxation: Tax planning and preparation for real estate investments, transactions, and rental income, ensuring compliance with relevant tax laws.

Tax Planning and Advisory

  • Strategic Tax Planning: Long-term tax strategies to reduce liabilities and enhance financial planning within the Australian context.
  • Business Tax Advisory: Proactive tax advice to support business growth, structure, and decision-making.
  • Retirement Tax Planning: Strategies to minimise the tax impact on superannuation contributions and withdrawals.
  • Mergers and Acquisitions Tax Advisory: Expert advice on the tax implications of mergers, acquisitions, and business restructurings within Australia.
  • Tax Resolution: Assistance with resolving tax issues, including negotiating payment plans, addressing outstanding tax debts, and penalty abatement.
  • Audit Support: Professional representation and support during ATO audits and reviews.

Get in Touch

Take control of your taxes with the help of MaxWealthCA. Connect with us today to schedule a consultation and learn more about how our expert taxation services can benefit you.