Category: Case Studies

We successfully transitioned a client to Xero, replacing fragmented manual records with automated workflows. This shift empowered the business owner with live data and the confidence to drive growth.

Buying practice premises in your own name often leads to higher tax. Learn how our dual-entity structure allowed this doctor to pay market rent to themselves, creating a tax-effective income stream while ensuring full PSI compliance.

We helped a high-earning professional enter the property market with confidence. By leveraging negative gearing and the right ownership structure, we reduced their annual tax bill while securing a high-growth asset for the future.

Advocating for Your Business with the ATO: When penalties threatened to overwhelm a compliant business, we stepped in. Our detailed submission resulted in a successful remission of charges, demonstrating the critical value of having expert advocacy in your corner.

We successfully managed a complex case of historical Division 7A exposure. By establishing proper loan agreements and improved governance, we provided the client with clarity and reduced the risk of audit.

Strategic Resolution for Overdrawn Loan Accounts We helped an owner-managed company navigate complex Division 7A rules. By restructuring salary and dividends, we successfully cleared the loan balance and avoided unexpected personal tax liabilities.

Maximizing Profit on Exit See how we helped a 15-year-old family business save significantly on tax during their sale. By correctly applying Small Business CGT Concessions and retirement exemptions, we turned a potential tax burden into a retirement bonus.