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Business Tax Specialists

Smarter tax, better structure, and stronger cashflow for Australian business owners.

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Expert Business Tax Advice from a Team That Knows Both Worlds

For many years, our team has provided business tax advice alongside property tax advisory — it was simply part of how we served our clients. Many property investors are also business owners, and the two are often deeply connected: business income funds property acquisitions, business structures hold investment assets, and business succession planning is tied up with property wealth.

We have formalised that capability under the Business Tax Specialists banner, making it clear that our expertise extends well beyond property tax alone. Whether your business is closely connected to your investment portfolio or entirely separate, you benefit from the same depth of strategic thinking we bring to our property clients.

What Business Tax Specialists Do

Business Structuring

The right business structure reduces tax, protects personal assets, and supports your exit strategy. We advise on sole trader arrangements, partnerships, companies, and trusts, including the interaction between your business structure and your property holdings. Poor structuring is one of the most common and costly mistakes business owners make, and it is significantly easier and cheaper to get right from the start.

Tax Planning and Compliance

We provide proactive tax planning for business owners, not just annual compliance. That means reviewing your position throughout the year, identifying strategies to manage your tax liability, and ensuring you are not missing opportunities that your current accountant may not be prioritising. We also manage all compliance obligations — BAS, income tax returns, FBT, and payroll tax — accurately and on time.

Business and Investment Interaction

For clients whose business and investment activities intersect, we look at the complete picture. This might mean advising on how to use your business structure to fund property acquisitions in a tax-effective way, how to treat mixed-use assets that serve both business and investment purposes, or how to structure a property that your business occupies as either an owner-occupier or through a related party arrangement.

Trust Distributions and Family Groups

Business owners who operate through discretionary trusts face ongoing decisions about how to distribute income across their family group. We advise on distribution strategies that are both tax-effective and defensible under ATO rules, including the requirements of Tax Determination TD 2022/11 and the ATO’s guidance on trust distributions to related entities.

Cashflow and Profit Improvement

Better tax outcomes and better cashflow go hand in hand. We review your business financials not just for compliance purposes but to identify opportunities to improve profitability, reduce unnecessary costs, and retain more of what you earn. Our advice is financially grounded and commercially practical.

Business Sale and Exit Planning

Selling a business is one of the largest financial events most business owners experience. The small business CGT concessions available under the Income Tax Assessment Act 1997 — the 15-year exemption, the 50% active asset reduction, the retirement exemption, and the rollover concession — can significantly reduce or eliminate your CGT liability if the conditions are met. We advise on eligibility, structuring, and timing strategies to maximise your outcome well before the sale.

Who We Work With

Our business tax clients include:

• Business owners whose companies or trusts also hold investment property
• Property investors who are also running a business and want a single specialist adviser across both areas
• Developers whose development activities constitute a business for tax purposes
• Business owners planning for succession, sale, or transition to retirement
• Business owners who feel their current accountant is reactive rather than strategic

The Difference a Tax Specialist Makes

Most accountants provide business tax services as part of a broad general practice. Our focus is on clients who are building significant wealth through property and business, and who want an adviser who is actively engaged with their strategy rather than simply processing returns. If you are at a stage where tax planning can make a material difference to your outcomes, we are worth speaking with.

Call 1800 800 829 or book a consultation at LINK TO NEW BTS WEBPAGE to speak with one of our business tax specialists.

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