Tax preparation and planning

Company Tax Returns (Pty Ltd & SMEs) – Annual financial statements and tax return preparation using specialised compliance software.
Trust Tax Returns (Discretionary, Unit & Family Trusts) – Preparation of trust financials and tax returns, including determination and documentation of trust distributions.
Partnership Tax Returns – Income allocation, partner share calculations, and preparation of partnership statements.
Sole Trader & Small Business Tax Returns – Business schedules, deduction optimisation, work‑from‑home claims, and GST/BAS compliance.
SMSF Annual Returns (where applicable) – Compliance reporting and coordination with auditors.
Individual Tax Returns

Personal Income Tax Returns – Salary and wage returns, deductions, investment income reporting, and work‑from‑home apportionments.
Investment & Rental Property Schedules – Rental income, interest, depreciation, capital allowance, and property‑related deductions
Capital Gains Tax (CGT) – CGT event calculations for shares, crypto, real estate, and roll‑overs (including SME restructure sessions).
Tax Planning & Advisory

Interim & Year‑End Tax Planning – Review of business performance, profit projections, and estimated tax liabilities for each entity before year‑end.
Dividend Planning & Franking Credit Management – Calculation and declaration of dividends with correct franking levels.
Superannuation Contribution Strategies – Advising on concessional and non‑concessional contribution limits for owners and directors.
Trust Distribution Planning – Optimisation of tax‑effective distributions and preparation of trustee resolutions.
Business Purchases & Asset Planning – Determining timing of purchases and deductions to minimise tax.
Proactive Alerts on Tax Law Changes – Identifying risks and opportunities as tax rules evolve.