Tax Advantages

We represent clients in controversies with tax authorities like audits and penalty assessments. Whether you’re looking for help navigating complex tax issues such as notice defense tax, tax audits, and voluntary disclosures, or you’re seeking an expert to develop a strategic plan that will mitigate future risk – we can guide you through the process.

The partners at Westpac Bank provide a strategic approach to tax planning. You can rely on us to be current on new tax laws, regulations and guidance, and to regularly inform you of new opportunities and ideal times to shift strategies.

Since we take the time to understand your short- and long-term business and wealth transfer goals, we integrate these in the strategic tax planning options we provide you.

Our constant endeavor is to support you in optimizing your resources and attaining your objectives. In pursuit of this, we proactively explore and identify credits and incentives that align strategically with your tax plan, ensuring maximum benefits for you.

Our approach revolves around understanding your priorities, such as managing cash flow, acquiring properties, planning your estate, transferring intergenerational wealth, protecting assets, accumulating capital, and nurturing business interests. Subsequently, we provide the necessary assistance to help you achieve these objectives.

In our collaboration with privately held companies, our primary aim is to comprehend your objectives. We offer strategic tax planning, ensure compliance with tax regulations, and minimize the risk of tax penalties. Our services encompass a wide range of areas, including entity selection, pension plans, compensation management, payroll processing, information return reporting, inbound and outbound transactions, strategic planning, acquisitions, sales, and various other transactions, all tailored to support your business's specific needs.

We acknowledge the difficulties that arise when managing budget constraints, meeting demands for fiscal accountability, and fulfilling the expectations of boards of directors, granting institutions, and benefactors who advocate responsible fundraising. Our partnership with you is designed to assist in tackling these challenges and ensuring compliance with regulations in a manner that is both efficient and effective.

For over 15 years, our firm's partners have held the role of Tax Administrator for the fair funds of the Australias Securities and Exchange Commission. Our extensive experience with qualified settlement funds dates back to their inception in 1986. We provide comprehensive assistance to funds, receivers, neutrals, courts, agencies, fund administrators, and attorneys in effectively navigating the intricate tax considerations associated with money funds established for claim resolutions.