For Doctors · Lawyers · SME Owners

Tax Planning & Returns for Australian
Professionals & Business Owners

Proactive, year-round tax strategy — not just a return lodged once a year. Built for medical practitioners, legal professionals and SME owners with complex, multi-source income.

Xero Gold Partner Registered Tax Agent ASIC Registered Agent
Why Proactive Planning

Plan Before EOFY,
Not After

High-income professionals with multiple income streams — partnership distributions, locum fees, private billing, dividends — need tax strategy that runs all year, not a once-a-year return.

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Quarterly Reviews

We check in before each BAS cycle so there are no EOFY surprises.

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Structure-Aware Advice

Company, trust, partnership and sole trader income all taxed differently — we plan around yours.

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Legitimate Deductions

Practice expenses, CPD, super contributions and asset write-offs, claimed correctly.

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Audit-Ready Records

Clean documentation so an ATO review is never something to fear.

Our Tax Services

Tax Planning & Compliance, Handled

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Individual & Company Tax Returns

Accurate, on-time lodgement for individuals, companies, trusts and partnerships.

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BAS & GST Lodgement

Quarterly or monthly BAS preparation and GST compliance, including mixed and cross-border supplies.

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Year-Round Tax Planning

Ongoing forecasting and strategy sessions so you always know your tax position before it's due.

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Medical & Legal Practice Structuring

Service trusts, incorporated practices and Division 7A management tailored to clinical and legal practices.

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EOFY Strategy & Deductions

Pre-30 June reviews covering super contributions, prepayments, asset write-offs and income timing.

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ATO Audit & Dispute Support

Direct liaison with the ATO, audit response preparation and payment arrangement negotiation.

Who We Help

Built for Your Profession

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Doctors & Medical Professionals

We coordinate PAYG hospital income, private billing and locum work, manage service trust arrangements and Division 7A risk, and time deductions around a variable clinical income year.

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Lawyers & Legal Professionals

From partnership distributions and PAYG instalments to incorporated legal practice tax and trust account compliance, we tailor strategy to how your firm is structured.

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SME Business Owners

Company, trust and cash-flow-aware tax planning that supports reinvestment and growth, plus BAS/GST management as your business scales.

Our Process

From Review to Lodgement

1

Free Consultation

We review your income sources and current structure.

2

Tax Position Forecast

We estimate your liability well before it's due.

3

Strategy & Deductions

We identify legitimate opportunities before EOFY.

4

Lodgement & Ongoing Support

Return lodged, and we stay on call year-round.

FAQs

Tax Planning Questions, Answered

Doctors and specialists often have a mix of PAYG hospital income, private billing, and locum work, sometimes routed through a service trust or company. Effective planning coordinates all of these income streams, manages Division 7A loan risk, and times deductions and super contributions around a variable income year.

Partners in a law firm are typically taxed on their share of partnership income rather than a salary, which affects PAYG instalments and cash flow planning. Incorporated legal practices raise different considerations around trust account handling, company tax rates, and dividend planning. We tailor strategy to your firm's structure.

A tax return looks backwards at what already happened. Year-round tax planning looks forward — reviewing your position each quarter, forecasting your tax liability before EOFY, and identifying legitimate deductions, structuring and timing opportunities while there's still time to act.

Yes — we prepare and lodge BAS and GST returns for businesses of all sizes, including those with more complex GST treatments such as mixed supplies, imported goods, or eCommerce marketplace sales.

Yes. As registered tax agents we can liaise directly with the ATO on your behalf, prepare audit responses, and negotiate payment arrangements if a dispute or review arises.

Ready to Get Started?

Plan Your Tax Strategy
Before EOFY Arrives

Book a free 30-minute consultation with a senior Chartered Accountant to review your tax position.

Contact Us

Let's Talk About
Your Tax Strategy

Whether you have questions, want a quote, or are ready to get started — we're here for you.

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Location

Australia — Serving clients nationwide & internationally

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Business Hours

Mon–Fri: 9:00am – 5:30pm AEST

🔒Secure & Confidential
5-Star Rated
ATO Registered

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