Tax Returns & FBT

Get the best possible outcome from your tax returns

We know that working through the complexities of the Australian tax system can be difficult and time-consuming. Our aim is to help you secure the best possible tax outcome by making sure your tax returns, Business Activity Statements and fringe benefits tax returns are prepared correctly, lodged on time, and structured to reduce your tax liability.

We do more than just prepare and lodge returns; we adopt a proactive, holistic approach to tax management. We believe effective tax planning is vital for long-term financial health. We deliver tailored advice and guidance on tax planning strategies, record-keeping best practices, and compliance obligations so you’re ready for any ATO scrutiny and can proactively use every available tax benefit.

This means not only optimising your current tax position but also planning for the tax consequences of business decisions, investments and other financial activities. We’ll help you create a comprehensive tax strategy that supports your broader financial goals and reduces tax liability over time. We’ll also keep you updated on changes in tax law or ATO rulings that may affect your business or personal finances, so you remain current and compliant.

We’ll work closely with you to understand your circumstances and develop a customised tax strategy that matches your business objectives and financial targets. Our expertise covers all areas of income tax and GST, and our team will help you navigate BAS provisions, including GST, pay-as-you-go instalments, pay-as-you-go withholding, fringe benefits tax, wine equalisation tax, luxury car tax and fuel tax credits. We explain these provisions in plain language so you fully understand your obligations and entitlements.

Have you completed your tax returns?

Knowing how to correctly apply Capital Gains Tax (CGT) rules is essential when disposing of investments or business assets. CGT legislation is intricate, and navigating its details can be difficult. The specialists at ROCG have deep expertise in CGT law and will act as your trusted advisers, ensuring the rules are interpreted and applied in a way that benefits your specific transactions. We’ll work hard to secure the maximum tax relief available on rollovers of assets between entities, enabling you to defer or reduce CGT exposure when restructuring or transferring assets.

We’ll also make sure you claim every eligible discount, concession, and exemption when you realise profits on your investments, helping to maximize your after-tax returns. Crucially, we’ll guide you through accessing the small business tax concessions when exiting your business, which may allow you to pay no capital gains tax on the sale—an outcome that can significantly affect your retirement planning. From small business CGT concessions to other exemptions and rollovers, we’ll examine every relevant option to minimise your CGT liability and enhance your after-tax proceeds, helping you keep as much of your hard-earned capital as possible.

Our proactive tax-planning service goes beyond simply preparing and lodging returns. We recognise that effective tax management needs careful record-keeping and a forward-looking compliance approach. We’ll offer tailored advice on record-keeping and compliance practices, assisting you to implement efficient systems for keeping accurate, organised, and easily accessible financial records.

This forward-focused service also prepares you for potential tax audits, reduces stress and disruption to your operations, and proactively reviews your Fringe Benefits Tax (FBT) exposure. We’ll recommend strategies to reduce your FBT liability or, where lawful and feasible, eliminate it entirely. We’ll comprehensively assess all available exemptions, deductions, and concessions related to FBT to ensure you’re not overpaying and that you’re fully leveraging any applicable tax benefits. Our goal is to help you understand FBT rules and optimise your overall tax position.

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If you have any questions, please do not hesitate to send us a message. We aim to reply within 24 hours.