Accountants

Services & Solutions

Full advice – beginning to end for everything

We can provide comprehensive advice covering all aspects of the concessions.  This includes:

  • Eligibility for the concessions and / or required transaction steps to obtain the concessions;
  • Which of the concessions should be applied to give you the best outcome;
  • Required transaction steps to obain tax-effective distributions; and
  • A comprehensive report covering the above and all associated calculations

Benefit of full advice

You can be comfortable that all available benefits from the concessions have been maximised

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Issues identification review

We can undertake a preliminary review of your eligibility for the concessions based on certain key background information

Benefit of an issues identification review

You will obtain a quick understanding of any issues that are likely to be problematic in relation to the concessions

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Identification of Connected Entities and Affiliates

We can identify all likely Connected Entities and Affiliates, including an application of the spouse or child affiliate rule

Benefit of identifying Connected Entities and Affiliates

You will know which entities would need to be included in either the CGT Small Business Entity test or the Maximum Net Asset Value test, and which entities may be relevant for the Active Asset test

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CGT Small Business Entity test

We can provide advice and calculations in relation to whether the CGT Small Business Entity test is satisfied, being effectively one of two alternate eligibility requirements

Benefit of determining whether the CGT Small Business Entity test is satisfied

You will know whether this alternate eligibility requirement is satisfied

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Maximum Net Asset Value test

We can provide advice and calculations in relation to whether the Maximum Net Asset Value test is satisfied, being effectively one of two alternate eligibility requirements

Benefit of determining whether the Maximum Net Asset Value test is satisfied

You will know whether this alternate eligibility requirement is satisfied

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Active Asset test

We can provide advice and calculations in relation to whether the Active Asset test is satisfied, being an eligibility requirement

Benefit of determining whether the Active Asset test is satisfied

You will know whether this eligibility requirement is satisfied

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Additional CGT Concession Stakeholder test

We can provide advice and calculations in relation to whether the Additional CGT Concession Stakeholder test is satisfied, being an additional eligibility requirement where the relevant CGT assets are shares in a company or interests in a trust

Benefit of determining whether the Additional CGT Concession Stakeholder test is satisfied

You will know whether this eligibility requirement is satisfied

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Small Business 15-year Exemption

We can provide advice in relation to whether the Small Business 15-year Exemption is available, being the best of the four concessions

Benefit of determining whether the Small Business 15-year Exemption is available

You will know whether this concession is available

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Small Business 50% Reduction

We can provide advice in relation to whether the Small Business 50% Reduction is available, being one of the four concessions

Benefit of determining whether the Small Business 50% Reduction is available

You will know whether this concession is available

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Small Business Roll-Over

We can provide advice in relation to whether the Small Business Roll-Over is available, being one of the four concessions

Benefit of determining whether the Small Business Roll-Over is available

You will know whether this concession is available

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Small Business Retirement Exemption

We can provide advice in relation to whether the Small Business Retirement Exemption is available, being one of the four concessions

Benefit of determining whether the Small Business Retirement Exemption is available

You will know whether this concession is available

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Required transaction steps (if any) to obtain concessions / tax-effective distributions

We can provide advice in relation to:

  • Required transaction steps to obtain the concessions; and
  • Required transaction steps to obain tax-effective distributions

Benefit of required transaction steps advice

You can be comfortable that you have put yourself in the best position to obtain the concessions and obtain tax-effective distributions

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