Tax & compliance
Structures that stand up to review
We advise CFOs and directors on entity design, private company loans, trust distributions, and the documentation ATO auditors expect to see.
Engagements range from one-off Division 7A health checks to full group restructures before sale or succession. We coordinate with your external accountant—we do not replace audit sign-off.
Restructuring
Consolidations, inter-entity loans, and dividend policies with written resolutions.
Division 7A
Loan agreements, minimum repayments, and UPE tracking before year-end.
Risk registers
Board-ready summaries of tax, payroll, and regulatory exposure.
| Topic | Deliverable | Timing |
|---|---|---|
| Trust distributions | Section 100A risk memo | Pre 30 June |
| Private company loans | Complying loan terms | Before lodgement |
| Group relief | Consolidation eligibility review | M&A or restructure |
Do you lodge returns?
We advise on positions and documentation; lodgement stays with your registered tax agent.
Can you support ATO audits?
Yes—file preparation, chronology memos, and meeting attendance as scoped.
What triggers a health check?
Year-end distributions, inter-company loans, M&A, or refinance deadlines are the most common entry points.
"Their Division 7A pack stopped a last-minute scramble before 30 June—we had complying terms signed two weeks ahead of lodgement."
Documentation ATO expects
Inter-company loans need complying terms, trust distributions need reimbursement agreements where required, and consolidations need entry/exit documentation. We prepare board resolutions and file notes before lodgement deadlines.
Working with your tax agent
We advise on positions and documentation; your registered agent lodges returns. We can attend ATO meetings when scoped as part of a dispute or review.
Book a tax health check
Describe your entity structure and the transaction you are planning.