We’ll help you pay less tax

Business tax is hard and getting more complex every year. Many clients come to us because they feel like they may be paying too much tax and aren’t receiving good enough advice from their previous advisor.

We are great at:
  • Tax for all structures
  • Tax Planning
  • Self Managed Super
  • Capital Gains Tax
  • GST
  • Property Tax Matters.
Let’s chat about paying less tax

Kind words from some of our tax clients

Some recent clients who are paying less tax


Having previously been disappointed by the services of 3 other firms, it is refreshing to at last being able to recommend an accounting firm to my friends.

I’ve found David and his team to be very helpful and knowledgeable. His personable approach makes it easy for me to discuss any matters concerning my businesses and personal finance.
His support and advice has been invaluable in ensuring our businesses are structured efficiently and in compliance.
Having previously been disappointed by the services of 3 other firms, it is refreshing to at last being able to recommend an accounting firm to my friends.


Frederick Dubios Construction

Having Ben and the Roberts and Cowling team on board from the start, is a huge contributor to the success of my business.

This is a letter to outline how beneficial Ben Roberts and team at Roberts and Cowling have been for the growth of my business since we first started working together, back in 2013. I produce and sell fine art for a living, establishing and operating a business in this field was something I would have found very challenging without Ben Roberts on my team.

Coming from the art world I knew very little about how I should structure my business and set it up to run as profitable as it possibly could. Ben and his team knew exactly how I should approach this structure, taking into consideration my big aspiration for future. I was lucky enough to find some success with my artwork series’ and exhibitions through 2014 and 2015. I relied heavily on Ben through this quick rise in activity and believe he helped me make some of my wisest business decisions through this time. I felt I could explain my creative ideas with Ben, and he was capable of helping me understand it from a business and accounting sense.

In early 2015, I planned to move to New York, to seize opportunities in this vibrant city. Ben and his team helped me understand the tax liabilities in both countries and managed to structure the business in such a way we pay the lowest tax possible while I’m working in the United States. At this stage, Ben has become a partner in most decision the business has to make, and very important to how the business operates.

My next venture is to expand my idea of how art is produce and sold, and I have plans to build a business in Hong Kong. We had no hesitation flying Ben over to Hong Kong to meet with accountants, understand what’s required to set up a business and then how it transfers to our idea. Having Ben and the Roberts and Cowling team on board from the start, is a huge contributor to the success of my business. He has become as part of the studio team as anyone else. We’ll be partnering with Ben and his team in our next venture and long into the future.


CJ Hendry Artist

This year we are now on track for our largest year from a revenue and profit perspective.

Roberts & Cowling is such an integrated part of our business. Ben sits on the board and is the CFO in our company. R & C provides bookkeeping, fortnightly finance meetings, monthly budget and cash flow updates, annual strategic retreat and the annual reports. Ben is constantly used as a sounding board for new ideas and is also commonly a speaker at our quarterly whole of business meeting in which we fly all representatives around the country to our Brisbane office. There have been some up and downs and I am not sure without guidance from Roberts & Cowling that we would have made it through. This year we are now on track for our largest year from a revenue and profit perspective.


Michael Software Distribution

3 reasons clients choose to us to manage their tax

High Client Involvement
We see our clients more than once per annum. We see our clients at least quarterly and in many instances we meet with our Virtual CFO clients monthly. This provides our clients the opportunity to ask questions and gain a greater appreciation of the day to day decisions that impact on tax.
Explaining Your Tax
We meet with our clients to go through their end of year income tax returns and financials. This provides an important opportunity for our clients to gain a real understanding of the work we did and what we implemented to save them tax (as well as how much tax was saved).
We believe that some business owners get the impression they are paying too much tax because they don’t have a strong relationship with their accountant and their accountant isn’t communicate appropriately with them. We believe your business tax return cannot be explained in a letter or email.
Tax Planning
We advocate tax planning. Tax planning for most small businesses should be an integral part of the calendar. We like planning for our clients in April and May of each year, before the end of financial year. This allows us to put in place strategies before the end of the financial year that wouldn’t be possible afterwards. We always guarantee to our clients that we find tax savings that are at least double our fees in doing this work. It makes the investment decision in doing a tax plan easy!

How we work with our clients to save tax

Tax for all structures
Having the right business structures allows for flexibility when organising your tax affairs. Likewise, if you have the right structures but your advisors aren’t considering all the benefits they provide- you may as well not have them.We take the time to consider our clients complete picture so that we can minimise tax payable using all the available structures. We can deal with all of our clients with all types of structures.
Tax Planning
We advocate tax planning strongly with our clients. We spend a lot of time in the months before 30 June helping our clients understand what they can do before 30 June to save tax. There are so many tax saving strategies that cannot be implemented after 30 June. When preparing a tax plan we always guarantee that our clients will save three times (3x) our fees in tax. It makes doing a tax plan each year an awesome investment!!
Self Managed Super
We understand self managed superannuation fund income tax issues. We can assist with the tax issues surrounding your self managed super fund. There have been enormous changes to self managed super funds in the last few years. Getting the right advice at the right time is imperative to making sure your fund is working for your retirement and most importantly remains compliant.
Capital Gains Tax
Capital gains is extremely complex. We are highly experienced with all aspects of Capital Gains Tax. We can help you take advantage of some of the specific parts of the law that can reduce your capital gains tax enormously. Often clients don’t even realise that they have a capital gain event. We help our clients navigate these transactions to make sure that tax isn’t paid due to unintended consequences.
GST
GST is everywhere! We have experience with all levels of GST, from helping our clients understand the basics of GST to advising on the most complex transactions involving GST. Given that GST has an impact of 10% on most transactions, its important to get it right!
Property Tax Matters
We have been involved in many very large property transactions. We have saved clients huge amounts of tax (our record is currently $5.4 million!) due to our superior knowledge of all things property.
Some specific issues around property tax that we are experts in navigating are:

  • Margin scheme
  • Capital Gains
  • GST
  • Land Tax
  • Going concern
  • Stamp Duty

The importance of the right structures, sound agreements and control of the numbers cannot be understated when it comes to property.

Let’s chat about paying less tax

Some helpful tax-related articles from our blog

Check out some of the recent stories from our blog that our editors selected for you