Tax Planning & Compliance Support

Legally Maximise Your After Tax Position

At Bonitas Partners we understand how easy it is for organisations and individuals to allow tax confusion to consume them. However, meeting your tax obligations and other compliance activities is critical to the success of your business. If you only have meetings with your tax agent once a year, you miss out on opportunities to become more efficient at meeting your GST, PAYG withholding, superannuation, quarterly PAYG instalment and fringe benefits tax (FBT) obligations throughout the year. We offer effective tax planning and compliance support for peace of mind so you can focus on your business and personal goals.

It’s not enough to simply remain tax compliant. Careful tax planning provides forward-thinking strategies so you proactively maximise your after-tax position legally, thereby ensuring you retain (and enjoy) more of the fruits of your hard work. Many organisations fear using strategies to reduce their tax payments in case they open themselves up for stressful audits. However, when you use tax planning under the guidance of an experienced and honest team like Bonitas, you use all the legal tax tools at your disposal to see the best possible outcomes for each of your tax lodgements.

We stay up to date with all current regulatory, tax and market conditions. We embrace the nature of the business you’re in and proactively look for opportunities to help you make the most of your tax lodgements. More importantly, we aren’t there just once a year. Bonitas looks at your tax obligations throughout the year so you become more efficient at compliance and can take advantage of all legal avenues to leverage all possible reduction opportunities. Our tax planning service assists with all aspects related to taxes including:

• Income Tax
• Capital Gains Tax (CGT) Concessions
• Goods and Services Tax (GST)
• FBT and Salary Packaging
• Tax Transaction Assistance and Advice
• ATO Tax Audits and Investigation Assistance
• And More

Our goal is to simplify the tax process so you can feel confident your tax lodgements are accurate, compliant, and most importantly improve the potential for wealth creation.

Where we identify an area that involves specialised taxation expertise, we have a ready and available network of experts to call upon. Such areas might include:

• Employee Share Ownership Plans
• Research & Development Tax Incentives
• Self Managed Superannuation Funds
  

At Bonitas Partners, we have the experience to address your unique needs with a keen understanding of statutory audit requirements and tax concessions. We reduce the risk of non-compliance by remaining proactive as a compliance support service that is involved not just with tax filings, but as part of your tax planning efforts.

If the ATO decides they wish to investigate your organisation it is often because you failed to meet expectations for the benchmarks in your industry. If you do become involved in an audit, you want your records to show you followed all legal avenues and were 100% compliant.

It’s never too late to start tax planning or seek compliance support. Start with a free consultation today.

Start With A Complementary Consultation

“For the past year, Bonitas Partners has been working with the Duldig Studio Museum and Sculpture Garden to ensure the organisation’s management accounts and statutory audit is completed in a timely and informative manner.

They have also assisted with all tax compliance lodgements and most recently, was very proactive to ensure the organisation was optimally positioned to benefit from Commonwealth, State and Local Government relief packages related to COVID-19.

Throughout this period, Jane has been extremely well organised, knowledgeable in her areas of expertise and has provided great assistance to the Studio Director, Treasurer and Board of Management."

Antony de Jong

President, Board of Management, The Duldig Gallery Inc trading as the Duldig Studio Museum and Sculpture Garden