TAX ADVICE & PLANNING

Professional Tax Return Service in Gladstone

Joe Oram & Associates provides comprehensive tax planning and advice to help our clients in the Gladstone, QLD region strategically plan their finances to ensure they fulfill their tax obligations. This involves identifying deductions, credits, and other tax-saving opportunities.

Comprehensive Tax Advice & Planning Services

Business Activity Statements (BAS) Preparation

We assist businesses in preparing and submitting their BAS, which includes information on GST, PAYG withholding, and other tax-related obligations.

Deduction Maximisation

We identify and recommend legitimate deductions to minimise taxable income, including expenses related to home offices, professional development, and other business-related costs.

Investment Planning

We advise on tax-efficient investment strategies, including considerations for capital gains tax (CGT) and franking credits on dividends.

Superannuation Planning

We assist clients in maximising contributions to their superannuation accounts, taking advantage of concessional and non-concessional contribution limits while considering the associated tax implications.

Tax-Effective Trust Structures

We advise on the use of trusts to distribute income efficiently among beneficiaries, considering family trusts, discretionary trusts, and other trust structures.


Income and Expenses Timing

We advise on the timing of income recognition and expense payments to manage tax liabilities effectively. This may involve deferring income or accelerating deductible expenses.

Business Structure Optimisation

We analyse the most tax-efficient business structure based on the nature of the business, considering factors such as income distribution, liability protection, and compliance requirements.

Maximising Tax Credits

To reduce overall tax liability, we help clients identify and claim applicable tax credits, such as the Research and Development (R&D) Tax Incentive and Small Business Tax Offset.

Asset Acquisition and Disposal Planning

We assist in planning for the acquisition or disposal of assets, considering the timing and structure to minimise capital gains tax (CGT) or take advantage of available concessions.

Tax Advice & Planning Enquiries

Call us today on (07) 4978 1191 to speak with one of our experts about our tax advice and planning services. Alternatively, send us an enquiry, and a member of our team will get back to you as soon as possible.

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