Josh Haque

Perth

Senior Manager - Taxation Services

Private Business and Family Advisory

   +618 9322 2022

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Professional Background

Josh has been working in public practice for over 10 years focusing on the taxation issues affecting Private Business and Family Advisory.

He has detailed knowledge of the Self-managed Superannuation Fund sector, helping Trustees to comply with the legislative requirements as well as implementing live reporting solutions for Trustees to effectively manage their retirement savings in a timely manner.

Josh has spent time in Melbourne’s Pitcher Partners specialist SMSF advice division, developing strategies alongside Trustees to maximise members' retirement savings while ensuring wealth is passed smoothly to the next generation.

He also has a wide understanding of the various taxation issues affecting inbound and outbound clients providing advice on how to plan and manage a change in tax residency status.

Areas of Expertise

  • Tax residency advice: inbound and outbound clients
  • Tax structuring for outbound investments
  • Rollovers from foreign superannuation funds
  • Forex gains and losses
  • SMSF compliance and administration
  • Management of excess contributions
  • Limited recourse borrowing arrangements
  • Insurance: type/deductability/accessibility
  • CGT tax concessions
  • Investment restrictions
  • Property development
  • Estate planning
  • Planning of trustee absences

Industry Experience

  • Health care
  • Property
  • Retail

Memberships & Qualifications

  • Bachelor of Commerce
  • Member of the Institute of Chartered Accountants Australia
  • Member of the SMSF Association
  • SMSF Specialist Advisor (SSA)

Services & Specialisations

Accounting and Business Advisory

Accounting and Business Advisory

Information in business is the key to being able to make the right decisions at the right ...

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Tax Consulting

Tax Consulting

A key business strategy for any organisation is to manage their tax obligation at the same...

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Tax Advice and Compliance

Tax Advice and Compliance

Tax affects every individual, public, private and multinational company, each with their o...

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Business Structuring

Business Structuring

The business structure should balance between your short and long term objectives, success...

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Succession Planning

Succession Planning

Forging the future of your business beyond the boundaries of today requires strategic plan...

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Estate Planning

Estate Planning

The preparation and maintenance of an Estate Plan is an effective way of ensuring that a p...

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Superannuation Services

Superannuation Services

In an increasingly complex and regulated environment, engaging the right professionals to ...

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