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Annual tax compliance

Effective tax compliance involves much more than the preparation and lodgement of your annual income tax return.
Gain clarity over your compliance

Generally, every entity in Australia undertaking an activity with the intention of making profit is required to lodge an income tax return or equivalent notice with the ATO. While these lodgements are only required annuallythe best outcome cannot be achieved by the return preparation process alone. The most effective management of tax is regularly reviewed and attended to throughout the whole year.

Tax compliance involves the proper structuring of finances and a sound understanding of the tax implications of income and expenditure. It also requires thorough cash flow planning and consideration of profits and investment activities. Obtaining professional tax advice will not only help you manage your personal tax more efficiently and minimise tax costs, but it will also ensure that you are informed of the latest tax regulations and meet all your obligations.

A comprehensive approach

At Pitcher Partners, we provide comprehensive assessment, planning and advice to help you manage your tax compliance and minimise its impact on your wealth.

We also offer wealth managementwealth protection planning and investment advice for individuals seeking to develop a more robust plan for their financial future.

Your tax compliance obligations

There are a number of specific circumstances and considerations which may impact your tax compliance obligations, such as:

  • Australian citizenship 
  • Australian tax residency 
  • Non-residents earning income in Australia 
  • Income below tax-free threshold 
  • Tax withholding, such as PAYG
  • Refundable rebate or credit entitlements 
  • Superannuation contributions 
  • HELP debt 

Making compliance matters easy

Our tax compliance experts can help you navigate the complex taxation landscape and assist you with: 

  • Year-round advice on any transactions that may impact your tax outcome, such as asset acquisitions or change in circumstance
  • Income tax planning and advice
  • Assessing tax implications, including income, expenditure and superannuation contributions
  • Reviewing tax efficient opportunities, including relevant structuring advice and planning
  • Inheritance tax, estate and gift planning
  • Analysis of trust distribution and dividends
  • Year-end tax and PAYG instalments and estimations
The trusted name in personal tax

At Pitcher Partners, our trusted advisors have been helping individuals and families successfully address and meet all of their taxation compliance requirements for years. Our extensive experience in taxation management and planning, as well as our comprehensive knowledge of the industry’s complex rules and regulations will ensure absolute peace of mind when it comes to your financial matters.

We understand that everyone has a unique, and often multifaceted, financial situation, so we work closely with you to completely understand your circumstances, structures and obligations, and deliver clear solutions that are fully tailored to your needs.

Our experts

asdfafsdfa Andrew Beitz

Andrew Beitz

Principal

Adelaide


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asdfafsdfa Peter Camenzuli

Peter Camenzuli

Partner

Brisbane


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asdfafsdfa Ashley Davidson

Ashley Davidson

Partner

Melbourne


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asdfafsdfa Renae Korsman

Renae Korsman

Partner

Newcastle and Hunter


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asdfafsdfa Julie Strack

Julie Strack

Executive Director

Perth


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asdfafsdfa Raelene Berryman

Raelene Berryman

Partner

Sydney


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Responses to queries submitted via this form (“Response”) are produced by Pitcher Partners Advisors Proprietary Limited and are prepared for the exclusive use and benefit of those who are invited, and agree, to participate in the CRITICAL POINT NETWORK service. Responses provided, or any part thereof, must not be distributed, copied, used, or relied on by any other person, without our prior written consent. Any information provided is intended to be of a general nature and prepared without taking into account your objectives, circumstances, financial situation or particular needs. Any information provided does not constitute personal advice. If you act on anything contained in a Response without seeking personal advice you do so at your own risk. In providing this information, we are not purporting to act as solicitors or provide legal advice. Any information provided by us is prepared in the ordinary course of our profession and is based on the relevant law and its interpretations by relevant authorities as it stands at the time the information is provided. Any changes or modifications to the law and/or its interpretation after this time could affect the information we provide. It is not possible to guarantee that the tax authorities will not challenge a transaction or to guarantee the outcome of such a challenge if one is raised on the basis of the information we provide. To the maximum extent permitted by law, Pitcher Partners will not be liable for any loss, damage, liability or claim whatsoever suffered or incurred by any person arising directly or indirectly out of the use or reliance on the information contained within a Response. We recommend you seek a formal engagement of our professional services to consider the appropriateness of the information in a Response having regard to your objectives, circumstances, financial situation or needs before proceeding with any financial decisions. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
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