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Personal tax

Experience. New Thinking.

Tailored tax solutions designed to simplify complexity and optimise your finances.

Navigating personal taxation in Australia is more complex than ever, with constantly shifting tax laws and life events like marriage, divorce, changing family needs, or education costs all impacting your financial situation. 
At Exant Advisory, our experienced personal tax specialists combine deep knowledge with innovative thinking to guide you through every stage of your financial journey, ensuring you stay compliant and make the most of every opportunity.
Our approach is centred on saving you both time and money. By leveraging our extensive experience and embracing new thinking, we take the time to thoroughly review your circumstances and deliver outcomes that maximise your financial wellbeing.
Ready to experience the difference that expertise and fresh perspectives can make? Reach out to our team and discover how we can help you confidently manage your personal tax obligations.

Comprehensive personal tax solutions

Whether you are dealing with capital gains tax, considering salary packaging, managing employee share schemes, or facing residency and relocation tax issues, our team is here to offer practical solutions tailored to your unique circumstances. We pride ourselves on delivering forward-thinking, client-focused advice across all areas of personal taxation, including:
  • Capital gains tax, including CGT small business concessions
  • Salary packaging strategies
  • Taxation implications of shares and employee share schemes
  • Tax-effective structuring for individuals and families
  • Private company loan considerations
  • Residency and cross-border tax matters
  • Temporary resident tax considerations
  • Tax issues when relocating to or from Australia
  • Preparation and lodgement of personal income tax returns

Meet our experienced Personal tax team

Our leadership team brings together some of the most experienced and trusted advisors in the industry. Get to know our partners.

What clients say about our Personal tax

A friend referred Jamie Towers and Exant Advisory for tax residency advice for myself, my company and trust ahead of possible migration to Australia. I found the advice to be well written and made a complicated issue, easy to understand. Jamie provided invaluable input during meetings with my existing advisors ensuring I received holistic advice to achieve my goals. I would be pleased to recommend Exant Advisory to others seeking tax advice.
Rhys Warren
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Founder & CEO, Sektor
With the support of Exant we're always on top of our financial position which is invaluable for our family, business and financiers. The team at Exant Advisory have been a real partner for our business. Their knowledge of the finance market in both conventional Banking and Government Support agencies meant that the path to success was achieved through perseverance and guidance.
Charlie Hawkins
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Owner, HC Pastoral Company
I have been a client of Exant Advisory for the last 14 years and over this time I cannot fault their services whatsoever. Exant Advisory are always proactive in offering advice to benefit our business and I cannot speak more highly of their knowledgeable, friendly and professional staff. Nothing is ever any trouble for the team.
Brenda Porter-Smith
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Mosca Australia Pty Ltd
Jamie Towers and the Exant Advisory tax team provided clear, detailed written advice on the temporary resident tax rules and worked closely with our New Zealand accountant to ensure we achieved the most tax-effective outcome for our move. We would be pleased to recommend Exant Advisory to anyone seeking expert tax, structuring, and due diligence services.
Isaac & Tania Hart
Gridvision has worked with the team at Exant since the formation of our business, and they have been instrumental in our journey so far. We highly recommend Exant for any business looking for reliable, expert support in accounting, tax, HR and other areas.
Mark Spinks
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Managing Director, Gridvision
Our other services

Experience. New Thinking across every service

Beyond numbers and compliance, Exant Advisory brings strategic insight to every facet of business. Explore our other services and discover how our experience, new thinking and our collaborative approach work together to support your long-term growth and success.
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