Experience and new thinking supporting advisors with specialist, technically robust tax solutions.
We recognise that many business advisors and finance professionals (including smaller accounting firms, financial advisers and legal practitioners) may not have either the resources or technical expertise to provide the right advice for their clients.
The tax agent code of conduct and other professional requirements requires tax agents to provide a tax agent service competently and to take reasonable care to ensure that taxation laws are applied correctly to the client’s circumstances.
Clients rely on their advisor to provide them with general advice, but may sometimes require the services of a specialist. This is akin to a medical general practitioner referring patients to a specialist doctor.
Ready to strengthen your client relationships with expert tax guidance? Get in touch today and let our experienced advisors provide the technical depth your clients deserve.
Our tax advisors can offer support to advisors and finance professionals in a number of ways including:
Specialist written tax advice for specific transactions
Preparation of private binding ruling applications
Phone consultations to trouble shoot client scenarios to provide comfort you are advising the client correctly
Second partner-review – You prepare a piece of written advice and we can provide the second set of eyes and the quality control to give you comfort that you have taken reasonable care to provide competent advice
Client audit support – we can manage a revenue office audit for your client including submissions to ATO / OSR draft audit position and objections to decisions
R&D Tax Support – we can be engaged by your client solely to prepare an R&D Tax Incentive application and R&D tax incentive Schedule, while you retain the main client engagement
Executor Advice – Administration of complex deceased estates may require specialist advice to ensure the executor acts in the best interests of the estate and beneficiaries. We can work with executors and their existing advisors to ensure the executor legally minimises tax to maximise the assets of the estate able to be distributed
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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