OUR SERVICES

MANAGING YOUR TAX POSITION IS A CORE PART OF PROTECTING AND ENHANCING YOUR WEALTH – GETTING IT RIGHT IS IMPORTANT BUT IT SHOULD NOT DOMINATE THE PURSUIT OF YOUR GOALS

We understand the unique challenges you face. You may be the owner of a private company that carries on a business or has significant investment assets, an executive or other wealthy individual. You may be starting to think about building an estate plan or simply seeking a new perspective and fresh advice. Regardless of your stage in life, our integrated approach to planning will help you take charge of your future.

WE HELP YOU NAVIGATE

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TAX PLANNING

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RISK MANAGEMENT

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PERSONAL AND BUSINESS STRUCTURING ADVICE

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PERSONAL TAXATION

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TAX CONSULTING

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SUPERANNUATION

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ESTATE PLANNING

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GENERAL TAX AND ACCOUNTING

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ADVISE ON A RANGE OF TAX MATTERS

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SUCCESSION PLANNING

PERSONAL TAXATION

We can help you and your family:

  • Manage your personal and family tax position
  • Develop investment and operating structures that help protect and grow your family’s wealth
  • Effectively structure your remuneration through salary packaging
  • Plan effectively for your retirement and utilise tax concessions designed for business and individuals
  • Develop a succession plan for the transition of your business or personal structures to the next generation
  • Resolve queries or disputes with the Australian Taxation Office

TAX CONSULTING

  • Advise on structuring and managing your business and personal tax affairs to fit your goals and objectives
  • Navigating your tax obligations yet optimising tax concessions designed to benefit you
  • Assist filing tax returns and other tax compliance commitments
  • Advise on a range of tax matters whether it be personal, business or estate related
  • Ensure tax, accounting and regulatory changes are effectively implemented in your business
  • Succession planning for family assets or business interests
  • Streamline your processes, procedures and structure to ensure you have a cost-effective operation

SUPERANNUATION

Seabridge Tax has superannuation specialisation to:

  • Assist you across the superannuation spectrum – from the design and implementation of tax efficient strategies to annual review and maintenance
  • Advise and implement appropriate strategies for:
    – Contributions to maximise benefits
    – Tax implications of pension strategies pre and post age 60 to maximise tax free benefits
    – Managing excess contributions
    – Related party and in-house assets strategies
    – Tax efficient planning for death to ensure the transfer of your wealth in a tax efficient manner
  • Resolve queries or disputes with the Australian Taxation Office
  • Attend to the annual compliance of Self Managed Superannuation Funds including financial statements, member reporting, annual returns, associated minutes and liaison with auditors through our competitively priced offering

ESTATE PLANNING

Seabridge Tax will work with your appointed estate lawyer to ensure structures and strategies are in place to:

  • Protect your family wealth while you are alive, if you lose capacity and on your death
  • Protect your wealth from creditors and predators
  • Minimise the intrusion of tax

GENERAL TAX AND ACCOUNTING COMPLIANCE SERVICES

We can attend to your annual tax and accounting compliance requirements

We can work with cloud accounting software (Xero or MYOB) or other software you may be using