Tax planning and compliance, done right
Comprehensive tax planning, preparation and advisory for individuals, families and businesses.
Ace Biz handles tax planning, preparation and ATO representation for individuals, companies, trusts and partnerships across Australia — income tax, GST, CGT, FBT, and specialist crypto and international tax. We keep you compliant and make sure you don't pay more tax than you need to. It's for anyone who wants proactive, year-round tax rather than a last-minute return.
Overview
We take the time to understand your situation and apply the rules correctly — so you meet every obligation and don't pay more tax than you need to.
From quarterly BAS to year-end strategy and ATO representation, we handle the detail so you can focus on the business.
Tax planning
Good tax planning happens before 30 June, not at lodgement time. We look at the whole picture — you, your business and your entities — and use tax-effective strategies that stay firmly within the law.
Checking whether your company, trust or partnership still fits your income and plans.
Planning when income is earned and expenses are incurred across the year end.
The tax effect of concessional and non-concessional contributions, coordinated with your financial adviser.
Planning property, share, crypto and business sales so the right CGT discount or concessions apply.
Salary, dividends, distributions and director loans set up the right way for your situation.
A pre-30 June meeting with estimated tax payable and the options to reduce it legally.
What's included
FAQs
If you lodge yourself, individual returns are generally due by 31 October. Lodging through a registered agent like us usually gives you a later date, provided you're on our client list before 31 October.
Through the right structure, claiming everything you're entitled to, sensible timing of income and deductions, and using the concessions you qualify for — always within the rules. We prioritise getting it correct, then efficient.
Generally yes. Crypto is treated as an asset, so disposals can trigger capital gains tax, and some activity is taxed as income. We help you keep records and report it correctly.
Yes. As registered tax agents we can liaise with the ATO on your behalf — lodgments, payment arrangements and responding to reviews or queries.
Yes. We review your structure, the timing of income and deductions, and the tax effect of super contributions, then put a plan in place before 30 June rather than after it. Where super or investment decisions are involved, we work alongside your licensed financial adviser.
Yes. We calculate CGT on property, shares, crypto and business sales, and check whether the CGT discount or the small business CGT concessions apply — ideally before you sign a contract, when there is still time to plan.
Yes. Our business tax accountants prepare company, trust and partnership tax returns, BAS and year-end tax plans, and act as your registered tax agent with the ATO. We also look after startups from their first year, so the structure and registrations are right before the first return is due.
Yes. We help you choose the right structure, then arrange the registrations a new business usually needs — the company or business name, ABN, TFN and GST where required — and set up your accounting software so you start off compliant.
Book a discovery call and see how Ace Biz can help you move faster with more certainty.
Book a Discovery Call