Chatswood 02 9410 6999    Katoomba 02 4782 2587

Tax Planning and Management

Taxation management is a fundamental aspect of every business, and keeping up to date and meeting compliance requirements in this increasingly complex area requires a partner who understands the legal requirements as well as the needs of your business.

Our commitment to continuing professional education means we keep up to date in the complex area of taxation so that we can provide sound advice and solutions to our clients.

At Trumans we believe that appropriate periodical reviews of your tax situation offer you an opportunity to take a step back and consider the past year and plan for the next.

With many years experience in taxation, Trumans is well placed to provide support for your business in all aspects of tax management.

As in every aspect of our work, we always aim to go beyond compliance to provide a complete service to our clients.

Trumans taxation services include:

  • Taxation planning, to project income and tax liabilities, meet compliance requirements, and minimise tax obligations
  • Advice on the most appropriate structure for a business
  • Detailed advice on income tax, GST, capital gains, land tax, fringe benefits tax and payroll tax
  • Due diligence reviews of acquisition targets
  • Preparation of general purpose and special purpose financial reports
  • Tax consolidations
  • International tax planning, including superannuation issues and resident/non-resident tax status advice for people entering or leaving Australia
  • Preparation and lodgement of tax returns

Being members of the Chartered Accountants Institute of Australia and New Zealand, we seek to comply with appropriate quality standards. In particular we provide clients with a document that states:

  • the responsibility for the accuracy and completeness of the particulars and information provided by a Client rests with the Client;
  • any advice given to the Client is only an opinion based on our knowledge of the Client's particular circumstances; and
  • a taxpayer has obligations under self-assessment to keep full and proper records in order to facilitate the preparation of accurate returns. 

If you would like to discuss our taxation services, please contact us or phone 02 9410 6999.

Latest News & Alerts

August Newsletter

out now



  • ATO focus on rental property income and deductions

  • Wash sale arrangements under scrutiny

  • Switching home loans

    ... and more



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